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
QLVD
Flexshares Dev Mkts Ex Us Qty

ETFs
-308
- 3.08%
$26.3 - $28.98 $8.1K - $8.93K
9.69K $278K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-131
- 3.53%
$69.31 - $77.34 $9.08K - $10.1K
3.58K $274K
CHE
Chemed Corp

Healthcare
-10
- 2.53%
$527.82 - $600.97 $5.28K - $6.01K
385 $231K
JRS
Nuveen Real Estate Income Fund

Financial Services
-184
- 1.51%
$7.64 - $9.3 $1.41K - $1.71K
12K $111K
DFS
Discover Financial Services

Financial Services
-58
- 2.11%
$123.41 - $144.72 $7.16K - $8.39K
2.69K $377K
TXT
Textron Inc

Industrials
-100
- 0.92%
$83.46 - $94.02 $8.35K - $9.4K
10.8K $952K
IFRA
Ishares Tr

ETFs
-157
- 2.7%
$41.55 - $46.97 $6.52K - $7.37K
5.65K $265K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
-23
- 0.22%
$33.2 - $41.73 $764 - $960
10.6K $444K
DBND
Doubleline ETF Tr Opportunisti

ETFs
-13
- 0.11%
$44.93 - $47.6 $584 - $619
11.3K $536K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-70
- 0.28%
$28.1 - $29.89 $1.97K - $2.09K
24.7K $739K
IT
Gartner Inc

Technology
-31
- 4.73%
$441.32 - $516.47 $13.7K - $16K
624 $316K
NVS
Novartis Ag

Healthcare
-17
- 0.6%
$106.13 - $120.89 $1.8K - $2.06K
2.82K $323K
NDSN
Nordson Corp

Industrials
-221
- 8.44%
$225.0 - $262.63 $49.7K - $58K
2.4K $629K
WY
Weyerhaeuser CO

Real Estate
-479
- 6.53%
$27.05 - $33.84 $13K - $16.2K
6.85K $231K
FIGS
Figs, Inc.

Consumer Cyclical
-1.1K
- 5.35%
$4.84 - $6.84 $5.32K - $7.52K
19.4K $133K
SONY
Sony Group Corp

Technology
-50
- 2.07%
$81.61 - $98.65 $4.08K - $4.93K
2.36K $228K
VOX
Vanguard Communication Service

ETFs
-76
- 1.47%
$129.82 - $145.39 $9.87K - $11K
5.08K $738K
TDY
Teledyne Technologies Inc

Technology
-14
- 2.16%
$381.47 - $437.71 $5.34K - $6.13K
633 $277K
ED
Consolidated Edison Inc

Utilities
-187
- 6.07%
$88.42 - $104.97 $16.5K - $19.6K
2.89K $301K
D
Dominion Energy, Inc

Utilities
-11.9K
- 14.64%
$48.01 - $58.53 $572K - $697K
69.4K $4.01M
IGR
Cbre Global Real Estate Income Fund

Financial Services
-860
- 4.13%
$5.02 - $6.62 $4.32K - $5.69K
20K $131K
EMN
Eastman Chemical CO

Basic Materials
-199
- 5.53%
$93.82 - $113.74 $18.7K - $22.6K
3.4K $380K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-130
- 0.5%
$51.02 - $52.74 $6.63K - $6.86K
26K $1.37M
VEU
Vanguard Ftse All World Ex Us

ETFs
-105
- 1.19%
$56.47 - $63.69 $5.93K - $6.69K
8.72K $549K
MGIC
Magic Software Enterprises LTD

Technology
-310
- 1.91%
$9.72 - $11.91 $3.01K - $3.69K
15.9K $188K
NTRA
Natera, Inc.

Healthcare
-52
- 2.5%
$97.75 - $129.67 $5.08K - $6.74K
2.03K $257K
WSO
Watsco Inc

Industrials
-17
- 1.2%
$448.73 - $519.89 $7.63K - $8.84K
1.4K $686K
R
Ryder System Inc

Industrials
-175
- 6.67%
$117.21 - $148.66 $20.5K - $26K
2.45K $357K
OHI
Omega Healthcare Investors Inc

Real Estate
-128
- 2.08%
$33.55 - $41.29 $4.29K - $5.29K
6.04K $245K
RGLD
Royal Gold Inc

Basic Materials
-7
- 0.29%
$125.01 - $146.5 $875 - $1.03K
2.38K $333K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-235
- 1.0%
$46.18 - $48.92 $10.9K - $11.5K
23.3K $1.13M
EXPO
Exponent Inc

Industrials
-101
- 4.25%
$93.45 - $115.28 $9.44K - $11.6K
2.28K $262K
FITB
Fifth Third Bancorp

Financial Services
-26
- 0.44%
$36.01 - $43.64 $936 - $1.13K
5.86K $250K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
-262
- 0.49%
$20.81 - $21.7 $5.45K - $5.69K
52.7K $1.14M
IDXX
Idexx Laboratories Inc

Healthcare
-29
- 1.01%
$455.08 - $517.19 $13.2K - $15K
2.83K $1.43M
VBK
Vanguard Small Cap Growth ETF

ETFs
-9
- 0.39%
$240.48 - $267.94 $2.16K - $2.41K
2.3K $615K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-345
- 0.67%
$21.61 - $22.87 $7.46K - $7.89K
51.4K $1.17M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-31
- 1.22%
$108.65 - $139.41 $3.37K - $4.32K
2.51K $349K
CBOE
Cboe Global Markets, Inc.

Financial Services
-24
- 1.82%
$168.57 - $213.65 $4.05K - $5.13K
1.3K $264K
HUBB
Hubbell Inc

Industrials
-10
- 1.39%
$355.55 - $428.48 $3.56K - $4.28K
708 $303K
ITA
Ishares Tr

ETFs
-145
- 3.94%
$131.58 - $149.64 $19.1K - $21.7K
3.53K $528K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-976
- 4.13%
$36.99 - $40.84 $36.1K - $39.9K
22.7K $924K
O
Realty Income Corp

Real Estate
-41
- 0.94%
$52.36 - $63.42 $2.15K - $2.6K
4.33K $274K
RNR
Renaissancere Holdings LTD

Financial Services
-8
- 0.84%
$211.47 - $272.21 $1.69K - $2.18K
941 $256K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-8
- 0.09%
$75.88 - $83.21 $607 - $666
8.89K $739K
LII
Lennox International Inc

Industrials
-22
- 2.5%
$523.72 - $620.83 $11.5K - $13.7K
859 $519K
ZBRA
Zebra Technologies Corp

Technology
-22
- 2.35%
$306.21 - $371.02 $6.74K - $8.16K
914 $338K
ALLE
Allegion PLC

Industrials
-66
- 3.05%
$114.67 - $145.7 $7.57K - $9.62K
2.1K $305K
VBR
Vanguard Small Cap Value ETF

ETFs
-35
- 1.12%
$179.99 - $201.6 $6.3K - $7.06K
3.1K $621K
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
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email