Holdings Channel
Size ($ in 1000's)
At 12/31/2023: $194,108
At 09/30/2023: $172,083

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

Access Financial Services Inc. Top Holdings
As of  12/31/2023, below is a summary of the Access Financial Services Inc. top holdings by largest position size, as per the latest 13f filing made by Access Financial Services Inc.. In the Access Financial Services Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Access Financial Services Inc. in that top holding, then the share count change between reporting periods, and finally the Access Financial Services Inc. top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 639,365 +10,938 $36,060
     SCHX639,365+10,938$36,060
ISHARES TR (GOVT) 684,289 -73,306 $15,766
     GOVT684,289-73,306$15,766
PIMCO ETF TR (LDUR) 142,073 -14,664 $13,463
     LDUR142,073-14,664$13,463
LISTED FD TR 381,243 +381,243 $11,385
     JANZ381,243+381,243$11,385
SCHWAB STRATEGIC TR 97,173 +17,985 $6,019
     FNDX97,173+17,985$6,019
SCHWAB STRATEGIC TR 54,469 -831 $4,147
     SCHD54,469-831$4,147
ISHARES TR (IVV) 8,409 -85 $4,016
     IVV8,409-85$4,016
MICROSOFT CORP 10,524 -657 $3,957
     MSFT10,524-657$3,957
INVESCO EXCHANGE TRADED FD T (RSP) 22,757 -345 $3,591
     RSP22,757-345$3,591
ISHARES INC (EWZ) 102,658 +1,496 $3,589
     EWZ102,658+1,496$3,589
AMAZON COM INC 16,322 +16,322 $2,480
     AMZN16,322+16,322$2,480
SELECT SECTOR SPDR TR (XLK) 12,594 +137 $2,424
     XLK12,594+137$2,424
ISHARES TR (IEF) 23,738 +18,128 $2,288
     IEF23,738+18,128$2,288
ISHARES TR (DVY) 19,382 +96 $2,272
     DVY19,382+96$2,272
LOCKHEED MARTIN CORP 4,853 -13 $2,199
     LMT4,853-13$2,199
SELECT SECTOR SPDR TR (XLV) 15,725 +63 $2,145
     XLV15,725+63$2,145
ISHARES INC (ECH) 72,257 +6,688 $2,038
     ECH72,257+6,688$2,038
QUALCOMM INC 13,779 -2,741 $1,993
     QCOM13,779-2,741$1,993
APPLE INC 9,608 UNCH $1,850
     AAPL9,608UNCH$1,850
COCA COLA CO 30,301 +2,573 $1,786
     KO30,301+2,573$1,786
ABBVIE INC 11,304 +471 $1,752
     ABBV11,304+471$1,752
JOHNSON & JOHNSON 11,156 -30 $1,749
     JNJ11,156-30$1,749
SCHWAB STRATEGIC TR 45,697 -599 $1,689
     SCHF45,697-599$1,689
VALERO ENERGY CORP 12,858 -565 $1,672
     VLO12,858-565$1,672
ISHARES TR (OEF) 7,425 UNCH $1,659
     OEF7,425UNCH$1,659
LOWES COS INC 7,449 +420 $1,658
     LOW7,449+420$1,658
CELANESE CORP DEL 10,459 -1,233 $1,625
     CE10,459-1,233$1,625
NUVEEN SELECT TAX FREE INCOM 109,821 -175 $1,623
     NXP109,821-175$1,623
TEXAS INSTRS INC 9,248 -790 $1,576
     TXN9,248-790$1,576
PROCTER AND GAMBLE CO 10,700 -327 $1,568
     PG10,700-327$1,568
JUNIPER NETWORKS INC 53,136 +6,183 $1,566
     JNPR53,136+6,183$1,566
VANGUARD WORLD FDS (VOX) 13,249 -1,638 $1,560
     VOX13,249-1,638$1,560
ARES MANAGEMENT CORPORATION 12,991 -3,159 $1,545
     ARES12,991-3,159$1,545
UNITED PARCEL SERVICE INC 9,627 -51 $1,514
     UPS9,627-51$1,514
EOG RES INC 12,348 +85 $1,493
     EOG12,348+85$1,493
BAKER HUGHES COMPANY 43,494 -4,591 $1,487
     BKR43,494-4,591$1,487
INVESCO EXCHANGE TRADED FD T (RSPN) 34,132 +34,132 $1,471
     RSPN34,132+34,132$1,471
CHEVRON CORP NEW 9,775 +136 $1,458
     CVX9,775+136$1,458
SYSCO CORP 19,794 -57 $1,448
     SYY19,794-57$1,448
SPDR SER TR (XOP) 10,562 +260 $1,446
     XOP10,562+260$1,446
PAYCHEX INC 12,130 +950 $1,445
     PAYX12,130+950$1,445
SPDR SER TR (SPLG) 25,710 +25,710 $1,437
     SPLG25,710+25,710$1,437
WATSCO INC 3,323 -594 $1,424
     WSO3,323-594$1,424
JPMORGAN CHASE & CO 8,256 -945 $1,404
     JPM8,256-945$1,404
CROWN CASTLE INC 11,965 -2,262 $1,378
     CCI11,965-2,262$1,378
INTERNATIONAL BUSINESS MACHS 8,045 -1,811 $1,316
     IBM8,045-1,811$1,316
INTERPUBLIC GROUP COS INC 40,315 +40,315 $1,316
     IPG40,315+40,315$1,316
VANGUARD WHITEHALL FDS (VYM) 11,502 -704 $1,284
     VYM11,502-704$1,284
FORTINET INC 21,281 +21,281 $1,246
     FTNT21,281+21,281$1,246
COGENT COMMUNICATIONS HLDGS 16,176 -1,394 $1,230
     CCOI16,176-1,394$1,230

See Full List: All Stocks Held By Access Financial Services Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

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

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