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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, AGG, AAPL, MSFT, NVDA, and represent 18.14% of Axxcess Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$135M), DDWM (+$46M), AGG (+$11M), VOO (+$8.4M), SPXU (+$7.8M), SPDW (+$7.7M), PAVE (+$6.7M), PBUS (+$6.0M), TNA (+$5.8M), SPLG (+$5.3M).
Started 98 new stock positions in HPE, GPIX, TBIL, TWLO, GSUS, BLV, EUSA, NULV, BMNR, SGI.
Reduced shares in these 10 stocks: Apple Inc option (-$109M), ITB (-$39M), TQQQ (-$8.4M), IAU (-$5.9M), VEU, GOOG, JEPI, PPA, GSC, VUG.
Sold out of its positions in PPLT, AVSU, QGRO, Apple Inc option, ATR, BRO, BURL, CMG, COHR, CPRT.
Axxcess Wealth Management was a net buyer of stock by $192M.
Axxcess Wealth Management has $4.7B in assets under management (AUM), dropping by 10.59%.
Central Index Key (CIK): 0001911056

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Portfolio Holdings for Axxcess Wealth Management

Axxcess Wealth Management holds 924 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Axxcess Wealth Management has 924 total positions. Only the first 250 positions are shown.

Sign up to view all of the Axxcess Wealth Management Sept. 30, 2025 positions
Download the Axxcess Wealth Management September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Large Cap Etf (VV)	6.8	$323M		1.0M	307.86	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.9	$186M	+6%	1.9M	100.25	View chart
Apple (AAPL)	2.9	$135M	NEW	552k	245.07	View chart
Microsoft Corporation (MSFT)	2.3	$109M		212k	515.53	View chart
NVIDIA Corporation (NVDA)	2.2	$104M		561k	185.95	View chart
Ishares Tr Core Msci Intl (IDEV)	2.2	$103M		1.3M	80.17	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.8	$86M	+9%	2.0M	42.79	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	1.8	$84M	+2%	911k	91.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.6	$75M		254k	293.74	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.4	$68M	+2%	679k	100.70	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.4	$68M		1.3M	50.59	View chart
Amazon (AMZN)	1.4	$65M	+6%	297k	219.57	View chart
Ishares Gold Tr Ishares New (IAU)	1.3	$62M	-8%	851k	72.77	View chart
Broadcom (AVGO)	1.3	$61M	-2%	186k	329.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.3	$61M	+7%	927k	65.26	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.2	$59M		1.2M	50.73	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	1.2	$57M	+3%	726k	78.38	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.2	$55M		952k	57.47	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	1.1	$52M	-7%	334k	155.45	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.1	$52M	+4%	682k	76.01	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	1.0	$48M	+2%	954k	50.23	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.0	$47M	+16%	990k	47.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$47M		199k	234.74	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	1.0	$46M	NEW	1.1M	41.80	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$46M	+10%	391k	118.83	View chart
Meta Platforms Cl A (META)	0.9	$43M	+11%	58k	734.37	View chart
Invesco Exch Traded Fd Tr Ii Purbta Msci Us (PBUS)	0.9	$43M	+16%	634k	67.05	View chart
JPMorgan Chase & Co. (JPM)	0.9	$42M		133k	315.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$40M		731k	54.18	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$37M	+8%	144k	254.28	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.7	$35M	+4%	267k	130.28	View chart
Ishares Tr Broad Usd High (USHY)	0.7	$35M	+4%	913k	37.78	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.7	$33M	+6%	702k	46.81	View chart
Netflix (NFLX)	0.7	$31M	-4%	26k	1198.93	View chart
Tesla Motors (TSLA)	0.6	$29M		65k	439.52	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$28M	+2%	51k	561.64	View chart
Wal-Mart Stores (WMT)	0.6	$27M		262k	103.06	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.6	$27M	+4%	641k	42.03	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$27M	+45%	44k	612.39	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$24M		43k	554.12	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.5	$23M	+13%	208k	111.49	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$23M	-15%	100k	226.20	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$22M	-3%	204k	106.49	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$21M		282k	74.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.4	$20M	+2%	720k	27.64	View chart
Oracle Corporation (ORCL)	0.4	$20M	+17%	69k	281.24	View chart
Home Depot (HD)	0.4	$19M	+6%	47k	405.19	View chart
Abbott Laboratories (ABT)	0.4	$19M	+7%	140k	133.94	View chart
Palantir Technologies Cl A (PLTR)	0.4	$19M	+6%	102k	182.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$18M	+10%	37k	502.75	View chart
Visa Com Cl A (V)	0.4	$18M		54k	341.38	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.4	$18M	-7%	151k	121.06	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$18M	+4%	667k	27.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$18M	+14%	297k	59.92	View chart
Abbvie (ABBV)	0.4	$17M	+5%	75k	231.54	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.4	$17M	+10%	293k	58.85	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$17M		25k	669.31	View chart
Exxon Mobil Corporation (XOM)	0.4	$17M	-7%	147k	112.75	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.3	$16M		145k	112.13	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.3	$16M	-5%	453k	35.74	View chart
Johnson & Johnson (JNJ)	0.3	$16M		87k	185.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$16M		49k	328.17	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.3	$16M	+7%	366k	43.92	View chart
Eli Lilly & Co. (LLY)	0.3	$16M		21k	763.00	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$16M	+6%	63k	247.12	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$15M	+7%	284k	51.04	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.3	$14M	+33%	579k	24.93	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$14M		40k	355.47	View chart
Procter & Gamble Company (PG)	0.3	$14M	+2%	93k	153.65	View chart
Costco Wholesale Corporation (COST)	0.3	$14M	+3%	15k	925.70	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$14M	+9%	278k	50.27	View chart
City Holding Company (CHCO)	0.3	$14M		109k	123.87	View chart
Thermo Fisher Scientific (TMO)	0.3	$13M	+9%	27k	485.03	View chart
International Business Machines (IBM)	0.3	$12M		42k	282.15	View chart
Bank of America Corporation (BAC)	0.2	$12M	+6%	225k	51.59	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.2	$12M	+15%	421k	27.31	View chart
Terawulf (WULF)	0.2	$11M		1.0M	11.42	View chart
Goldman Sachs (GS)	0.2	$11M	+6%	14k	796.37	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.2	$11M		122k	91.01	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$11M		100k	110.66	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$11M	-9%	126k	87.31	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.2	$11M		192k	55.33	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$11M	+13%	118k	89.37	View chart
Caterpillar (CAT)	0.2	$10M	+9%	22k	477.17	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$10M	-9%	223k	46.24	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$10M	+6%	94k	108.70	View chart
Chevron Corporation (CVX)	0.2	$10M		65k	155.29	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.2	$9.9M	+8%	194k	51.28	View chart
Morgan Stanley Com New (MS)	0.2	$9.9M	+5%	62k	158.96	View chart
Pepsi (PEP)	0.2	$9.8M		70k	140.44	View chart
Automatic Data Processing (ADP)	0.2	$9.7M	-4%	33k	293.50	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$9.6M	+44%	80k	119.51	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$9.5M	-2%	56k	170.85	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.2	$9.5M	+6%	226k	42.08	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$9.5M	-13%	51k	186.49	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$9.3M	+2%	143k	65.00	View chart
Cisco Systems (CSCO)	0.2	$9.2M	+4%	135k	68.42	View chart
Raytheon Technologies Corp (RTX)	0.2	$9.2M	+3%	55k	167.33	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.2	$9.2M		248k	36.96	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$9.1M	-31%	160k	57.10	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$8.9M	-7%	32k	281.86	View chart
Coca-Cola Company (KO)	0.2	$8.9M	-4%	134k	66.32	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$8.9M	-5%	19k	468.39	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$8.7M	+28%	133k	65.92	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$8.6M	+11%	158k	54.16	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$8.4M	-21%	35k	241.96	View chart
Applovin Corp Com Cl A (APP)	0.2	$8.3M	+20%	12k	718.54	View chart
Nextera Energy (NEE)	0.2	$8.0M		106k	75.49	View chart
Angel Oak Funds Trust Income Etf (CARY)	0.2	$7.9M	+2%	377k	20.91	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.2	$7.8M	+208%	100k	78.34	View chart
Proshares Tr Ultrapro Short S (SPXU)	0.2	$7.8M	NEW	578k	13.51	View chart
Verizon Communications (VZ)	0.2	$7.8M	+24%	177k	43.95	View chart
Mastercard Incorporated Cl A (MA)	0.2	$7.7M	-2%	14k	568.78	View chart
Walt Disney Company (DIS)	0.2	$7.7M		67k	114.50	View chart
Linde SHS (LIN)	0.2	$7.6M	+2%	16k	475.00	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$7.4M	+70%	102k	72.44	View chart
Cummins (CMI)	0.2	$7.3M		17k	422.36	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.2	$7.2M	+4%	277k	25.90	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.2	$7.2M	+2%	424k	16.87	View chart
McDonald's Corporation (MCD)	0.1	$7.1M	-7%	23k	303.89	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$6.9M	+7%	25k	279.30	View chart
Amphenol Corp Cl A (APH)	0.1	$6.9M	+25%	56k	123.75	View chart
Roper Industries (ROP)	0.1	$6.9M	+3%	14k	498.70	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.1	$6.8M	+3%	474k	14.44	View chart
Evercore Class A (EVR)	0.1	$6.8M	+5%	20k	337.32	View chart
Hancock John Prem Divid Com Sh Ben Int (PDT)	0.1	$6.8M	+4%	510k	13.34	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$6.7M	+8%	81k	82.96	View chart
Arch Cap Group Ord (ACGL)	0.1	$6.7M	+3%	74k	90.73	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$6.6M	+29%	124k	53.03	View chart
Broadridge Financial Solutions (BR)	0.1	$6.5M	+2%	27k	238.17	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$6.5M	+3%	85k	76.40	View chart
Applied Materials (AMAT)	0.1	$6.4M	+3%	32k	204.74	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$6.4M	-35%	13k	479.62	View chart
UnitedHealth (UNH)	0.1	$6.3M	-8%	18k	345.29	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$6.3M	+6%	79k	79.93	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.1	$6.2M	-3%	71k	86.84	View chart
Honeywell International (HON)	0.1	$6.0M		29k	210.50	View chart
Wells Fargo & Company (WFC)	0.1	$6.0M	+4%	72k	83.82	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$5.9M	+21%	118k	50.57	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$5.9M	+26%	24k	246.60	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$5.9M		21k	273.65	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$5.9M	+11%	68k	86.30	View chart
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA)	0.1	$5.8M	NEW	129k	45.24	View chart
Citigroup Com New (C)	0.1	$5.8M	-2%	57k	101.50	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$5.8M	+6%	150k	38.57	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.1	$5.7M	+138%	55k	104.51	View chart
Emerson Electric (EMR)	0.1	$5.7M	-11%	43k	131.18	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$5.5M		125k	44.42	View chart
Merck & Co (MRK)	0.1	$5.5M	-3%	66k	83.93	View chart
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF)	0.1	$5.4M		284k	19.12	View chart
Union Pacific Corporation (UNP)	0.1	$5.4M	+18%	23k	236.37	View chart
Ge Aerospace Com New (GE)	0.1	$5.4M	-19%	18k	300.81	View chart
Qualcomm (QCOM)	0.1	$5.4M	+6%	33k	166.36	View chart
Pfizer (PFE)	0.1	$5.2M	+27%	204k	25.48	View chart
Philip Morris International (PM)	0.1	$5.1M	-3%	32k	162.20	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.1	$5.1M	-10%	86k	59.61	View chart
Carrier Global Corporation (CARR)	0.1	$5.0M	+7%	85k	59.70	View chart
Advisors Inner Circle Fd Iii Gqg Us Equity Et	0.1	$5.0M	NEW	197k	25.25	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$4.9M	-4%	191k	25.71	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$4.9M	+2%	73k	67.26	View chart
Advanced Micro Devices (AMD)	0.1	$4.9M	+4%	30k	161.79	View chart
Intuit (INTU)	0.1	$4.9M	-10%	7.2k	682.94	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$4.9M	+12%	85k	57.52	View chart
Boeing Company (BA)	0.1	$4.8M	-3%	22k	215.83	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$4.8M	+138%	100k	48.03	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.1	$4.8M		29k	165.45	View chart
Zacks Trust Earngs Constant (ZECP)	0.1	$4.7M	-20%	140k	33.62	View chart
Amgen (AMGN)	0.1	$4.7M	+58%	17k	282.19	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$4.7M	-89%	44k	107.25	View chart
American Electric Power Company (AEP)	0.1	$4.6M		41k	112.50	View chart
Lowe's Companies (LOW)	0.1	$4.5M	+7%	18k	251.32	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.1	$4.4M	+46%	230k	19.13	View chart
Duke Energy Corp Com New (DUK)	0.1	$4.4M	+8%	36k	123.75	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$4.4M	+27%	129k	34.17	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$4.4M	+17%	93k	47.51	View chart
Proshares Tr Ultrashrt S&p500 (SDS)	0.1	$4.3M	NEW	299k	14.45	View chart
At&t (T)	0.1	$4.3M	-5%	151k	28.24	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$4.3M		11k	396.16	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.2M	+73%	8.5k	499.19	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$4.2M	+51%	38k	110.47	View chart
ConocoPhillips (COP)	0.1	$4.2M	-7%	45k	94.59	View chart
Comcast Corp Cl A (CMCSA)	0.1	$4.2M	+12%	134k	31.42	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$4.1M	-30%	91k	45.76	View chart
Invesco Exch Traded Fd Tr Ii 500 Qvm Multi (QVML)	0.1	$4.1M	-16%	105k	39.28	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.1	$4.1M	+353%	34k	120.62	View chart
Truist Financial Corp equities (TFC)	0.1	$4.1M	-2%	89k	45.72	View chart
Blackrock (BLK)	0.1	$4.1M	+13%	3.5k	1166.03	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$4.0M		80k	50.47	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$4.0M	+4%	102k	39.61	View chart
Ge Vernova (GEV)	0.1	$4.0M		6.6k	614.93	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$4.0M	+10%	40k	99.53	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$4.0M	+14%	87k	46.41	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$4.0M	-4%	28k	143.18	View chart
Norfolk Southern (NSC)	0.1	$4.0M		13k	300.41	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$3.9M		20k	194.50	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.1	$3.9M	+341%	99k	39.80	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$3.9M	-2%	93k	41.90	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$3.9M		78k	50.07	View chart
Eaton Corp SHS (ETN)	0.1	$3.9M	+157%	10k	374.24	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$3.8M	+11%	40k	92.98	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$3.7M	-7%	160k	23.28	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$3.7M		41k	89.13	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$3.7M	-55%	52k	71.37	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.1	$3.6M	-2%	78k	46.60	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$3.6M	-6%	136k	26.34	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$3.6M		37k	96.68	View chart
Intuitive Surgical Com New (ISRG)	0.1	$3.5M	-28%	7.9k	447.21	View chart
Cintas Corporation (CTAS)	0.1	$3.5M	+2%	17k	205.26	View chart
Dominion Resources (D)	0.1	$3.5M	-4%	57k	61.17	View chart
Fidelity Covington Trust Enhanced High Yi (FDHY)	0.1	$3.5M		71k	49.30	View chart
Bristol Myers Squibb (BMY)	0.1	$3.5M	+17%	78k	45.10	View chart
Colgate-Palmolive Company (CL)	0.1	$3.5M	-7%	44k	79.94	View chart
Sprott Fds Tr Uranium Miners E (URNM)	0.1	$3.5M		58k	60.43	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$3.5M	+39%	75k	46.32	View chart
CSX Corporation (CSX)	0.1	$3.5M		98k	35.51	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$3.5M	+9%	57k	60.26	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$3.4M	+5%	59k	58.21	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$3.4M	+9%	47k	72.26	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$3.4M	-14%	3.5k	967.88	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$3.4M		16k	215.79	View chart
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)	0.1	$3.3M	+7%	48k	69.02	View chart
Deere & Company (DE)	0.1	$3.3M		7.2k	457.24	View chart
Marsh & McLennan Companies (MMC)	0.1	$3.3M	+13%	16k	201.53	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$3.2M	-8%	17k	189.69	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$3.2M		84k	38.12	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$3.2M		84k	37.77	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$3.2M	NEW	31k	103.36	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.1	$3.1M	-10%	71k	43.96	View chart
Danaher Corporation (DHR)	0.1	$3.1M	+17%	16k	198.26	View chart
L3harris Technologies (LHX)	0.1	$3.1M	+19%	10k	305.39	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$3.1M	-7%	76k	40.57	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$3.1M		4.1k	746.55	View chart
United Bankshares (UBSI)	0.1	$3.1M		83k	37.21	View chart
AmerisourceBergen (COR)	0.1	$3.1M	-8%	9.9k	312.54	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$3.1M		51k	60.08	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$3.1M	+33%	73k	42.37	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$3.0M	+7%	40k	75.11	View chart
Capital One Financial (COF)	0.1	$3.0M	-5%	14k	212.57	View chart
Airbnb Com Cl A (ABNB)	0.1	$3.0M	+3%	25k	121.42	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	0.1	$3.0M	-48%	116k	26.05	View chart
Strategy Cl A New (MSTR)	0.1	$3.0M	+12%	9.2k	322.21	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$2.9M	+48%	29k	100.23	View chart
Waste Management (WM)	0.1	$2.9M	-2%	13k	220.82	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$2.9M	+25%	57k	50.63	View chart
Talen Energy Corp (TLN)	0.1	$2.9M	+56%	6.7k	425.38	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.1	$2.8M	+6%	60k	47.21	View chart
Palo Alto Networks (PANW)	0.1	$2.8M	+87%	14k	203.62	View chart
Intel Corporation (INTC)	0.1	$2.8M	+7%	83k	33.55	View chart
General Dynamics Corporation (GD)	0.1	$2.8M	+9%	8.1k	341.01	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.1	$2.7M	+11%	48k	57.37	View chart

Past Filings by Axxcess Wealth Management

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

Axxcess Wealth Management 2025 Q3 filed Nov. 7, 2025
Axxcess Wealth Management 2025 Q2 filed July 28, 2025
Axxcess Wealth Management 2025 Q1 filed April 30, 2025
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

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