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 42 of 43
389638107
Shares:
10297(+0.0%)
Value:
$156.7M(-45.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
22.8K | All Managers (Combined) | $157.6K | |||
20.7K | YoY NEW(+20.7K) | All Managers (Combined) | $157.0K | YoY NEW(+$157.0K) | |
(cusip389638107)✕ | 10.3K | QoQ 0.00% (-0)YoY NEW(+10.3K) | All Managers (Combined) | $156.7K | YoY NEW(+$156.7K) |
13.0K | QoQ +3.06% (-385)YoY NEW(+13.0K) | All Managers (Combined) | $152.3K | YoY NEW(+$152.3K) | |
27.0K | YoY NEW(+27.0K) | All Managers (Combined) | $148.7K | YoY NEW(+$148.7K) | |
Kohls Corp(KSScusip500255104) | 18.1K | QoQ -0.30% (-55)YoY NEW(+18.1K) | All Managers (Combined) | $148.3K | YoY NEW(+$148.3K) |
12.9K | QoQ +0.52% (+67)YoY +0.34% (+44) | All Managers (Combined) | $139.8K | ||
Viatris Inc(VTRScusip92556V106) | 14.5K | All Managers (Combined) | $126.1K | ||
11.6K | All Managers (Combined) | $124.6K | |||
17.5K | All Managers (Combined) | $124.3K | |||
13.1K | All Managers (Combined) | $114.7K | |||
15.7K | All Managers (Combined) | $111.8K | |||
15.1K | QoQ 0.00% (-0)YoY NEW(+15.1K) | All Managers (Combined) | $93.9K | YoY NEW(+$93.9K) | |
17.4K | All Managers (Combined) | $89.6K | |||
Aegon Ltd.(AEGcusip0076CA104) | 10.8K | QoQ +1.59% (+170)YoY NEW(+10.8K) | All Managers (Combined) | $71.2K | YoY NEW(+$71.2K) |
10.0K | All Managers (Combined) | $55.6K | |||
13.0K | All Managers (Combined) | $48.8K | |||
15.0K | QoQ NEW(+15.0K) YoY NEW(+15.0K) | All Managers (Combined) | $46.8K | QoQ NEW(+$46.8K) YoY NEW(+$46.8K) | |
3d Systems Corp(DDDcusip88554D205) | 21.0K | YoY NEW(+21.0K) | All Managers (Combined) | $44.5K | YoY NEW(+$44.5K) |
Transocean Ltd.(RIGcusipH8817H100) | 13.9K | All Managers (Combined) | $44.0K |