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
IYW
Ishares Dj Us Tech ETF

ETFs
-1.05K
- 26.29%
$133.16 - $158.73 $139K - $166K
2.93K $444K
SBUX
Starbucks Corp

Consumer Cyclical
-7.07K
- 25.86%
$72.51 - $98.6 $512K - $697K
20.3K $1.98M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-2.94K
- 37.14%
$51.58 - $53.79 $152K - $158K
4.97K $266K
TER
Teradyne, Inc

Technology
-68
- 0.72%
$114.25 - $163.0 $7.77K - $11.1K
9.35K $1.25M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-9.86K
- 12.64%
$41.02 - $46.01 $405K - $454K
68.2K $3.1M
DGX
Quest Diagnostics Inc

Healthcare
-1.03K
- 12.05%
$137.09 - $137.09 $141K - $141K
7.5K $1.03M
ELV
Elevance Health, Inc.

Healthcare
-210
- 17.09%
$500.12 - $562.29 $105K - $118K
1.02K $529K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-3.5K
- 18.28%
$45.87 - $48.53 $161K - $170K
15.7K $754K
ABNB
Airbnb, Inc.

Consumer Cyclical
-134
- 2.96%
$113.01 - $154.34 $15.1K - $20.7K
4.39K $557K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
-6
- 0.02%
$37.45 - $52.79 $225 - $317
36.1K $1.66M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-75
- 0.14%
$11.03 - $18.11 $827 - $1.36K
53.9K $605K
BNOV
Innovator U.S. Equity Buffer E

ETFs
-3.26K
- 27.46%
$36.66 - $38.13 $120K - $124K
8.62K $328K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.93K
- 10.25%
$113.45 - $126.18 $219K - $243K
16.9K $2.13M
CTRA
Coterra Energy Inc.

Energy
-355
- 0.99%
$22.62 - $27.37 $8.03K - $9.72K
35.4K $846K
HMOP
Hartford Fds Exchange Traded T

ETFs
-2.85K
- 24.58%
$38.61 - $39.46 $110K - $113K
8.76K $345K
ROK
Rockwell Automation, Inc

Industrials
-240
- 4.81%
$248.27 - $294.37 $59.6K - $70.6K
4.75K $1.28M
ON
On Semiconductor Corp

Technology
-1.9K
- 17.29%
$66.39 - $78.74 $126K - $150K
9.09K $659K
SQ
Block, Inc.

Technology
-1.9K
- 13.88%
$57.21 - $72.07 $109K - $137K
11.8K $792K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-2.77K
- 14.4%
$95.1 - $106.76 $263K - $296K
16.5K $1.76M
XLC
Select Sector Spdr Tr Communic

ETFs
-3.3K
- 7.5%
$82.16 - $90.4 $271K - $299K
40.7K $3.68M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-91
- 6.26%
$193.0 - $282.1 $17.6K - $25.7K
1.36K $317K
VHT
Vanguard Health Care ETF

ETFs
-526
- 14.01%
$261.88 - $288.1 $138K - $152K
3.23K $910K
PD
Pager Duty, Inc.

Technology
-904
- 6.66%
$17.4 - $22.76 $15.7K - $20.6K
12.7K $234K
MMM
3 M CO

Industrials
-2.76K
- 31.14%
$99.69 - $139.42 $275K - $385K
6.11K $834K
RSG
Republic Services, Inc.

Industrials
-558
- 7.92%
$189.34 - $208.21 $106K - $116K
6.49K $1.3M
IBB
Ishares Biotechnology ETF

ETFs
-724
- 15.08%
$135.09 - $149.47 $97.8K - $108K
4.08K $593K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-3.41K
- 22.68%
$22.38 - $23.66 $76.2K - $80.6K
11.6K $272K
ITM
Vaneck Intermediate Muni ETF

ETFs
-1.54K
- 22.5%
$45.67 - $47.0 $70.1K - $72.1K
5.29K $248K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-4.62K
- 8.66%
$18.35 - $19.01 $84.8K - $87.9K
48.8K $924K
BP
Bp PLC

Energy
-375
- 3.89%
$30.78 - $37.05 $11.5K - $13.9K
9.26K $290K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
-923
- 24.3%
$71.01 - $78.81 $65.5K - $72.7K
2.88K $226K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-2.66K
- 8.48%
$12.67 - $14.36 $33.7K - $38.2K
28.7K $385K
FTCS
First Trust Capital Strength E

ETFs
-1.81K
- 10.83%
$83.58 - $90.94 $151K - $165K
14.9K $1.35M
OTIS
Otis Worldwide Corp

Industrials
-795
- 19.02%
$91.43 - $104.43 $72.7K - $83K
3.38K $351K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-16
- 22.54%
$3305.62 - $4268.05 $52.9K - $68.3K
55 $231K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-2.94K
- 2.67%
$46.89 - $52.24 $138K - $154K
107K $5.56M
PPG
Ppg Industries Inc

Basic Materials
-684
- 10.55%
$118.32 - $134.55 $80.9K - $92K
5.8K $768K
FISV
Fiserv Inc

Technology
-368
- 2.02%
N/A
17.9K $2.24M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-477
- 5.79%
$42.59 - $60.56 $20.3K - $28.9K
7.77K $392K
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
-1.64K
- 14.92%
$100.88 - $116.06 $165K - $190K
9.33K $1.08M
PWZ
Invesco California Amt Free Mu

ETFs
-2K
- 17.09%
$24.63 - $25.25 $49.3K - $50.5K
9.7K $243K
SOFI
So Fi Technologies, Inc.

Financial Services
-8.7K
- 34.56%
$6.32 - $8.19 $55K - $71.3K
16.5K $129K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-2.65K
- 11.72%
$30.27 - $34.42 $80.2K - $91.2K
20K $681K
PULS
Pgim ETF Tr

ETFs
-639
- 10.34%
$49.47 - $49.8 $31.6K - $31.8K
5.54K $275K
PAYX
Paychex Inc

Industrials
-1.79K
- 13.43%
$116.17 - $135.19 $207K - $241K
11.5K $1.54M
DVYE
Ishares Emerging Markets Divid

ETFs
-1.98K
- 11.74%
$25.71 - $29.05 $50.8K - $57.4K
14.9K $426K
ALLY
Ally Financial Inc.

Financial Services
-75
- 1.15%
$32.67 - $45.01 $2.45K - $3.38K
6.42K $228K
EBND
Spdr Bloomberg Emerging Market

ETFs
-4.58K
- 9.12%
$19.74 - $21.39 $90.4K - $98K
45.7K $971K
EMHC
Spdr Bloomberg Emerging Market
-2.02K
- 10.51%
$23.61 - $25.14 $47.7K - $50.8K
17.2K $432K
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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