Axxcess Wealth Management, LLC

13F-HR • 2025-03-31

Data Enrichment

65% identified

547 identified298 unidentified

Holdings

Manager:

845 positions • $3,769,815.546K total value

845 positions

Manager:

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CareCloud, Inc.

29342

Value:

$40.8M

PACIFIC BIOSCIENCES OF CALIFORNIA, INC.

30838(-7.8%)

Value:

$36.4M(-40.6%)

LITHIUM AMERICAS CORP.

12382(+0.0%)

Value:

$33.6M(-8.8%)

Allogene Therapeutics, Inc.

10538(+0.0%)

Value:

$15.4M(-31.4%)

SUTRO BIOPHARMA, INC.

12907

Value:

$8.4M

Instrument	Shares		Other Manager	Value
Carecloud, Inc.(CCLDcusip14167R100)	29.3K	QoQ NEW(+29.3K) YoY NEW(+29.3K)	All Managers (Combined)	$40.8K	QoQ NEW(+$40.8K) YoY NEW(+$40.8K)
Pacific Biosciences Of California, Inc.(PACBcusip69404D108)	30.8K	QoQ -7.85% (-2.6K) YoY -12.32% (-4.3K)	All Managers (Combined)	$36.4K	QoQ -40.58% (-$24.9K) YoY -72.41% (-$95.5K)
Lithium Americas Corp.(LAC.TOcusip53681J103)	12.4K	QoQ 0.00% (-0) YoY NEW(+12.4K)	All Managers (Combined)	$33.6K	QoQ -8.75% (-$3.2K) YoY NEW(+$33.6K)
Allogene Therapeutics, Inc.(ALLOcusip019770106)	10.5K	QoQ 0.00% (-0) YoY -1.34% (-144)	All Managers (Combined)	$15.4K	QoQ -31.45% (-$7.1K) YoY -67.77% (-$32.4K)
Sutro Biopharma, Inc.(STROcusip869367102)	12.9K	QoQ NEW(+12.9K) YoY NEW(+12.9K)	All Managers (Combined)	$8.4K	QoQ NEW(+$8.4K) YoY NEW(+$8.4K)