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 8 of 43
46641Q159
Shares:
101654(+202.7%)
Value:
$4.7B(+205.7%)
33738R506
Shares:
78411(-2.5%)
Value:
$4.6B(-3.5%)
464288810
Shares:
75724(-3.3%)
Value:
$4.6B(-0.2%)
92204A108
Shares:
13851(-4.4%)
Value:
$4.5B(-17.1%)
46641Q647
Shares:
89095
Value:
$4.5B
69374H436
Shares:
120526(+6.3%)
Value:
$4.4B(+1.2%)
381430529
Shares:
42458(+21.3%)
Value:
$4.3B(+21.6%)
14020X104
Shares:
143997(-41.8%)
Value:
$4.1B(-43.5%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46641Q159)✕ | 101.7K | All Managers (Combined) | $4.7M | ||
42.1K | All Managers (Combined) | $4.6M | |||
(cusip33738R506)✕ | 78.4K | All Managers (Combined) | $4.6M | ||
Intuit Inc.(INTUcusip461202103) | 7.5K | All Managers (Combined) | $4.6M | ||
(cusip464288810)✕ | 75.7K | All Managers (Combined) | $4.6M | ||
(cusip92204A108)✕ | 13.9K | QoQ -4.37% (-633)YoY +4.15% (+552) | All Managers (Combined) | $4.5M | |
Qualcomm Inc/De(QCOMcusip747525103) | 29.1K | All Managers (Combined) | $4.5M | ||
(cusip46641Q647)✕ | 89.1K | QoQ NEW(+89.1K) YoY NEW(+89.1K) | All Managers (Combined) | $4.5M | QoQ NEW(+$4.5M) YoY NEW(+$4.5M) |
47.2K | All Managers (Combined) | $4.4M | |||
8.9K | All Managers (Combined) | $4.4M | |||
(cusip69374H436)✕ | 120.5K | YoY NEW(+120.5K) | All Managers (Combined) | $4.4M | YoY NEW(+$4.4M) |
200.3K | All Managers (Combined) | $4.3M | |||
(cusip381430529)✕ | 42.5K | All Managers (Combined) | $4.3M | ||
150.3K | All Managers (Combined) | $4.2M | |||
Pfizer Inc(PFEcusip717081103) | 163.0K | All Managers (Combined) | $4.1M | ||
Comcast Corp(CMCSAcusip20030N101) | 111.1K | All Managers (Combined) | $4.1M | ||
(cusip14020X104)✕ | 144.0K | All Managers (Combined) | $4.1M | ||
Citigroup Inc(Ccusip172967424) | 57.2K | All Managers (Combined) | $4.1M | ||
23.2K | All Managers (Combined) | $4.0M | |||
Duke Energy Corp(DUKcusip26441C204) | 32.5K | All Managers (Combined) | $4.0M |