HoldingsChannel.com
All Stocks Held By Access Financial Services Inc.
As of  03/31/2024, we find all stocks held by Access Financial Services Inc. to be as follows, presented in the table below with each row detailing each Access Financial Services Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Access Financial Services Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Access Financial Services Inc. as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 606,464 -32,901 $37,637
     SCHX606,464-32,901$37,637
LISTED FD TR 590,586 +590,586 $17,744
     MARZ590,586+590,586$17,744
ISHARES TR (GOVT) 736,026 +51,737 $16,759
     GOVT736,026+51,737$16,759
PIMCO ETF TR (LDUR) 135,701 -6,372 $12,873
     LDUR135,701-6,372$12,873
API GROUP CORP 264,834 +264,834 $10,400
     APG264,834+264,834$10,400
SCHWAB STRATEGIC TR 96,985 -188 $6,536
     FNDX96,985-188$6,536
INVESCO EXCHANGE TRADED FD T (RSP) 29,925 +7,168 $5,068
     RSP29,925+7,168$5,068
SCHWAB STRATEGIC TR 60,515 +6,046 $4,879
     SCHD60,515+6,046$4,879
MICROSOFT CORP 10,506 -18 $4,420
     MSFT10,506-18$4,420
ISHARES TR (IVV) 8,243 -166 $4,334
     IVV8,243-166$4,334
ISHARES INC (EWZ) 117,385 +14,727 $3,806
     EWZ117,385+14,727$3,806
SCHWAB STRATEGIC TR 100,784 +79,257 $3,589
     FNDF100,784+79,257$3,589
ISHARES INC (ECH) 134,704 +62,447 $3,579
     ECH134,704+62,447$3,579
AMAZON COM INC 16,322 UNCH $2,944
     AMZN16,322UNCH$2,944
SELECT SECTOR SPDR TR (XLV) 16,344 +619 $2,415
     XLV16,344+619$2,415
SELECT SECTOR SPDR TR (XLK) 11,353 -1,241 $2,364
     XLK11,353-1,241$2,364
LOCKHEED MARTIN CORP 5,075 +222 $2,308
     LMT5,075+222$2,308
VALERO ENERGY CORP 12,867 +9 $2,196
     VLO12,867+9$2,196
JOHNSON & JOHNSON 11,689 +533 $1,849
     JNJ11,689+533$1,849
ISHARES TR (OEF) 7,425 UNCH $1,837
     OEF7,425UNCH$1,837
CHEVRON CORP NEW 11,598 +1,823 $1,829
     CVX11,598+1,823$1,829
INVESCO EXCHANGE TRADED FD T (RSPN) 37,990 +3,858 $1,813
     RSPN37,990+3,858$1,813
ISHARES TR (IEF) 18,879 -4,859 $1,787
     IEF18,879-4,859$1,787
VANGUARD WORLD FD (VOX) 13,249 UNCH $1,739
     VOX13,249UNCH$1,739
TESLA INC 9,856 +9,856 $1,733
     TSLA9,856+9,856$1,733
BAKER HUGHES COMPANY 51,688 +8,194 $1,732
     BKR51,688+8,194$1,732
APPLE INC 10,057 +449 $1,725
     AAPL10,057+449$1,725
GENERAL MLS INC 24,014 +6,078 $1,680
     GIS24,014+6,078$1,680
CELANESE CORP DEL 9,689 -770 $1,665
     CE9,689-770$1,665
SPDR SER TR (XOP) 10,698 +136 $1,657
     XOP10,698+136$1,657
JPMORGAN CHASE & CO 8,256 UNCH $1,654
     JPM8,256UNCH$1,654
EOG RES INC 12,817 +469 $1,639
     EOG12,817+469$1,639
COCA COLA CO 26,726 -3,575 $1,635
     KO26,726-3,575$1,635
PROCTER AND GAMBLE CO 10,010 -690 $1,624
     PG10,010-690$1,624
QUALCOMM INC 9,581 -4,198 $1,622
     QCOM9,581-4,198$1,622
ABBVIE INC 8,903 -2,401 $1,621
     ABBV8,903-2,401$1,621
SPDR SER TR (SPLG) 26,190 +480 $1,611
     SPLG26,190+480$1,611
LOWES COS INC 6,277 -1,172 $1,599
     LOW6,277-1,172$1,599
KBR INC 24,896 +8,321 $1,585
     KBR24,896+8,321$1,585
WATSCO INC 3,642 +319 $1,573
     WSO3,642+319$1,573
NUVEEN SELECT TAX FREE INCOM 108,771 -1,050 $1,571
     NXP108,771-1,050$1,571
PAYCHEX INC 12,691 +561 $1,558
     PAYX12,691+561$1,558
ARES MANAGEMENT CORPORATION 11,678 -1,313 $1,553
     ARES11,678-1,313$1,553
AIR PRODS & CHEMS INC 6,349 +6,349 $1,538
     APD6,349+6,349$1,538
INTERNATIONAL BUSINESS MACHS 8,036 -9 $1,535
     IBM8,036-9$1,535
SYSCO CORP 18,735 -1,059 $1,521
     SYY18,735-1,059$1,521
INTERPUBLIC GROUP COS INC 46,259 +5,944 $1,509
     IPG46,259+5,944$1,509
FORTINET INC 21,343 +62 $1,458
     FTNT21,343+62$1,458
CISCO SYS INC 28,849 +12,555 $1,440
     CSCO28,849+12,555$1,440
BERKSHIRE HATHAWAY INC DEL      $1,439
     BRK.B3,423+1,400$1,439
UNITED PARCEL SERVICE INC 9,603 -24 $1,427
     UPS9,603-24$1,427
VANGUARD WHITEHALL FDS (VYM) 11,502 UNCH $1,392
     VYM11,502UNCH$1,392
AMGEN INC 4,420 +174 $1,257
     AMGN4,420+174$1,257
VANGUARD INDEX FDS (VTI) 4,755 +108 $1,236
     VTI4,755+108$1,236
DIGITAL RLTY TR INC 8,307 -85 $1,197
     DLR8,307-85$1,197
REPUBLIC SVCS INC 6,161 UNCH $1,179
     RSG6,161UNCH$1,179
SCHWAB STRATEGIC TR 30,002 -15,695 $1,171
     SCHF30,002-15,695$1,171
GRAPHIC PACKAGING HLDG CO 36,767 +9,208 $1,073
     GPK36,767+9,208$1,073
COHEN & STEERS TOTAL RETURN 86,735 +26 $1,031
     RFI86,735+26$1,031
ISHARES TR (EWZS) 67,323 +67,323 $979
     EWZS67,323+67,323$979
SPDR GOLD TR (GLD) 4,285 -45 $882
     GLD4,285-45$882
BLACKROCK TAX MUNICPAL BD TR 53,652 +10 $877
     BBN53,652+10$877
COGENT COMMUNICATIONS HLDGS 13,099 -3,077 $856
     CCOI13,099-3,077$856
ISHARES TR (IEFA) 10,314 -1,932 $766
     IEFA10,314-1,932$766
HOME DEPOT INC 1,820 -55 $698
     HD1,820-55$698
MARKETAXESS HLDGS INC 2,841 +2,841 $623
     MKTX2,841+2,841$623
SPDR S&P 500 ETF TR (SPY) 1,189 +1,189 $622
     SPY1,189+1,189$622
J P MORGAN EXCHANGE TRADED F (JPST) 12,012 +55 $606
     JPST12,012+55$606
FIDELITY WISE ORIGIN BITCOIN 9,600 +9,600 $596
     FBTC9,600+9,600$596
NUVEEN MUN VALUE FD INC 65,304 -6,374 $569
     NUV65,304-6,374$569
FASTENAL CO 7,278 +143 $561
     FAST7,278+143$561
CARLYLE CREDIT INCOME FUND (CCIF) 70,270 +70,270 $553
     CCIF70,270+70,270$553
VANGUARD BD INDEX FDS (BND) 7,167 -1,130 $521
     BND7,167-1,130$521
TENNANT CO 4,020 -700 $489
     TNC4,020-700$489
ALPHABET INC 2,893 +425 $440
     GOOG2,893+425$440
VANGUARD SPECIALIZED FUNDS (VIG) 2,262 UNCH $413
     VIG2,262UNCH$413
XCEL ENERGY INC 6,860 +6 $369
     XEL6,860+6$369
WESTERN ASSET MANAGED MUNS F 34,771 UNCH $363
     MMU34,771UNCH$363
VANGUARD WORLD FD (ESGV) 3,766 UNCH $351
     ESGV3,766UNCH$351
ISHARES TR (IXUS) 4,981 -15 $338
     IXUS4,981-15$338
SCHWAB STRATEGIC TR 3,620 UNCH $336
     SCHG3,620UNCH$336
FIRST TR EXCHANGE TRADED FD (TDIV) 4,779 +2 $333
     TDIV4,779+2$333
SELECT SECTOR SPDR TR (XLC) 4,038 +60 $330
     XLC4,038+60$330
SCHWAB STRATEGIC TR 6,979 +1,264 $321
     SCHZ6,979+1,264$321
AIM ETF PRODUCTS TRUST (APRW) 10,500 +10,500 $318
     APRW10,500+10,500$318
MCDONALDS CORP 1,129 +6 $318
     MCD1,129+6$318
PIMCO ETF TR (MINT) 3,114 UNCH $313
     MINT3,114UNCH$313
META PLATFORMS INC 618 +618 $300
     META618+618$300
ISHARES TR (DVY) 2,425 -16,957 $299
     DVY2,425-16,957$299
ALPHABET INC 1,772 +1,772 $267
     GOOGL1,772+1,772$267
EATON CORP PLC 840 +840 $263
     ETN840+840$263
ISHARES TR (IWM) 1,220 +1,220 $257
     IWM1,220+1,220$257
NUVEEN AMT FREE MUN VALUE FD 19,010 UNCH $257
     NUW19,010UNCH$257
NVIDIA CORPORATION 277 +277 $250
     NVDA277+277$250
ANALOG DEVICES INC $0 (exited)
     ADI0-6,021$0
ALBEMARLE CORP $0 (exited)
     ALB0-3,526$0
CROWN CASTLE INC $0 (exited)
     CCI0-11,965$0
LISTED FD TR $0 (exited)
     JANZ0-381,243$0
JUNIPER NETWORKS INC $0 (exited)
     JNPR0-53,136$0
PFIZER INC $0 (exited)
     PFE0-41,683$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHA0-24,794$0
TEXAS INSTRS INC $0 (exited)
     TXN0-9,248$0
CARLYLE CREDIT INCOME FUND $0 (exited)
     VCIF0-69,620$0
VANGUARD INDEX FDS 0 -665 $0 (exited)
     VOO0-665$0

See Summary: Access Financial Services Inc. Top Holdings
See Details: Top 10 Stocks Held By Access Financial Services Inc.

Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
MARZ +590,586+$17,744
APG +264,834+$10,400
TSLA +9,856+$1,733
APD +6,349+$1,538
EWZS +67,323+$979
MKTX +2,841+$623
SPY +1,189+$622
FBTC +9,600+$596
CCIF +70,270+$553
APRW +10,500+$318
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
JANZ -381,243-$11,385
TXN -9,248-$1,576
JNPR -53,136-$1,566
CCI -11,965-$1,378
PFE -41,683-$1,200
ADI -6,021-$1,196
SCHA -24,794-$1,171
VCIF -69,620-$553
ALB -3,526-$509
VOO -665-$290
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
FNDF +79,257+$2,863
ECH +62,447+$1,541
GOVT +51,737+$993
EWZ +14,727+$217
CSCO +12,555+$617
GPK +9,208+$394
KBR +8,321+$667
BKR +8,194+$245
RSP +7,168+$1,477
GIS +6,078+$512
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
SCHX -32,901+$1,577
DVY -16,957-$1,973
SCHF -15,695-$518
NUV -6,374-$47
LDUR -6,372-$590
IEF -4,859-$501
QCOM -4,198-$371
KO -3,575-$151
CCOI -3,077-$374
Access Financial Services Inc. Info
Size ($ in 1000's)
At 03/31/2024: $223,779
At 12/31/2023: $194,108

Access Financial Services Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Access Financial Services Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Access Financial Services Inc. | www.HoldingsChannel.com

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