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
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Page 5 of 43
14020G101
14020G101
Shares:
251031(+29.7%)
Value:
$8.6B(+19.5%)
BANK OF AMERICA CORP /DE/
BAC|060505104
Shares:
205936(-0.6%)
Value:
$8.6B(-5.6%)
Palantir Technologies Inc.
PLTR|69608A108
Shares:
98383(-2.2%)
Value:
$8.3B(+9.2%)
CATERPILLAR INC
CAT|149123101
Shares:
25176(+21.6%)
Value:
$8.3B(+10.5%)
46641Q654
46641Q654
Shares:
159576(+17.2%)
Value:
$8.1B(+17.5%)
ORACLE CORP
ORCL|68389X105
Shares:
57965(+78.9%)
Value:
$8.1B(+50.1%)
Blackstone Inc.
BX|09260D107
Shares:
57083(-1.6%)
Value:
$8.0B(-20.3%)
MCDONALDS CORP
MCD|580135101
Shares:
25434(-4.5%)
Value:
$7.9B(+2.9%)
14019W109
14019W109
Shares:
323117(-7.6%)
Value:
$7.9B(-8.3%)
81369Y803
XLK|81369Y803
Shares:
37529(-30.2%)
Value:
$7.7B(-38.0%)
46137V357
RSP|46137V357
Shares:
44654(+139.8%)
Value:
$7.7B(+137.1%)
LINDE PLC
LIN|G54950103
Shares:
16512(+0.1%)
Value:
$7.7B(+11.3%)
ROPER TECHNOLOGIES INC
ROP|776696106
Shares:
13016(+2.2%)
Value:
$7.7B(+16.0%)
NEXTERA ENERGY INC
NEE|65339F101
Shares:
107984(-0.8%)
Value:
$7.7B(-1.9%)
CISCO SYSTEMS, INC.
CSCO|17275R102
Shares:
122336(+4.6%)
Value:
$7.5B(+9.1%)
464287432
464287432
Shares:
82185(+10.1%)
Value:
$7.5B(+14.8%)
46432F842
IEFA|46432F842
Shares:
98404(-11.5%)
Value:
$7.4B(-4.8%)
Mastercard Inc
MA|57636Q104
Shares:
13464(-9.5%)
Value:
$7.4B(-5.8%)
464287614
IWF|464287614
Shares:
20125(-15.1%)
Value:
$7.3B(-23.6%)
025072885
025072885
Shares:
78634(+9.2%)
Value:
$7.3B(+4.1%)