Axxcess Wealth Management, LLC Sells in Q2 2025

Axxcess Wealth Management, LLC

  • $4.06 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LYG
Lloyds Banking Group PLC

Financial Services
-41.8K
- 71.49%
$3.32 - $4.29 $139K - $179K
16.6K $70K
ECL
Ecolab Inc.

Basic Materials
-690
- 30.22%
$225.65 - $270.95 $156K - $187K
1.59K $429K
MMM
3 M CO

Industrials
-1.15K
- 22.06%
$126.09 - $154.15 $145K - $177K
4.07K $619K
FISV
Fiserv Inc

Technology
-1.17K
- 7.08%
N/A
15.4K $1.93M
DVN
Devon Energy Corp

Energy
-2.38K
- 22.26%
$26.8 - $37.92 $63.7K - $90.2K
8.31K $264K
GLDM
World Gold Trust

ETFs
-2.69K
- 22.64%
$58.96 - $67.97 $158K - $183K
9.18K $601K
MET
Metlife Inc

Financial Services
-1.66K
- 6.68%
$68.42 - $82.49 $113K - $137K
23.1K $1.86M
CTRA
Coterra Energy Inc.

Energy
-1.27K
- 5.44%
$22.6 - $29.07 $28.7K - $36.9K
22.1K $561K
RDVY
First Trust Rising Dividend Ac

ETFs
-7.03K
- 8.97%
$51.6 - $62.74 $363K - $441K
71.4K $4.48M
F
Ford Motor CO

Consumer Cyclical
-18.5K
- 16.32%
$8.69 - $10.85 $160K - $200K
94.7K $1.03M
VDC
Vanguard Consumer Staples ETF

ETFs
-445
- 9.76%
$204.89 - $224.73 $91.2K - $100K
4.12K $901K
PECO
Phillips Edison & Company, Inc.

Real Estate
-2.04K
- 15.48%
$33.53 - $37.33 $68.5K - $76.2K
11.1K $390K
VFH
Vanguard Financial ETF

ETFs
-1.11K
- 16.97%
$104.87 - $127.3 $117K - $141K
5.44K $692K
KMB
Kimberly Clark Corp

Consumer Defensive
-59
- 0.99%
$126.84 - $145.22 $7.48K - $8.57K
5.93K $764K
LII
Lennox International Inc

Industrials
-163
- 22.39%
$508.76 - $605.77 $82.9K - $98.7K
565 $323K
WSO
Watsco Inc

Industrials
-3
- 0.25%
$421.84 - $520.66 $1.27K - $1.56K
1.2K $530K
HD
Home Depot, Inc.

Consumer Cyclical
-234
- 0.53%
$335.24 - $380.78 $78.4K - $89.1K
44K $16.1M
SO
Southern CO

Utilities
-783
- 4.12%
$84.91 - $92.56 $66.5K - $72.5K
18.2K $1.67M
VPU
Vanguard Utilities ETF

ETFs
-575
- 9.57%
$158.36 - $178.82 $91.1K - $103K
5.43K $959K
IYH
Ishares Tr

ETFs
-250
- 2.1%
$53.97 - $60.17 $13.5K - $15K
11.6K $656K
LDSF
First Tr ETF Viii Low Duration

ETFs
-5.33K
- 1.85%
$18.64 - $19.01 $99.3K - $101K
282K $5.36M
ABC
Amerisourcebergen Corp

Healthcare
-345
- 3.09%
N/A
10.8K $2M
WTRG
Essential Utilities, Inc.

Utilities
-294
- 1.36%
$36.92 - $41.39 $10.9K - $12.2K
21.3K $791K
KKR
Kkr & Co. Inc.

Financial Services
-789
- 31.53%
$92.79 - $134.29 $73.2K - $106K
1.71K $227K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-2.41K
- 12.32%
$24.96 - $25.5 $60K - $61.3K
17.1K $436K
PRU
Prudential Financial Inc

Financial Services
-210
- 2.32%
$95.12 - $112.71 $20K - $23.7K
8.84K $950K
DTE
Dte Energy CO

Utilities
-40
- 0.44%
$127.39 - $139.49 $5.1K - $5.58K
9.09K $1.2M
PDI
Pimco Dynamic Income Fund

Financial Services
-2.17K
- 11.72%
$17.02 - $19.87 $36.9K - $43.1K
16.3K $309K
PCG
Pg&E Corp

Utilities
-40
- 0.23%
$13.55 - $17.87 $542 - $715
17.6K $245K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-1.33K
- 11.04%
$43.65 - $45.44 $57.9K - $60.3K
10.7K $485K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-1.24K
- 6.05%
$11.11 - $14.46 $13.8K - $17.9K
19.2K $240K
MDT
Medtronic PLC

Healthcare
-249
- 2.09%
$80.68 - $88.86 $20.1K - $22.1K
11.7K $1.02M
EQT
Eqt Corp

Energy
-1.46K
- 21.89%
$46.11 - $60.44 $67.2K - $88.1K
5.2K $303K
FICO
Fair Isaac Corp

Technology
-27
- 14.29%
$1503.62 - $2206.01 $40.6K - $59.6K
162 $296K
BSM
Black Stone Minerals, L.P.

Energy
-600
- 3.05%
$12.78 - $15.36 $7.67K - $9.22K
19.1K $249K
EXLS
Exl Service Holdings, Inc.

Technology
-622
- 9.31%
$41.85 - $48.48 $26K - $30.2K
6.06K $265K
EMN
Eastman Chemical CO

Basic Materials
-48
- 1.55%
$72.7 - $88.29 $3.49K - $4.24K
3.06K $228K
CPRT
Copart Inc

Consumer Cyclical
-183
- 3.77%
$47.72 - $63.84 $8.73K - $11.7K
4.67K $229K
AVAV
Aero Vironment Inc

Industrials
-1.75K
- 63.64%
$111.65 - $284.95 $195K - $499K
1K $284K
MPLX
Mplx LP

Energy
-401
- 3.46%
$46.68 - $53.89 $18.7K - $21.6K
11.2K $577K
VDE
Vanguard Energy ETF

ETFs
-14
- 0.37%
$105.87 - $130.56 $1.48K - $1.83K
3.81K $454K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-17.7K
- 1.99%
$35.3 - $37.51 $625K - $665K
872K $32.7M
BOND
Pimco Active Bond Exchange Tra

ETFs
-436
- 10.57%
$89.87 - $92.93 $39.2K - $40.5K
3.69K $340K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-1.49K
- 10.72%
$20.99 - $23.93 $31.4K - $35.8K
12.4K $291K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-3K
- 22.69%
$10.49 - $12.99 $31.5K - $39K
10.2K $129K
RELX
Relx PLC

Communication Services
-1.07K
- 21.11%
$45.31 - $55.66 $48.4K - $59.5K
3.99K $217K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-2.05K
- 10.34%
$29.52 - $35.31 $60.5K - $72.4K
17.8K $627K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-1.5K
- 3.17%
$9.85 - $11.67 $14.8K - $17.5K
45.7K $514K
TM
Toyota Motor Corp

Consumer Cyclical
-99
- 2.54%
$158.63 - $195.39 $15.7K - $19.3K
3.8K $654K
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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