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 31 of 43
PROGRESSIVE CORP/OH/
PGR|743315103
Shares:
1411(+5.6%)
Value:
$399.3M(+24.7%)
921932703
VOOV|921932703
Shares:
2130(+3.1%)
Value:
$392.3M(+2.9%)
46138G805
46138G805
Shares:
14592(-4.4%)
Value:
$389.3M(-2.5%)
Targa Resources Corp.
TRGP|87612G101
Shares:
1924(+12.1%)
Value:
$385.6M(+25.8%)
Gaming & Leisure Properties, Inc.
GLPI|36467J108
Shares:
7559
Value:
$384.8M
ROCKWELL AUTOMATION, INC
ROK|773903109
Shares:
1488(-67.5%)
Value:
$384.4M(-70.6%)
72201R775
72201R775
Shares:
4125(+0.0%)
Value:
$381.5M(+2.3%)
NEWMONT Corp /DE/
NEM|651639106
Shares:
7849(-63.6%)
Value:
$378.9M(-52.8%)
Interactive Brokers Group, Inc.
IBKR|45841N107
Shares:
2283(-7.1%)
Value:
$378.1M(-12.9%)
464287465
EFA|464287465
Shares:
4624(-79.5%)
Value:
$377.9M(-77.9%)
FASTENAL CO
FAST|311900104
Shares:
4859(-73.3%)
Value:
$376.8M(-71.2%)
VALERO ENERGY CORP/TX
VLO|91913Y100
Shares:
2850(+0.0%)
Value:
$376.4M(+7.7%)
46137V506
46137V506
Shares:
8165(+0.3%)
Value:
$373.8M(+0.1%)
Tempus AI, Inc.
TEM|88023B103
Shares:
7709(+17.5%)
Value:
$371.9M(+67.9%)
316092501
316092501
Shares:
5349(+54.8%)
Value:
$371.9M(+56.7%)
09789C861
09789C861
Shares:
7460(+70.2%)
Value:
$370.9M(+70.9%)
45782C813
45782C813
Shares:
9220
Value:
$370.6M
ON SEMICONDUCTOR CORP
ON|682189105
Shares:
9086(+0.0%)
Value:
$369.7M(-35.5%)
Marvell Technology, Inc.
MRVL|573874104
Shares:
5999(-3.5%)
Value:
$369.4M(-46.2%)
WESBANCO INC
WSBC|950810101
Shares:
11907(+67.5%)
Value:
$368.6M(+59.4%)