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:
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Page 33 of 43
78463X772
Shares:
9000
Value:
$345.2M
SYSCO CORP
Shares:
4586(-39.3%)
Value:
$344.1M(-40.4%)
TELEDYNE TECHNOLOGIES INC
Shares:
687(+9.7%)
Value:
$341.9M(+17.7%)
78464A672
Shares:
11927(-8.3%)
Value:
$340.9M(-6.0%)
UNIVERSAL DISPLAY CORP \PA\
Shares:
2440(+69.2%)
Value:
$340.4M(+61.4%)
Otis Worldwide Corp
Shares:
3296(-0.9%)
Value:
$340.1M(+10.4%)
EQUIFAX INC
Shares:
1395(+3.8%)
Value:
$339.8M(-0.8%)
92189F528
Shares:
19800(+39.4%)
Value:
$339.3M(+39.8%)
46138E743
Shares:
6492
Value:
$337.5M
Energy Transfer LP
Shares:
18022(+1.8%)
Value:
$335.0M(-3.4%)
46137V787
Shares:
5275(+0.0%)
Value:
$334.6M(-4.6%)
BlackRock Enhanced Equity Dividend Trust
Shares:
38864(+103.2%)
Value:
$334.2M(+111.1%)
BENTLEY SYSTEMS INC
Shares:
8471(+3.7%)
Value:
$333.3M(-12.7%)
MSCI Inc.
Shares:
588(-12.6%)
Value:
$332.8M(-17.6%)
KROGER CO
Shares:
4900(-16.9%)
Value:
$331.7M(-8.1%)
25434V823
Shares:
13937
Value:
$331.3M
N97284108
Shares:
15646
Value:
$330.3M
85814R107
Shares:
8051
Value:
$330.1M
Hercules Capital, Inc.
Shares:
17177(+0.0%)
Value:
$330.0M(-4.4%)
45782C581
Shares:
8615(+0.0%)
Value:
$329.0M(-2.8%)