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
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Page 3 of 43
VISA INC.
V|92826C839
Shares:
55247(+0.4%)
Value:
$19.4B(+11.4%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
160023(-2.1%)
Value:
$19.0B(+8.2%)
INVESCO QQQ TRUST, SERIES 1
QQQ|46090E103
Shares:
43104(-30.9%)
Value:
$18.8B(-38.0%)
74347R107
74347R107
Shares:
225730(+11.1%)
Value:
$18.7B(-0.6%)
808524797
SCHD|808524797
Shares:
651139(-6.5%)
Value:
$18.2B(-4.3%)
45783Y756
45783Y756
Shares:
577286(+23.4%)
Value:
$18.1B(+20.0%)
ABBOTT LABORATORIES
ABT|002824100
Shares:
130099(+7.1%)
Value:
$17.3B(+25.6%)
Alphabet Inc.
GOOG|02079K107
Shares:
115240(-4.6%)
Value:
$17.1B(-23.4%)
ELI LILLY & Co
LLY|532457108
Shares:
20497(-14.4%)
Value:
$16.9B(-8.4%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
31637(-17.4%)
Value:
$16.8B(-3.0%)
33740U703
33740U703
Shares:
672816(-2.3%)
Value:
$16.8B(-4.5%)
Tesla, Inc.
TSLA|88160R101
Shares:
63844(+7.3%)
Value:
$16.5B(-31.4%)
HOME DEPOT, INC.
HD|437076102
Shares:
44272(-6.2%)
Value:
$16.2B(-11.6%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
30449(-1.4%)
Value:
$15.9B(+2.0%)
PROCTER & GAMBLE Co
PG|742718109
Shares:
90387(-7.2%)
Value:
$15.4B(-5.7%)
46641Q332
46641Q332
Shares:
262006(+49.7%)
Value:
$15.0B(+48.7%)
JOHNSON & JOHNSON
JNJ|478160104
Shares:
89792(-7.6%)
Value:
$14.9B(+5.9%)
SPDR S&P 500 ETF TRUST
SPY|78462F103
Shares:
34612(+20.1%)
Value:
$14.9B(-12.1%)
AbbVie Inc.
ABBV|00287Y109
Shares:
68987(+1.0%)
Value:
$14.5B(+19.1%)
922908769
VTI|922908769
Shares:
51027(+11.2%)
Value:
$14.0B(+5.5%)