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
Ishares Bitcoin Trust ETF
-5.34K
- 3.7%
N/A
139K $0
J P Morgan Exchange Traded F
-11.7K
- 28.57%
N/A
29.2K $0
Spdr Series Trust
-22.9K
- 42.07%
N/A
31.6K $0
Thomson Reuters Corp
-181
- 14.38%
N/A
1.08K $0
Blackrock ETF Trust Ii
-12.6K
- 74.08%
N/A
4.4K $0
Arista Networks Inc
-18.1K
- 48.12%
N/A
19.5K $0
Linde PLC
-745
- 4.51%
N/A
15.8K $0
Zacks Trust
-337
- 0.53%
N/A
63.7K $0
Flutter Entmt PLC
-68
- 3.15%
N/A
2.09K $0
Vanguard Malvern Fds
-11.3K
- 31.81%
N/A
24.3K $0
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-17
- 0.22%
$45.12 - $46.23 $767 - $786
7.89K $364K
Te Connectivity PLC
-346
- 9.07%
N/A
3.47K $0
Ishares Tr
-2K
- 4.09%
N/A
46.9K $0
Victory Portfolios Ii
-43
- 0.28%
N/A
15.1K $0
Ea Series Trust
-141
- 1.14%
N/A
12.2K $0
PACB
Pacific Biosciences Of California, Inc.

Healthcare
-978
- 3.17%
$0.91 - $1.45 $890 - $1.42K
29.9K $37K
MAIN
Main Street Capital Corp

Financial Services
-170
- 3.38%
$49.15 - $59.32 $8.36K - $10.1K
4.85K $286K
TPR
Tapestry, Inc.

Consumer Cyclical
-745
- 19.37%
$60.6 - $87.81 $45.1K - $65.4K
3.1K $272K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-882
- 6.7%
$59.24 - $71.39 $52.2K - $63K
12.3K $875K
CI
Cigna Corp

Healthcare
-1
- 0.09%
$301.89 - $340.04 $302 - $340
1.07K $354K
CINF
Cincinnati Financial Corp

Financial Services
-1
- 0.06%
$126.6 - $151.6 $127 - $152
1.57K $233K
VTRS
Viatris Inc

Healthcare
-112
- 0.77%
$7.26 - $9.12 $813 - $1.02K
14.4K $128K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-361
- 3.11%
$7.69 - $11.46 $2.78K - $4.14K
11.2K $128K
WRB
Berkley W R Corp

Financial Services
-129
- 2.02%
$64.28 - $75.17 $8.29K - $9.7K
6.26K $459K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-227
- 1.57%
$46.92 - $55.01 $10.7K - $12.5K
14.2K $772K
TTD
Trade Desk, Inc.

Technology
-794
- 21.72%
$45.27 - $79.4 $35.9K - $63K
2.86K $206K
VONV
Vanguard Russell 1000 Value Et

ETFs
-498
- 2.71%
$73.19 - $85.21 $36.4K - $42.4K
17.9K $1.52M
WSBC
Wesbanco Inc

Financial Services
-34
- 0.29%
$26.79 - $32.33 $911 - $1.1K
11.9K $375K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
-858
- 1.71%
$20.31 - $21.71 $17.4K - $18.6K
49.3K $1.07M
EBAY
Ebay Inc

Consumer Cyclical
-369
- 6.95%
$59.52 - $79.36 $22K - $29.3K
4.94K $367K
NDSN
Nordson Corp

Industrials
-43
- 3.0%
$167.51 - $223.5 $7.2K - $9.61K
1.39K $298K
RACE
Ferrari N.V.

Consumer Cyclical
-76
- 10.37%
$397.86 - $499.02 $30.2K - $37.9K
657 $322K
EBND
Spdr Bloomberg Emerging Market

ETFs
-128
- 1.22%
$19.57 - $21.4 $2.5K - $2.74K
10.4K $222K
IDXX
Idexx Laboratories Inc

Healthcare
-552
- 20.73%
$361.04 - $536.34 $199K - $296K
2.11K $1.13M
NRG
Nrg Energy, Inc.

Utilities
-3.09K
- 39.3%
$83.61 - $162.67 $258K - $502K
4.77K $765K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-35
- 1.88%
$98.58 - $123.6 $3.45K - $4.33K
1.83K $226K
NVS
Novartis Ag

Healthcare
-279
- 5.36%
$101.96 - $121.01 $28.4K - $33.8K
4.93K $596K
FCBC
First Community Bankshares Inc

Financial Services
-289
- 1.6%
$35.38 - $40.02 $10.2K - $11.6K
17.8K $696K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-2.11K
- 11.48%
$28.98 - $37.18 $61.1K - $78.4K
16.3K $604K
ZBRA
Zebra Technologies Corp

Technology
-2
- 0.22%
$213.54 - $309.26 $427 - $619
927 $285K
FDRR
Fidelity Covington Tr Divid Et

ETFs
-55
- 0.86%
$43.98 - $54.23 $2.42K - $2.98K
6.34K $343K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-38
- 1.77%
$103.49 - $133.44 $3.93K - $5.07K
2.1K $277K
BSX
Boston Scientific Corp

Healthcare
-357
- 3.49%
$89.7 - $107.41 $32K - $38.3K
9.87K $1.06M
PDT
John Hancock Premium Dividend Fund

Financial Services
-1.08K
- 0.22%
$11.7 - $13.23 $12.6K - $14.3K
487K $6.42M
JXN
Jackson Financial Inc.

Financial Services
-359
- 2.8%
$70.35 - $89.5 $25.3K - $32.1K
12.4K $1.1M
ZWS
Zurn Water Solutions Corp

Industrials
-50
- 0.53%
$28.5 - $37.54 $1.43K - $1.88K
9.41K $344K
OLED
Universal Display Corp Pa

Technology
-23
- 0.94%
$106.6 - $161.02 $2.45K - $3.7K
2.42K $373K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-64
- 0.59%
$71.28 - $83.74 $4.56K - $5.36K
10.9K $909K
ARES
Ares Management Corp

Financial Services
-102
- 4.76%
$118.04 - $175.83 $12K - $17.9K
2.04K $353K
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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