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
MGK
Vanguard Mega Cap Growth ETF

ETFs
-364
- 6.67%
$307.43 - $357.48 $112K - $130K
5.1K $1.57M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-12.4K
- 19.08%
$25.81 - $28.52 $320K - $354K
52.6K $1.45M
VTC
Vanguard Scottsdale Fds Total

ETFs
-13.8K
- 1.93%
$74.74 - $77.39 $1.04M - $1.07M
705K $54.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4.31K
- 6.34%
$77.7 - $78.94 $335K - $340K
63.7K $5.03M
MBB
Ishares Tr

ETFs
-3.4K
- 16.87%
$90.37 - $94.08 $307K - $319K
16.7K $1.57M
TSCO
Tractor Supply CO

Consumer Cyclical
-6.38K
- 17.24%
$51.66 - $57.94 $330K - $370K
30.7K $1.69M
JCI
Johnson Controls International PLC

Industrials
-3.7K
- 19.75%
$76.12 - $90.6 $281K - $335K
15K $1.2M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-6.32K
- 24.16%
$32.49 - $37.99 $205K - $240K
19.8K $664K
SQ
Block, Inc.

Technology
-1.72K
- 28.46%
$54.04 - $92.95 $92.9K - $160K
4.32K $247K
ROST
Ross Stores, Inc.

Consumer Cyclical
-1.45K
- 44.39%
$123.3 - $154.95 $178K - $224K
1.81K $231K
GLW
Corning Inc

Technology
-5.25K
- 53.51%
$44.91 - $54.25 $236K - $285K
4.56K $208K
UBSI
United Bankshares Inc

Financial Services
-379
- 0.45%
$34.03 - $39.27 $12.9K - $14.9K
83.8K $2.91M
XLP
Consumer Staples Sector Spdr

ETFs
-3.35K
- 10.77%
N/A
27.8K $2.11M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-20K
- 60.2%
$11.96 - $13.56 $239K - $271K
13.2K $169K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-896
- 4.43%
$120.24 - $134.3 $108K - $120K
19.3K $2.36M
TXT
Textron Inc

Industrials
-2.82K
- 26.67%
$70.19 - $81.2 $198K - $229K
7.75K $560K
QBTS
D Wave Quantum Inc.

Technology
-27.5K
- 57.13%
$3.83 - $11.18 $105K - $308K
20.7K $157K
CHD
Church & Dwight CO Inc

Consumer Defensive
-2.74K
- 25.97%
$101.42 - $113.2 $278K - $311K
7.82K $861K
LDOS
Leidos Holdings, Inc.

Technology
-1.56K
- 40.34%
$126.82 - $161.11 $197K - $251K
2.3K $310K
XLE
Energy Sector Spdr

ETFs
-4.29K
- 21.22%
$85.7 - $93.96 $367K - $403K
15.9K $1.49M
SYY
Sysco Corp

Consumer Defensive
-2.97K
- 39.27%
$70.0 - $77.13 $208K - $229K
4.59K $344K
EOG
Eog Resources Inc

Energy
-2.79K
- 12.64%
$120.54 - $138.05 $336K - $384K
19.2K $2.47M
CB
Chubb LTD

Financial Services
-1.04K
- 31.58%
$257.71 - $301.99 $267K - $313K
2.24K $677K
APH
Amphenol Corp

Technology
-1.48K
- 4.46%
$61.62 - $78.55 $91.4K - $117K
31.8K $2.09M
ROKU
Roku, Inc

Communication Services
-2.53K
- 23.22%
$67.36 - $99.07 $170K - $251K
8.37K $589K
TMUS
T Mobile Us, Inc.

Communication Services
-2.71K
- 24.85%
$211.3 - $272.83 $573K - $740K
8.2K $2.19M
EW
Edwards Lifesciences Corp

Healthcare
-2.69K
- 25.24%
$67.95 - $76.19 $183K - $205K
7.96K $576K
DGX
Quest Diagnostics Inc

Healthcare
-1.54K
- 26.45%
N/A
4.28K $586K
SRLN
Ssga Active Trust

ETFs
-4.68K
- 18.26%
$41.02 - $41.99 $192K - $196K
20.9K $860K
ARES
Ares Management Corp

Financial Services
-788
- 26.87%
$140.19 - $198.28 $110K - $156K
2.15K $314K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-2.43K
- 8.03%
$37.84 - $44.02 $92.1K - $107K
27.9K $1.07M
AVB
Avalonbay Communities Inc

Real Estate
-870
- 29.31%
$207.86 - $228.08 $181K - $198K
2.1K $450K
BNDX
Vanguard Total International B

ETFs
-4.07K
- 28.5%
$48.33 - $49.5 $197K - $201K
10.2K $498K
PPG
Ppg Industries Inc

Basic Materials
-1.3K
- 22.57%
$107.44 - $124.29 $140K - $162K
4.47K $489K
CMCSA
Comcast Corp

Communication Services
-3.23K
- 2.83%
$33.19 - $38.23 $107K - $124K
111K $4.1M
MDT
Medtronic PLC

Healthcare
-3.86K
- 24.46%
$79.84 - $94.5 $308K - $365K
11.9K $1.07M
CDNS
Cadence Design Systems Inc

Technology
-328
- 15.12%
$233.96 - $324.52 $76.7K - $106K
1.84K $468K
LDSF
First Tr ETF Viii Low Duration

ETFs
-11.1K
- 3.71%
$18.68 - $18.94 $207K - $210K
287K $5.43M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.19K
- 11.36%
$85.55 - $94.34 $187K - $206K
17.1K $1.55M
RDVY
First Trust Rising Dividend Ac

ETFs
-2.01K
- 2.5%
$57.22 - $63.39 $115K - $128K
78.4K $4.59M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-6.32K
- 16.77%
$32.74 - $36.2 $207K - $229K
31.4K $1.1M
USB
Us Bancorp \De\

Financial Services
-2.07K
- 16.43%
$40.92 - $50.9 $84.7K - $105K
10.5K $444K
TRV
Travelers Companies, Inc.

Financial Services
-1.13K
- 18.16%
$232.43 - $265.13 $263K - $300K
5.09K $1.35M
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.33K
- 4.26%
$72.7 - $84.32 $96.6K - $112K
29.9K $2.23M
NEE
Nextera Energy Inc

Utilities
-834
- 0.77%
$66.96 - $76.16 $55.8K - $63.5K
108K $7.65M
STZ
Constellation Brands, Inc.

Consumer Defensive
-206
- 7.15%
$161.05 - $222.93 $33.2K - $45.9K
2.68K $490K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-4.55K
- 10.92%
$75.32 - $84.77 $343K - $386K
37.1K $3.03M
CZA
Invesco Exchange Traded Fd Tr

ETFs
-1.29K
- 21.32%
$101.07 - $108.24 $131K - $140K
4.77K $495K
FDS
Factset Research Systems Inc

Financial Services
-144
- 5.63%
$427.5 - $476.51 $61.6K - $68.6K
2.42K $1.1M
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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