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 30 of 43
464288158
Shares:
4235(+10.0%)
Value:
$447.2M(+10.1%)
91917A207
Shares:
35000
Value:
$446.9M
69374H360
Shares:
14470(+9.6%)
Value:
$445.5M(+5.3%)
46140H502
Shares:
6068
Value:
$433.6M
464289420
Shares:
5184
Value:
$426.0M
46137V472
Shares:
4468(-79.5%)
Value:
$409.0M(-81.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
7.3K | All Managers (Combined) | $450.2K | |||
10.3K | All Managers (Combined) | $449.3K | |||
6.1K | All Managers (Combined) | $447.8K | |||
2.8K | QoQ -3.34% (-96)YoY NEW(+2.8K) | All Managers (Combined) | $447.4K | YoY NEW(+$447.4K) | |
(cusip464288158)✕ | 4.2K | QoQ +9.97% (+384)YoY NEW(+4.2K) | All Managers (Combined) | $447.2K | YoY NEW(+$447.2K) |
(cusip91917A207)✕ | 35.0K | QoQ NEW(+35.0K) YoY NEW(+35.0K) | All Managers (Combined) | $446.9K | QoQ NEW(+$446.9K) YoY NEW(+$446.9K) |
20.1K | All Managers (Combined) | $446.3K | |||
(cusip69374H360)✕ | 14.5K | YoY NEW(+14.5K) | All Managers (Combined) | $445.5K | YoY NEW(+$445.5K) |
7.0K | All Managers (Combined) | $444.9K | |||
Us Bancorp \De\(USBcusip902973304) | 10.5K | All Managers (Combined) | $444.5K | ||
2.6K | All Managers (Combined) | $442.4K | |||
Natera, Inc.(NTRAcusip632307104) | 3.1K | YoY NEW(+3.1K) | All Managers (Combined) | $441.5K | YoY NEW(+$441.5K) |
(cusip46140H502)✕ | 6.1K | QoQ NEW(+6.1K) YoY NEW(+6.1K) | All Managers (Combined) | $433.6K | QoQ NEW(+$433.6K) YoY NEW(+$433.6K) |
6.6K | All Managers (Combined) | $433.5K | |||
(cusip464289420)✕ | 5.2K | QoQ NEW(+5.2K) YoY NEW(+5.2K) | All Managers (Combined) | $426.0K | QoQ NEW(+$426.0K) YoY NEW(+$426.0K) |
(cusip46137V472)✕ | 4.5K | YoY NEW(+4.5K) | All Managers (Combined) | $409.0K | YoY NEW(+$409.0K) |
12.2K | QoQ NEW(+12.2K) YoY NEW(+12.2K) | All Managers (Combined) | $408.6K | QoQ NEW(+$408.6K) YoY NEW(+$408.6K) | |
728 | All Managers (Combined) | $408.2K | |||
2.3K | All Managers (Combined) | $400.2K | |||
10.7K | QoQ -0.06% (-7) | All Managers (Combined) | $399.6K |