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 18 of 43
46438G612
46438G612
Shares:
48943(+0.0%)
Value:
$1.3B(-1.3%)
DTE ENERGY CO
DTE|233331107
Shares:
9126(-19.7%)
Value:
$1.3B(-8.1%)
AUTOZONE INC
AZO|053332102
Shares:
329(+15.4%)
Value:
$1.3B(+37.5%)
464288307
464288307
Shares:
17468(+3.5%)
Value:
$1.2B(-2.1%)
W.W. GRAINGER, INC.
GWW|384802104
Shares:
1255(-15.1%)
Value:
$1.2B(-20.5%)
25460E869
25460E869
Shares:
106400(+38.2%)
Value:
$1.2B(+45.5%)
78464A649
78464A649
Shares:
47880(+36.2%)
Value:
$1.2B(+39.2%)
92204A504
VHT|92204A504
Shares:
4586(+41.2%)
Value:
$1.2B(+47.4%)
Johnson Controls International plc
JCI|G51502105
Shares:
15014(-19.8%)
Value:
$1.2B(-18.6%)
464287622
IWB|464287622
Shares:
3856(-1.8%)
Value:
$1.2B(-6.5%)
47103U845
47103U845
Shares:
23285(-38.7%)
Value:
$1.2B(-38.7%)
78468R853
78468R853
Shares:
28959(-52.6%)
Value:
$1.2B(-57.0%)
25434V401
25434V401
Shares:
19464
Value:
$1.2B
46431W606
46431W606
Shares:
13816(+3.8%)
Value:
$1.2B(+2.4%)
REPUBLIC SERVICES, INC.
RSG|760759100
Shares:
4848(-22.8%)
Value:
$1.2B(-7.1%)
00162Q452
00162Q452
Shares:
22538(+108.1%)
Value:
$1.2B(+124.4%)
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX|670699107
Shares:
49093(-11.5%)
Value:
$1.2B(-22.3%)
FEDEX CORP
FDX|31428X106
Shares:
4782(-79.4%)
Value:
$1.2B(-82.2%)
SCHWAB CHARLES CORP
SCHW|808513105
Shares:
14864(+12.6%)
Value:
$1.2B(+19.1%)
Uber Technologies, Inc
UBER|90353T100
Shares:
15833(+28.9%)
Value:
$1.2B(+55.7%)