Axxcess Wealth Management, LLC
CIK Number: 0001911056
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large ... | 285.44 | +0.30% | 1.08M | -1.33% | 291.29M | 196.4 | 6.99% |
| 2 | NOW | ServiceNow, Inc... | 1027.71 | +0.52% | 251.41K | +0.11% | 266.52M | 649.27 | 6.40% |
| 3 | AGG | iShares Core U.... | 99.17 | +0.37% | 1.79M | +4.39% | 173.12M | 95.43 | 4.16% |
| 4 | MSFT | Microsoft Corpo... | 497.79 | +0.37% | 200.33K | +3.80% | 84.44M | 340.19 | 2.03% |
| 5 | IDEV | iShares Core MS... | 76.05 | +0.30% | 1.29M | +1.83% | 83.29M | 58.46 | 2.00% |
| 6 | BIL | SPDR Bloomberg ... | 91.73 | +0.02% | 901.75K | +6.01% | 82.45M | 91.72 | 1.98% |
| 7 | NVDA | NVIDIA Corporat... | 158.19 | +0.28% | 503.5K | +2.11% | 67.61M | 53.97 | 1.62% |
| 8 | VO | Vanguard Mid Ca... | 280.03 | +0.35% | 253.46K | +0.11% | 66.95M | 212.22 | 1.61% |
| 9 | SGOV | iShares 0-3 Mon... | 100.69 | 0.00% | 660.83K | +11.80% | 66.29M | 100.4 | 1.59% |
| 10 | TFLO | iShares Treasur... | 50.65 | +0.04% | 1.21M | +1.92% | 61.01M | 50.62 | 1.46% |
| 11 | AMZN | Amazon.com, Inc... | 219.64 | -1.64% | 265.37K | +1.02% | 58.22M | 149.17 | 1.40% |
| 12 | VTC | Vanguard Total ... | 77.34 | +0.46% | 718.89K | +1.01% | 54.43M | 72.75 | 1.31% |
| 13 | SPDW | SPDR Portfolio ... | 40.49 | +0.27% | 1.55M | +6.38% | 53.02M | 32.12 | 1.27% |
| 14 | IAU | iShares Gold Tr... | 62.36 | +1.15% | 1.04M | +0.14% | 51.58M | 37.23 | 1.24% |
| 15 | COWZ | Pacer US Cash C... | 55.16 | +0.21% | 901.27K | +3.46% | 50.9M | 48.59 | 1.22% |
| 16 | JPST | JPMorgan Ultra-... | 50.67 | +0.03% | 998.04K | +0.04% | 50.27M | 50.26 | 1.21% |
| 17 | IJH | iShares Core S&... | 62.05 | +0.04% | 756.27K | +3.04% | 47.12M | 51.56 | 1.13% |
| 18 | AVGO | Broadcom Inc. | 275.83 | +2.41% | 181.94K | -1.57% | 42.18M | 72.52 | 1.01% |
| 19 | IJR | iShares Core S&... | 109.33 | -0.15% | 350.4K | -3.07% | 40.37M | 98.33 | 0.97% |
| 20 | PPA | Invesco Aerospa... | 141.63 | +0.76% | 346.9K | -0.09% | 39.8M | 85.42 | 0.96% |
| 21 | ITB | iShares U.S. Ho... | 93.19 | -0.01% | 356.21K | +2.74% | 36.83M | 79.63 | 0.88% |
| 22 | CIBR | First Trust NAS... | 75.62 | +1.38% | 576.53K | +5.29% | 36.58M | 59.41 | 0.88% |
| 23 | GSY | Invesco Ultra S... | 50.14 | +0.02% | 715.66K | +13.43% | 35.86M | 49.93 | 0.86% |
| 24 | JPM | JPMorgan Chase ... | 289.99 | +1.00% | 147.56K | +0.18% | 35.37M | 154.23 | 0.85% |
| 25 | GOOGL | Alphabet Inc. | 176.29 | -1.25% | 190.14K | -0.16% | 35.26M | 140.89 | 0.85% |
| 26 | USHY | iShares Broad U... | 37.52 | +0.31% | 913.9K | +1.00% | 33.62M | 34.85 | 0.81% |
| 27 | VWO | Vanguard Emergi... | 49.49 | +0.21% | 730.37K | +1.66% | 32.17M | 39.59 | 0.77% |
| 28 | QQQ | Invesco QQQ Tru... | 551.98 | +0.71% | 62.36K | -31.4% | 30.33M | 410.09 | 0.73% |
| 29 | PAVE | Global X U.S. I... | 43.59 | -0.19% | 719.92K | +6.17% | 29.09M | 40.35 | 0.70% |
| 30 | GSLC | Goldman Sachs A... | 121.51 | +0.64% | 250.49K | -1.15% | 28.85M | 94.74 | 0.69% |
| 31 | META | Meta Platforms,... | 738.59 | +0.68% | 46.94K | -6.87% | 27.48M | 387.71 | 0.66% |
| 32 | FIXD | First Trust TCW... | 43.87 | +0.39% | 604.88K | +1.59% | 25.99M | 43.31 | 0.62% |
| 33 | PBUS | Invesco PureBet... | 62.20 | +0.59% | 425.51K | +4.84% | 25.06M | 49.34 | 0.60% |
| 34 | WMT | Walmart Inc. | 97.85 | +0.60% | 274.25K | +1.40% | 24.78M | 55.29 | 0.59% |
| 35 | TSLA | Tesla, Inc. | 317.97 | -1.75% | 59.49K | +2.80% | 24.03M | 244.51 | 0.58% |
| 36 | NFLX | Netflix, Inc. | 1339.27 | +1.22% | 25.4K | -1.09% | 22.64M | 416.58 | 0.54% |
| 37 | GOOG | Alphabet Inc. | 177.43 | -0.47% | 120.79K | +0.97% | 22.27M | 137.88 | 0.53% |
| 38 | VB | Vanguard Small ... | 237.11 | -0.11% | 92.35K | +6.13% | 22.19M | 206.65 | 0.53% |
| 39 | CGDV | Capital Group D... | 39.52 | +0.22% | 626.1K | -3.48% | 22.08M | 25.35 | 0.53% |
| 40 | BND | Vanguard Total ... | 73.60 | +0.35% | 301.61K | -1.53% | 21.69M | 70.78 | 0.52% |
| 41 | SPEM | SPDR Portfolio ... | 42.73 | +0.21% | 564.83K | +1.11% | 21.67M | 34.87 | 0.52% |
| 42 | MUB | iShares Nationa... | 104.47 | +0.14% | 200.18K | -0.72% | 21.33M | 104.8 | 0.51% |
| 43 | SCHD | Schwab U.S. Div... | 26.50 | +0.44% | 696.32K | +213.55% | 19.02M | 25.61 | 0.46% |
| 44 | SSO | ProShares Ultra... | 97.84 | +1.14% | 203.25K | -35.92% | 18.8M | 80.43 | 0.45% |
| 45 | LLY | Eli Lilly and C... | 779.68 | +0.55% | 23.95K | +5.14% | 18.49M | 491.91 | 0.44% |
| 46 | HD | The Home Depot,... | 366.71 | -0.55% | 47.18K | -2.44% | 18.35M | 361.21 | 0.44% |
| 47 | XOM | Exxon Mobil Cor... | 107.82 | -1.43% | 163.5K | -3.06% | 17.59M | 105.4 | 0.42% |
| 48 | BUFD | FT Cboe Vest Fu... | 26.55 | +0.44% | 688.5K | +3.81% | 17.57M | 22.31 | 0.42% |
| 49 | V | Visa Inc. | 355.06 | +1.85% | 55.01K | +0.85% | 17.39M | 226.44 | 0.42% |
| 50 | BRK-B | Berkshire Hatha... | 485.54 | -0.03% | 38.32K | +6.06% | 17.37M | 349.37 | 0.42% |
| 51 | SPY | SPDR S&P 500 ET... | 618.35 | +0.56% | 28.82K | -15.09% | 16.89M | 546.58 | 0.41% |
| 52 | PG | The Procter & G... | 159.25 | -0.38% | 97.42K | +1.89% | 16.33M | 150.85 | 0.39% |
| 53 | IVV | iShares Core S&... | 621.21 | +0.61% | 27.04K | -19.7% | 15.92M | 460.76 | 0.38% |
| 54 | UNH | UnitedHealth Gr... | 311.99 | +0.93% | 30.89K | -0.21% | 15.63M | 504.35 | 0.38% |
| 55 | BUFB | Innovator Ladde... | 33.84 | +0.58% | 467.85K | +14.68% | 15.11M | 31.63 | 0.36% |
| 56 | QQQM | Invesco NASDAQ ... | 227.19 | +0.71% | 71.42K | +183.64% | 15.03M | 205.51 | 0.36% |
| 57 | COST | Costco Wholesal... | 989.98 | +0.49% | 15.5K | +1.55% | 14.2M | 567.66 | 0.34% |
| 58 | JNJ | Johnson & Johns... | 152.61 | +0.13% | 97.23K | -0.83% | 14.06M | 162.96 | 0.34% |
| 59 | ABT | Abbott Laborato... | 136.05 | +1.24% | 121.43K | +1.32% | 13.74M | 123.76 | 0.33% |
| 60 | VTI | Vanguard Total ... | 304.10 | +0.26% | 45.89K | +9.22% | 13.3M | 248.7 | 0.32% |
| 61 | CHCO | City Holding Co... | 122.53 | -0.58% | 109.42K | +0.82% | 12.96M | 106.71 | 0.31% |
| 62 | HYMB | SPDR Nuveen Blo... | 24.79 | +0.34% | 498.98K | +6.89% | 12.76M | 24.18 | 0.31% |
| 63 | XLK | Technology Sele... | 253.36 | +1.03% | 53.75K | -3.55% | 12.5M | 182.92 | 0.30% |
| 64 | GSST | Goldman Sachs A... | 50.56 | +0.03% | 242.73K | +100.00% | 12.19M | 50.21 | 0.29% |
| 65 | ABBV | AbbVie Inc. | 185.70 | +1.86% | 68.32K | +5.51% | 12.14M | 149.15 | 0.29% |
| 66 | GLD | SPDR Gold Share... | 304.79 | +1.18% | 49.03K | +2.46% | 11.87M | 186.18 | 0.28% |
| 67 | TMO | Thermo Fisher S... | 405.66 | -0.64% | 21.93K | -5.28% | 11.41M | 586.89 | 0.27% |
| 68 | QLD | ProShares Ultra... | 117.84 | +1.39% | 99.66K | +0.03% | 10.79M | 100.7 | 0.26% |
| 69 | PEP | PepsiCo, Inc. | 132.09 | +0.81% | 70.25K | -0.72% | 10.68M | 171.27 | 0.26% |
| 70 | IWM | iShares Russell... | 215.90 | +0.19% | 47.94K | +36.90% | 10.59M | 196.23 | 0.25% |
| 71 | IWY | iShares Russell... | 246.72 | +0.81% | 43.76K | +29.40% | 10.29M | 222.96 | 0.25% |
| 72 | ADP | Automatic Data ... | 308.52 | +1.67% | 34.54K | -1.35% | 10.11M | 243.07 | 0.24% |
| 73 | JEPI | JPMorgan Equity... | 56.83 | +0.29% | 175.05K | +9.48% | 10.07M | 55.17 | 0.24% |
| 74 | BX | Blackstone Inc. | 149.72 | -0.92% | 58.03K | -2.46% | 10.01M | 96.91 | 0.24% |
| 75 | USFR | WisdomTree Floa... | 50.30 | +0.01% | 198.39K | -10.32% | 9.98M | 50.27 | 0.24% |
| 76 | VGSH | Vanguard Short-... | 58.77 | +0.04% | 170.18K | +13.59% | 9.9M | 58.48 | 0.24% |
| 77 | SPYV | SPDR Portfolio ... | 52.37 | +0.49% | 192.03K | -23.11% | 9.82M | 39.19 | 0.24% |
| 78 | IWF | iShares Russell... | 424.84 | +0.74% | 23.69K | +3.99% | 9.52M | 283.83 | 0.23% |
| 79 | SPD | Simplify US Equ... | 38.01 | +1.22% | 284.82K | +100.00% | 9.5M | 33.37 | 0.23% |
| 80 | CVX | Chevron Corpora... | 143.28 | -0.35% | 65.18K | -1.74% | 9.44M | 149.07 | 0.23% |
| 81 | VEA | Vanguard Develo... | 57.01 | +0.31% | 192.15K | +14.05% | 9.19M | 47.94 | 0.22% |
| 82 | BAC | Bank of America... | 47.30 | +0.39% | 207.2K | +5.30% | 9.11M | 34.92 | 0.22% |
| 83 | VTIP | Vanguard Short-... | 50.28 | +0.11% | 180.89K | +27.54% | 8.76M | 47.6 | 0.21% |
| 84 | CSX | CSX Corporation | 32.65 | -0.79% | 270.9K | -0.31% | 8.74M | 34.3 | 0.21% |
| 85 | KO | The Coca-Cola C... | 70.75 | +0.60% | 140.03K | -2.15% | 8.72M | 58.06 | 0.21% |
| 86 | CGXU | Capital Group I... | 27.14 | -0.75% | 349.86K | +1.96% | 8.63M | 23.65 | 0.21% |
| 87 | AVIG | Avantis Core Fi... | 41.60 | +0.33% | 212.68K | +4.57% | 8.63M | 40.47 | 0.21% |
| 88 | ZECP | Zacks Earnings ... | 31.94 | +0.66% | 283.11K | +2.31% | 8.62M | 28.93 | 0.21% |
| 89 | SH | ProShares Short... | 39.66 | -0.54% | 194.92K | +100.00% | 8.26M | 42.38 | 0.20% |
| 90 | MA | Mastercard Inco... | 562.18 | +2.16% | 14.88K | -0.4% | 7.83M | 391.58 | 0.19% |
| 91 | IEFA | iShares Core MS... | 83.44 | +0.16% | 111.24K | -12.96% | 7.82M | 69.96 | 0.19% |
| 92 | GS | The Goldman Sac... | 707.97 | +2.48% | 13.64K | +5.48% | 7.81M | 402.39 | 0.19% |
| 93 | NEE | NextEra Energy,... | 69.50 | -1.96% | 108.82K | +0.77% | 7.8M | 73.63 | 0.19% |
| 94 | MCD | McDonald's Corp... | 292.35 | +0.27% | 26.65K | +0.64% | 7.72M | 269.41 | 0.19% |
| 95 | PLTR | Palantir Techno... | 136.38 | +4.31% | 100.58K | -0.88% | 7.61M | 28.92 | 0.18% |
| 96 | CAT | Caterpillar Inc... | 388.22 | +0.91% | 20.71K | +2.72% | 7.51M | 256.53 | 0.18% |
| 97 | VOO | Vanguard 500 In... | 568.29 | +0.24% | 13.87K | +7.85% | 7.47M | 442.77 | 0.18% |
| 98 | DIS | The Walt Disney... | 124.03 | +1.38% | 67.11K | +3.53% | 7.47M | 105.08 | 0.18% |
| 99 | MRK | Merck & Co., In... | 79.17 | +0.09% | 74.59K | -4.37% | 7.42M | 101.9 | 0.18% |
| 100 | ACN | Accenture plc | 298.85 | +1.15% | 20.82K | +0.43% | 7.32M | 326.11 | 0.18% |
| 101 | CGGO | Capital Group G... | 31.98 | -0.61% | 247.32K | -8.59% | 7.23M | 22.07 | 0.17% |
| 102 | CGGR | Capital Group G... | 40.70 | +0.61% | 193.53K | +4.22% | 7.19M | 32.39 | 0.17% |
| 103 | CARY | Angel Oak Incom... | 20.80 | +0.10% | 339.61K | +3.62% | 6.99M | 20.39 | 0.17% |
| 104 | AVUS | Avantis U.S. Eq... | 100.92 | +0.49% | 72K | +8.55% | 6.98M | 92.98 | 0.17% |
| 105 | CSCO | Cisco Systems, ... | 69.42 | +1.13% | 116.91K | -2.21% | 6.92M | 53.54 | 0.17% |
| 106 | LIN | Linde plc | 469.26 | +1.18% | 16.49K | -0.87% | 6.9M | 387.43 | 0.17% |
| 107 | JMST | JPMorgan Ultra-... | 50.92 | +0.01% | 136.13K | -3.91% | 6.9M | 50.72 | 0.17% |
| 108 | USMV | iShares MSCI US... | 93.86 | +0.92% | 76.21K | -7.1% | 6.77M | 72.38 | 0.16% |
| 109 | EMR | Emerson Electri... | 133.38 | +0.16% | 54.11K | +7.34% | 6.71M | 101.08 | 0.16% |
| 110 | ROP | Roper Technolog... | 566.83 | +0.59% | 12.73K | +0.35% | 6.62M | 492.14 | 0.16% |
| 111 | RTX | RTX Corporation | 146.08 | +0.98% | 56.81K | +3.05% | 6.57M | 83.48 | 0.16% |
| 112 | HON | Honeywell Inter... | 233.00 | +1.81% | 29.1K | -1% | 6.57M | 198.75 | 0.16% |
| 113 | BLDR | Builders FirstS... | 116.77 | -0.21% | 45.8K | +1.33% | 6.55M | 137.52 | 0.16% |
| 114 | FDX | FedEx Corporati... | 227.53 | -0.6% | 23.24K | +0.76% | 6.54M | 256.15 | 0.16% |
| 115 | TLT | iShares 20+ Yea... | 88.22 | +0.96% | 74.61K | -26.7% | 6.52M | 102.78 | 0.16% |
| 116 | DBMF | iMGP DBi Manage... | 25.73 | +0.14% | 246.63K | +3.13K% | 6.45M | 26.3 | 0.15% |
| 117 | ACGL | Arch Capital Gr... | 91.05 | +0.81% | 66.94K | -0.63% | 6.18M | 77.42 | 0.15% |
| 118 | NTAP | NetApp, Inc. | 106.56 | +0.79% | 52.91K | +0.60% | 6.14M | 129.9 | 0.15% |
| 119 | NEAR | iShares Short M... | 51.10 | +0.08% | 121.11K | +38.94% | 6.12M | 51.03 | 0.15% |
| 120 | VZ | Verizon Communi... | 43.30 | +2.35% | 152.57K | -27.6% | 6.1M | 40.53 | 0.15% |
| 121 | VTEB | Vanguard Tax-Ex... | 49.05 | +0.15% | 117.93K | +1.08% | 5.91M | 49.99 | 0.14% |
| 122 | FBND | Fidelity Total ... | 45.76 | +0.38% | 131.65K | +177.62% | 5.91M | 45.12 | 0.14% |
| 123 | ANET | Arista Networks... | 102.43 | +3.06% | 53.44K | +100.00% | 5.91M | 110.53 | 0.14% |
| 124 | BR | Broadridge Fina... | 242.86 | +1.42% | 25.99K | +0.22% | 5.88M | 205.62 | 0.14% |
| 125 | WULF | TeraWulf Inc. | 4.38 | +3.67% | 1M | 0.00% | 5.66M | 1.37 | 0.14% |
| 126 | LDSF | First Trust Low... | 19.00 | +0.16% | 298.56K | -0.42% | 5.6M | 18.39 | 0.13% |
| 127 | FTGC | First Trust Glo... | 24.68 | +0.06% | 230.23K | +14.20% | 5.51M | 23.29 | 0.13% |
| 128 | INTU | Intuit Inc. | 788.17 | +1.49% | 8.73K | -24.03% | 5.48M | 555.77 | 0.13% |
| 129 | VCR | Vanguard Consum... | 362.40 | -0.54% | 14.48K | +1.11% | 5.44M | 276.99 | 0.13% |
| 130 | T | AT&T Inc. | 28.97 | +3.17% | 237.16K | -0.54% | 5.4M | 16.82 | 0.13% |
| 131 | ORCL | Oracle Corporat... | 218.55 | +3.95% | 32.4K | +23.27% | 5.4M | 107.92 | 0.13% |
| 132 | VCSH | Vanguard Short-... | 79.49 | +0.11% | 68.03K | -6.97% | 5.31M | 76.65 | 0.13% |
| 133 | WFC | Wells Fargo & C... | 80.16 | +0.83% | 74.58K | -6.82% | 5.24M | 46.7 | 0.13% |
| 134 | XLSR | SPDR SSGA U.S. ... | 54.95 | +0.50% | 97.1K | -9.51% | 5.19M | 42.47 | 0.12% |
| 135 | QCOM | QUALCOMM Incorp... | 159.33 | +0.50% | 33.72K | +12.05% | 5.18M | 158.04 | 0.12% |
| 136 | PFE | Pfizer Inc. | 24.27 | +0.31% | 194.91K | +0.88% | 5.17M | 38.38 | 0.12% |
| 137 | ISRG | Intuitive Surgi... | 543.55 | +1.84% | 9.48K | -6.05% | 4.95M | 335.12 | 0.12% |
| 138 | QUAL | iShares MSCI US... | 182.90 | +0.72% | 27.39K | +77.75% | 4.88M | 170.23 | 0.12% |
| 139 | FISR | SPDR SSGA Fixed... | 25.82 | +0.35% | 189.09K | -17.22% | 4.8M | 27.53 | 0.12% |
| 140 | RDVY | First Trust Ris... | 62.78 | +0.58% | 80.42K | +0.51% | 4.76M | 49.11 | 0.11% |
| 141 | IEI | iShares 3-7 Yea... | 119.08 | +0.19% | 40.98K | -35.16% | 4.73M | 114.6 | 0.11% |
| 142 | MMC | Marsh & McLenna... | 218.74 | +0.82% | 21.54K | -0.92% | 4.58M | 187.08 | 0.11% |
| 143 | IHI | iShares U.S. Me... | 62.64 | +0.92% | 78.29K | -0.07% | 4.57M | 51.09 | 0.11% |
| 144 | IBIT | iShares Bitcoin... | 61.20 | +0.80% | 84.3K | +341.77% | 4.47M | 49.64 | 0.11% |
| 145 | QDPL | Pacer Metaurus ... | 39.47 | -0.75% | 113.33K | -17.99% | 4.35M | 37.96 | 0.10% |
| 146 | CMCSA | Comcast Corpora... | 35.70 | +1.09% | 114.37K | -5.53% | 4.29M | 43.45 | 0.10% |
| 147 | SPMO | Invesco S&P 500... | 112.47 | +0.56% | 44.75K | +146.96% | 4.25M | 92.17 | 0.10% |
| 148 | UNP | Union Pacific C... | 230.12 | -0.56% | 18.55K | +6.22% | 4.23M | 229.04 | 0.10% |
| 149 | PM | Philip Morris I... | 182.19 | +0.64% | 35.11K | -13.05% | 4.23M | 97.59 | 0.10% |
| 150 | BA | The Boeing Comp... | 209.73 | -2.25% | 23.87K | +48.53% | 4.22M | 193.06 | 0.10% |