Axxcess Wealth Management, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified547 identified298 unidentified
Holdings
845 positions
Manager:
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Page 2 of 43
464288752
Shares:
365657(+2.6%)
Value:
$34.8B(-5.5%)
46435U853
Shares:
889962(-2.6%)
Value:
$32.8B(-2.6%)
37954Y673
Shares:
809795(+12.5%)
Value:
$30.6B(+5.0%)
46138E461
Shares:
443897(+4.3%)
Value:
$24.9B(-0.8%)
78463X509
Shares:
626650(+10.9%)
Value:
$24.7B(+13.8%)
14020W106
Shares:
628083(+0.3%)
Value:
$22.4B(+1.4%)
33740F805
Shares:
451699(-25.3%)
Value:
$19.8B(-23.8%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
348.9K | All Managers (Combined) | $36.5M | |||
(cusip464288752)✕ | 365.7K | All Managers (Combined) | $34.8M | ||
136.2K | All Managers (Combined) | $33.4M | |||
(cusip46435U853)✕ | 890.0K | All Managers (Combined) | $32.8M | ||
712.9K | All Managers (Combined) | $32.3M | |||
Broadcom Inc.(AVGOcusip11135F101) | 190.9K | All Managers (Combined) | $32.0M | ||
(cusip37954Y673)✕ | 809.8K | All Managers (Combined) | $30.6M | ||
52.7K | All Managers (Combined) | $30.4M | |||
271.1K | All Managers (Combined) | $29.8M | |||
Alphabet Inc.(GOOGLcusip02079K305) | 187.7K | All Managers (Combined) | $28.1M | ||
Walmart Inc.(WMTcusip931142103) | 289.0K | All Managers (Combined) | $25.4M | ||
(cusip46138E461)✕ | 443.9K | All Managers (Combined) | $24.9M | ||
(cusip78463X509)✕ | 626.6K | All Managers (Combined) | $24.7M | ||
Netflix Inc(NFLXcusip64110L106) | 26.2K | All Managers (Combined) | $24.3M | ||
105.9K | All Managers (Combined) | $23.5M | |||
(cusip14020W106)✕ | 628.1K | All Managers (Combined) | $22.4M | ||
290.9K | All Managers (Combined) | $21.4M | |||
197.6K | All Managers (Combined) | $20.8M | |||
207.9K | All Managers (Combined) | $19.8M | |||
(cusip33740F805)✕ | 451.7K | All Managers (Combined) | $19.8M |