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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, IDEV, and represent 21.87% of Axxcess Wealth Management's stock portfolio.
Added to shares of these 10 stocks: CIBR (+$32M), AVGO (+$29M), PAVE (+$26M), BIL (+$14M), QQQ (+$13M), BUFB (+$12M), QLD (+$10M), GSY (+$8.3M), IAU (+$7.9M), NVDA (+$7.6M).
Started 115 new stock positions in JMUB, XPO, ANF, HIG, L, VST, TCAF, IESC, IUSV, AN.
Reduced shares in these 10 stocks: REZ (-$37M), COWZ (-$13M), SPD (-$13M), XLI (-$9.7M), ITB (-$9.1M), BUFD (-$7.6M), JPST (-$7.0M), JANW (-$6.6M), , XLE (-$5.4M).
Sold out of its positions in AES, OUSA, JANT, JANW, GDMA, CAH, CELH, GTLS, DNMR, DFAI.
Axxcess Wealth Management was a net buyer of stock by $100M.
Axxcess Wealth Management has $4.1B in assets under management (AUM), dropping by 7.84%.
Central Index Key (CIK): 0001911056

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Portfolio Holdings for Axxcess Wealth Management

Axxcess Wealth Management holds 886 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Axxcess Wealth Management has 886 total positions. Only the first 250 positions are shown.

Sign up to view all of the Axxcess Wealth Management Sept. 30, 2024 positions
Download the Axxcess Wealth Management September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Large Cap Etf (VV)	7.1	$288M		1.1M	263.29	View chart
Servicenow (NOW)	5.5	$225M		251k	894.39	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.3	$173M	+3%	1.7M	101.27	View chart
Apple Put Put Option (Principal)	2.8	$115M	-4%	516k	223.66	View chart
Ishares Tr Core Msci Intl (IDEV)	2.2	$90M		1.3M	70.83	View chart
Microsoft Corporation (MSFT)	2.0	$83M	-3%	193k	430.30	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.9	$78M	+21%	851k	91.81	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.6	$67M		253k	263.83	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.5	$60M	+10%	1.2M	50.60	View chart
NVIDIA Corporation (NVDA)	1.5	$60M	+14%	493k	121.44	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.5	$60M	+4%	591k	100.72	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	1.4	$56M	+2%	712k	79.30	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.3	$55M		1.5M	37.56	View chart
Ishares Gold Tr Ishares New (IAU)	1.3	$52M	+18%	1.0M	49.70	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.2	$51M	-12%	998k	50.74	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.2	$50M	-20%	871k	57.83	View chart
Amazon (AMZN)	1.2	$49M	+2%	263k	186.33	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.1	$46M		734k	62.32	View chart
Ishares Tr Us Home Cons Etf (ITB)	1.1	$44M	-17%	347k	127.10	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$43M	+41%	91k	472.05	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$42M	+16%	362k	116.96	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	1.0	$40M	+3%	347k	114.97	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$34M		718k	47.85	View chart
Ishares Tr Broad Usd High (USHY)	0.8	$34M	+2%	905k	37.65	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.8	$32M	+8717%	548k	59.23	View chart
Broadcom (AVGO)	0.8	$32M	+930%	185k	172.50	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.8	$32M	+35%	631k	50.18	View chart
JPMorgan Chase & Co. (JPM)	0.8	$31M	+5%	147k	210.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$31M	-6%	190k	162.57	View chart
Meta Platforms Cl A (META)	0.7	$29M	+4%	50k	572.45	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.7	$29M	+4%	253k	112.94	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.7	$29M		317k	90.17	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.7	$28M	+1243%	678k	41.16	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.7	$27M	+4%	595k	45.24	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.6	$24M		649k	36.44	View chart
Invesco Exch Traded Fd Tr Ii Purbta Msci Us (PBUS)	0.6	$23M	+4%	406k	57.40	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.6	$23M	+4%	559k	41.28	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$23M		306k	75.11	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$22M	+6%	202k	108.63	View chart
Wal-Mart Stores (WMT)	0.5	$22M	+2%	270k	80.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$21M	+12%	87k	237.21	View chart
Eli Lilly & Co. (LLY)	0.5	$20M	+4%	23k	885.93	View chart
Exxon Mobil Corporation (XOM)	0.5	$20M		169k	117.22	View chart
Home Depot (HD)	0.5	$20M	+9%	48k	405.21	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$20M	+4%	34k	573.76	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$19M	+6%	34k	576.81	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$19M	-8%	120k	162.01	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$19M		222k	84.53	View chart
Netflix (NFLX)	0.4	$18M		26k	709.27	View chart
UnitedHealth (UNH)	0.4	$18M		31k	584.69	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$17M	+22%	36k	460.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.4	$17M	-31%	663k	25.04	View chart
Procter & Gamble Company (PG)	0.4	$17M	-13%	96k	173.20	View chart
Johnson & Johnson (JNJ)	0.4	$16M		98k	162.06	View chart
Tesla Motors (TSLA)	0.4	$15M	-15%	58k	261.63	View chart
Visa Com Cl A (V)	0.4	$15M		55k	274.94	View chart
Thermo Fisher Scientific (TMO)	0.4	$14M	+5%	23k	618.58	View chart
Abbott Laboratories (ABT)	0.3	$14M	+5%	120k	114.01	View chart
Costco Wholesale Corporation (COST)	0.3	$14M	-2%	15k	886.52	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.3	$13M	+17%	250k	52.86	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.3	$13M	+1998%	408k	31.58	View chart
Abbvie (ABBV)	0.3	$13M	-4%	65k	197.48	View chart
City Holding Company (CHCO)	0.3	$13M		109k	117.39	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$13M		56k	225.76	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.3	$12M	+11%	467k	26.27	View chart
Pepsi (PEP)	0.3	$12M	-8%	71k	170.05	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$12M	+26%	42k	283.16	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$12M	+11%	48k	243.06	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$11M	+2%	221k	50.22	View chart
Coca-Cola Company (KO)	0.3	$10M	-11%	143k	71.86	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.2	$10M	NEW	100k	100.70	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$10M	+82%	102k	98.10	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$10M	+4%	128k	78.05	View chart
Chevron Corporation (CVX)	0.2	$9.8M	-4%	66k	147.27	View chart
Automatic Data Processing (ADP)	0.2	$9.7M	+6%	35k	276.73	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$9.5M	-15%	160k	59.51	View chart
Verizon Communications (VZ)	0.2	$9.5M		211k	44.91	View chart
CSX Corporation (CSX)	0.2	$9.4M		272k	34.53	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.2	$9.3M	+2%	343k	26.97	View chart
Nextera Energy (NEE)	0.2	$9.1M	-8%	108k	84.53	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$9.1M		60k	153.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$8.9M	+8%	169k	52.81	View chart
Merck & Co (MRK)	0.2	$8.9M	-8%	78k	113.56	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$8.8M	+13%	150k	59.02	View chart
Builders FirstSource (BLDR)	0.2	$8.8M	+5%	45k	193.86	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.2	$8.6M	-7%	203k	42.51	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$8.6M		23k	375.38	View chart
Zacks Trust Earngs Constant (ZECP)	0.2	$8.5M	-5%	277k	30.84	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$8.2M	-13%	271k	30.15	View chart
McDonald's Corporation (MCD)	0.2	$8.1M	+3%	27k	304.50	View chart
Linde SHS (LIN)	0.2	$7.9M	+6%	17k	476.87	View chart
Caterpillar (CAT)	0.2	$7.9M		20k	391.12	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.2	$7.8M	+18%	722k	10.85	View chart
Bank of America Corporation (BAC)	0.2	$7.8M	+7%	197k	39.68	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$7.7M		35k	220.89	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$7.6M	-2%	63k	119.61	View chart
Arch Cap Group Ord (ACGL)	0.2	$7.5M	+4%	67k	111.88	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$7.5M	-39%	82k	91.31	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$7.4M	+365%	34k	220.05	View chart
Mastercard Incorporated Cl A (MA)	0.2	$7.4M	+2%	15k	493.81	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$7.3M	+2%	21k	353.49	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$7.2M	+54%	142k	50.94	View chart
Intuit (INTU)	0.2	$7.1M	-4%	12k	620.98	View chart
Roper Industries (ROP)	0.2	$7.1M	+4%	13k	556.42	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$7.0M	-18%	142k	49.31	View chart
Angel Oak Funds Trust Income Etf (CARY)	0.2	$6.9M	-24%	328k	21.19	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$6.9M	+74%	38k	179.16	View chart
United Parcel Service CL B (UPS)	0.2	$6.8M	-8%	50k	136.34	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$6.8M	+15%	13k	527.68	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$6.8M		8.1k	833.19	View chart
Raytheon Technologies Corp (RTX)	0.2	$6.7M	-2%	55k	121.16	View chart
NetApp (NTAP)	0.2	$6.5M	+4%	53k	123.51	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$6.5M		186k	34.79	View chart
Goldman Sachs (GS)	0.2	$6.4M	+37%	13k	495.11	View chart
Cisco Systems (CSCO)	0.2	$6.4M	-18%	120k	53.22	View chart
FedEx Corporation (FDX)	0.2	$6.3M	+3%	23k	273.68	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$6.3M	+192%	66k	95.15	View chart
Walt Disney Company (DIS)	0.2	$6.2M	+13%	65k	96.19	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.2	$6.1M	-15%	427k	14.39	View chart
Honeywell International (HON)	0.1	$6.1M		29k	206.71	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	0.1	$6.1M	+7%	228k	26.59	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$6.0M	+6%	117k	51.12	View chart
Hancock John Prem Divid Com Sh Ben Int (PDT)	0.1	$5.9M	-7%	448k	13.22	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$5.8M	+7%	73k	79.42	View chart
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF)	0.1	$5.7M	+3%	300k	19.16	View chart
Pfizer (PFE)	0.1	$5.6M	-12%	193k	28.94	View chart
Broadridge Financial Solutions (BR)	0.1	$5.6M	+5%	26k	215.03	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.1	$5.6M	-2%	107k	51.84	View chart
Emerson Electric (EMR)	0.1	$5.5M	+3%	50k	109.37	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$5.2M	NEW	138k	37.96	View chart
At&t (T)	0.1	$5.2M	-23%	238k	22.00	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$5.2M	+3%	132k	39.82	View chart
Qualcomm (QCOM)	0.1	$5.1M		30k	170.05	View chart
Applied Materials (AMAT)	0.1	$5.1M	+31%	25k	202.05	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$5.1M	+24%	25k	200.85	View chart
Comcast Corp Cl A (CMCSA)	0.1	$5.1M	-13%	121k	41.77	View chart
Amplify Etf Tr Blackswan Grwt (SWAN)	0.1	$5.0M	NEW	166k	30.41	View chart
Intuitive Surgical Com New (ISRG)	0.1	$5.0M	-19%	10k	491.27	View chart
Philip Morris International (PM)	0.1	$4.9M	+16%	40k	121.40	View chart
Arista Networks (ANET)	0.1	$4.9M	+23%	13k	383.82	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$4.9M	+3%	14k	340.49	View chart
Marsh & McLennan Companies (MMC)	0.1	$4.9M		22k	223.09	View chart
Dow (DOW)	0.1	$4.8M	-13%	88k	54.63	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$4.8M	+25%	202k	23.69	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$4.7M		49k	96.38	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$4.7M	+22%	80k	59.21	View chart
Terawulf (WULF)	0.1	$4.7M		1.0M	4.68	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$4.7M	+4%	69k	67.85	View chart
Advanced Micro Devices (AMD)	0.1	$4.7M	-10%	28k	164.08	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$4.6M	+3%	78k	59.22	View chart
Wells Fargo & Company (WFC)	0.1	$4.5M	+22%	80k	56.49	View chart
Amgen (AMGN)	0.1	$4.5M	-14%	14k	322.18	View chart
Oracle Corporation (ORCL)	0.1	$4.5M	-6%	26k	170.41	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.1	$4.5M	NEW	87k	51.24	View chart
Ishares Tr Residential Mult (REZ)	0.1	$4.4M	-89%	49k	88.82	View chart
Union Pacific Corporation (UNP)	0.1	$4.3M	+3%	18k	246.49	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$4.1M	-56%	47k	87.80	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.1M	+20%	7.0k	584.58	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$4.1M	+3%	27k	154.02	View chart
Colgate-Palmolive Company (CL)	0.1	$4.0M	-20%	39k	103.81	View chart
Dominion Resources (D)	0.1	$4.0M	-14%	69k	57.79	View chart
International Business Machines (IBM)	0.1	$3.9M	+10%	18k	221.07	View chart
Bristol Myers Squibb (BMY)	0.1	$3.8M	-3%	74k	51.74	View chart
American Electric Power Company (AEP)	0.1	$3.8M		37k	102.60	View chart
Franco-Nevada Corporation (FNV)	0.1	$3.8M	-2%	31k	124.25	View chart
Palantir Technologies Cl A (PLTR)	0.1	$3.8M	+63%	102k	37.20	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$3.7M	+2%	65k	57.41	View chart
Intel Corporation (INTC)	0.1	$3.7M	-4%	159k	23.46	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.1	$3.7M	+2%	90k	41.25	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$3.7M	-31%	44k	83.15	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$3.7M	-7%	41k	90.40	View chart
Danaher Corporation (DHR)	0.1	$3.7M		13k	278.02	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$3.7M	-28%	50k	73.67	View chart
salesforce (CRM)	0.1	$3.6M	-33%	13k	273.71	View chart
Morgan Stanley Com New (MS)	0.1	$3.6M	-2%	35k	104.24	View chart
ConocoPhillips (COP)	0.1	$3.6M		34k	105.28	View chart
PNC Financial Services (PNC)	0.1	$3.6M	+7%	19k	184.85	View chart
Illinois Tool Works (ITW)	0.1	$3.5M	+4%	14k	262.06	View chart
Citigroup Com New (C)	0.1	$3.5M	+2%	56k	62.60	View chart
Direxion Shs Etf Tr Dly Tech Bull 3x (TECL)	0.1	$3.5M	NEW	40k	87.53	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$3.4M	-23%	83k	41.40	View chart
Texas Instruments Incorporated (TXN)	0.1	$3.4M	-11%	16k	206.56	View chart
Duke Energy Corp Com New (DUK)	0.1	$3.4M		29k	115.30	View chart
Lowe's Companies (LOW)	0.1	$3.4M	-24%	12k	270.83	View chart
Truist Financial Corp equities (TFC)	0.1	$3.3M	+10%	78k	42.77	View chart
Norfolk Southern (NSC)	0.1	$3.3M	-5%	13k	248.50	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$3.3M		151k	21.93	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.1	$3.3M	-9%	99k	33.10	View chart
Novo-nordisk A S Adr (NVO)	0.1	$3.3M		28k	119.07	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$3.2M	-15%	39k	83.63	View chart
Hershey Company (HSY)	0.1	$3.2M		17k	191.77	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$3.2M	-6%	39k	83.00	View chart
Fiserv (FI)	0.1	$3.2M	-2%	18k	179.65	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$3.2M	+3%	106k	30.23	View chart
United Bankshares (UBSI)	0.1	$3.1M	-47%	84k	37.10	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$3.1M	-12%	68k	45.51	View chart
Psq Holdings Cl A (PSQH)	0.1	$3.0M		1.2M	2.46	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$3.0M		64k	47.53	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$3.0M	+5%	36k	84.17	View chart
Waste Management (WM)	0.1	$2.9M	-4%	14k	207.60	View chart
Deere & Company (DE)	0.1	$2.9M	-2%	7.0k	417.36	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.9M	+12%	15k	189.80	View chart
Marriott Intl Cl A (MAR)	0.1	$2.9M	+4%	12k	248.59	View chart
Exchange Traded Concepts Tru Emqq The Emergin (EMQQ)	0.1	$2.9M		74k	39.21	View chart
General Dynamics Corporation (GD)	0.1	$2.9M	-2%	9.5k	302.21	View chart
Williams Companies (WMB)	0.1	$2.9M	+70%	63k	45.65	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$2.9M	-2%	110k	26.02	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.1	$2.8M	+8%	141k	19.81	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$2.8M	+11%	34k	80.78	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$2.8M	-28%	15k	179.31	View chart
National Storage Affiliates Com Shs Ben In (NSA)	0.1	$2.7M		57k	48.20	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$2.7M	+53%	28k	95.95	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$2.7M	+390%	28k	95.81	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$2.7M		45k	61.08	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$2.7M	-7%	53k	51.04	View chart
Altria (MO)	0.1	$2.7M	-16%	53k	51.04	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.7M	-35%	5.2k	517.78	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.1	$2.7M	-25%	57k	47.13	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$2.7M	-35%	24k	110.63	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.1	$2.7M	NEW	50k	53.53	View chart
Dupont De Nemours (DD)	0.1	$2.7M		30k	89.11	View chart
Barrick Gold Corp (GOLD)	0.1	$2.6M		133k	19.89	View chart
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)	0.1	$2.6M	-11%	39k	68.22	View chart
EOG Resources (EOG)	0.1	$2.6M	+15%	21k	122.93	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$2.6M		36k	71.60	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$2.6M	-2%	18k	142.04	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$2.5M	+9%	40k	62.69	View chart
Cintas Corporation (CTAS)	0.1	$2.5M	+317%	12k	205.87	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$2.5M	+3%	6.4k	383.95	View chart
Apollo Global Mgmt (APO)	0.1	$2.5M	-5%	20k	124.91	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$2.4M	-14%	45k	54.93	View chart
Boeing Company (BA)	0.1	$2.4M		16k	152.03	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$2.4M	-6%	86k	28.41	View chart
Tractor Supply Company (TSCO)	0.1	$2.4M	-15%	8.3k	290.92	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$2.4M		12k	198.05	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.1	$2.4M	+3%	36k	65.40	View chart
Ge Aerospace Com New (GE)	0.1	$2.3M	+41%	12k	188.58	View chart
AmerisourceBergen (COR)	0.1	$2.3M	+9%	10k	225.08	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.1	$2.3M	+4%	42k	55.08	View chart
Metropcs Communications (TMUS)	0.1	$2.3M	+20%	11k	206.36	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$2.3M	+92%	88k	26.14	View chart
Aon Shs Cl A (AON)	0.1	$2.3M		6.6k	346.00	View chart
Becton, Dickinson and (BDX)	0.1	$2.3M	+6%	9.4k	241.09	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$2.2M	+2%	47k	46.74	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$2.2M	+10%	13k	174.57	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$2.2M	+71%	33k	65.83	View chart
Barclays Bank Ipath S&p 500 Sh (VXX)	0.1	$2.2M	NEW	44k	49.60	View chart
Open Lending Corp (LPRO)	0.1	$2.2M		353k	6.12	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$2.1M	+46%	11k	197.17	View chart
Clorox Company (CLX)	0.1	$2.1M	-2%	13k	162.91	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 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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