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 4 of 43
316188309
Shares:
301404(+128.9%)
Value:
$13.8B(+132.9%)
78464A284
Shares:
481005(-3.6%)
Value:
$12.1B(-5.0%)
381430230
Shares:
227437(-6.3%)
Value:
$11.5B(-5.7%)
46138G649
Shares:
57393(-19.6%)
Value:
$11.1B(-26.3%)
97717Y527
Shares:
186546(-6.0%)
Value:
$9.4B(-5.9%)
74349Y753
Shares:
199101(+2.1%)
Value:
$8.9B(+7.4%)
025072562
Shares:
211332(-0.6%)
Value:
$8.7B(+1.4%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip316188309)✕ | 301.4K | All Managers (Combined) | $13.8M | ||
23.8K | All Managers (Combined) | $13.4M | |||
14.0K | All Managers (Combined) | $13.3M | |||
City Holding Co(CHCOcusip177835105) | 109.3K | QoQ -0.13% (-152)YoY +0.48% (+529) | All Managers (Combined) | $12.8M | |
(cusip78464A284)✕ | 481.0K | All Managers (Combined) | $12.1M | ||
23.7K | All Managers (Combined) | $11.8M | |||
Spdr Gold Trust(GLDcusip78463V107) | 40.0K | All Managers (Combined) | $11.5M | ||
(cusip381430230)✕ | 227.4K | YoY NEW(+227.4K) | All Managers (Combined) | $11.5M | YoY NEW(+$11.5M) |
22.3K | All Managers (Combined) | $11.5M | |||
(cusip46138G649)✕ | 57.4K | All Managers (Combined) | $11.1M | ||
Pepsico Inc(PEPcusip713448108) | 70.4K | All Managers (Combined) | $10.6M | ||
34.5K | All Managers (Combined) | $10.5M | |||
Chevron Corp(CVXcusip166764100) | 62.5K | All Managers (Combined) | $10.4M | ||
204.5K | All Managers (Combined) | $10.4M | |||
Coca Cola Co(KOcusip191216100) | 142.4K | All Managers (Combined) | $10.2M | ||
173.7K | All Managers (Combined) | $10.2M | |||
185.7K | All Managers (Combined) | $9.5M | |||
(cusip97717Y527)✕ | 186.5K | All Managers (Combined) | $9.4M | ||
(cusip74349Y753)✕ | 199.1K | YoY NEW(+199.1K) | All Managers (Combined) | $8.9M | YoY NEW(+$8.9M) |
(cusip025072562)✕ | 211.3K | All Managers (Combined) | $8.7M |