Axxcess Wealth Management, LLC Sells in Q4 2024

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EMN
Eastman Chemical CO

Basic Materials
-299
- 8.79%
$90.03 - $110.64 $26.9K - $33.1K
3.1K $283K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-3.26K
- 2.97%
$25.33 - $27.57 $82.6K - $89.9K
106K $2.76M
CLF
Cleveland Cliffs Inc.

Basic Materials
-569
- 2.17%
$9.24 - $13.94 $5.26K - $7.93K
25.6K $240K
SMG
Scotts Miracle Gro CO

Basic Materials
-304
- 8.5%
$65.14 - $93.47 $19.8K - $28.4K
3.27K $217K
CRSP
Crispr Therapeutics Ag

Healthcare
-355
- 3.46%
$38.65 - $55.15 $13.7K - $19.6K
9.92K $390K
WM
Waste Management Inc

Industrials
-39
- 0.28%
$201.79 - $228.46 $7.87K - $8.91K
14.1K $2.84M
DVYE
Ishares Emerging Markets Divid

ETFs
-1.63K
- 10.96%
$25.42 - $29.74 $41.4K - $48.4K
13.2K $341K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-118
- 5.84%
$128.36 - $186.0 $15.1K - $21.9K
1.9K $244K
XLK
Technology Sector Spdr

ETFs
-1.98K
- 3.55%
$220.26 - $241.44 $436K - $478K
53.8K $12.5M
FV
First Trust Dorsey Wright Focu

ETFs
-1.5K
- 20.66%
$57.47 - $62.82 $86.3K - $94.3K
5.76K $340K
PPG
Ppg Industries Inc

Basic Materials
-23
- 0.4%
$119.09 - $131.37 $2.74K - $3.02K
5.78K $690K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-460
- 2.3%
$30.93 - $33.94 $14.2K - $15.6K
19.5K $604K
HMOP
Hartford Fds Exchange Traded T

ETFs
-1.8K
- 20.58%
$38.56 - $39.45 $69.5K - $71.1K
6.96K $268K
CPRT
Copart Inc

Consumer Cyclical
-1.88K
- 27.93%
$51.36 - $63.8 $96.7K - $120K
4.86K $278K
AVSF
American Centy ETF Tr Avantis

ETFs
-384
- 0.68%
$46.02 - $47.0 $17.7K - $18K
56.3K $2.6M
AIG
American International Group, Inc.

Financial Services
-978
- 12.73%
$70.0 - $79.22 $68.5K - $77.5K
6.71K $488K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-57
- 0.07%
$57.38 - $61.11 $3.27K - $3.48K
78.3K $4.57M
EIX
Edison International

Utilities
-453
- 9.66%
$77.93 - $88.36 $35.3K - $40K
4.24K $338K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-862
- 5.75%
$54.15 - $58.81 $46.7K - $50.7K
14.1K $767K
BP
Bp PLC

Energy
-1.68K
- 18.2%
$28.16 - $33.14 $47.4K - $55.8K
7.57K $223K
QLVD
Flexshares Dev Mkts Ex Us Qty

ETFs
-1.69K
- 17.42%
$26.27 - $28.63 $44.3K - $48.3K
8K $211K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-2K
- 9.95%
$49.03 - $53.35 $98K - $107K
18.1K $926K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-147
- 0.96%
$74.5 - $78.37 $11K - $11.5K
15.2K $1.14M
WTRG
Essential Utilities, Inc.

Utilities
-327
- 1.38%
$36.18 - $40.55 $11.8K - $13.3K
23.3K $846K
CDNS
Cadence Design Systems Inc

Technology
-463
- 17.58%
$249.1 - $324.54 $115K - $150K
2.17K $651K
EXPO
Exponent Inc

Industrials
-20
- 0.88%
$88.94 - $114.63 $1.78K - $2.29K
2.26K $201K
VCYT
Veracyte, Inc.

Healthcare
-2.61K
- 33.8%
$31.92 - $44.4 $83.4K - $116K
5.12K $202K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-17
- 0.83%
$104.0 - $138.19 $1.77K - $2.35K
2.02K $224K
HBNC
Horizon Bancorp Inc

Financial Services
-4.24K
- 27.29%
$14.57 - $18.76 $61.7K - $79.5K
11.3K $181K
O
Realty Income Corp

Real Estate
-291
- 6.73%
$51.76 - $64.71 $15.1K - $18.8K
4.03K $215K
FISV
Fiserv Inc

Technology
-464
- 2.6%
N/A
17.4K $2.18M
EXR
Extra Space Storage Inc.

Real Estate
-64
- 4.16%
$142.35 - $178.32 $9.11K - $11.4K
1.47K $220K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-148
- 0.63%
$46.33 - $48.6 $6.86K - $7.19K
23.2K $1.08M
EFX
Equifax Inc

Industrials
-13
- 0.96%
$245.03 - $293.5 $3.19K - $3.82K
1.34K $342K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-957
- 2.55%
$12.1 - $13.52 $11.6K - $12.9K
36.6K $448K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-566
- 7.56%
$69.58 - $74.87 $39.4K - $42.4K
6.92K $484K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-1.35K
- 2.77%
$18.41 - $18.97 $24.9K - $25.6K
47.4K $876K
YUM
Yum Brands Inc

Consumer Cyclical
-150
- 3.01%
$130.36 - $139.54 $19.6K - $20.9K
4.84K $648K
ED
Consolidated Edison Inc

Utilities
-5
- 0.17%
$88.87 - $107.38 $444 - $537
2.89K $257K
DE
Deere & CO

Industrials
-210
- 3.0%
$389.45 - $466.0 $81.8K - $97.9K
6.8K $2.88M
DSX
Diana Shipping Inc.

Industrials
-14K
- 53.73%
$1.74 - $2.54 $24.3K - $35.5K
12K $23K
OTIS
Otis Worldwide Corp

Industrials
-57
- 1.68%
$92.57 - $106.01 $5.28K - $6.04K
3.33K $308K
HPQ
Hp Inc

Technology
-213
- 2.0%
$32.46 - $39.3 $6.91K - $8.37K
10.5K $341K
RSG
Republic Services, Inc.

Industrials
-207
- 3.19%
$198.0 - $218.75 $41K - $45.3K
6.28K $1.26M
BSY
Bentley Systems Inc

Technology
-100
- 1.21%
$46.59 - $51.09 $4.66K - $5.11K
8.17K $381K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-641
- 5.84%
$72.62 - $77.83 $46.5K - $49.9K
10.3K $765K
DOV
Dover Corp

Industrials
-64
- 1.01%
$184.72 - $206.51 $11.8K - $13.2K
6.28K $1.18M
RACE
Ferrari N.V.

Consumer Cyclical
-23
- 3.83%
$422.83 - $490.34 $9.73K - $11.3K
578 $245K
LYG
Lloyds Banking Group PLC

Financial Services
-4.38K
- 7.13%
$2.67 - $3.23 $11.7K - $14.2K
57.1K $155K
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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