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 3 of 43
74347R107
Shares:
225730(+11.1%)
Value:
$18.7B(-0.6%)
45783Y756
Shares:
577286(+23.4%)
Value:
$18.1B(+20.0%)
33740U703
Shares:
672816(-2.3%)
Value:
$16.8B(-4.5%)
46641Q332
Shares:
262006(+49.7%)
Value:
$15.0B(+48.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
55.2K | All Managers (Combined) | $19.4M | |||
Exxon Mobil Corp(XOMcusip30231G102) | 160.0K | All Managers (Combined) | $19.0M | ||
43.1K | All Managers (Combined) | $18.8M | |||
(cusip74347R107)✕ | 225.7K | All Managers (Combined) | $18.7M | ||
651.1K | All Managers (Combined) | $18.2M | |||
(cusip45783Y756)✕ | 577.3K | YoY NEW(+577.3K) | All Managers (Combined) | $18.1M | YoY NEW(+$18.1M) |
130.1K | All Managers (Combined) | $17.3M | |||
Alphabet Inc.(GOOGcusip02079K107) | 115.2K | All Managers (Combined) | $17.1M | ||
Eli Lilly & Co(LLYcusip532457108) | 20.5K | All Managers (Combined) | $16.9M | ||
31.6K | All Managers (Combined) | $16.8M | |||
(cusip33740U703)✕ | 672.8K | All Managers (Combined) | $16.8M | ||
Tesla, Inc.(TSLAcusip88160R101) | 63.8K | All Managers (Combined) | $16.5M | ||
Home Depot, Inc.(HDcusip437076102) | 44.3K | All Managers (Combined) | $16.2M | ||
30.4K | All Managers (Combined) | $15.9M | |||
90.4K | All Managers (Combined) | $15.4M | |||
(cusip46641Q332)✕ | 262.0K | All Managers (Combined) | $15.0M | ||
89.8K | All Managers (Combined) | $14.9M | |||
34.6K | YoY NEW(+34.6K) | All Managers (Combined) | $14.9M | YoY NEW(+$14.9M) | |
Abbvie Inc.(ABBVcusip00287Y109) | 69.0K | QoQ +0.97% (+669)YoY -0.56% (-394) | All Managers (Combined) | $14.5M | |
51.0K | All Managers (Combined) | $14.0M |