Axxcess Wealth Management, LLC Sells in Q3 2024

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
-26.7K
- 12.16%
$27.7 - $31.39 $741K - $839K
193K $5.59M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-9.26K
- 67.67%
$56.04 - $62.99 $519K - $583K
4.42K $270K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-12.3K
- 38.02%
$44.24 - $49.47 $545K - $609K
20.1K $993K
SNPS
Synopsys Inc

Technology
-230
- 5.24%
$463.97 - $621.3 $107K - $143K
4.16K $2.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-9.38K
- 25.22%
$60.84 - $67.51 $570K - $633K
27.8K $1.88M
AMD
Advanced Micro Devices Inc

Technology
-3.4K
- 10.7%
$128.67 - $183.96 $437K - $625K
28.4K $4.66M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-6.33K
- 25.89%
$79.58 - $91.64 $504K - $580K
18.1K $1.64M
EW
Edwards Lifesciences Corp

Healthcare
-1.95K
- 14.16%
$59.7 - $93.78 $116K - $183K
11.8K $779K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-7.4K
- 14.25%
$49.7 - $56.11 $368K - $415K
44.5K $2.44M
CMCSA
Comcast Corp

Communication Services
-19K
- 13.59%
$37.33 - $41.78 $711K - $795K
121K $5.06M
PSX
Phillips 66

Energy
-2.3K
- 24.94%
$125.0 - $147.17 $287K - $338K
6.92K $908K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.19K
- 19.61%
$147.95 - $191.05 $324K - $418K
8.98K $1.56M
ETN
Eaton Corp PLC

Industrials
-1.45K
- 25.17%
$272.52 - $333.02 $394K - $482K
4.3K $1.42M
MPC
Marathon Petroleum Corp

Energy
-1.73K
- 19.88%
$158.61 - $180.75 $275K - $313K
6.98K $1.14M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-7.3K
- 15.82%
$75.32 - $84.37 $550K - $616K
38.9K $3.25M
SCHW
Schwab Charles Corp

Financial Services
-3.99K
- 34.07%
$61.74 - $76.08 $246K - $304K
7.72K $500K
FCX
Freeport Mcmoran Inc

Basic Materials
-7.66K
- 23.97%
$39.52 - $51.92 $303K - $398K
24.3K $1.21M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-6.64K
- 17.21%
$50.52 - $50.95 $336K - $339K
32K $1.63M
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.5K
- 54.12%
$247.34 - $300.11 $370K - $449K
1.27K $377K
SRLN
Ssga Active Trust

ETFs
-7.92K
- 20.07%
$40.93 - $41.85 $324K - $331K
31.5K $1.32M
JPIE
J P Morgan Exchange Traded Fd
-7.98K
- 17.76%
$45.17 - $46.39 $360K - $370K
36.9K $1.71M
VDC
Vanguard Consumer Staples ETF

ETFs
-2.2K
- 19.42%
$201.77 - $221.32 $444K - $487K
9.13K $1.99M
APH
Amphenol Corp

Technology
-3.5K
- 10.43%
$58.39 - $70.41 $204K - $246K
30K $1.96M
AVIG
American Centy ETF Tr Avantis

ETFs
-15.9K
- 7.27%
$40.41 - $42.73 $644K - $682K
203K $8.65M
DVN
Devon Energy Corp

Energy
-4.24K
- 28.76%
$37.87 - $48.65 $160K - $206K
10.5K $410K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-3.03K
- 14.03%
$49.83 - $62.75 $151K - $190K
18.6K $1.07M
SYY
Sysco Corp

Consumer Defensive
-4.55K
- 37.65%
$69.16 - $78.98 $315K - $359K
7.53K $588K
LOW
Lowes Companies Inc

Consumer Cyclical
-4.05K
- 24.64%
$213.3 - $270.78 $865K - $1.1M
12.4K $3.36M
AIG
American International Group, Inc.

Financial Services
-3.5K
- 31.3%
$70.16 - $79.23 $246K - $277K
7.68K $562K
TSCO
Tractor Supply CO

Consumer Cyclical
-1.59K
- 16.0%
$251.95 - $290.93 $399K - $461K
8.32K $2.42M
WM
Waste Management Inc

Industrials
-731
- 4.93%
$196.96 - $223.45 $144K - $163K
14.1K $2.92M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-895
- 13.32%
$285.48 - $330.24 $256K - $296K
5.82K $1.87M
CDNS
Cadence Design Systems Inc

Technology
-449
- 14.57%
$246.84 - $321.11 $111K - $144K
2.63K $713K
XLP
Consumer Staples Sector Spdr

ETFs
-2.77K
- 6.68%
$76.04 - $76.04 $211K - $211K
38.7K $2.94M
CVS
Cvs Health Corp

Healthcare
-4.51K
- 31.83%
$55.81 - $63.18 $252K - $285K
9.66K $607K
MLM
Martin Marietta Materials Inc

Basic Materials
-400
- 34.36%
$502.48 - $593.35 $201K - $237K
764 $411K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-4.08K
- 7.18%
$50.63 - $51.11 $207K - $208K
52.7K $2.69M
KMB
Kimberly Clark Corp

Consumer Defensive
-1.68K
- 21.91%
$135.05 - $148.35 $227K - $249K
5.98K $851K
XLK
Technology Sector Spdr

ETFs
-794
- 1.4%
$197.34 - $237.68 $157K - $189K
55.7K $12.6M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-3.92K
- 34.38%
$64.57 - $71.76 $253K - $281K
7.48K $536K
SHEL
Shell PLC

Energy
-2.25K
- 27.11%
$65.65 - $73.28 $148K - $165K
6.06K $399K
MO
Altria Group, Inc.

Consumer Defensive
-10.3K
- 16.36%
$45.95 - $54.71 $474K - $564K
52.7K $2.69M
SLB
Schlumberger Limited

Energy
-338
- 1.09%
$39.57 - $49.67 $13.4K - $16.8K
30.5K $1.28M
BNDX
Vanguard Total International B

ETFs
-3.92K
- 25.37%
$48.42 - $50.35 $190K - $197K
11.5K $579K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-7.61K
- 27.6%
$38.04 - $45.36 $289K - $345K
20K $891K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-4.97K
- 39.43%
$26.82 - $30.58 $133K - $152K
7.64K $214K
SO
Southern CO

Utilities
-4.89K
- 21.87%
$77.0 - $90.52 $376K - $443K
17.5K $1.57M
ECL
Ecolab Inc.

Basic Materials
-830
- 26.02%
$228.86 - $255.76 $190K - $212K
2.36K $602K
GILD
Gilead Sciences, Inc.

Healthcare
-5.45K
- 27.59%
$66.59 - $83.99 $363K - $458K
14.3K $1.2M
Activity Summary
Buys All Purchases 438 New Holdings 115 Increased Positions 323 Sells All Sells 382 Reductions 382 Sold out 0 Options Calls 0 Puts 1
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