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 20 of 43
67092P854
Shares:
50178(-5.9%)
Value:
$1.1B(-5.7%)
78464A367
Shares:
46651
Value:
$1.1B
74349Y829
Shares:
27165(+0.1%)
Value:
$1.0B(+16.6%)
92204A876
Shares:
6009(+357.6%)
Value:
$1.0B(+378.3%)
92204A207
Shares:
4560(-38.1%)
Value:
$998.0M(-36.0%)
37954Y632
Shares:
27272(+3.4%)
Value:
$992.2M(-2.7%)
78463X103
Shares:
22519
Value:
$991.1M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
6.2K | All Managers (Combined) | $1.1M | |||
(cusip67092P854)✕ | 50.2K | All Managers (Combined) | $1.1M | ||
14.9K | All Managers (Combined) | $1.1M | |||
7.8K | All Managers (Combined) | $1.1M | |||
8.2K | All Managers (Combined) | $1.1M | |||
(cusip78464A367)✕ | 46.7K | QoQ NEW(+46.7K) YoY NEW(+46.7K) | All Managers (Combined) | $1.1M | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) |
888 | QoQ +2.06% (-18) | All Managers (Combined) | $1.0M | ||
5.0K | QoQ -2.70% (-138)YoY +7.08% (+329) | All Managers (Combined) | $1.0M | ||
(cusip74349Y829)✕ | 27.2K | QoQ +0.05% (+14)YoY NEW(+27.2K) | All Managers (Combined) | $1.0M | YoY NEW(+$1.0M) |
10.2K | All Managers (Combined) | $1.0M | |||
(cusip92204A876)✕ | 6.0K | YoY NEW(+6.0K) | All Managers (Combined) | $1.0M | YoY NEW(+$1.0M) |
Nucor Corp(NUEcusip670346105) | 8.5K | QoQ -1.86% (-161)YoY -2.14% (-186) | All Managers (Combined) | $1.0M | |
9.1K | All Managers (Combined) | $1.0M | |||
Welltower Inc.(WELLcusip95040Q104) | 6.6K | QoQ NEW(+6.6K) YoY NEW(+6.6K) | All Managers (Combined) | $1.0M | QoQ NEW(+$1.0M) YoY NEW(+$1.0M) |
Heico Corp(HEI-Acusip422806208) | 4.7K | All Managers (Combined) | $1.0M | ||
(cusip92204A207)✕ | 4.6K | All Managers (Combined) | $998.0K | ||
(cusip37954Y632)✕ | 27.3K | All Managers (Combined) | $992.2K | ||
(cusip78463X103)✕ | 22.5K | QoQ NEW(+22.5K) YoY NEW(+22.5K) | All Managers (Combined) | $991.1K | QoQ NEW(+$991.1K) YoY NEW(+$991.1K) |
3.7K | All Managers (Combined) | $984.4K | |||
352.8K | All Managers (Combined) | $973.7K |