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 9 of 43
BRISTOL MYERS SQUIBB CO
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Value:
$4.0B(+2.2%)
808524201
SCHX|808524201
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Value:
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APPLIED MATERIALS INC /DE
AMAT|038222105
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26552(+5.6%)
Value:
$3.9B(-5.8%)
MARSH & MCLENNAN COMPANIES, INC.
MMC|571748102
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15756(-26.9%)
Value:
$3.8B(-16.0%)
TRUIST FINANCIAL CORP
TFC|89832Q109
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92066(+13.6%)
Value:
$3.8B(+7.7%)
922907746
VTEB|922907746
Shares:
75759(-35.8%)
Value:
$3.8B(-36.4%)
abrdn Precious Metals Basket ETF Trust
GLTR|003263100
Shares:
28992(+2.0%)
Value:
$3.8B(+20.3%)
46434G103
IEMG|46434G103
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69535(+1.1%)
Value:
$3.8B(+4.4%)
Evercore Inc.
EVR|29977A105
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18577(+2239.7%)
Value:
$3.7B(+1585.6%)
BOEING CO
BA|097023105
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21725(-9.0%)
Value:
$3.7B(-12.3%)
AMGEN INC
AMGN|031162100
Shares:
11792(+12.1%)
Value:
$3.7B(+34.0%)
FISERV INC
FI|337738108
Shares:
16548(-5.0%)
Value:
$3.7B(+2.2%)
WELLS FARGO & COMPANY/MN
WFC|949746101
Shares:
50725(-32.0%)
Value:
$3.6B(-30.5%)
72201R874
72201R874
Shares:
71831(+18.3%)
Value:
$3.6B(+18.8%)
922908744
VTV|922908744
Shares:
20709(+76.1%)
Value:
$3.6B(+79.7%)
78467V848
78467V848
Shares:
86698(+9.6%)
Value:
$3.5B(+12.1%)
46429B655
46429B655
Shares:
67644(+25.2%)
Value:
$3.5B(+25.6%)
MORGAN STANLEY
MS|617446448
Shares:
28951(-12.0%)
Value:
$3.4B(-18.3%)
464287457
464287457
Shares:
40684(+0.0%)
Value:
$3.4B(+0.9%)
Bank of New York Mellon Corp
BK|064058100
Shares:
40045(+117.2%)
Value:
$3.4B(+137.1%)