Axxcess Wealth Management, LLC Reduced Holdings in Q4 2024

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-581
- 1.86%
$52.0 - $55.66 $30.2K - $32.3K
30.7K $1.64M
DFAT
Dimensional ETF Tr U S Target

ETFs
-63
- 0.87%
$54.54 - $61.04 $3.44K - $3.85K
7.2K $400K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-305
- 2.32%
$17.93 - $18.8 $5.47K - $5.73K
12.9K $234K
LII
Lennox International Inc

Industrials
-11
- 1.28%
$589.36 - $678.43 $6.48K - $7.46K
848 $516K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1
- 0.04%
$563.99 - $620.12 $564 - $620
2.37K $1.35M
VMC
Vulcan Materials CO

Basic Materials
-122
- 2.82%
$237.95 - $292.31 $29K - $35.7K
4.2K $1.08M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-364
- 6.25%
$316.94 - $357.88 $115K - $130K
5.46K $1.87M
Smurfit Westrock PLC
-218
- 4.87%
N/A
4.26K $0
Te Connectivity PLC
-1
- 0.04%
N/A
2.26K $0
T Rowe Price ETF Inc
-1.45K
- 18.69%
N/A
6.31K $0
Siriusxm Holdings Inc
-72
- 0.36%
N/A
20.2K $0
Thomson Reuters Corp
-140
- 4.56%
N/A
2.93K $0
Ishares Ethereum Tr
-15.5K
- 36.23%
N/A
27.2K $0
Blackrock ETF Trust Ii
-8.76K
- 38.82%
N/A
13.8K $0
Blackrock ETF Trust Ii
-13K
- 26.19%
N/A
36.6K $0
Ark 21 Shares Bitcoin ETF
-19.6K
- 65.19%
N/A
10.4K $0
Landbridge Company LLC
-2.34K
- 42.05%
N/A
3.23K $0
LVOL
American Century ETF Tr Low Vo
-778
- 14.66%
N/A
4.53K $0
American Healthcare Reit Inc
-10.6K
- 57.19%
N/A
7.97K $0
Linde PLC
-144
- 0.87%
N/A
16.5K $0
MGIC
Magic Software Enterprises LTD

Technology
-250
- 1.57%
$10.75 - $12.86 $2.69K - $3.22K
15.7K $188K
Grayscale Ethereum Trust ETF
-126
- 1.21%
N/A
10.3K $0
HEIA
Heico Crp Cl A
-62
- 4.12%
N/A
1.44K $0
Ea Series Trust
-102
- 1.13%
N/A
8.95K $0
Cooper Cos Inc
-44
- 0.6%
N/A
7.24K $0
DDD
3 D Systems Corp

Technology
-3K
- 14.03%
$2.67 - $4.09 $8.01K - $12.3K
18.4K $60K
ETF Opportunities Trust
-6.27K
- 8.2%
N/A
70.2K $0
First Tr Exchng Traded Fd Vi
-14.8K
- 24.16%
N/A
46.6K $0
Canadian Pacific Kansas City
-489
- 12.71%
N/A
3.36K $0
Brookfield Corp
-4.59K
- 48.68%
N/A
4.84K $0
Aegon LTD
-105
- 0.98%
N/A
10.6K $0
PKW
Invesco Exchange Traded Fd Tr

ETFs
-3
- 0.11%
$114.02 - $125.22 $342 - $376
2.65K $305K
ALLY
Ally Financial Inc.

Financial Services
-25
- 0.39%
$34.12 - $39.98 $853 - $999
6.4K $230K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
-1.24K
- 3.56%
$1.55 - $2.65 $1.92K - $3.28K
33.5K $61K
PH
Parker Hannifin Corp

Industrials
-1
- 0.14%
$621.74 - $709.46 $622 - $709
697 $443K
IP
International Paper CO

Consumer Cyclical
-1.02K
- 8.64%
$46.64 - $59.57 $47.5K - $60.6K
10.8K $579K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-4
- 0.13%
$417.69 - $450.94 $1.67K - $1.8K
2.99K $1.27M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-4.76K
- 12.53%
$11.18 - $13.68 $53.2K - $65.1K
33.2K $422K
ABNB
Airbnb, Inc.

Consumer Cyclical
-107
- 2.44%
$125.36 - $147.37 $13.4K - $15.8K
4.29K $563K
VTRS
Viatris Inc

Healthcare
-361
- 2.96%
$11.32 - $13.37 $4.09K - $4.83K
11.9K $147K
ZBRA
Zebra Technologies Corp

Technology
-16
- 1.75%
$360.09 - $411.94 $5.76K - $6.59K
898 $346K
WRB
Berkley W R Corp

Financial Services
-59
- 0.95%
$56.48 - $64.94 $3.33K - $3.83K
6.16K $360K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-50
- 2.56%
$129.96 - $144.97 $6.5K - $7.25K
1.91K $265K
SAP
Sap Se

Technology
-480
- 6.49%
$218.13 - $255.54 $105K - $123K
6.92K $1.7M
EW
Edwards Lifesciences Corp

Healthcare
-1.17K
- 9.87%
$64.54 - $75.92 $75.3K - $88.5K
10.6K $788K
GPI
Group 1 Automotive Inc

Consumer Cyclical
-50
- 6.36%
$344.56 - $435.0 $17.2K - $21.8K
736 $310K
BSX
Boston Scientific Corp

Healthcare
-487
- 5.14%
$83.62 - $91.5 $40.7K - $44.6K
8.99K $803K
USB
Us Bancorp \De\

Financial Services
-363
- 2.8%
$43.98 - $53.66 $16K - $19.5K
12.6K $602K
ZWS
Zurn Water Solutions Corp

Industrials
-70
- 0.76%
$35.79 - $40.92 $2.51K - $2.86K
9.1K $339K
Activity Summary
Buys All Purchases 447 New Holdings 70 Increased Positions 377 Sells All Sells 354 Reductions 354 Sold out 0 Options Calls 0 Puts 1
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