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 33 of 43
78463X772
Shares:
9000
Value:
$345.2M
78464A672
Shares:
11927(-8.3%)
Value:
$340.9M(-6.0%)
92189F528
Shares:
19800(+39.4%)
Value:
$339.3M(+39.8%)
46137V787
Shares:
5275(+0.0%)
Value:
$334.6M(-4.6%)
25434V823
Shares:
13937
Value:
$331.3M
N97284108
Shares:
15646
Value:
$330.3M
85814R107
Shares:
8051
Value:
$330.1M
45782C581
Shares:
8615(+0.0%)
Value:
$329.0M(-2.8%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip78463X772)✕ | 9.0K | QoQ NEW(+9.0K) YoY NEW(+9.0K) | All Managers (Combined) | $345.2K | QoQ NEW(+$345.2K) YoY NEW(+$345.2K) |
Sysco Corp(SYYcusip871829107) | 4.6K | All Managers (Combined) | $344.1K | ||
687 | QoQ +9.74% (+61)YoY +9.04% (+57) | All Managers (Combined) | $341.9K | ||
(cusip78464A672)✕ | 11.9K | All Managers (Combined) | $340.9K | ||
2.4K | YoY NEW(+2.4K) | All Managers (Combined) | $340.4K | YoY NEW(+$340.4K) | |
3.3K | All Managers (Combined) | $340.1K | |||
Equifax Inc(EFXcusip294429105) | 1.4K | QoQ +3.79% (-51)YoY +1.23% (-17) | All Managers (Combined) | $339.8K | |
(cusip92189F528)✕ | 19.8K | All Managers (Combined) | $339.3K | ||
6.5K | QoQ NEW(+6.5K) YoY NEW(+6.5K) | All Managers (Combined) | $337.5K | QoQ NEW(+$337.5K) YoY NEW(+$337.5K) | |
18.0K | All Managers (Combined) | $335.0K | |||
(cusip46137V787)✕ | 5.3K | QoQ 0.00% (-0)YoY -1.25% (-67) | All Managers (Combined) | $334.6K | |
38.9K | All Managers (Combined) | $334.2K | |||
8.5K | QoQ +3.68% (-301)YoY +1.15% (-97) | All Managers (Combined) | $333.3K | ||
588 | All Managers (Combined) | $332.8K | |||
4.9K | All Managers (Combined) | $331.7K | |||
(cusip25434V823)✕ | 13.9K | QoQ NEW(+13.9K) YoY NEW(+13.9K) | All Managers (Combined) | $331.3K | QoQ NEW(+$331.3K) YoY NEW(+$331.3K) |
(cusipN97284108)✕ | 15.6K | QoQ NEW(+15.6K) YoY NEW(+15.6K) | All Managers (Combined) | $330.3K | QoQ NEW(+$330.3K) YoY NEW(+$330.3K) |
(cusip85814R107)✕ | 8.1K | QoQ NEW(+8.1K) YoY NEW(+8.1K) | All Managers (Combined) | $330.1K | QoQ NEW(+$330.1K) YoY NEW(+$330.1K) |
17.2K | QoQ 0.00% (-0)YoY NEW(+17.2K) | All Managers (Combined) | $330.0K | YoY NEW(+$330.0K) | |
(cusip45782C581)✕ | 8.6K | QoQ 0.00% (-0) | All Managers (Combined) | $329.0K |