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 15 of 43
STARBUCKS CORP
SBUX|855244109
Shares:
18783(-8.1%)
Value:
$1.8B(-1.2%)
CLOROX CO /DE/
CLX|189054109
Shares:
12458(-12.9%)
Value:
$1.8B(-21.1%)
SOUTHERN CO
SO|842587107
Shares:
19005(+12.7%)
Value:
$1.7B(+25.9%)
316092618
316092618
Shares:
36135(+52.8%)
Value:
$1.7B(+52.1%)
INTEL CORP
INTC|458140100
Shares:
76047(-50.3%)
Value:
$1.7B(-43.7%)
CAPITAL ONE FINANCIAL CORP
COF|14040H105
Shares:
9628(+54.6%)
Value:
$1.7B(+55.4%)
GE Vernova Inc.
GEV|36828A101
Shares:
5619(+39.2%)
Value:
$1.7B(+29.2%)
37954Y293
37954Y293
Shares:
26665
Value:
$1.7B
National Storage Affiliates Trust
NSA|637870106
Shares:
42971(-16.6%)
Value:
$1.7B(-13.4%)
TRACTOR SUPPLY CO /DE/
TSCO|892356106
Shares:
30656(-17.2%)
Value:
$1.7B(-14.1%)
25434V807
25434V807
Shares:
42523
Value:
$1.7B
922042775
VEU|922042775
Shares:
27146(+199.7%)
Value:
$1.6B(+216.7%)
26923N660
26923N660
Shares:
71189(+1.5%)
Value:
$1.6B(+0.7%)
MARKEL GROUP INC.
MKL|570535104
Shares:
878(+0.7%)
Value:
$1.6B(+9.1%)
46434V621
DGRO|46434V621
Shares:
26412
Value:
$1.6B
General Motors Co
GM|37045V100
Shares:
34546(+20.1%)
Value:
$1.6B(+6.0%)
Nutanix, Inc.
NTNX|67059N108
Shares:
23104(+23.4%)
Value:
$1.6B(+40.8%)
GFL Environmental Inc.
GFL.TO|36168Q104
Shares:
33277
Value:
$1.6B
69374H105
69374H105
Shares:
30911(+0.7%)
Value:
$1.6B(-3.0%)
ASTRAZENECA PLC
AZN|046353108
Shares:
21615(+6.0%)
Value:
$1.6B(+18.9%)