Axxcess Wealth Management, LLC Sells in Q1 2025

Axxcess Wealth Management, LLC

  • $3.59 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
-251K
- 99.7%
$783.83 - $1170.39 $196M - $293M
750 $597K
VV
Vanguard Large Cap ETF

ETFs
-35.9K
- 3.33%
$253.32 - $282.66 $9.1M - $10.2M
1.04M $268M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-138K
- 20.95%
$100.34 - $100.68 $13.9M - $13.9M
522K $52.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-19.3K
- 30.88%
$468.34 - $539.52 $9.02M - $10.4M
43.1K $20.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-122K
- 13.51%
$91.45 - $91.75 $11.1M - $11.2M
780K $71.5M
QLD
Proshares Ultra Qqq

ETFs
-68K
- 68.28%
$88.88 - $119.12 $6.05M - $8.11M
31.6K $2.81M
GOOGL
Alphabet Inc.

Communication Services
-2.47K
- 1.3%
$154.33 - $206.19 $381K - $509K
188K $29M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-135K
- 74.47%
$48.43 - $49.9 $6.52M - $6.72M
46.2K $2.3M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-153K
- 25.32%
$42.4 - $44.11 $6.49M - $6.76M
452K $19.8M
CSX
Csx Corp

Industrials
-172K
- 63.57%
$29.11 - $33.67 $5.01M - $5.8M
98.7K $2.9M
GOOG
Alphabet Inc.

Communication Services
-5.55K
- 4.59%
$156.06 - $207.71 $866K - $1.15M
115K $18M
XLK
Technology Sector Spdr

ETFs
-16.2K
- 30.18%
$206.38 - $242.18 $3.35M - $3.93M
37.5K $7.75M
IWM
Ishares Russell 2000 ETF

ETFs
-16.7K
- 34.84%
$198.1 - $229.79 $3.31M - $3.84M
31.2K $6.23M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-78.5K
- 4.39%
$95.85 - $99.25 $7.52M - $7.79M
1.71M $169M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-14K
- 19.64%
$192.82 - $222.1 $2.7M - $3.12M
57.4K $11.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.55K
- 0.44%
$102.49 - $119.96 $159K - $186K
349K $36.5M
IWY
Ishares Tr Russell 200 Growth

ETFs
-11.7K
- 26.71%
$210.19 - $243.33 $2.46M - $2.84M
32.1K $6.76M
ZECP
Zacks Tr Earnings Constant Por

ETFs
-108K
- 38.12%
$29.24 - $32.07 $3.16M - $3.46M
175K $5.27M
CGGO
Capital Group Global Growth Eq

ETFs
-103K
- 41.78%
$28.33 - $30.84 $2.93M - $3.19M
144K $4.08M
SPYG
Spdr Portfolio

ETFs
-33.6K
- 70.98%
$80.05 - $92.39 $2.69M - $3.1M
13.7K $1.1M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-14.1K
- 68.87%
$168.84 - $202.89 $2.38M - $2.86M
6.38K $1.12M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.28K
- 12.13%
$554.06 - $615.85 $1.82M - $2.02M
23.8K $13.4M
REZ
Ishares Tr Residential And Mul

ETFs
-30.4K
- 74.27%
$78.21 - $88.48 $2.37M - $2.69M
10.5K $908K
XLC
Select Sector Spdr Tr Communic

ETFs
-23.7K
- 91.76%
$94.84 - $105.31 $2.24M - $2.49M
2.13K $205K
VO
Vanguard Mid Cap ETF

ETFs
-3.45K
- 1.36%
$251.87 - $277.95 $870K - $960K
250K $64.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3.57K
- 15.06%
$360.07 - $417.26 $1.29M - $1.49M
20.1K $7.27M
JSML
Janus Detroit Str Tr Henderson

ETFs
-33.3K
- 86.74%
$58.87 - $69.7 $1.96M - $2.32M
5.09K $309K
IVE
Ishares S&P 500 Value ETF

ETFs
-11.4K
- 79.97%
$185.78 - $198.58 $2.12M - $2.27M
2.86K $545K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-42.2K
- 35.76%
$49.25 - $50.66 $2.08M - $2.14M
75.8K $3.76M
HD
Home Depot, Inc.

Consumer Cyclical
-2.91K
- 6.17%
$347.25 - $424.87 $1.01M - $1.24M
44.3K $16.2M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-48.3K
- 86.62%
$42.93 - $44.71 $2.08M - $2.16M
7.47K $327K
BX
Blackstone Inc.

Financial Services
-950
- 1.64%
$136.53 - $186.74 $130K - $177K
57.1K $7.98M
FCOM
Fidelity Covington Tr Msci Com

ETFs
-33.8K
- 69.11%
$55.97 - $64.13 $1.89M - $2.17M
15.1K $851K
JPM
Jpmorgan Chase & CO

Financial Services
-11.3K
- 7.68%
$225.19 - $279.95 $2.55M - $3.17M
136K $33.4M
ACN
Accenture PLC

Technology
-3.56K
- 17.11%
$300.91 - $398.25 $1.07M - $1.42M
17.3K $5.38M
GOLD
Barrick Gold Corp

Basic Materials
-123K
- 91.29%
$15.45 - $19.56 $1.9M - $2.4M
11.7K $227K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-23K
- 30.16%
$87.68 - $94.52 $2.02M - $2.17M
53.2K $4.99M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-17.4K
- 79.54%
$89.18 - $104.04 $1.55M - $1.81M
4.47K $408K
EMR
Emerson Electric CO

Industrials
-8.49K
- 15.68%
$108.64 - $131.17 $922K - $1.11M
45.6K $5M
WFC
Wells Fargo & Company

Financial Services
-23.9K
- 31.98%
$66.78 - $81.42 $1.59M - $1.94M
50.7K $3.64M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-32.1K
- 52.58%
$40.03 - $46.81 $1.29M - $1.5M
29K $1.18M
LLY
Eli Lilly & CO

Healthcare
-3.45K
- 14.42%
$725.72 - $929.72 $2.51M - $3.21M
20.5K $16.9M
RMD
Resmed Inc

Healthcare
-6.39K
- 64.11%
$219.7 - $257.65 $1.4M - $1.65M
3.58K $800K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-11.4K
- 59.35%
$128.74 - $138.67 $1.47M - $1.58M
7.81K $1.06M
OXY
Occidental Petroleum Corp

Energy
-29.6K
- 64.34%
$45.45 - $52.7 $1.34M - $1.56M
16.4K $808K
AMD
Advanced Micro Devices Inc

Technology
-8.23K
- 27.34%
$96.63 - $129.55 $796K - $1.07M
21.9K $2.25M
ITM
Vaneck Intermediate Muni ETF

ETFs
-30K
- 86.54%
$45.21 - $46.67 $1.36M - $1.4M
4.67K $212K
INTC
Intel Corp

Technology
-77K
- 50.33%
$19.1 - $27.39 $1.47M - $2.11M
76K $1.73M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-18K
- 79.52%
$74.85 - $84.89 $1.34M - $1.52M
4.62K $377K
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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