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:
Search and click to pin securities to the top
Page 7 of 43
25434V104
Shares:
151083
Value:
$5.8B
46138E339
Shares:
59976(+34.0%)
Value:
$5.5B(+30.5%)
33740F870
Shares:
287499(-3.7%)
Value:
$5.4B(-3.2%)
98888G105
Shares:
175195(-38.1%)
Value:
$5.3B(-38.9%)
78470P507
Shares:
198319(+4.9%)
Value:
$5.1B(+7.0%)
78470P408
Shares:
100663(+3.7%)
Value:
$5.1B(-1.5%)
74348A541
Shares:
79045
Value:
$5.1B
92206C409
Shares:
63717(-6.3%)
Value:
$5.0B(-5.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip25434V104)✕ | 151.1K | QoQ NEW(+151.1K) | All Managers (Combined) | $5.8M | QoQ NEW(+$5.8M) |
(cusip46138E339)✕ | 60.0K | YoY NEW(+60.0K) | All Managers (Combined) | $5.5M | YoY NEW(+$5.5M) |
120.6K | All Managers (Combined) | $5.5M | |||
25.7K | All Managers (Combined) | $5.4M | |||
34.3K | QoQ -2.37% (-833)YoY -0.33% (-114) | All Managers (Combined) | $5.4M | ||
(cusip33740F870)✕ | 287.5K | All Managers (Combined) | $5.4M | ||
Accenture Plc(ACNcusipG1151C101) | 17.3K | All Managers (Combined) | $5.4M | ||
(cusip98888G105)✕ | 175.2K | YoY NEW(+175.2K) | All Managers (Combined) | $5.3M | YoY NEW(+$5.3M) |
21.1K | All Managers (Combined) | $5.3M | |||
(cusip78470P507)✕ | 198.3K | All Managers (Combined) | $5.1M | ||
(cusip78470P408)✕ | 100.7K | All Managers (Combined) | $5.1M | ||
(cusip74348A541)✕ | 79.0K | QoQ NEW(+79.0K) YoY NEW(+79.0K) | All Managers (Combined) | $5.1M | QoQ NEW(+$5.1M) YoY NEW(+$5.1M) |
(cusip92206C409)✕ | 63.7K | All Managers (Combined) | $5.0M | ||
Conocophillips(COPcusip20825C104) | 47.9K | All Managers (Combined) | $5.0M | ||
45.6K | All Managers (Combined) | $5.0M | |||
53.2K | All Managers (Combined) | $5.0M | |||
43.0K | All Managers (Combined) | $5.0M | |||
145.3K | QoQ NEW(+145.3K) | All Managers (Combined) | $4.8M | QoQ NEW(+$4.8M) | |
Netapp, Inc.(NTAPcusip64110D104) | 54.4K | YoY NEW(+54.4K) | All Managers (Combined) | $4.8M | YoY NEW(+$4.8M) |
20.0K | All Managers (Combined) | $4.7M |