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
ENB
Enbridge Inc

Energy
-189
- 0.39%
$41.09 - $47.16 $7.77K - $8.91K
48.3K $2.19M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-249
- 3.75%
$57.41 - $74.81 $14.3K - $18.6K
6.39K $475K
DISV
Dimensional ETF Tr Dimensional

ETFs
-763
- 4.31%
$25.93 - $32.91 $19.8K - $25.1K
16.9K $557K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-2.13K
- 6.39%
$24.94 - $31.15 $53.2K - $66.4K
31.2K $970K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-367
- 2.29%
$27.26 - $34.48 $10K - $12.7K
15.7K $540K
CGUS
Capital Group Core Equity ETF
-1.05K
- 4.37%
$29.93 - $36.93 $31.5K - $38.8K
23K $849K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.55K
- 8.0%
$108.06 - $135.3 $167K - $209K
17.8K $2.41M
SRE
Sempra Energy

Utilities
-195
- 1.31%
$63.78 - $78.91 $12.4K - $15.4K
14.7K $1.11M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-205
- 0.83%
$24.32 - $29.74 $4.99K - $6.1K
24.4K $718K
MRVL
Marvell Technology, Inc.

Technology
-440
- 7.33%
$49.38 - $79.97 $21.7K - $35.2K
5.56K $430K
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.39K
- 2.42%
$44.8 - $53.97 $62K - $74.7K
55.7K $3.01M
NEM
Newmont Corp

Basic Materials
-197
- 2.51%
$44.18 - $59.46 $8.7K - $11.7K
7.65K $445K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-545
- 0.95%
$10.8 - $16.92 $5.89K - $9.22K
57.1K $784K
SOXX
Ishares Semiconductor ETF

ETFs
-50
- 3.18%
$154.86 - $239.07 $7.74K - $12K
1.52K $363K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
-2
- 0.01%
$23.18 - $30.7 $46.4 - $61.4
20.7K $588K
CDNS
Cadence Design Systems Inc

Technology
-91
- 4.94%
$231.64 - $323.08 $21.1K - $29.4K
1.75K $539K
QBTS
D Wave Quantum Inc.

Technology
-4.1K
- 19.85%
$6.22 - $19.04 $25.5K - $78.1K
16.6K $242K
MKL
Markel Corp

Financial Services
-7
- 0.8%
$1678.5 - $1997.36 $11.7K - $14K
871 $1.74M
BSY
Bentley Systems Inc

Technology
-247
- 2.92%
$38.62 - $53.97 $9.54K - $13.3K
8.22K $443K
UBSI
United Bankshares Inc

Financial Services
-902
- 1.08%
$31.5 - $37.32 $28.4K - $33.7K
82.9K $3.02M
HBAN
Huntington Bancshares Inc

Financial Services
-698
- 0.96%
$12.49 - $16.76 $8.72K - $11.7K
72.2K $1.21M
VTC
Vanguard Scottsdale Fds Total

ETFs
-3.32K
- 0.47%
$74.71 - $77.33 $248K - $257K
702K $54.3M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-376
- 1.2%
$30.87 - $39.17 $11.6K - $14.7K
31K $1.21M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
-562
- 1.14%
$20.94 - $26.47 $11.8K - $14.9K
48.5K $1.28M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-429
- 2.46%
$63.36 - $80.23 $27.2K - $34.4K
17K $1.37M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-5.38K
- 5.35%
$44.58 - $54.92 $240K - $296K
95.3K $5.23M
DFIV
Dimensional ETF Tr

ETFs
-551
- 1.3%
$34.67 - $43.21 $19.1K - $23.8K
42K $1.8M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-160
- 2.58%
$160.22 - $209.35 $25.6K - $33.5K
6.05K $1.27M
ROKU
Roku, Inc

Communication Services
-12
- 0.14%
$55.1 - $87.89 $661 - $1.05K
8.36K $734K
WMT
Walmart Inc.

Consumer Defensive
-28K
- 9.69%
$81.79 - $99.98 $2.29M - $2.8M
261K $25.5M
TFC
Truist Financial Corp

Financial Services
-502
- 0.55%
$34.79 - $42.99 $17.5K - $21.6K
91.6K $3.94M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-50
- 1.34%
$164.46 - $237.28 $8.22K - $11.9K
3.68K $872K
IRM
Iron Mountain Inc

Real Estate
-98
- 0.88%
$76.93 - $105.25 $7.54K - $10.3K
11.1K $1.14M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-93
- 0.34%
$60.34 - $74.89 $5.61K - $6.96K
27.3K $2.04M
SCHW
Schwab Charles Corp

Financial Services
-31
- 0.21%
$69.06 - $91.24 $2.14K - $2.83K
14.8K $1.35M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-935
- 2.52%
$73.02 - $90.22 $68.3K - $84.4K
36.2K $3.23M
VST
Vistra Corp.

Utilities
-2.03K
- 24.97%
$98.07 - $195.04 $199K - $396K
6.1K $1.18M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-1.99K
- 2.23%
$23.4 - $29.68 $46.5K - $58.9K
86.9K $2.58M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-4.4K
- 3.03%
$29.12 - $35.84 $128K - $158K
141K $5.05M
SPOT
Spotify Technology S.A.

Communication Services
-605
- 17.75%
$503.3 - $775.9 $304K - $469K
2.8K $2.15M
MAR
Marriott International Inc

Consumer Cyclical
-108
- 1.09%
$211.12 - $274.14 $22.8K - $29.6K
9.82K $2.68M
JCI
Johnson Controls International PLC

Industrials
-191
- 1.27%
$71.14 - $105.62 $13.6K - $20.2K
14.8K $1.57M
RBLX
Roblox Corp

Communication Services
-1.29K
- 11.25%
$51.22 - $105.59 $66.3K - $137K
10.2K $1.07M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-412
- 0.21%
$19.1 - $23.83 $7.87K - $9.82K
200K $4.76M
APP
App Lovin Corp

Technology
-1.1K
- 10.35%
$219.37 - $417.89 $242K - $461K
9.54K $3.34M
PM
Philip Morris International Inc.

Consumer Defensive
-1.46K
- 4.26%
$149.23 - $184.95 $218K - $270K
32.8K $5.98M
RTX
Raytheon Technologies Corp

Industrials
-19
- 0.04%
$113.75 - $148.48 $2.16K - $2.82K
53.3K $7.78M
XLK
Technology Sector Spdr

ETFs
-3.17K
- 8.44%
$179.73 - $253.23 $569K - $802K
34.4K $8.7M
VTI
Vanguard Total Stock Market Et

ETFs
-1.49K
- 2.92%
$243.75 - $303.93 $363K - $452K
49.5K $15.1M
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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