Axxcess Wealth Management, LLC
Investment Portfolio & 13F Holdings Analysis
About
AXXCESS WEALTH MANAGEMENT, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 845 holdings worth $3.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
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 1 of 43
464287226
Shares:
1708110(-4.4%)
Value:
$169.0B(-2.4%)
037833950
Shares:
0
Value:
$108.9B(-13.0%)
46435G326
Shares:
1256222(-2.8%)
Value:
$86.5B(+3.9%)
78468R663
Shares:
779930(-13.5%)
Value:
$71.5B(-13.2%)
46434V860
Shares:
1227299(+1.5%)
Value:
$62.2B(+1.9%)
46641Q837
Shares:
1130496(+13.3%)
Value:
$57.2B(+13.8%)
464285204
Shares:
967089(-7.2%)
Value:
$57.0B(+10.6%)
92206C573
Shares:
705042(-1.9%)
Value:
$54.1B(-0.5%)
46436E718
Shares:
522407(-20.9%)
Value:
$52.6B(-20.7%)
69374H881
Shares:
902012(+0.1%)
Value:
$49.4B(-3.0%)
46137V100
Shares:
346766(-0.0%)
Value:
$40.4B(+1.5%)
33734X846
Shares:
611833(+6.1%)
Value:
$38.5B(+5.4%)
46090A887
Shares:
762973(+6.6%)
Value:
$38.2B(+6.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.0M | All Managers (Combined) | $268.4M | |||
(cusip464287226)✕ | 1.7M | All Managers (Combined) | $169.0M | ||
(cusip037833950)✕ | — | All Managers (Combined) | $108.9M | ||
(cusip46435G326)✕ | 1.3M | All Managers (Combined) | $86.5M | ||
Microsoft Corp(MSFTcusip594918104) | 203.9K | All Managers (Combined) | $76.5M | ||
(cusip78468R663)✕ | 779.9K | All Managers (Combined) | $71.5M | ||
250.0K | All Managers (Combined) | $64.7M | |||
1.7M | All Managers (Combined) | $63.7M | |||
(cusip46434V860)✕ | 1.2M | All Managers (Combined) | $62.2M | ||
Nvidia Corp(NVDAcusip67066G104) | 551.7K | All Managers (Combined) | $59.8M | ||
(cusip46641Q837)✕ | 1.1M | All Managers (Combined) | $57.2M | ||
(cusip464285204)✕ | 967.1K | All Managers (Combined) | $57.0M | ||
(cusip92206C573)✕ | 705.0K | All Managers (Combined) | $54.1M | ||
(cusip46436E718)✕ | 522.4K | All Managers (Combined) | $52.6M | ||
Amazon Com Inc(AMZNcusip023135106) | 271.9K | All Managers (Combined) | $51.7M | ||
(cusip69374H881)✕ | 902.0K | All Managers (Combined) | $49.4M | ||
763.9K | All Managers (Combined) | $44.6M | |||
(cusip46137V100)✕ | 346.8K | All Managers (Combined) | $40.4M | ||
(cusip33734X846)✕ | 611.8K | All Managers (Combined) | $38.5M | ||
(cusip46090A887)✕ | 763.0K | All Managers (Combined) | $38.2M |