Axxcess Wealth Management, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-04-30
Total Holdings
845
Total Value
3769815546
Accession Number
0001951757-25-000486
Form Type
13F-HR
CIK
0001911056
Manager Name
Axxcess Wealth Management, LLC
Data Enrichment
65% identified
547 identified298 unidentified

Holdings

845 positions
Manager:
SEC
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Page 11 of 43
46641Q670
46641Q670
Shares:
61331(+406.9%)
Value:
$2.9B(+417.5%)
808524805
SCHF|808524805
Shares:
145492
Value:
$2.9B
Sprouts Farmers Market, Inc.
SFM|85208M102
Shares:
18827(+105.2%)
Value:
$2.9B(+146.5%)
Aon plc
AON|G0403H108
Shares:
7180(-0.1%)
Value:
$2.9B(+11.0%)
AppLovin Corp
APP|03831W108
Shares:
10643(+86.9%)
Value:
$2.8B(+52.9%)
74347R206
74347R206
Shares:
31612(-68.3%)
Value:
$2.8B(-74.0%)
25434V831
25434V831
Shares:
84129
Value:
$2.8B
DOW INC.
DOW|260557103
Shares:
79607(-10.1%)
Value:
$2.8B(-21.8%)
46654Q716
46654Q716
Shares:
51490(+23.8%)
Value:
$2.8B(+26.8%)
922020748
922020748
Shares:
35578
Value:
$2.8B
TERAWULF INC.
WULF|88080T104
Shares:
1000000(+0.0%)
Value:
$2.7B(-51.8%)
Salesforce, Inc.
CRM|79466L302
Shares:
10121(-12.2%)
Value:
$2.7B(-29.6%)
LOWES COMPANIES INC
LOW|548661107
Shares:
11637(-5.8%)
Value:
$2.7B(-11.0%)
464288679
464288679
Shares:
24110(-0.1%)
Value:
$2.7B(+0.3%)
46137V118
46137V118
Shares:
41531(+1.8%)
Value:
$2.7B(-2.3%)
DANAHER CORP /DE/
DHR|235851102
Shares:
12924(+8.6%)
Value:
$2.6B(-3.0%)
025072687
025072687
Shares:
56325(+0.1%)
Value:
$2.6B(+1.4%)
GENERAL ELECTRIC CO
GE|369604301
Shares:
13030(+3.9%)
Value:
$2.6B(+24.7%)
025072877
025072877
Shares:
29737(+2.1%)
Value:
$2.6B(-7.8%)
Arthur J. Gallagher & Co.
AJG|363576109
Shares:
7471(-15.3%)
Value:
$2.6B(+3.0%)