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 8 of 43
46641Q159
46641Q159
Shares:
101654(+202.7%)
Value:
$4.7B(+205.7%)
AMERICAN ELECTRIC POWER CO INC
AEP|025537101
Shares:
42141(+7.6%)
Value:
$4.6B(+27.4%)
33738R506
33738R506
Shares:
78411(-2.5%)
Value:
$4.6B(-3.5%)
INTUIT INC.
INTU|461202103
Shares:
7462(-14.5%)
Value:
$4.6B(-16.5%)
464288810
464288810
Shares:
75724(-3.3%)
Value:
$4.6B(-0.2%)
92204A108
92204A108
Shares:
13851(-4.4%)
Value:
$4.5B(-17.1%)
QUALCOMM INC/DE
QCOM|747525103
Shares:
29096(-13.7%)
Value:
$4.5B(-13.7%)
46641Q647
46641Q647
Shares:
89095
Value:
$4.5B
COLGATE PALMOLIVE CO
CL|194162103
Shares:
47171(+21.6%)
Value:
$4.4B(+25.4%)
INTUITIVE SURGICAL INC
ISRG|46120E602
Shares:
8888(-6.3%)
Value:
$4.4B(-11.1%)
69374H436
69374H436
Shares:
120526(+6.3%)
Value:
$4.4B(+1.2%)
808524102
SCHB|808524102
Shares:
200258(+449.4%)
Value:
$4.3B(+421.1%)
381430529
381430529
Shares:
42458(+21.3%)
Value:
$4.3B(+21.6%)
AT&T INC.
T|00206R102
Shares:
150280(-36.6%)
Value:
$4.2B(-21.3%)
PFIZER INC
PFE|717081103
Shares:
163026(-16.4%)
Value:
$4.1B(-20.1%)
COMCAST CORP
CMCSA|20030N101
Shares:
111136(-2.8%)
Value:
$4.1B(-4.5%)
14020X104
14020X104
Shares:
143997(-41.8%)
Value:
$4.1B(-43.5%)
CITIGROUP INC
C|172967424
Shares:
57171(+5.2%)
Value:
$4.1B(+6.1%)
46432F339
QUAL|46432F339
Shares:
23228(-15.2%)
Value:
$4.0B(-18.6%)
Duke Energy CORP
DUK|26441C204
Shares:
32541(+0.9%)
Value:
$4.0B(+14.2%)