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 2 of 43
464287804
IJR|464287804
Shares:
348851(-0.4%)
Value:
$36.5B(-9.6%)
464288752
464288752
Shares:
365657(+2.6%)
Value:
$34.8B(-5.5%)
JPMORGAN CHASE & CO
JPM|46625H100
Shares:
136228(-7.7%)
Value:
$33.4B(-5.5%)
46435U853
46435U853
Shares:
889962(-2.6%)
Value:
$32.8B(-2.6%)
922042858
VWO|922042858
Shares:
712893(-2.4%)
Value:
$32.3B(+0.3%)
Broadcom Inc.
AVGO|11135F101
Shares:
190943(+4.9%)
Value:
$32.0B(-24.2%)
37954Y673
37954Y673
Shares:
809795(+12.5%)
Value:
$30.6B(+5.0%)
Meta Platforms, Inc.
META|30303M102
Shares:
52663(+12.2%)
Value:
$30.4B(+10.4%)
381430503
GSLC|381430503
Shares:
271126(+8.2%)
Value:
$29.8B(+3.4%)
Alphabet Inc.
GOOGL|02079K305
Shares:
187669(-1.3%)
Value:
$28.1B(-20.2%)
Walmart Inc.
WMT|931142103
Shares:
288967(+5.4%)
Value:
$25.4B(+2.4%)
46138E461
46138E461
Shares:
443897(+4.3%)
Value:
$24.9B(-0.8%)
78463X509
78463X509
Shares:
626650(+10.9%)
Value:
$24.7B(+13.8%)
NETFLIX INC
NFLX|64110L106
Shares:
26197(+3.1%)
Value:
$24.3B(+7.5%)
922908751
VB|922908751
Shares:
105934(+14.7%)
Value:
$23.5B(+5.9%)
14020W106
14020W106
Shares:
628083(+0.3%)
Value:
$22.4B(+1.4%)
921937835
BND|921937835
Shares:
290934(-3.5%)
Value:
$21.4B(-1.5%)
464288414
MUB|464288414
Shares:
197603(-1.3%)
Value:
$20.8B(-2.3%)
464287440
IEF|464287440
Shares:
207855(+914.7%)
Value:
$19.8B(+946.8%)
33740F805
33740F805
Shares:
451699(-25.3%)
Value:
$19.8B(-23.8%)