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 5 of 43
14020G101
Shares:
251031(+29.7%)
Value:
$8.6B(+19.5%)
46641Q654
Shares:
159576(+17.2%)
Value:
$8.1B(+17.5%)
14019W109
Shares:
323117(-7.6%)
Value:
$7.9B(-8.3%)
464287432
Shares:
82185(+10.1%)
Value:
$7.5B(+14.8%)
025072885
Shares:
78634(+9.2%)
Value:
$7.3B(+4.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip14020G101)✕ | 251.0K | All Managers (Combined) | $8.6M | ||
205.9K | All Managers (Combined) | $8.6M | |||
98.4K | All Managers (Combined) | $8.3M | |||
Caterpillar Inc(CATcusip149123101) | 25.2K | All Managers (Combined) | $8.3M | ||
(cusip46641Q654)✕ | 159.6K | All Managers (Combined) | $8.1M | ||
Oracle Corp(ORCLcusip68389X105) | 58.0K | All Managers (Combined) | $8.1M | ||
Blackstone Inc.(BXcusip09260D107) | 57.1K | All Managers (Combined) | $8.0M | ||
Mcdonalds Corp(MCDcusip580135101) | 25.4K | All Managers (Combined) | $7.9M | ||
(cusip14019W109)✕ | 323.1K | All Managers (Combined) | $7.9M | ||
37.5K | All Managers (Combined) | $7.7M | |||
44.7K | All Managers (Combined) | $7.7M | |||
16.5K | All Managers (Combined) | $7.7M | |||
13.0K | All Managers (Combined) | $7.7M | |||
108.0K | All Managers (Combined) | $7.7M | |||
122.3K | All Managers (Combined) | $7.5M | |||
(cusip464287432)✕ | 82.2K | All Managers (Combined) | $7.5M | ||
98.4K | All Managers (Combined) | $7.4M | |||
Mastercard Inc(MAcusip57636Q104) | 13.5K | YoY -0.03% (-5) | All Managers (Combined) | $7.4M | |
20.1K | All Managers (Combined) | $7.3M | |||
(cusip025072885)✕ | 78.6K | All Managers (Combined) | $7.3M |