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
QLVD
Flexshares Dev Mkts Ex Us Qty

ETFs
-291
- 3.64%
$26.14 - $29.1 $7.61K - $8.47K
7.71K $221K
MFG
Mizuho Financial Group Inc

Financial Services
-1.16K
- 4.11%
$4.83 - $6.04 $5.59K - $6.99K
27K $148K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-33
- 1.52%
$96.27 - $116.36 $3.18K - $3.84K
2.14K $249K
NUE
Nucor Corp

Basic Materials
-161
- 1.86%
$114.48 - $142.52 $18.4K - $22.9K
8.48K $1.02M
TTWO
Take Two Interactive Software Inc

Communication Services
-114
- 6.85%
$178.61 - $217.95 $20.4K - $24.8K
1.55K $321K
PAYX
Paychex Inc

Industrials
-864
- 8.03%
$136.06 - $154.52 $118K - $134K
9.9K $1.53M
MU
Micron Technology Inc

Technology
-7
- 0.09%
$86.89 - $109.38 $608 - $766
7.51K $652K
ICE
Intercontinental Exchange, Inc.

Financial Services
-203
- 8.05%
$142.8 - $176.36 $29K - $35.8K
2.32K $400K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-78
- 1.13%
$68.32 - $75.06 $5.33K - $5.85K
6.84K $511K
GRMN
Garmin LTD

Technology
-2
- 0.07%
$204.55 - $241.93 $409 - $484
2.74K $594K
SONY
Sony Group Corp

Technology
-323
- 2.94%
$19.88 - $25.64 $6.42K - $8.28K
10.7K $270K
CBOE
Cboe Global Markets, Inc.

Financial Services
-6
- 0.46%
$190.84 - $226.29 $1.15K - $1.36K
1.29K $290K
CI
Cigna Corp

Healthcare
-37
- 3.34%
$274.49 - $329.0 $10.2K - $12.2K
1.07K $352K
CTVA
Corteva, Inc.

Basic Materials
-2.33K
- 7.2%
$55.94 - $66.15 $130K - $154K
30K $1.88M
ED
Consolidated Edison Inc

Utilities
-138
- 4.78%
$88.0 - $110.59 $12.1K - $15.3K
2.75K $304K
DVN
Devon Energy Corp

Energy
-7
- 0.07%
$33.15 - $38.55 $232 - $270
10.7K $399K
TDG
Trans Digm Group Inc

Industrials
-3
- 0.64%
$1251.32 - $1394.11 $3.75K - $4.18K
466 $644K
XLV
Select Sector Spdr Fund Health

ETFs
-521
- 3.46%
$137.61 - $149.68 $71.7K - $78K
14.5K $2.12M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-100
- 1.07%
$47.66 - $57.45 $4.77K - $5.75K
9.22K $501K
KMB
Kimberly Clark Corp

Consumer Defensive
-8
- 0.13%
$124.46 - $147.4 $996 - $1.18K
5.99K $851K
MO
Altria Group, Inc.

Consumer Defensive
-4.27K
- 10.12%
$50.81 - $60.02 $217K - $256K
37.9K $2.27M
AJG
Arthur J. Gallagher & Co.

Financial Services
-1.35K
- 15.29%
$275.89 - $345.24 $372K - $466K
7.47K $2.58M
BMY
Bristol Myers Squibb CO

Healthcare
-3.6K
- 5.25%
$53.9 - $63.11 $194K - $227K
64.9K $3.96M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-17.5K
- 2.39%
$42.5 - $46.71 $743K - $816K
713K $32.3M
GILD
Gilead Sciences, Inc.

Healthcare
-1.31K
- 9.88%
$89.14 - $117.41 $117K - $154K
12K $1.34M
AVIG
American Centy ETF Tr Avantis

ETFs
-1.35K
- 0.64%
$40.06 - $41.55 $54.2K - $56.2K
211K $8.75M
WM
Waste Management Inc

Industrials
-1.15K
- 8.19%
$200.54 - $233.78 $231K - $269K
12.9K $2.99M
DE
Deere & CO

Industrials
-243
- 3.58%
$408.57 - $509.27 $99.3K - $124K
6.55K $3.08M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.21K
- 4.55%
$279.74 - $321.29 $339K - $389K
25.4K $7.94M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-9.29K
- 8.72%
$26.05 - $30.88 $242K - $287K
97.2K $3M
AON
Aon PLC

Financial Services
-10
- 0.14%
$348.44 - $409.32 $3.48K - $4.09K
7.18K $2.87M
VZ
Verizon Communications Inc

Communication Services
-11.1K
- 7.3%
$37.81 - $46.49 $421K - $518K
141K $6.42M
UNH
Unitedhealth Group Inc

Healthcare
-442
- 1.43%
$461.52 - $548.18 $204K - $242K
30.4K $15.9M
ADP
Automatic Data Processing Inc

Industrials
-63
- 0.18%
$286.85 - $318.64 $18.1K - $20.1K
34.5K $10.5M
RTX
Raytheon Technologies Corp

Industrials
-3.54K
- 6.23%
$114.1 - $135.66 $404K - $481K
53.3K $7.06M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-135
- 0.04%
$113.59 - $123.29 $15.3K - $16.6K
347K $40.4M
PLTR
Palantir Technologies Inc.

Technology
-2.2K
- 2.19%
$64.98 - $124.62 $143K - $274K
98.4K $8.3M
JNJ
Johnson & Johnson

Healthcare
-7.44K
- 7.65%
$142.06 - $167.7 $1.06M - $1.25M
89.8K $14.9M
CVX
Chevron Corp

Energy
-2.72K
- 4.17%
$146.71 - $167.97 $399K - $457K
62.5K $10.4M
PM
Philip Morris International Inc.

Consumer Defensive
-833
- 2.37%
$117.15 - $158.79 $97.6K - $132K
34.3K $5.44M
XOM
Exxon Mobil Corp

Energy
-3.48K
- 2.13%
$105.44 - $118.93 $367K - $414K
160K $19M
IDEV
Ishares Core Msci Intl Develop

ETFs
-35.7K
- 2.77%
$63.77 - $71.36 $2.28M - $2.55M
1.26M $86.5M
IAU
Ishares Gold Trust

ETFs
-74.7K
- 7.17%
$49.74 - $58.96 $3.71M - $4.4M
967K $57M
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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