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:
Search and click to pin securities to the top
Page 36 of 43
26923G798
Shares:
13644(+13.4%)
Value:
$286.8M(+9.6%)
381430123
Shares:
3708(+12.8%)
Value:
$285.1M(+7.3%)
78468R788
Shares:
6362(+0.0%)
Value:
$281.6M(+2.4%)
33733E849
Shares:
13341(+0.0%)
Value:
$280.3M(+14.5%)
45782C771
Shares:
6665(+0.0%)
Value:
$280.2M(-2.8%)
38748G101
Shares:
8695(+0.0%)
Value:
$268.2M(+19.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip26923G798)✕ | 13.6K | YoY NEW(+13.6K) | All Managers (Combined) | $286.8K | YoY NEW(+$286.8K) |
3.0K | All Managers (Combined) | $286.0K | |||
(cusip381430123)✕ | 3.7K | YoY NEW(+3.7K) | All Managers (Combined) | $285.1K | YoY NEW(+$285.1K) |
6.5K | QoQ 0.00% (-0)YoY -8.99% (-640) | All Managers (Combined) | $284.7K | ||
5.0K | QoQ +3.39% (-165)YoY NEW(+5.0K) | All Managers (Combined) | $284.1K | YoY NEW(+$284.1K) | |
(cusip78468R788)✕ | 6.4K | QoQ 0.00% (+0)YoY +0.03% (+2) | All Managers (Combined) | $281.6K | |
(cusip33733E849)✕ | 13.3K | QoQ 0.00% (+0)YoY NEW(+13.3K) | All Managers (Combined) | $280.3K | YoY NEW(+$280.3K) |
(cusip45782C771)✕ | 6.7K | QoQ 0.00% (-0)YoY NEW(+6.7K) | All Managers (Combined) | $280.2K | YoY NEW(+$280.2K) |
10.0K | QoQ -4.22% (-442)YoY +0.09% (-10) | All Managers (Combined) | $277.3K | ||
3.0K | All Managers (Combined) | $275.5K | |||
Copart Inc(CPRTcusip217204106) | 4.9K | QoQ -0.18% (-9) | All Managers (Combined) | $274.5K | |
3.0K | QoQ +6.71% (+187)YoY NEW(+3.0K) | All Managers (Combined) | $274.4K | YoY NEW(+$274.4K) | |
3.4K | QoQ NEW(+3.4K) YoY NEW(+3.4K) | All Managers (Combined) | $274.0K | QoQ NEW(+$274.0K) YoY NEW(+$274.0K) | |
3.1K | QoQ +0.06% (-2) | All Managers (Combined) | $273.6K | ||
Tapestry, Inc.(TPRcusip876030107) | 3.8K | All Managers (Combined) | $270.8K | ||
Sony Group Corp(SONYcusip835699307) | 10.7K | All Managers (Combined) | $270.5K | ||
(cusip38748G101)✕ | 8.7K | QoQ 0.00% (+0)YoY NEW(+8.7K) | All Managers (Combined) | $268.2K | YoY NEW(+$268.2K) |
2.1K | YoY NEW(+2.1K) | All Managers (Combined) | $267.8K | YoY NEW(+$267.8K) | |
2.1K | QoQ +4.05% (+82)YoY -0.70% (-15) | All Managers (Combined) | $267.3K | ||
1.3K | YoY NEW(+1.3K) | All Managers (Combined) | $266.5K | YoY NEW(+$266.5K) |