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 6 of 43
46431W507
Shares:
141383(+16.7%)
Value:
$7.2B(+17.6%)
03463K760
Shares:
343820(+1.2%)
Value:
$7.1B(+2.1%)
464289438
Shares:
32068(-26.7%)
Value:
$6.8B(-34.3%)
46438F101
Shares:
144293(+71.2%)
Value:
$6.8B(+51.0%)
464288661
Shares:
54571(+33.2%)
Value:
$6.4B(+36.2%)
53700T827
Shares:
254561(+3.2%)
Value:
$6.4B(-0.3%)
33739H101
Shares:
249674(+8.4%)
Value:
$6.4B(+15.6%)
46138G698
Shares:
59729
Value:
$5.9B
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46431W507)✕ | 141.4K | YoY NEW(+141.4K) | All Managers (Combined) | $7.2M | YoY NEW(+$7.2M) |
(cusip03463K760)✕ | 343.8K | All Managers (Combined) | $7.1M | ||
53.3K | All Managers (Combined) | $7.1M | |||
12.7K | QoQ -7.20% (-983)YoY +5.34% (+642) | All Managers (Combined) | $6.9M | ||
(cusip464289438)✕ | 32.1K | YoY NEW(+32.1K) | All Managers (Combined) | $6.8M | YoY NEW(+$6.8M) |
(cusip46438F101)✕ | 144.3K | All Managers (Combined) | $6.8M | ||
69.5K | All Managers (Combined) | $6.7M | |||
Cummins Inc(CMIcusip231021106) | 20.9K | YoY NEW(+20.9K) | All Managers (Combined) | $6.6M | YoY NEW(+$6.6M) |
Walt Disney Co(DIScusip254687106) | 66.5K | QoQ -0.96% (-647)YoY +1.20% (-789) | All Managers (Combined) | $6.6M | |
449.8K | YoY NEW(+449.8K) | All Managers (Combined) | $6.5M | YoY NEW(+$6.5M) | |
(cusip464288661)✕ | 54.6K | All Managers (Combined) | $6.4M | ||
(cusip53700T827)✕ | 254.6K | YoY NEW(+254.6K) | All Managers (Combined) | $6.4M | YoY NEW(+$6.4M) |
141.4K | All Managers (Combined) | $6.4M | |||
488.6K | All Managers (Combined) | $6.4M | |||
(cusip33739H101)✕ | 249.7K | All Managers (Combined) | $6.4M | ||
26.3K | All Managers (Combined) | $6.4M | |||
31.2K | All Managers (Combined) | $6.2M | |||
68.2K | All Managers (Combined) | $6.1M | |||
47.5K | All Managers (Combined) | $5.9M | |||
(cusip46138G698)✕ | 59.7K | QoQ NEW(+59.7K) YoY NEW(+59.7K) | All Managers (Combined) | $5.9M | QoQ NEW(+$5.9M) YoY NEW(+$5.9M) |