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 17 of 43
72201R833
72201R833
Shares:
13818(-6.5%)
Value:
$1.4B(-6.2%)
464286822
464286822
Shares:
26974
Value:
$1.4B
92204A884
92204A884
Shares:
9262(+88.5%)
Value:
$1.4B(+80.6%)
CAVCO INDUSTRIES INC.
CVCO|149568107
Shares:
2644
Value:
$1.4B
SYNOPSYS INC
SNPS|871607107
Shares:
3161(-12.6%)
Value:
$1.4B(-22.8%)
78464A854
SPLG|78464A854
Shares:
20542(-17.8%)
Value:
$1.4B(-21.6%)
TRAVELERS COMPANIES, INC.
TRV|89417E109
Shares:
5093(-18.1%)
Value:
$1.3B(-10.1%)
921937819
BIV|921937819
Shares:
17581(+15.5%)
Value:
$1.3B(+18.3%)
GILEAD SCIENCES, INC.
GILD|375558103
Shares:
11986(-9.9%)
Value:
$1.3B(+9.3%)
MASCO CORP /DE/
MAS|574599106
Shares:
19235(-3.1%)
Value:
$1.3B(-7.2%)
CrowdStrike Holdings, Inc.
CRWD|22788C105
Shares:
3764(-34.8%)
Value:
$1.3B(-32.8%)
92206C870
VCIT|92206C870
Shares:
16223(-33.3%)
Value:
$1.3B(-32.1%)
88636J816
88636J816
Shares:
59579(-51.1%)
Value:
$1.3B(-54.8%)
92189F643
92189F643
Shares:
14847(-24.7%)
Value:
$1.3B(-28.6%)
78468R770
78468R770
Shares:
11845(+5.8%)
Value:
$1.3B(+6.2%)
33733E104
33733E104
Shares:
14384(+2.1%)
Value:
$1.3B(+4.2%)
85208P303
85208P303
Shares:
39500(+4.8%)
Value:
$1.3B(-15.7%)
ROLLINS INC
ROL|775711104
Shares:
23683(-35.4%)
Value:
$1.3B(-24.6%)
SPDR S&P MIDCAP 400 ETF TRUST
MDY|78467Y107
Shares:
2388(+0.8%)
Value:
$1.3B(-5.6%)
81369Y860
81369Y860
Shares:
30426(+8.3%)
Value:
$1.3B(+11.4%)