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 9 of 43
72201R874
Shares:
71831(+18.3%)
Value:
$3.6B(+18.8%)
78467V848
Shares:
86698(+9.6%)
Value:
$3.5B(+12.1%)
46429B655
Shares:
67644(+25.2%)
Value:
$3.5B(+25.6%)
464287457
Shares:
40684(+0.0%)
Value:
$3.4B(+0.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
64.9K | All Managers (Combined) | $4.0M | |||
178.4K | All Managers (Combined) | $3.9M | |||
26.6K | All Managers (Combined) | $3.9M | |||
15.8K | All Managers (Combined) | $3.8M | |||
92.1K | All Managers (Combined) | $3.8M | |||
75.8K | All Managers (Combined) | $3.8M | |||
29.0K | QoQ +2.01% (+572)YoY NEW(+29.0K) | All Managers (Combined) | $3.8M | YoY NEW(+$3.8M) | |
69.5K | All Managers (Combined) | $3.8M | |||
Evercore Inc.(EVRcusip29977A105) | 18.6K | YoY NEW(+18.6K) | All Managers (Combined) | $3.7M | YoY NEW(+$3.7M) |
21.7K | All Managers (Combined) | $3.7M | |||
11.8K | All Managers (Combined) | $3.7M | |||
Fiserv Inc(FIcusip337738108) | 16.5K | All Managers (Combined) | $3.7M | ||
50.7K | All Managers (Combined) | $3.6M | |||
(cusip72201R874)✕ | 71.8K | YoY NEW(+71.8K) | All Managers (Combined) | $3.6M | YoY NEW(+$3.6M) |
20.7K | All Managers (Combined) | $3.6M | |||
(cusip78467V848)✕ | 86.7K | All Managers (Combined) | $3.5M | ||
(cusip46429B655)✕ | 67.6K | All Managers (Combined) | $3.5M | ||
Morgan Stanley(MScusip617446448) | 29.0K | All Managers (Combined) | $3.4M | ||
(cusip464287457)✕ | 40.7K | All Managers (Combined) | $3.4M | ||
40.0K | All Managers (Combined) | $3.4M |