Axxcess Wealth Management, LLC Reduced Holdings in Q1 2025

Axxcess Wealth Management, LLC

  • $3.59 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CHCO
City Holding CO

Financial Services
-152
- 0.14%
$114.48 - $120.39 $17.4K - $18.3K
109K $12.8M
DVYE
Ishares Emerging Markets Divid

ETFs
-5.16K
- 38.97%
$25.08 - $27.99 $129K - $144K
8.07K $220K
F
Ford Motor CO

Consumer Cyclical
-13.3K
- 10.54%
$9.12 - $10.43 $122K - $139K
113K $1.14M
BDX
Becton Dickinson & CO

Healthcare
-590
- 6.56%
$222.79 - $249.08 $131K - $147K
8.4K $1.92M
PHM
Pultegroup Inc

Consumer Cyclical
-724
- 11.73%
$101.09 - $118.51 $73.2K - $85.8K
5.45K $559K
WMB
Williams Companies, Inc.

Energy
-6.43K
- 13.27%
$54.02 - $61.09 $347K - $393K
42K $2.51M
DTE
Dte Energy CO

Utilities
-2.24K
- 19.7%
$117.6 - $138.27 $263K - $310K
9.13K $1.26M
FISV
Fiserv Inc

Technology
-865
- 4.97%
N/A
16.5K $2.07M
NVS
Novartis Ag

Healthcare
-1.88K
- 26.47%
$97.14 - $115.57 $182K - $217K
5.21K $580K
LII
Lennox International Inc

Industrials
-120
- 14.15%
$553.05 - $666.93 $66.4K - $80K
728 $408K
KSS
Kohls Corp

Consumer Cyclical
-55
- 0.3%
$8.06 - $14.12 $443 - $777
18.1K $148K
VDE
Vanguard Energy ETF

ETFs
-1.14K
- 23.0%
$119.14 - $132.76 $136K - $152K
3.83K $496K
MAS
Masco Corp

Industrials
-625
- 3.15%
$68.67 - $81.85 $42.9K - $51.2K
19.2K $1.34M
ACHR
Archer Aviation Inc.

Industrials
-5.71K
- 24.62%
$6.8 - $11.51 $38.8K - $65.7K
17.5K $124K
D
Dominion Energy, Inc

Utilities
-4.21K
- 6.67%
$52.85 - $57.43 $223K - $242K
58.9K $3.3M
ENB
Enbridge Inc

Energy
-4.42K
- 8.34%
$41.54 - $45.45 $183K - $201K
48.5K $2.15M
PKW
Invesco Exchange Traded Fd Tr

ETFs
-789
- 29.74%
$109.15 - $120.99 $86.1K - $95.5K
1.86K $210K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-961
- 6.5%
$100.32 - $100.76 $96.4K - $96.8K
13.8K $1.39M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
-1.72K
- 27.14%
$50.21 - $51.23 $86.5K - $88.3K
4.63K $233K
EIX
Edison International

Utilities
-35
- 0.83%
$50.06 - $80.01 $1.75K - $2.8K
4.2K $247K
RSG
Republic Services, Inc.

Industrials
-1.43K
- 22.83%
$200.09 - $242.16 $287K - $347K
4.85K $1.17M
TJX
Tjx Companies Inc

Consumer Cyclical
-762
- 13.11%
$112.81 - $126.16 $86K - $96.1K
5.05K $614K
NTLA
Intellia Therapeutics, Inc.

Healthcare
-1.07K
- 6.38%
$7.11 - $12.8 $7.62K - $13.7K
15.7K $111K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-71
- 1.81%
$302.31 - $337.54 $21.5K - $24K
3.86K $1.18M
RBLX
Roblox Corp

Communication Services
-1.4K
- 10.88%
$53.77 - $75.47 $75.5K - $106K
11.5K $670K
FNDA
Schwab Fundamental U S Small C

ETFs
-366
- 1.27%
$26.87 - $30.99 $9.83K - $11.3K
28.5K $780K
FCBC
First Community Bankshares Inc

Financial Services
-28
- 0.15%
$37.69 - $45.34 $1.06K - $1.27K
18.1K $680K
MSCI
Msci Inc.

Financial Services
-85
- 12.63%
$541.46 - $628.34 $46K - $53.4K
588 $332K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-103
- 1.63%
$175.5 - $209.86 $18.1K - $21.6K
6.21K $1.13M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-603
- 8.2%
$126.11 - $135.06 $76K - $81.4K
6.75K $870K
ELV
Elevance Health, Inc.

Healthcare
-378
- 25.05%
$365.9 - $436.25 $138K - $165K
1.13K $491K
HUBB
Hubbell Inc

Industrials
-10
- 1.42%
$330.91 - $456.86 $3.31K - $4.57K
693 $229K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
-825
- 2.01%
$5.29 - $10.87 $4.36K - $8.97K
40.3K $213K
HPQ
Hp Inc

Technology
-442
- 4.23%
$27.69 - $34.72 $12.2K - $15.3K
10K $277K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
-3.15K
- 5.91%
$21.05 - $21.54 $66.4K - $67.9K
50.2K $1.06M
CARR
Carrier Global Corp

Industrials
-437
- 5.86%
$62.07 - $70.55 $27.1K - $30.8K
7.02K $444K
GPI
Group 1 Automotive Inc

Consumer Cyclical
-89
- 12.09%
$375.96 - $484.08 $33.5K - $43.1K
647 $247K
VOT
Vanguard Mid Cap Growth Index

ETFs
-202
- 16.1%
$237.72 - $276.98 $48K - $55.9K
1.05K $257K
HDV
Ishares Core High Dividend ETF

ETFs
-924
- 15.35%
$110.86 - $121.12 $102K - $112K
5.1K $617K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-175
- 7.12%
$161.03 - $235.53 $28.2K - $41.2K
2.28K $378K
ALC
Alcon Inc

Healthcare
-1.02K
- 25.27%
$82.73 - $96.8 $84.3K - $98.6K
3.01K $286K
PCG
Pg&E Corp

Utilities
-32
- 0.18%
$15.16 - $20.4 $485 - $653
17.6K $302K
HLI
Houlihan Lokey, Inc.

Financial Services
-96
- 3.35%
$154.43 - $187.4 $14.8K - $18K
2.77K $447K
WSO
Watsco Inc

Industrials
-187
- 13.44%
$463.86 - $530.75 $86.7K - $99.3K
1.2K $611K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-2.98K
- 5.69%
$21.49 - $22.24 $64.1K - $66.3K
49.4K $1.1M
VVR
Invesco Senior Income Trust

Financial Services
-10.5K
- 44.68%
$3.55 - $4.15 $37.3K - $43.6K
13K $48K
QLC
Flexshares Tr Us Quality Large

ETFs
-469
- 9.11%
$62.78 - $69.86 $29.4K - $32.8K
4.68K $298K
MSI
Motorola Solutions, Inc.

Technology
-2
- 0.12%
$411.73 - $482.1 $823 - $964
1.62K $708K
TPR
Tapestry, Inc.

Consumer Cyclical
-885
- 18.71%
$65.63 - $89.21 $58.1K - $79K
3.85K $270K
Activity Summary
Buys All Purchases 437 New Holdings 102 Increased Positions 335 Sells All Sells 344 Reductions 344 Sold out 0 Options Calls 0 Puts 1
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