Axxcess Wealth Management, LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Axxcess Wealth Management, LLC
Data Enrichment
65% identified
547 identified298 unidentified

Holdings

845 positions
Manager:
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Page 21 of 43
YUM BRANDS INC
Shares:
6157(+27.3%)
Value:
$968.9M(+49.4%)
COMFORT SYSTEMS USA INC
Shares:
3003(+19.7%)
Value:
$968.0M(-9.0%)
IRON MOUNTAIN INC
Shares:
11188(-39.2%)
Value:
$962.6M(-50.3%)
Sea Ltd
Shares:
7369
Value:
$961.6M
Shares:
3573(-48.3%)
Value:
$959.2M(-43.7%)
Vistra Corp.
Shares:
8127(+12.7%)
Value:
$954.4M(-4.0%)
464287168
Shares:
7084(+1.8%)
Value:
$951.3M(+4.1%)
Mueller Water Products, Inc.
Shares:
36803
Value:
$935.5M
33738R605
Shares:
17045(+195.7%)
Value:
$935.1M(+174.7%)
S&P Global Inc.
Shares:
1832(-43.0%)
Value:
$930.9M(-41.8%)
921937827
Shares:
11892(+159.5%)
Value:
$930.9M(+162.9%)
25434V799
Shares:
33363
Value:
$926.5M
45409F827
Shares:
38579
Value:
$924.7M
46641Q852
Shares:
19253(+108.0%)
Value:
$922.0M(+110.8%)
Marathon Petroleum Corp
Shares:
6301(-6.4%)
Value:
$918.1M(-2.2%)
ALLSTATE CORP
Shares:
4424(+0.5%)
Value:
$916.1M(+7.9%)
WEC ENERGY GROUP, INC.
Shares:
8356(+34.0%)
Value:
$910.6M(+55.3%)
464288562
Shares:
10516(-74.3%)
Value:
$908.8M(-72.5%)
78468R515
Shares:
37544(+292.3%)
Value:
$907.1M(+298.6%)
092528603
Shares:
16973(-53.6%)
Value:
$889.1M(-53.3%)