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 21 of 43
33738R605
Shares:
17045(+195.7%)
Value:
$935.1M(+174.7%)
25434V799
Shares:
33363
Value:
$926.5M
45409F827
Shares:
38579
Value:
$924.7M
46641Q852
Shares:
19253(+108.0%)
Value:
$922.0M(+110.8%)
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%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Yum Brands Inc(YUMcusip988498101) | 6.2K | All Managers (Combined) | $968.9K | ||
3.0K | All Managers (Combined) | $968.0K | |||
11.2K | YoY NEW(+11.2K) | All Managers (Combined) | $962.6K | YoY NEW(+$962.6K) | |
7.4K | QoQ NEW(+7.4K) YoY NEW(+7.4K) | All Managers (Combined) | $961.6K | QoQ NEW(+$961.6K) YoY NEW(+$961.6K) | |
3.6K | All Managers (Combined) | $959.2K | |||
Vistra Corp.(VSTcusip92840M102) | 8.1K | YoY NEW(+8.1K) | All Managers (Combined) | $954.4K | YoY NEW(+$954.4K) |
7.1K | QoQ +1.78% (+124)YoY -4.14% (-306) | All Managers (Combined) | $951.3K | ||
36.8K | QoQ NEW(+36.8K) YoY NEW(+36.8K) | All Managers (Combined) | $935.5K | QoQ NEW(+$935.5K) YoY NEW(+$935.5K) | |
(cusip33738R605)✕ | 17.0K | All Managers (Combined) | $935.1K | ||
S&P Global Inc.(SPGIcusip78409V104) | 1.8K | All Managers (Combined) | $930.9K | ||
11.9K | All Managers (Combined) | $930.9K | |||
(cusip25434V799)✕ | 33.4K | QoQ NEW(+33.4K) YoY NEW(+33.4K) | All Managers (Combined) | $926.5K | QoQ NEW(+$926.5K) YoY NEW(+$926.5K) |
(cusip45409F827)✕ | 38.6K | QoQ NEW(+38.6K) YoY NEW(+38.6K) | All Managers (Combined) | $924.7K | QoQ NEW(+$924.7K) YoY NEW(+$924.7K) |
(cusip46641Q852)✕ | 19.3K | YoY NEW(+19.3K) | All Managers (Combined) | $922.0K | YoY NEW(+$922.0K) |
6.3K | All Managers (Combined) | $918.1K | |||
Allstate Corp(ALLcusip020002101) | 4.4K | All Managers (Combined) | $916.1K | ||
8.4K | All Managers (Combined) | $910.6K | |||
(cusip464288562)✕ | 10.5K | All Managers (Combined) | $908.8K | ||
(cusip78468R515)✕ | 37.5K | All Managers (Combined) | $907.1K | ||
(cusip092528603)✕ | 17.0K | All Managers (Combined) | $889.1K |