Portfolio (Quarterly)
Guide ↗
AXXCESS WEALTH MANAGEMENT, LLC
· CIK 0001911056| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | POOL | POOL CORP | Industrials | 942 | $215K | 0.00% | SOLD |
| 142 | BLDR | BUILDERS FIRSTSOURCE INC | Industrials | 2,080 | $214K | 0.00% | SOLD |
| 143 | PBR | PETROLEO BRASILEIRO SA PETRO | Energy | 18,055 | $214K | 0.00% | SOLD |
| 144 | BMNR | BITMINE IMMERSION TECNOLOGIE | Financial Services | 7,784 | $211K | 0.00% | SOLD |
| 145 | GSUS | GOLDMAN SACHS ETF TR | — | 2,229 | $210K | 0.00% | SOLD |
| 146 | — | EVEREST GROUP LTD | — | 618 | $210K | 0.00% | SOLD |
| 147 | EUSA | ISHARES INC | — | 2,027 | $210K | 0.00% | SOLD |
| 148 | HL | HECLA MNG CO | Basic Materials | 10,905 | $209K | 0.00% | SOLD |
| 149 | — | NATWEST GROUP PLC | — | 11,868 | $208K | 0.00% | SOLD |
| 150 | QLVD | FLEXSHARES TR | — | 6,470 | $206K | 0.00% | SOLD |
| 151 | MTG | MGIC INVT CORP WIS | Financial Services | 7,000 | $205K | 0.00% | SOLD |
| 152 | ALB | ALBEMARLE CORP | Basic Materials | 1,430 | $202K | 0.00% | SOLD |
| 153 | — | INNOVATOR ETFS TRUST | — | 7,497 | $201K | 0.00% | SOLD |
| 154 | BLD | TOPBUILD CORP | Industrials | 481 | $201K | 0.00% | SOLD |
| 155 | — | BLACKROCK ETF TRUST II | — | 4,117 | $200K | 0.00% | SOLD |
| 156 | DC | DAKOTA GOLD CORP | Basic Materials | 31,250 | $178K | 0.00% | SOLD |
| 157 | MUFG | MITSUBISHI UFJ FINL GROUP IN | Financial Services | 10,149 | $161K | 0.00% | SOLD |
| 158 | — | DIREXION SHS ETF TR | — | 48,240 | $151K | 0.00% | SOLD |
| 159 | — | NEWSMAX INC | — | 18,744 | $145K | 0.00% | SOLD |
| 160 | CCAP | CRESCENT CAP BDC INC | Financial Services | 10,103 | $142K | 0.00% | SOLD |
Sector Allocation
Technology
33.4%
Financial Services
21.8%
Industrials
9.7%
Consumer Cyclical
8.2%
Healthcare
7.7%
Communication Services
7.2%
Consumer Defensive
5.2%
Energy
2.8%
Utilities
2.0%
Basic Materials
1.5%