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
CINF
Cincinnati Financial Corp

Financial Services
-2
- 0.13%
$132.86 - $160.16 $266 - $320
1.57K $225K
TDY
Teledyne Technologies Inc

Technology
-7
- 1.11%
$436.59 - $489.24 $3.06K - $3.42K
626 $290K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-30
- 1.19%
$83.95 - $99.75 $2.52K - $2.99K
2.48K $221K
HOOD
Robinhood Markets, Inc.

Technology
-6.89K
- 34.84%
$22.33 - $43.2 $154K - $298K
12.9K $480K
CTA
Simplify Exch Traded Fds Simpl

ETFs
-31
- 0.3%
$25.8 - $28.97 $800 - $898
10.2K $284K
ARCC
Ares Capital Corp

Financial Services
-56
- 0.28%
$20.74 - $22.27 $1.16K - $1.25K
19.8K $434K
IYW
Ishares Dj Us Tech ETF

ETFs
-16
- 0.55%
$148.14 - $166.23 $2.37K - $2.66K
2.91K $464K
TQQQ
Proshares Ultrapro Qqq

ETFs
-825
- 6.29%
$69.42 - $93.29 $57.3K - $77K
12.3K $973K
VOX
Vanguard Communication Service

ETFs
-170
- 3.35%
$144.31 - $163.57 $24.5K - $27.8K
4.91K $761K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-626
- 5.04%
$7.33 - $12.37 $4.59K - $7.74K
11.8K $125K
GILD
Gilead Sciences, Inc.

Healthcare
-998
- 6.98%
$83.95 - $97.9 $83.8K - $97.7K
13.3K $1.23M
ROK
Rockwell Automation, Inc

Industrials
-170
- 3.58%
$264.65 - $302.92 $45K - $51.5K
4.58K $1.31M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-28
- 1.11%
$229.83 - $258.46 $6.44K - $7.24K
2.49K $616K
UBSI
United Bankshares Inc

Financial Services
-4
- -0.0%
$35.53 - $43.29 $142 - $173
84.2K $3.16M
SOFI
So Fi Technologies, Inc.

Financial Services
-5.23K
- 31.71%
$7.63 - $16.88 $39.9K - $88.2K
11.3K $173K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-1
- 0.02%
$180.39 - $205.43 $180 - $205
6.32K $1.2M
VGT
Vanguard Information Technolog

ETFs
-122
- 3.43%
$571.78 - $647.97 $69.8K - $79.1K
3.44K $2.14M
KMI
Kinder Morgan, Inc.

Energy
-13.7K
- 16.95%
$22.59 - $28.54 $310K - $392K
67.4K $1.85M
TM
Toyota Motor Corp

Consumer Cyclical
-11
- 0.28%
$169.2 - $199.52 $1.86K - $2.19K
3.9K $758K
TPR
Tapestry, Inc.

Consumer Cyclical
-369
- 7.24%
$43.54 - $66.18 $16.1K - $24.4K
4.73K $309K
DFS
Discover Financial Services

Financial Services
-28
- 1.04%
$136.3 - $182.67 $3.82K - $5.11K
2.67K $461K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-47
- 1.88%
$138.3 - $192.95 $6.5K - $9.07K
2.46K $434K
SHOP
Shopify Inc.

Technology
-3.08K
- 19.0%
$78.14 - $119.49 $240K - $368K
13.1K $1.4M
RBLX
Roblox Corp

Communication Services
-1.57K
- 10.85%
$39.86 - $61.45 $62.6K - $96.5K
12.9K $746K
HBAN
Huntington Bancshares Inc

Financial Services
-335
- 0.46%
$14.18 - $18.2 $4.75K - $6.1K
72.3K $1.18M
TMUS
T Mobile Us, Inc.

Communication Services
-218
- 1.96%
$206.1 - $246.94 $44.9K - $53.8K
10.9K $2.41M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-26
- 1.91%
$229.85 - $335.91 $5.98K - $8.73K
1.34K $436K
MKL
Markel Corp

Financial Services
-9
- 1.02%
$1542.01 - $1785.11 $13.9K - $16.1K
872 $1.51M
ACHR
Archer Aviation Inc.

Industrials
-6.37K
- 21.55%
$2.94 - $11.33 $18.7K - $72.2K
23.2K $226K
T
At&T Inc.

Communication Services
-1.28K
- 0.54%
$21.22 - $23.88 $27.1K - $30.5K
237K $5.4M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-47
- 0.13%
$70.54 - $79.61 $3.32K - $3.74K
35.9K $2.73M
GM
General Motors CO

Consumer Cyclical
-1.77K
- 5.8%
$44.82 - $60.2 $79.4K - $107K
28.8K $1.53M
SPOT
Spotify Technology S.A.

Communication Services
-125
- 4.25%
$362.95 - $502.38 $45.4K - $62.8K
2.81K $1.26M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-15
- 0.19%
$47.29 - $84.74 $709 - $1.27K
7.75K $577K
MAR
Marriott International Inc

Consumer Cyclical
-567
- 4.85%
$246.06 - $292.59 $140K - $166K
11.1K $3.1M
CRM
Salesforce, Inc.

Technology
-1.78K
- 13.4%
$270.87 - $367.87 $483K - $656K
11.5K $3.86M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-2.91K
- 1.15%
$111.85 - $120.71 $325K - $351K
250K $28.9M
AI
C3.Ai, Inc.

Technology
-41
- 0.16%
$22.6 - $42.94 $927 - $1.76K
25K $860K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-5.84K
- 9.2%
$45.39 - $62.98 $265K - $368K
57.6K $3.27M
C
Citigroup Inc

Financial Services
-1.94K
- 3.44%
$61.31 - $72.5 $119K - $140K
54.4K $3.83M
ADP
Automatic Data Processing Inc

Industrials
-474
- 1.35%
$280.08 - $307.97 $133K - $146K
34.5K $10.1M
MA
Mastercard Inc

Financial Services
-59
- 0.4%
$491.3 - $536.15 $29K - $31.6K
14.9K $7.83M
APO
Apollo Global Management, Inc.

Financial Services
-1.96K
- 9.97%
$131.36 - $178.61 $258K - $351K
17.7K $2.93M
HON
Honeywell International Inc

Industrials
-295
- 1.0%
$202.84 - $236.0 $59.8K - $69.6K
29.1K $6.57M
MS
Morgan Stanley

Financial Services
-1.58K
- 4.57%
$104.42 - $134.99 $165K - $213K
32.9K $4.14M
CSCO
Cisco Systems, Inc.

Technology
-2.64K
- 2.21%
$52.45 - $60.02 $138K - $158K
117K $6.92M
WFC
Wells Fargo & Company

Financial Services
-5.46K
- 6.82%
$54.98 - $77.35 $300K - $422K
74.6K $5.24M
BX
Blackstone Inc.

Financial Services
-1.46K
- 2.46%
$148.45 - $199.05 $217K - $291K
58K $10M
VV
Vanguard Large Cap ETF

ETFs
-14.6K
- 1.33%
$260.27 - $280.65 $3.8M - $4.09M
1.08M $291M
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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