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 25 of 43
33740U752
Shares:
22646(+0.0%)
Value:
$676.2M(-5.0%)
33741X102
Shares:
19830(-24.2%)
Value:
$664.3M(-29.1%)
25434V765
Shares:
24583
Value:
$662.3M
33939L654
Shares:
9408(-66.3%)
Value:
$620.2M(-65.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
18.1K | QoQ -0.15% (-28)YoY -0.55% (-101) | All Managers (Combined) | $680.7K | ||
2.2K | All Managers (Combined) | $677.1K | |||
(cusip33740U752)✕ | 22.6K | QoQ 0.00% (-0) | All Managers (Combined) | $676.2K | |
23.4K | All Managers (Combined) | $675.7K | |||
11.3K | All Managers (Combined) | $673.4K | |||
Roblox Corp(RBLXcusip771049103) | 11.5K | All Managers (Combined) | $670.5K | ||
(cusip33741X102)✕ | 19.8K | All Managers (Combined) | $664.3K | ||
(cusip25434V765)✕ | 24.6K | QoQ NEW(+24.6K) YoY NEW(+24.6K) | All Managers (Combined) | $662.3K | QoQ NEW(+$662.3K) YoY NEW(+$662.3K) |
7.5K | QoQ -0.09% (-7) | All Managers (Combined) | $652.7K | ||
Baidu, Inc.(BIDUcusip056752108) | 7.0K | All Managers (Combined) | $647.6K | ||
466 | QoQ -0.63% (-3) | All Managers (Combined) | $644.6K | ||
1.2K | All Managers (Combined) | $638.5K | |||
111.0K | QoQ 0.00% (-0) | All Managers (Combined) | $638.5K | ||
12.7K | All Managers (Combined) | $637.4K | |||
9.1K | All Managers (Combined) | $628.1K | |||
6.8K | QoQ NEW(+6.8K) YoY NEW(+6.8K) | All Managers (Combined) | $624.5K | QoQ NEW(+$624.5K) YoY NEW(+$624.5K) | |
7.4K | All Managers (Combined) | $622.7K | |||
11.6K | All Managers (Combined) | $621.0K | |||
(cusip33939L654)✕ | 9.4K | YoY NEW(+9.4K) | All Managers (Combined) | $620.2K | YoY NEW(+$620.2K) |
Haleon Plc(HLNcusip405552100) | 60.2K | All Managers (Combined) | $619.4K |