Axxcess Wealth Management, LLC Reduced Holdings in Q2 2025

Axxcess Wealth Management, LLC

  • $4.06 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
-572
- 8.83%
$35.86 - $43.98 $20.5K - $25.2K
5.91K $250K
MSI
Motorola Solutions, Inc.

Technology
-13
- 0.8%
$394.72 - $440.39 $5.13K - $5.73K
1.61K $674K
TER
Teradyne, Inc

Technology
-622
- 20.29%
$67.96 - $91.05 $42.3K - $56.6K
2.44K $219K
HTGC
Hercules Capital, Inc.

Financial Services
-945
- 5.5%
$16.24 - $19.1 $15.3K - $18K
16.2K $296K
POOL
Pool Corp

Industrials
-13
- 1.17%
$285.0 - $325.66 $3.71K - $4.23K
1.1K $320K
VIS
Vanguard Industrial ETF

ETFs
-450
- 15.47%
$220.04 - $280.07 $99K - $126K
2.46K $688K
PBE
Invesco Exchange Traded Fd Tr

ETFs
-550
- 10.43%
$56.01 - $65.43 $30.8K - $36K
4.73K $302K
PSX
Phillips 66

Energy
-28
- 0.41%
$92.87 - $125.73 $2.6K - $3.52K
6.88K $820K
HLN
Haleon PLC

Healthcare
-3.56K
- 5.91%
$9.27 - $11.41 $33K - $40.6K
56.6K $587K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
-1.85K
- 12.0%
$18.21 - $18.97 $33.8K - $35.2K
13.6K $258K
MFG
Mizuho Financial Group Inc

Financial Services
-5.58K
- 20.68%
$4.25 - $5.66 $23.7K - $31.6K
21.4K $119K
FNDA
Schwab Fundamental U S Small C

ETFs
-2.19K
- 7.69%
$23.85 - $28.69 $52.2K - $62.8K
26.3K $753K
PPG
Ppg Industries Inc

Basic Materials
-402
- 8.99%
$91.66 - $115.04 $36.8K - $46.2K
4.07K $463K
APD
Air Products & Chemicals, Inc.

Basic Materials
-39
- 3.54%
$248.61 - $294.96 $9.7K - $11.5K
1.06K $299K
ALL
Allstate Corp

Financial Services
-1
- 0.02%
$180.53 - $212.64 $181 - $213
4.42K $890K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-578
- 12.94%
$82.17 - $99.96 $47.5K - $57.8K
3.89K $382K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-1.28K
- 2.6%
$21.71 - $22.3 $27.9K - $28.6K
48.1K $1.07M
GRMN
Garmin LTD

Technology
-2
- 0.07%
$173.63 - $218.07 $347 - $436
2.73K $570K
ABR
Arbor Realty Trust Inc

Real Estate
-885
- 6.83%
$8.92 - $11.89 $7.89K - $10.5K
12.1K $129K
PRI
Primerica, Inc.

Financial Services
-47
- 5.56%
$244.39 - $290.62 $11.5K - $13.7K
799 $218K
SQ
Block, Inc.

Technology
-368
- 8.51%
N/A
3.96K $226K
NKE
Nike, Inc.

Consumer Cyclical
-892
- 15.47%
$53.27 - $72.04 $47.5K - $64.3K
4.87K $346K
RGA
Reinsurance Group Of America Inc

Financial Services
-108
- 9.47%
$168.32 - $209.71 $18.2K - $22.6K
1.03K $204K
OTIS
Otis Worldwide Corp

Industrials
-32
- 0.97%
$90.88 - $104.3 $2.91K - $3.34K
3.26K $323K
AFL
Aflac Inc

Financial Services
-10
- 0.37%
$99.77 - $112.45 $998 - $1.12K
2.72K $287K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-125
- 1.6%
$121.58 - $136.74 $15.2K - $17.1K
7.69K $1.04M
RIG
Transocean Ltd.

Energy
-2.7K
- 19.46%
$2.13 - $3.32 $5.75K - $8.96K
11.2K $28K
DVY
Ishares Tr

ETFs
-33
- 0.47%
$118.37 - $134.86 $3.91K - $4.45K
7.05K $936K
VAW
Vanguard Materials ETF

ETFs
-147
- 6.0%
$163.82 - $196.64 $24.1K - $28.9K
2.3K $448K
CHH
Choice Hotels International Inc

Consumer Cyclical
-2
- 0.1%
$117.49 - $134.0 $235 - $268
1.99K $251K
ET
Energy Transfer LP

Energy
-185
- 1.03%
$15.65 - $18.93 $2.9K - $3.5K
17.8K $323K
JKHY
Henry Jack & Associates Inc

Technology
-32
- 1.22%
$163.54 - $186.02 $5.23K - $5.95K
2.59K $466K
DGX
Quest Diagnostics Inc

Healthcare
-71
- 1.66%
N/A
4.21K $576K
CBOE
Cboe Global Markets, Inc.

Financial Services
-74
- 5.76%
$205.81 - $234.23 $15.2K - $17.3K
1.21K $282K
VMC
Vulcan Materials CO

Basic Materials
-346
- 11.62%
$226.49 - $276.01 $78.4K - $95.5K
2.63K $686K
QLC
Flexshares Tr Us Quality Large

ETFs
-599
- 12.8%
$56.84 - $71.22 $34K - $42.7K
4.08K $290K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-3
- 0.14%
$110.23 - $131.5 $331 - $395
2.1K $259K
O
Realty Income Corp

Real Estate
-99
- 2.64%
$52.27 - $58.52 $5.17K - $5.79K
3.65K $210K
GPI
Group 1 Automotive Inc

Consumer Cyclical
-94
- 14.53%
$372.3 - $448.86 $35K - $42.2K
553 $241K
DFAX
Dimensional ETF Tr
-10.5K
- 11.0%
$23.37 - $29.39 $246K - $310K
85.3K $2.5M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-151
- 0.34%
$18.83 - $19.22 $2.84K - $2.9K
44K $841K
DOCS
Doximity, Inc.

Healthcare
-317
- 7.23%
$50.71 - $61.34 $16.1K - $19.4K
4.07K $249K
FE
Firstenergy Corp

Utilities
-76
- 1.2%
$38.31 - $43.17 $2.91K - $3.28K
6.27K $252K
KSS
Kohls Corp

Consumer Cyclical
-873
- 4.82%
$6.13 - $9.4 $5.35K - $8.21K
17.3K $146K
IGR
Cbre Global Real Estate Income Fund

Financial Services
-835
- 4.81%
$4.33 - $5.29 $3.62K - $4.42K
16.5K $87K
CHTR
Charter Communications, Inc.

Communication Services
-234
- 9.96%
$321.68 - $427.25 $75.3K - $100K
2.12K $865K
EWMC
Invesco Exchange Traded Fd Tr

ETFs
-542
- 6.76%
N/A
7.48K $0
Pimco ETF Tr
-196
- 0.96%
N/A
20.2K $0
Ishares Ethereum Tr
-524
- 2.44%
N/A
21K $0
Activity Summary
Buys All Purchases 501 New Holdings 91 Increased Positions 410 Sells All Sells 310 Reductions 310 Sold out 0 Options Calls 0 Puts 1
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