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
Search and click to pin securities to the top
Page 26 of 43
74347R842
74347R842
Shares:
18513(-39.1%)
Value:
$619.1M(-51.3%)
46429B663
46429B663
Shares:
5095(-15.3%)
Value:
$617.1M(-8.7%)
TJX COMPANIES INC /DE/
TJX|872540109
Shares:
5049(-13.1%)
Value:
$615.0M(-12.4%)
WATSCO INC
WSO|942622200
Shares:
1204(-13.4%)
Value:
$611.8M(-7.2%)
BJ's Wholesale Club Holdings, Inc.
BJ|05550J101
Shares:
5258(+111.7%)
Value:
$599.9M(+170.3%)
78468R796
78468R796
Shares:
13064(+13.6%)
Value:
$597.7M(+7.9%)
ServiceNow, Inc.
NOW|81762P102
Shares:
750(-99.7%)
Value:
$597.1M(-99.8%)
DIAGEO PLC
DEO|25243Q205
Shares:
5688(+5.1%)
Value:
$596.1M(-13.4%)
Public Storage
PSA|74460D109
Shares:
1991(+18.2%)
Value:
$596.0M(+18.2%)
GARMIN LTD
GRMN|H2906T109
Shares:
2736(-0.1%)
Value:
$594.1M(+5.2%)
ROKU, INC
ROKU|77543R102
Shares:
8367(-23.2%)
Value:
$589.4M(-27.2%)
78463X871
78463X871
Shares:
18370(-5.8%)
Value:
$587.1M(-2.8%)
NOVARTIS AG
NVS|66987V109
Shares:
5208(-26.5%)
Value:
$580.6M(-15.8%)
922042874
VGK|922042874
Shares:
8261(+93.9%)
Value:
$580.0M(+114.5%)
ECOLAB INC.
ECL|278865100
Shares:
2283(-10.5%)
Value:
$578.8M(-3.1%)
Edwards Lifesciences Corp
EW|28176E108
Shares:
7958(-25.2%)
Value:
$576.8M(-26.8%)
46432F396
MTUM|46432F396
Shares:
2850(+55.1%)
Value:
$576.1M(+51.5%)
Verisk Analytics, Inc.
VRSK|92345Y106
Shares:
1914(+60.8%)
Value:
$569.6M(+73.8%)
72201R718
72201R718
Shares:
5927(+76.5%)
Value:
$568.8M(+78.3%)
Sanofi
SNY|80105N105
Shares:
10234(+130.5%)
Value:
$567.6M(+165.0%)