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Axxcess Wealth Management

Latest statistics and disclosures from Axxcess Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VV, NOW, AGG, Apple Inc option, MSFT, and represent 22.58% of Axxcess Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SCHD (+$13M), GSST (+$12M), QQQM (+$9.7M), SPD (+$9.5M), SH (+$8.3M), AGG (+$7.3M), SGOV (+$7.0M), DBMF (+$6.3M), ANET (+$5.9M), BIL.
Started 70 new stock positions in TRIN, SQQQ, KTF, GLTR, GSC, JBND, VONV, EXLS, OLLI, BGLD.
Reduced shares in these 10 stocks: QQQ (-$14M), SSO (-$11M), Proshares Tr short s&p 500 ne (-$7.8M), SWAN (-$5.0M), Arista Networks, UPS, , ASML, VV, IVV.
Sold out of its positions in AOD, BABA, MGNR, SWAN, APPF, Arista Networks, AUB, AN, RNA, BBVA.
Axxcess Wealth Management was a net buyer of stock by $72M.
Axxcess Wealth Management has $4.2B in assets under management (AUM), dropping by 2.23%.
Central Index Key (CIK): 0001911056

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Portfolio Holdings for Axxcess Wealth Management

Axxcess Wealth Management holds 851 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Axxcess Wealth Management has 851 total positions. Only the first 250 positions are shown.

Sign up to view all of the Axxcess Wealth Management Dec. 31, 2024 positions
Download the Axxcess Wealth Management December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Large Cap Etf (VV)	7.0	$291M		1.1M	269.70	View chart
Servicenow (NOW)	6.4	$267M		251k	1060.12	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.2	$173M	+4%	1.8M	96.90	View chart
Apple Put Put Option (Principal)	3.0	$125M		520k	240.43	View chart
Microsoft Corporation (MSFT)	2.0	$84M	+3%	200k	421.50	View chart
Ishares Tr Core Msci Intl (IDEV)	2.0	$83M		1.3M	64.47	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	2.0	$82M	+6%	902k	91.43	View chart
NVIDIA Corporation (NVDA)	1.6	$68M	+2%	504k	134.29	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.6	$67M		254k	264.13	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.6	$66M	+11%	661k	100.32	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.5	$61M		1.2M	50.47	View chart
Amazon (AMZN)	1.4	$58M		265k	219.39	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	1.3	$54M		719k	75.71	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.3	$53M	+6%	1.6M	34.13	View chart
Ishares Gold Tr Ishares New (IAU)	1.2	$52M		1.0M	49.51	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.2	$51M	+3%	901k	56.48	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.2	$50M		998k	50.37	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.1	$47M	+3%	756k	62.31	View chart
Broadcom (AVGO)	1.0	$42M		182k	231.84	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$40M	-3%	350k	115.22	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	1.0	$40M		347k	114.73	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.9	$37M	+2%	356k	103.39	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.9	$37M	+5%	577k	63.45	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.9	$36M	+13%	716k	50.11	View chart
JPMorgan Chase & Co. (JPM)	0.8	$35M		148k	239.71	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$35M		190k	185.42	View chart
Ishares Tr Broad Usd High (USHY)	0.8	$34M		914k	36.79	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$32M		730k	44.04	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$30M	-31%	62k	486.44	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.7	$29M	+6%	720k	40.41	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.7	$29M		251k	115.18	View chart
Meta Platforms Cl A (META)	0.7	$28M	-6%	47k	585.52	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.6	$26M		605k	42.97	View chart
Invesco Exch Traded Fd Tr Ii Purbta Msci Us (PBUS)	0.6	$25M	+4%	426k	58.89	View chart
Wal-Mart Stores (WMT)	0.6	$25M		274k	90.35	View chart
Tesla Motors (TSLA)	0.6	$24M	+2%	60k	403.84	View chart
Netflix (NFLX)	0.5	$23M		25k	891.31	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$22M		121k	184.40	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$22M	+6%	92k	240.28	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.5	$22M	-3%	626k	35.26	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$22M		302k	71.91	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.5	$22M		565k	38.37	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$21M		200k	106.55	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$19M	+213%	696k	27.32	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.5	$19M	-35%	203k	92.51	View chart
Eli Lilly & Co. (LLY)	0.4	$19M	+5%	24k	772.01	View chart
Home Depot (HD)	0.4	$18M	-2%	47k	388.99	View chart
Exxon Mobil Corporation (XOM)	0.4	$18M	-3%	164k	107.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.4	$18M	+3%	689k	25.52	View chart
Visa Com Cl A (V)	0.4	$17M		55k	316.04	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$17M	+6%	38k	453.28	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$17M	-15%	29k	586.08	View chart
Procter & Gamble Company (PG)	0.4	$16M		97k	167.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$16M	-19%	27k	588.70	View chart
UnitedHealth (UNH)	0.4	$16M		31k	505.84	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.4	$15M	+14%	468k	32.30	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$15M	+183%	71k	210.45	View chart
Costco Wholesale Corporation (COST)	0.3	$14M		16k	916.16	View chart
Johnson & Johnson (JNJ)	0.3	$14M		97k	144.62	View chart
Abbott Laboratories (ABT)	0.3	$14M		121k	113.11	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$13M	+9%	46k	289.80	View chart
City Holding Company (CHCO)	0.3	$13M		109k	118.48	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.3	$13M	+6%	499k	25.58	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$13M	-3%	54k	232.52	View chart
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)	0.3	$12M	NEW	243k	50.21	View chart
Abbvie (ABBV)	0.3	$12M	+5%	68k	177.70	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$12M	+2%	49k	242.13	View chart
Thermo Fisher Scientific (TMO)	0.3	$11M	-5%	22k	520.24	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.3	$11M		100k	108.24	View chart
Pepsi (PEP)	0.3	$11M		70k	152.06	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$11M	+36%	48k	220.96	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$10M	+29%	44k	235.27	View chart
Automatic Data Processing (ADP)	0.2	$10M		35k	292.73	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$10M	+9%	175k	57.53	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$10M	-2%	58k	172.42	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$10M	-10%	198k	50.32	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$9.9M	+13%	170k	58.18	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$9.8M	-23%	192k	51.14	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$9.5M	+3%	24k	401.58	View chart
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)	0.2	$9.5M	NEW	285k	33.37	View chart
Chevron Corporation (CVX)	0.2	$9.4M		65k	144.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$9.2M	+14%	192k	47.82	View chart
Bank of America Corporation (BAC)	0.2	$9.1M	+5%	207k	43.95	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$8.8M	+27%	181k	48.42	View chart
CSX Corporation (CSX)	0.2	$8.7M		271k	32.27	View chart
Coca-Cola Company (KO)	0.2	$8.7M	-2%	140k	62.26	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.2	$8.6M		350k	24.67	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.2	$8.6M	+4%	213k	40.57	View chart
Zacks Trust Earngs Constant (ZECP)	0.2	$8.6M	+2%	283k	30.45	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.2	$8.3M	NEW	195k	42.38	View chart
Mastercard Incorporated Cl A (MA)	0.2	$7.8M		15k	526.59	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$7.8M	-12%	111k	70.28	View chart
Goldman Sachs (GS)	0.2	$7.8M	+5%	14k	572.62	View chart
Nextera Energy (NEE)	0.2	$7.8M		109k	71.69	View chart
McDonald's Corporation (MCD)	0.2	$7.7M		27k	289.88	View chart
Palantir Technologies Cl A (PLTR)	0.2	$7.6M		101k	75.63	View chart
Caterpillar (CAT)	0.2	$7.5M	+2%	21k	362.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$7.5M	+7%	14k	538.79	View chart
Walt Disney Company (DIS)	0.2	$7.5M	+3%	67k	111.35	View chart
Merck & Co (MRK)	0.2	$7.4M	-4%	75k	99.48	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$7.3M		21k	351.78	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$7.2M	-8%	247k	29.22	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$7.2M	+4%	194k	37.17	View chart
Angel Oak Funds Trust Income Etf (CARY)	0.2	$7.0M	+3%	340k	20.59	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$7.0M	+8%	72k	96.93	View chart
Cisco Systems (CSCO)	0.2	$6.9M	-2%	117k	59.20	View chart
Linde SHS (LIN)	0.2	$6.9M		17k	418.66	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$6.9M	-3%	136k	50.71	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$6.8M	-7%	76k	88.79	View chart
Emerson Electric (EMR)	0.2	$6.7M	+7%	54k	123.93	View chart
Roper Industries (ROP)	0.2	$6.6M		13k	519.83	View chart
Raytheon Technologies Corp (RTX)	0.2	$6.6M	+3%	57k	115.72	View chart
Honeywell International (HON)	0.2	$6.6M		29k	225.89	View chart
Builders FirstSource (BLDR)	0.2	$6.5M		46k	142.93	View chart
FedEx Corporation (FDX)	0.2	$6.5M		23k	281.33	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$6.5M	-26%	75k	87.33	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.2	$6.5M	+3128%	247k	26.16	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.2	$6.4M	+4%	445k	14.37	View chart
Arch Cap Group Ord (ACGL)	0.1	$6.2M		67k	92.35	View chart
NetApp (NTAP)	0.1	$6.1M		53k	116.08	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$6.1M	+38%	121k	50.50	View chart
Verizon Communications (VZ)	0.1	$6.1M	-27%	153k	39.99	View chart
Hancock John Prem Divid Com Sh Ben Int (PDT)	0.1	$6.0M	+5%	473k	12.74	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$5.9M		118k	50.13	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$5.9M	+177%	132k	44.87	View chart
Arista Networks Com Shs (ANET)	0.1	$5.9M	NEW	53k	110.53	View chart
Broadridge Financial Solutions (BR)	0.1	$5.9M		26k	226.09	View chart
Terawulf (WULF)	0.1	$5.7M		1.0M	5.66	View chart
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF)	0.1	$5.6M		299k	18.77	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$5.5M	+14%	230k	23.93	View chart
Intuit (INTU)	0.1	$5.5M	-24%	8.7k	628.51	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$5.4M		15k	375.38	View chart
At&t (T)	0.1	$5.4M		237k	22.77	View chart
Oracle Corporation (ORCL)	0.1	$5.4M	+23%	32k	166.64	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$5.3M	-6%	68k	78.01	View chart
Wells Fargo & Company (WFC)	0.1	$5.2M	-6%	75k	70.24	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.1	$5.2M	-9%	97k	53.44	View chart
Qualcomm (QCOM)	0.1	$5.2M	+12%	34k	153.62	View chart
Pfizer (PFE)	0.1	$5.2M		195k	26.53	View chart
Intuitive Surgical Com New (ISRG)	0.1	$4.9M	-6%	9.5k	521.96	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$4.9M	+77%	27k	178.08	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	0.1	$4.8M	-17%	189k	25.36	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$4.8M		80k	59.14	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$4.7M	-35%	41k	115.55	View chart
Marsh & McLennan Companies (MMC)	0.1	$4.6M		22k	212.41	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$4.6M		78k	58.35	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$4.5M	+341%	84k	53.05	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$4.4M	-17%	113k	38.39	View chart
Comcast Corp Cl A (CMCSA)	0.1	$4.3M	-5%	114k	37.53	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$4.3M	+146%	45k	95.01	View chart
Union Pacific Corporation (UNP)	0.1	$4.2M	+6%	19k	228.05	View chart
Philip Morris International (PM)	0.1	$4.2M	-13%	35k	120.35	View chart
Boeing Company (BA)	0.1	$4.2M	+48%	24k	177.00	View chart
International Business Machines (IBM)	0.1	$4.2M	+7%	19k	219.84	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$4.2M	+809%	47k	87.90	View chart
Morgan Stanley Com New (MS)	0.1	$4.1M	-4%	33k	125.72	View chart
Proshares Tr Ultrapro Short S (SPXU)	0.1	$4.1M	NEW	183k	22.53	View chart
Applied Materials (AMAT)	0.1	$4.1M		25k	162.63	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$4.1M	+155%	176k	23.18	View chart
PNC Financial Services (PNC)	0.1	$4.0M	+6%	21k	192.85	View chart
ConocoPhillips (COP)	0.1	$3.9M	+17%	40k	99.17	View chart
Bristol Myers Squibb (BMY)	0.1	$3.9M	-7%	69k	56.56	View chart
salesforce (CRM)	0.1	$3.9M	-13%	12k	334.37	View chart
Citigroup Com New (C)	0.1	$3.8M	-3%	54k	70.39	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$3.8M	-15%	112k	33.91	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$3.8M	+85%	70k	54.23	View chart
Advanced Micro Devices (AMD)	0.1	$3.6M	+6%	30k	120.79	View chart
American Electric Power Company (AEP)	0.1	$3.6M	+5%	39k	92.23	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$3.6M	+5%	69k	52.22	View chart
Fiserv (FI)	0.1	$3.6M	-2%	17k	205.42	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$3.6M	+42%	63k	56.38	View chart
Franco-Nevada Corporation (FNV)	0.1	$3.6M		30k	117.59	View chart
Dow (DOW)	0.1	$3.6M		89k	40.13	View chart
Colgate-Palmolive Company (CL)	0.1	$3.5M		39k	90.91	View chart
Truist Financial Corp equities (TFC)	0.1	$3.5M	+4%	81k	43.38	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$3.5M	+1073%	35k	99.92	View chart
Duke Energy Corp Com New (DUK)	0.1	$3.5M	+10%	32k	107.74	View chart
Dominion Resources (D)	0.1	$3.4M	-9%	63k	53.86	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$3.3M	-8%	41k	81.98	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.1	$3.3M		101k	33.18	View chart
Ishares Tr Residential Mult (REZ)	0.1	$3.3M	-17%	41k	81.02	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$3.3M	+25%	43k	75.69	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$3.3M	-9%	58k	56.77	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$3.3M	-51%	19k	175.23	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$3.2M		151k	21.26	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$3.2M	+16%	42k	76.14	View chart
Illinois Tool Works (ITW)	0.1	$3.2M	-7%	13k	253.55	View chart
United Bankshares (UBSI)	0.1	$3.2M		84k	37.55	View chart
Lockheed Martin Corporation (LMT)	0.1	$3.2M	-7%	6.5k	485.91	View chart
Proshares Tr Ultrapro Sht Qqq (SQQQ)	0.1	$3.1M	NEW	101k	31.14	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.1	$3.1M	NEW	28k	109.80	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$3.1M	-5%	79k	39.39	View chart
Marriott Intl Cl A (MAR)	0.1	$3.1M	-4%	11k	278.94	View chart
Norfolk Southern (NSC)	0.1	$3.1M		13k	234.70	View chart
Intel Corporation (INTC)	0.1	$3.1M	-3%	153k	20.05	View chart
Lowe's Companies (LOW)	0.1	$3.0M		12k	246.79	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$3.0M	+143%	61k	49.84	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$3.0M	+53%	92k	32.76	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$3.0M	+3%	110k	27.38	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$3.0M	+4%	16k	185.14	View chart
Apollo Global Mgmt (APO)	0.1	$2.9M	-9%	18k	165.16	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$2.9M	+23%	15k	195.83	View chart
Tidal Tr Ii Return Stckd Us (RSST)	0.1	$2.9M	NEW	122k	23.90	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.1	$2.9M	+5%	149k	19.36	View chart
Deere & Company (DE)	0.1	$2.9M	-2%	6.8k	423.70	View chart
Hershey Company (HSY)	0.1	$2.9M		17k	169.34	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.1	$2.9M	+16%	49k	58.70	View chart
Goldman Sachs Etf Tr Small Cap Core E (GSC)	0.1	$2.9M	NEW	56k	51.26	View chart
Waste Management (WM)	0.1	$2.8M		14k	201.79	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$2.8M	+2%	29k	96.53	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.8M	-9%	15k	187.51	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$2.8M	+159%	29k	95.47	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$2.8M	-2%	107k	25.93	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$2.7M	+2%	54k	50.88	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$2.7M	-10%	61k	44.92	View chart
Amgen (AMGN)	0.1	$2.7M	-24%	11k	260.67	View chart
Danaher Corporation (DHR)	0.1	$2.7M	-9%	12k	229.56	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$2.7M		36k	76.06	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$2.7M	+31%	14k	190.88	View chart
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)	0.1	$2.7M	+5%	41k	66.77	View chart
EOG Resources (EOG)	0.1	$2.7M	+4%	22k	122.58	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$2.7M		6.5k	410.45	View chart
Blackrock (BLK)	0.1	$2.7M	NEW	2.6k	1025.24	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$2.7M		24k	110.11	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$2.6M	+609%	203k	12.99	View chart
Williams Companies (WMB)	0.1	$2.6M	-22%	49k	54.12	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$2.6M	+16%	100k	26.33	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$2.6M	+19%	20k	128.82	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.1	$2.6M		56k	46.14	View chart
Aon Shs Cl A (AON)	0.1	$2.6M	+9%	7.2k	359.17	View chart
Novo-nordisk A S Adr (NVO)	0.1	$2.6M	+8%	30k	86.02	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$2.6M	-14%	43k	59.73	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$2.5M	+7%	19k	132.10	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.1	$2.5M	+5%	38k	65.55	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$2.5M	+29%	8.8k	283.86	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$2.5M	-36%	26k	96.81	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$2.5M		44k	56.24	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$2.4M	-19%	31k	78.61	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.1	$2.4M	+647%	56k	43.44	View chart
Metropcs Communications (TMUS)	0.1	$2.4M		11k	220.73	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$2.4M	+8%	36k	66.77	View chart
Dupont De Nemours (DD)	0.1	$2.4M	+4%	31k	76.25	View chart
Clorox Company (CLX)	0.1	$2.3M	+9%	14k	162.40	View chart
Amphenol Corp Cl A (APH)	0.1	$2.3M	+10%	33k	69.45	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$2.3M	+39%	23k	99.55	View chart
ResMed (RMD)	0.1	$2.3M	+62%	10k	228.68	View chart
Occidental Petroleum Corporation (OXY)	0.1	$2.3M	+28%	46k	49.41	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$2.3M	+11%	65k	34.75	View chart
Palo Alto Networks (PANW)	0.1	$2.3M	+370%	12k	181.96	View chart
Enbridge (ENB)	0.1	$2.2M	+2%	53k	42.43	View chart

Past Filings by Axxcess Wealth Management

SEC 13F filings are viewable for Axxcess Wealth Management going back to 2022

Axxcess Wealth Management 2024 Q4 filed Feb. 10, 2025
Axxcess Wealth Management 2024 Q3 filed Nov. 4, 2024
Axxcess Wealth Management 2024 Q2 filed Aug. 9, 2024
Axxcess Wealth Management 2024 Q1 filed May 14, 2024
Axxcess Wealth Management 2023 Q4 filed Feb. 6, 2024
Axxcess Wealth Management 2023 Q3 filed Nov. 14, 2023
Axxcess Wealth Management 2023 Q2 filed Aug. 8, 2023
Axxcess Wealth Management 2023 Q1 filed May 3, 2023
Axxcess Wealth Management 2022 Q4 restated filed Feb. 16, 2023
Axxcess Wealth Management 2022 Q4 filed Feb. 14, 2023
Axxcess Wealth Management 2022 Q3 filed Nov. 14, 2022
Axxcess Wealth Management 2021 Q4 filed Aug. 11, 2022
Axxcess Wealth Management 2022 Q1 filed Aug. 11, 2022
Axxcess Wealth Management 2022 Q2 filed Aug. 11, 2022

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