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 20 of 43
Palo Alto Networks Inc
PANW|697435105
Shares:
6230(-49.6%)
Value:
$1.1B(-52.8%)
67092P854
67092P854
Shares:
50178(-5.9%)
Value:
$1.1B(-5.7%)
SEMPRA
SRE|816851109
Shares:
14882(-17.3%)
Value:
$1.1B(-32.8%)
78464A763
SDY|78464A763
Shares:
7812(-59.3%)
Value:
$1.1B(-58.2%)
Howmet Aerospace Inc.
HWM|443201108
Shares:
8155(+14.5%)
Value:
$1.1B(+35.8%)
78464A367
78464A367
Shares:
46651
Value:
$1.1B
METTLER TOLEDO INTERNATIONAL INC/
MTD|592688105
Shares:
888(+2.1%)
Value:
$1.0B(-1.5%)
L3HARRIS TECHNOLOGIES, INC. /DE/
LHX|502431109
Shares:
4972(-2.7%)
Value:
$1.0B(-3.1%)
74349Y829
74349Y829
Shares:
27165(+0.1%)
Value:
$1.0B(+16.6%)
BOSTON SCIENTIFIC CORP
BSX|101137107
Shares:
10228(+13.7%)
Value:
$1.0B(+28.4%)
92204A876
92204A876
Shares:
6009(+357.6%)
Value:
$1.0B(+378.3%)
NUCOR CORP
NUE|670346105
Shares:
8482(-1.9%)
Value:
$1.0B(+1.2%)
PRUDENTIAL FINANCIAL INC
PRU|744320102
Shares:
9053(+29.4%)
Value:
$1.0B(+21.9%)
WELLTOWER INC.
WELL|95040Q104
Shares:
6564
Value:
$1.0B
HEICO CORP
HEI-A|422806208
Shares:
4744(+229.0%)
Value:
$1.0B(+273.0%)
92204A207
92204A207
Shares:
4560(-38.1%)
Value:
$998.0M(-36.0%)
37954Y632
37954Y632
Shares:
27272(+3.4%)
Value:
$992.2M(-2.7%)
78463X103
78463X103
Shares:
22519
Value:
$991.1M
AMERICAN EXPRESS CO
AXP|025816109
Shares:
3659(-41.1%)
Value:
$984.4M(-46.6%)
Open Lending Corp
LPRO|68373J104
Shares:
352773(+0.0%)
Value:
$973.7M(-53.8%)