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
PAYX
Paychex Inc

Industrials
-748
- 6.5%
$135.86 - $148.73 $102K - $111K
10.8K $1.51M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-371
- 7.49%
$77.02 - $78.58 $28.6K - $29.2K
4.58K $354K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-274
- 2.63%
$44.21 - $46.46 $12.1K - $12.7K
10.2K $450K
ALLE
Allegion PLC

Industrials
-20
- 0.95%
$130.63 - $153.36 $2.61K - $3.07K
2.08K $271K
ETN
Eaton Corp PLC

Industrials
-109
- 2.54%
$326.96 - $377.52 $35.6K - $41.1K
4.19K $1.39M
NTRA
Natera, Inc.

Healthcare
-601
- 29.66%
$117.67 - $174.0 $70.7K - $105K
1.43K $225K
VBK
Vanguard Small Cap Growth ETF

ETFs
-217
- 9.43%
$264.18 - $304.19 $57.3K - $66K
2.08K $583K
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
-640
- 8.99%
$40.07 - $47.2 $25.6K - $30.2K
6.48K $288K
IT
Gartner Inc

Technology
-34
- 5.45%
$481.22 - $551.8 $16.4K - $18.8K
590 $285K
PRU
Prudential Financial Inc

Financial Services
-110
- 1.55%
$114.59 - $129.52 $12.6K - $14.2K
7K $829K
CHE
Chemed Corp

Healthcare
-3
- 0.78%
$517.44 - $613.19 $1.55K - $1.84K
382 $202K
RGA
Reinsurance Group Of America Inc

Financial Services
-109
- 8.69%
$201.26 - $231.95 $21.9K - $25.3K
1.15K $244K
SOXX
Ishares Semiconductor ETF

ETFs
-18
- 1.13%
$211.27 - $239.8 $3.8K - $4.32K
1.57K $338K
WSO
Watsco Inc

Industrials
-5
- 0.36%
$466.57 - $568.78 $2.33K - $2.84K
1.39K $659K
ARES
Ares Management Corp

Financial Services
-571
- 16.3%
$153.38 - $183.7 $87.6K - $105K
2.93K $519K
CZA
Invesco Exchange Traded Fd Tr

ETFs
-6
- 0.1%
$103.81 - $113.57 $623 - $681
6.06K $629K
JKHY
Henry Jack & Associates Inc

Technology
-130
- 4.83%
$171.12 - $186.18 $22.2K - $24.2K
2.56K $449K
MSI
Motorola Solutions, Inc.

Technology
-98
- 5.7%
$449.08 - $504.6 $44K - $49.5K
1.62K $748K
AVB
Avalonbay Communities Inc

Real Estate
-30
- 1.0%
$216.28 - $237.81 $6.49K - $7.13K
2.97K $652K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-917
- 4.05%
$40.26 - $44.35 $36.9K - $40.7K
21.7K $901K
PBE
Invesco Exchange Traded Fd Tr

ETFs
-67
- 1.25%
$65.93 - $72.24 $4.42K - $4.84K
5.28K $350K
AZPN
Aspen Technology, Inc.

Technology
-145
- 9.8%
$231.19 - $253.16 $33.5K - $36.7K
1.33K $333K
RIG
Transocean Ltd.

Energy
-3.16K
- 19.69%
$3.47 - $4.67 $11K - $14.7K
12.9K $48K
IDU
Ishares Tr U S Utils ETF

ETFs
-21
- 0.66%
$94.65 - $105.73 $1.99K - $2.22K
3.16K $304K
APD
Air Products & Chemicals, Inc.

Basic Materials
-33
- 2.6%
$285.5 - $335.62 $9.42K - $11.1K
1.24K $358K
EBAY
Ebay Inc

Consumer Cyclical
-62
- 1.23%
$57.51 - $67.17 $3.57K - $4.16K
4.96K $307K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-121
- 0.92%
$27.8 - $29.05 $3.36K - $3.52K
13K $362K
CRL
Charles River Laboratories International, Inc.

Healthcare
-18
- 1.4%
$178.58 - $220.69 $3.21K - $3.97K
1.27K $233K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-687
- 3.37%
$25.35 - $25.53 $17.4K - $17.5K
19.7K $501K
STN
Stantec Inc

Industrials
-124
- 4.33%
$78.45 - $87.5 $9.73K - $10.9K
2.74K $214K
BRO
Brown & Brown, Inc.

Financial Services
-119
- 5.39%
$100.93 - $113.42 $12K - $13.5K
2.09K $213K
VT
Vanguard Total World Stk Index

ETFs
-69
- 2.16%
$117.09 - $123.07 $8.08K - $8.49K
3.13K $367K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-176
- 1.32%
$65.67 - $69.79 $11.6K - $12.3K
13.2K $882K
FDL
First Tr Morningstar Dividend

ETFs
-57
- 0.9%
$39.59 - $43.95 $2.26K - $2.51K
6.31K $254K
IRT
Independence Realty Trust, Inc.

Real Estate
-201
- 1.56%
$18.78 - $22.01 $3.77K - $4.42K
12.6K $250K
CBOE
Cboe Global Markets, Inc.

Financial Services
-5
- 0.39%
$191.61 - $217.84 $958 - $1.09K
1.29K $252K
PECO
Phillips Edison & Company, Inc.

Real Estate
-206
- 1.54%
$35.96 - $39.8 $7.41K - $8.2K
13.2K $494K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
-2.74K
- 6.25%
$5.7 - $8.27 $15.6K - $22.7K
41.1K $278K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-442
- 3.7%
$46.53 - $49.91 $20.6K - $22.1K
11.5K $553K
KR
Kroger CO

Consumer Defensive
-562
- 8.7%
$55.21 - $63.3 $31K - $35.6K
5.9K $360K
ISRG
Intuitive Surgical Inc

Healthcare
-611
- 6.05%
$471.27 - $550.62 $288K - $336K
9.48K $4.95M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-25
- 0.2%
$19.99 - $20.7 $500 - $518
12.6K $251K
HUBB
Hubbell Inc

Industrials
-5
- 0.71%
$418.89 - $472.12 $2.09K - $2.36K
703 $294K
CHH
Choice Hotels International Inc

Consumer Cyclical
-225
- 10.43%
$128.7 - $152.73 $29K - $34.4K
1.93K $274K
VEEV
Veeva Systems Inc

Healthcare
-26
- 1.99%
$201.81 - $250.45 $5.25K - $6.51K
1.28K $268K
FITB
Fifth Third Bancorp

Financial Services
-36
- 0.61%
$41.76 - $48.44 $1.5K - $1.74K
5.82K $246K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-324
- 3.13%
$15.97 - $16.79 $5.17K - $5.44K
10K $163K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-28
- 1.13%
$89.01 - $96.24 $2.49K - $2.69K
2.45K $219K
ROST
Ross Stores, Inc.

Consumer Cyclical
-36
- 1.09%
$138.59 - $156.61 $4.99K - $5.64K
3.26K $492K
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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