Axxcess Wealth Management, LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Axxcess Wealth Management, LLC
Data Enrichment
65% identified
547 identified298 unidentified

Holdings

845 positions
Manager:
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CareCloud, Inc.
Shares:
29342
Value:
$40.8M
PACIFIC BIOSCIENCES OF CALIFORNIA, INC.
Shares:
30838(-7.8%)
Value:
$36.4M(-40.6%)
LITHIUM AMERICAS CORP.
Shares:
12382(+0.0%)
Value:
$33.6M(-8.8%)
Allogene Therapeutics, Inc.
Shares:
10538(+0.0%)
Value:
$15.4M(-31.4%)
SUTRO BIOPHARMA, INC.
Shares:
12907
Value:
$8.4M