Axxcess Wealth Management, LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Axxcess Wealth Management, LLC
Data Enrichment
65% identified
547 identified298 unidentified

Holdings

845 positions
Manager:
Search and click to pin securities to the top
Page 30 of 43
464287564
Shares:
7317(+6.7%)
Value:
$450.2M(+8.9%)
DELTA AIR LINES, INC.
Shares:
10304(+6.9%)
Value:
$449.3M(-23.0%)
Shell plc
Shares:
6110(+0.8%)
Value:
$447.8M(+18.0%)
HOULIHAN LOKEY, INC.
Shares:
2770(-3.3%)
Value:
$447.4M(-10.1%)
464288158
Shares:
4235(+10.0%)
Value:
$447.2M(+10.1%)
91917A207
Shares:
35000
Value:
$446.9M
ARES CAPITAL CORP
Shares:
20141(+1.5%)
Value:
$446.3M(+2.8%)
69374H360
Shares:
14470(+9.6%)
Value:
$445.5M(+5.3%)
CARRIER GLOBAL Corp
Shares:
7017(-5.9%)
Value:
$444.9M(-12.6%)
US BANCORP \DE\
Shares:
10527(-16.4%)
Value:
$444.5M(-26.2%)
Discover Financial Services
Shares:
2592(-2.8%)
Value:
$442.4M(-4.2%)
Natera, Inc.
Shares:
3122(+119.1%)
Value:
$441.5M(+95.7%)
46140H502
Shares:
6068
Value:
$433.6M
PayPal Holdings, Inc.
Shares:
6643(-31.3%)
Value:
$433.5M(-47.5%)
464289420
Shares:
5184
Value:
$426.0M
46137V472
Shares:
4468(-79.5%)
Value:
$409.0M(-81.0%)
SOUTHWEST AIRLINES CO
Shares:
12167
Value:
$408.6M
LENNOX INTERNATIONAL INC
Shares:
728(-14.2%)
Value:
$408.2M(-21.0%)
Intercontinental Exchange, Inc.
Shares:
2320(-8.0%)
Value:
$400.2M(+6.4%)
DEVON ENERGY CORP/DE
Shares:
10684(-0.1%)
Value:
$399.6M(+14.2%)