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 39 of 43
45782C508
45782C508
Shares:
5818
Value:
$241.3M
Primerica, Inc.
PRI|74164M108
Shares:
846(+0.2%)
Value:
$240.7M(+5.1%)
APPLIED INDUSTRIAL TECHNOLOGIES INC
AIT|03820C105
Shares:
1068(+0.0%)
Value:
$240.7M(-5.9%)
Cloudflare, Inc.
NET|18915M107
Shares:
2118(-2.5%)
Value:
$238.7M(+2.0%)
46436E767
46436E767
Shares:
5087(+5.9%)
Value:
$237.4M(-0.6%)
DOCUSIGN, INC.
DOCU|256163106
Shares:
2887
Value:
$235.0M
852234103
852234103
Shares:
4323(-28.5%)
Value:
$234.9M(-54.3%)
APTARGROUP, INC.
ATR|038336103
Shares:
1576(+0.1%)
Value:
$233.8M(-5.5%)
Ally Financial Inc.
ALLY|02005N100
Shares:
6398(+0.0%)
Value:
$233.3M(+1.3%)
72201R627
72201R627
Shares:
4625(-27.1%)
Value:
$233.0M(-28.2%)
CINCINNATI FINANCIAL CORP
CINF|172062101
Shares:
1566(+0.0%)
Value:
$231.3M(+2.8%)
ROSS STORES, INC.
ROST|778296103
Shares:
1810(-44.4%)
Value:
$231.3M(-53.0%)
025072315
025072315
Shares:
4482(+0.0%)
Value:
$230.3M(+1.9%)
FIFTH THIRD BANCORP
FITB|316773100
Shares:
5857(+0.6%)
Value:
$229.6M(-6.7%)
HUBBELL INC
HUBB|443510607
Shares:
693(-1.4%)
Value:
$229.3M(-22.1%)
SHERWIN WILLIAMS CO
SHW|824348106
Shares:
655(+0.0%)
Value:
$228.7M(+2.7%)
067901108
067901108
Shares:
11700(-91.3%)
Value:
$227.4M(-89.1%)
REINSURANCE GROUP OF AMERICA INC
RGA|759351604
Shares:
1140(-0.5%)
Value:
$224.4M(-8.3%)
Lloyds Banking Group plc
LYG|539439109
Shares:
58399(+2.3%)
Value:
$223.1M(+43.7%)
33939L647
33939L647
Shares:
7713(-3.6%)
Value:
$221.9M(+5.1%)