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
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-426
- 2.32%
$125.95 - $142.04 $53.7K - $60.5K
18K $2.55M
COST
Costco Wholesale Corp

Consumer Defensive
-402
- 2.57%
$801.83 - $917.05 $322K - $369K
15.3K $13.5M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-205
- 0.93%
$210.25 - $231.86 $43.1K - $47.5K
21.7K $4.85M
JXN
Jackson Financial Inc.

Financial Services
-976
- 5.18%
$69.1 - $91.97 $67.4K - $89.8K
17.9K $1.63M
PDT
John Hancock Premium Dividend Fund

Financial Services
-36.3K
- 7.49%
$11.65 - $13.47 $423K - $489K
448K $5.94M
DE
Deere & CO

Industrials
-151
- 2.11%
$344.84 - $418.0 $52.1K - $63.1K
7.01K $2.92M
MDT
Medtronic PLC

Healthcare
-132
- 0.57%
$76.84 - $91.03 $10.1K - $12K
23.2K $2.09M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-3.14K
- 2.78%
$23.06 - $26.41 $72.4K - $82.9K
110K $2.86M
NSC
Norfolk Southern Corp

Industrials
-842
- 5.93%
$213.75 - $259.69 $180K - $219K
13.4K $3.32M
CLX
Clorox CO

Consumer Defensive
-378
- 2.81%
$131.73 - $166.97 $49.8K - $63.1K
13.1K $2.13M
MAS
Masco Corp

Industrials
-117
- 0.58%
$64.7 - $83.94 $7.57K - $9.82K
20.2K $1.7M
XLB
Select Sector Spdr Fd Material

ETFs
-559
- 1.12%
$86.95 - $97.09 $48.6K - $54.3K
49.2K $4.74M
NSA
National Storage Affiliates Trust

Real Estate
-170
- 0.3%
$39.73 - $49.13 $6.75K - $8.35K
56.7K $2.73M
GOLD
Barrick Gold Corp

Basic Materials
-2.25K
- 1.67%
$16.56 - $21.01 $37.2K - $47.2K
133K $2.64M
DUK
Duke Energy Corp

Utilities
-298
- 1.01%
$99.35 - $117.71 $29.6K - $35.1K
29.2K $3.37M
EMQQ
Emqq Emerging Markets Internet

ETFs
-11
- 0.01%
$31.65 - $39.64 $348 - $436
73.7K $2.89M
ORCL
Oracle Corp

Technology
-1.92K
- 6.82%
$125.9 - $170.35 $242K - $328K
26.3K $4.48M
BMY
Bristol Myers Squibb CO

Healthcare
-2.61K
- 3.38%
$39.66 - $51.75 $103K - $135K
74.4K $3.85M
VZ
Verizon Communications Inc

Communication Services
-1.34K
- 0.63%
$38.89 - $45.0 $52.2K - $60.4K
211K $9.46M
NEE
Nextera Energy Inc

Utilities
-10.4K
- 8.78%
$69.9 - $84.97 $726K - $883K
108K $9.13M
NFLX
Netflix Inc

Communication Services
-25
- 0.1%
$598.55 - $722.26 $15K - $18.1K
25.7K $18.2M
RTX
Raytheon Technologies Corp

Industrials
-1.52K
- 2.68%
$99.55 - $123.34 $151K - $187K
55.1K $6.68M
CAT
Caterpillar Inc

Industrials
-320
- 1.56%
$316.8 - $391.12 $101K - $125K
20.2K $7.88M
CHCO
City Holding CO

Financial Services
-183
- 0.17%
$104.53 - $123.29 $19.1K - $22.6K
109K $12.7M
ABBV
Abb Vie Inc.

Healthcare
-2.75K
- 4.07%
$163.84 - $199.33 $450K - $548K
64.7K $12.8M
JNJ
Johnson & Johnson

Healthcare
-270
- 0.27%
$145.48 - $167.38 $39.3K - $45.2K
98K $15.9M
TSLA
Tesla, Inc.

Consumer Cyclical
-10.9K
- 15.89%
$191.76 - $263.26 $2.1M - $2.88M
57.9K $15.1M
ITB
Ishares Tr

ETFs
-71.2K
- 17.04%
$97.52 - $128.64 $6.94M - $9.16M
347K $44.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-23.2K
- 1.57%
$33.74 - $37.96 $783K - $881K
1.46M $54.8M
VV
Vanguard Large Cap ETF

ETFs
-12.3K
- 1.12%
$236.92 - $263.4 $2.92M - $3.25M
1.09M $288M
NOW
Service Now, Inc.

Technology
-395
- 0.16%
$730.87 - $937.36 $289K - $370K
251K $225M
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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