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
IRT
Independence Realty Trust, Inc.

Real Estate
-2.63K
- 20.79%
$18.23 - $21.8 $47.9K - $57.3K
10K $212K
LHX
L3 Harris Technologies, Inc.

Industrials
-138
- 2.7%
$194.65 - $222.86 $26.9K - $30.8K
4.97K $1.04M
APD
Air Products & Chemicals, Inc.

Basic Materials
-133
- 10.77%
$283.24 - $338.07 $37.7K - $45K
1.1K $325K
CLF
Cleveland Cliffs Inc.

Basic Materials
-198
- 0.77%
$8.22 - $12.02 $1.63K - $2.38K
25.4K $208K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-3.31K
- 6.98%
$18.46 - $19.19 $61.1K - $63.5K
44.1K $846K
KR
Kroger CO

Consumer Defensive
-1K
- 16.95%
$58.36 - $67.72 $58.4K - $67.7K
4.9K $331K
MKC
Mccormick & CO Inc

Consumer Defensive
-1.8K
- 9.1%
$71.24 - $84.73 $128K - $152K
17.9K $1.48M
PACB
Pacific Biosciences Of California, Inc.

Healthcare
-2.63K
- 7.86%
$1.14 - $2.1 $3K - $5.52K
30.8K $36K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-1.08K
- 8.31%
$27.64 - $28.58 $29.9K - $30.9K
11.9K $340K
MPC
Marathon Petroleum Corp

Energy
-430
- 6.39%
$134.72 - $159.03 $57.9K - $68.4K
6.3K $917K
SBUX
Starbucks Corp

Consumer Cyclical
-1.66K
- 8.1%
$91.75 - $115.81 $152K - $192K
18.8K $1.84M
RGA
Reinsurance Group Of America Inc

Financial Services
-6
- 0.52%
$186.01 - $231.1 $1.12K - $1.39K
1.14K $224K
ECL
Ecolab Inc.

Basic Materials
-267
- 10.47%
$229.72 - $269.82 $61.3K - $72K
2.28K $578K
DFS
Discover Financial Services

Financial Services
-74
- 2.78%
$152.99 - $203.25 $11.3K - $15K
2.59K $442K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-1.13K
- 5.79%
$30.35 - $33.16 $34.3K - $37.4K
18.4K $587K
DBND
Doubleline ETF Tr Opportunisti

ETFs
-556
- 4.58%
$44.88 - $46.36 $25K - $25.8K
11.6K $534K
HLN
Haleon PLC

Healthcare
-6.12K
- 9.23%
$9.02 - $10.67 $55.2K - $65.3K
60.2K $619K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-76
- 3.1%
$86.24 - $97.98 $6.55K - $7.45K
2.37K $206K
IP
International Paper CO

Consumer Cyclical
-143
- 1.33%
$49.38 - $60.09 $7.06K - $8.59K
10.6K $566K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-2.57K
- 3.28%
$58.32 - $65.09 $150K - $167K
75.7K $4.56M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-679
- 4.45%
$25.83 - $27.09 $17.5K - $18.4K
14.6K $389K
IYR
Ishares Tr

ETFs
-769
- 3.21%
$89.49 - $98.98 $68.8K - $76.1K
23.2K $2.22M
IGR
Cbre Global Real Estate Income Fund

Financial Services
-2.72K
- 13.55%
$4.79 - $5.34 $13K - $14.5K
17.4K $89K
AFL
Aflac Inc

Financial Services
-256
- 8.57%
$100.99 - $111.19 $25.9K - $28.5K
2.73K $303K
CPRT
Copart Inc

Consumer Cyclical
-9
- 0.19%
$52.3 - $59.83 $471 - $538
4.85K $274K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-250
- 1.99%
$19.96 - $20.4 $4.99K - $5.1K
12.3K $247K
BP
Bp PLC

Energy
-1.03K
- 13.62%
$29.93 - $35.31 $30.9K - $36.4K
6.54K $220K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-172
- 0.87%
$25.44 - $25.58 $4.38K - $4.4K
19.5K $498K
STN
Stantec Inc

Industrials
-173
- 6.32%
$74.62 - $89.33 $12.9K - $15.5K
2.57K $212K
ZTS
Zoetis Inc.

Healthcare
-33
- 2.09%
$156.48 - $175.67 $5.16K - $5.8K
1.54K $254K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-192
- 1.63%
$9.47 - $11.46 $1.82K - $2.2K
11.6K $124K
Blackrock ETF Trust Ii
-19.6K
- 53.57%
N/A
17K $0
RELX
Relx PLC

Communication Services
-570
- 10.12%
$45.34 - $51.91 $25.8K - $29.6K
5.06K $255K
Ark 21 Shares Bitcoin ETF
-432
- 4.14%
N/A
10K $0
Arista Networks Inc
-15.8K
- 29.57%
N/A
37.6K $0
Goldman Sachs ETF Tr
-39.8K
- 71.19%
N/A
16.1K $0
Tidal Tr Ii
-62.3K
- 51.13%
N/A
59.6K $0
Ishares Ethereum Tr
-5.74K
- 21.07%
N/A
21.5K $0
Spdr Ser Tr
-11.5K
- 17.37%
N/A
54.5K $0
Zacks Trust
-7.5K
- 36.33%
N/A
13.1K $0
Thomson Reuters Corp
-1.67K
- 57.0%
N/A
1.26K $0
Zacks Trust
-36.4K
- 36.23%
N/A
64.1K $0
T Rowe Price ETF Inc
-620
- 7.11%
N/A
8.1K $0
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-480
- 2.07%
$45.92 - $47.58 $22K - $22.8K
22.7K $1.08M
O
Realty Income Corp

Real Estate
-283
- 7.02%
$51.67 - $58.49 $14.6K - $16.6K
3.75K $217K
NET
Cloudflare, Inc.

Technology
-54
- 2.49%
$110.71 - $176.5 $5.98K - $9.53K
2.12K $238K
SHV
Ishares Tr

ETFs
-16
- 0.07%
$110.11 - $110.51 $1.76K - $1.77K
24.1K $2.66M
WTRG
Essential Utilities, Inc.

Utilities
-1.7K
- 7.27%
$33.49 - $40.57 $56.8K - $68.8K
21.6K $854K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-277
- 16.81%
$1187.71 - $1432.58 $329K - $397K
1.37K $1.96M
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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