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
Search and click to pin securities to the top
Page 4 of 43
316188309
316188309
Shares:
301404(+128.9%)
Value:
$13.8B(+132.9%)
464287200
IVV|464287200
Shares:
23763(-12.1%)
Value:
$13.4B(-16.1%)
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
14020(-9.6%)
Value:
$13.3B(-6.6%)
CITY HOLDING CO
CHCO|177835105
Shares:
109266(-0.1%)
Value:
$12.8B(-1.0%)
78464A284
78464A284
Shares:
481005(-3.6%)
Value:
$12.1B(-5.0%)
THERMO FISHER SCIENTIFIC INC.
TMO|883556102
Shares:
23748(+8.3%)
Value:
$11.8B(+3.6%)
SPDR GOLD TRUST
GLD|78463V107
Shares:
40041(-18.3%)
Value:
$11.5B(-2.8%)
381430230
381430230
Shares:
227437(-6.3%)
Value:
$11.5B(-5.7%)
922908363
VOO|922908363
Shares:
22321(+60.9%)
Value:
$11.5B(+53.5%)
46138G649
46138G649
Shares:
57393(-19.6%)
Value:
$11.1B(-26.3%)
PEPSICO INC
PEP|713448108
Shares:
70444(+0.3%)
Value:
$10.6B(-1.1%)
AUTOMATIC DATA PROCESSING INC
ADP|053015103
Shares:
34478(-0.2%)
Value:
$10.5B(+4.2%)
CHEVRON CORP
CVX|166764100
Shares:
62461(-4.2%)
Value:
$10.4B(+10.7%)
921943858
VEA|921943858
Shares:
204485(+6.4%)
Value:
$10.4B(+13.1%)
COCA COLA CO
KO|191216100
Shares:
142382(+1.7%)
Value:
$10.2B(+17.0%)
92206C102
VGSH|92206C102
Shares:
173709(+2.1%)
Value:
$10.2B(+3.0%)
78464A508
SPYV|78464A508
Shares:
185673(-3.3%)
Value:
$9.5B(-3.4%)
97717Y527
97717Y527
Shares:
186546(-6.0%)
Value:
$9.4B(-5.9%)
74349Y753
74349Y753
Shares:
199101(+2.1%)
Value:
$8.9B(+7.4%)
025072562
025072562
Shares:
211332(-0.6%)
Value:
$8.7B(+1.4%)