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 21.51% of Axxcess Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: Apple Inc option (+$86M), Spdr S&p 500 Etf Tr option (+$41M), IJH (+$36M), SSO (+$11M), SGOV (+$9.6M), BND (+$9.2M), AGG (+$9.1M), WMT (+$8.2M), JPST (+$6.0M), MUB (+$5.6M).
- Started 113 new stock positions in SRV, AVIG, APPF, SVXY, VONG, KVUE, XLG, PRI, BURL, RILY.
- Reduced shares in these 10 stocks: AAPL (-$85M), , FBND (-$22M), , COWZ (-$16M), SCHD (-$14M), IEF (-$12M), MINT (-$11M), BRK.B (-$10M), MGK (-$9.2M).
- Sold out of its positions in AEG, AMRN, AMLI, ANSS, AR, APA, AAPL, ADM, LCTU, CNI.
- Axxcess Wealth Management was a net buyer of stock by $34M.
- Axxcess Wealth Management has $3.7B in assets under management (AUM), dropping by 6.08%.
- Central Index Key (CIK): 0001911056
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Portfolio Holdings for Axxcess Wealth Management
Axxcess Wealth Management holds 866 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Axxcess Wealth Management has 866 total positions. Only the first 250 positions are shown.
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- Download the Axxcess Wealth Management March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Large Cap Etf (VV) | 7.3 | $266M | 1.1M | 239.76 |
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| Servicenow (NOW) | 5.2 | $192M | 252k | 762.40 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 4.3 | $158M | +6% | 1.6M | 97.94 |
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| Apple Put Put Option (Principal) | 2.3 | $86M | NEW | 512k | 167.48 |
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| Ishares Tr Core Msci Intl (IDEV) | 2.3 | $85M | -2% | 1.3M | 67.13 |
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| Microsoft Corporation (MSFT) | 2.2 | $82M | +4% | 194k | 420.72 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.8 | $65M | +10% | 1.3M | 50.45 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.7 | $61M | -20% | 1.1M | 58.11 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.7 | $61M | 243k | 249.86 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.6 | $57M | -7% | 625k | 91.80 |
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| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 1.4 | $53M | +2% | 689k | 76.62 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 1.4 | $51M | +5% | 1.0M | 50.69 |
|
| Ishares Tr Us Home Cons Etf (ITB) | 1.3 | $47M | -4% | 408k | 115.77 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.3 | $46M | +3% | 1.3M | 35.84 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.2 | $45M | +411% | 732k | 60.74 |
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| Amazon (AMZN) | 1.2 | $43M | +6% | 241k | 180.38 |
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| Spdr S&p 500 Etf Tr Put Put Option (Principal) | 1.1 | $41M | NEW | 79k | 516.49 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.0 | $38M | +33% | 375k | 100.71 |
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| Ishares Gold Tr Ishares New (IAU) | 1.0 | $38M | -5% | 894k | 42.01 |
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| NVIDIA Corporation (NVDA) | 1.0 | $35M | 40k | 890.20 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $35M | +3% | 315k | 110.52 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $34M | +3% | 167k | 200.30 |
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| Ishares Tr Residential Mult (REZ) | 0.9 | $33M | +5% | 453k | 72.07 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.9 | $32M | -4% | 315k | 101.57 |
|
| Ishares Tr Broad Usd High (USHY) | 0.9 | $32M | +2% | 873k | 36.59 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $30M | 707k | 41.77 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $27M | +6% | 183k | 147.72 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $27M | +7% | 61k | 444.01 |
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| Broadcom (AVGO) | 0.7 | $26M | +3% | 19k | 1325.41 |
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| Home Depot (HD) | 0.7 | $24M | +11% | 63k | 383.60 |
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| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.6 | $23M | +20% | 530k | 43.60 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.6 | $22M | 215k | 103.79 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.6 | $22M | +74% | 297k | 72.63 |
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| First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD) | 0.6 | $20M | +24% | 854k | 23.59 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.5 | $20M | -3% | 618k | 32.50 |
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| Ishares Tr National Mun Etf (MUB) | 0.5 | $20M | +40% | 183k | 107.60 |
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| Eli Lilly & Co. (LLY) | 0.5 | $19M | +4% | 25k | 777.95 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $19M | +12% | 128k | 147.72 |
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| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.5 | $19M | +35% | 379k | 49.89 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $19M | 54k | 344.20 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.5 | $19M | +14% | 513k | 36.19 |
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| Invesco Exch Traded Fd Tr Ii Purbta Msci Us (PBUS) | 0.5 | $18M | +6% | 348k | 52.42 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $17M | -43% | 216k | 80.63 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $17M | +4% | 149k | 116.24 |
|
| Procter & Gamble Company (PG) | 0.5 | $17M | -8% | 106k | 162.25 |
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| Chevron Corporation (CVX) | 0.5 | $17M | +10% | 105k | 157.74 |
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| Visa Com Cl A (V) | 0.5 | $17M | +3% | 59k | 279.08 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $16M | +11% | 71k | 228.59 |
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| Johnson & Johnson (JNJ) | 0.4 | $15M | +5% | 97k | 158.19 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $15M | 28k | 525.73 |
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| Meta Platforms Cl A (META) | 0.4 | $14M | 30k | 485.58 |
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| UnitedHealth (UNH) | 0.4 | $14M | 29k | 494.71 |
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| Netflix (NFLX) | 0.4 | $14M | +6% | 23k | 607.33 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $14M | 24k | 581.22 |
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| Wal-Mart Stores (WMT) | 0.4 | $13M | +163% | 220k | 60.17 |
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| Nextera Energy (NEE) | 0.4 | $13M | +15% | 203k | 63.91 |
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| Abbott Laboratories (ABT) | 0.3 | $13M | +3% | 112k | 113.66 |
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| Abbvie (ABBV) | 0.3 | $13M | 69k | 182.10 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $12M | -45% | 29k | 420.52 |
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| Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD) | 0.3 | $12M | +11% | 390k | 31.09 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $12M | -4% | 145k | 83.58 |
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| Pepsi (PEP) | 0.3 | $12M | 69k | 175.01 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $12M | 207k | 57.86 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.3 | $12M | +9% | 234k | 50.29 |
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| CSX Corporation (CSX) | 0.3 | $11M | 307k | 37.07 |
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| City Holding Company (CHCO) | 0.3 | $11M | 109k | 104.22 |
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| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.3 | $11M | NEW | 142k | 77.52 |
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| Coca-Cola Company (KO) | 0.3 | $11M | +2% | 178k | 61.18 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.3 | $11M | -2% | 420k | 25.69 |
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| Costco Wholesale Corporation (COST) | 0.3 | $11M | -6% | 15k | 732.61 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $11M | +4% | 21k | 504.60 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $10M | -13% | 49k | 210.30 |
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| Merck & Co (MRK) | 0.3 | $10M | +2% | 78k | 131.95 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.3 | $10M | -4% | 204k | 50.10 |
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| Automatic Data Processing (ADP) | 0.3 | $10M | 41k | 249.74 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $10M | +14% | 59k | 169.37 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.3 | $9.8M | -12% | 205k | 47.89 |
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| Tesla Motors (TSLA) | 0.3 | $9.6M | +14% | 55k | 175.79 |
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| Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) | 0.2 | $8.8M | -18% | 280k | 31.44 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $8.6M | +8% | 117k | 74.22 |
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| Angel Oak Funds Trust Income Etf (CARY) | 0.2 | $8.6M | +9% | 417k | 20.54 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $8.3M | -12% | 40k | 205.72 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $8.1M | -2% | 39k | 208.27 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.2 | $8.1M | 313k | 25.78 |
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| Walt Disney Company (DIS) | 0.2 | $8.0M | +16% | 66k | 122.36 |
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| Caterpillar (CAT) | 0.2 | $8.0M | +2% | 22k | 366.43 |
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| United Parcel Service CL B (UPS) | 0.2 | $7.9M | -3% | 53k | 148.63 |
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| Msci (MSCI) | 0.2 | $7.9M | 14k | 560.46 |
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| McDonald's Corporation (MCD) | 0.2 | $7.8M | +8% | 28k | 281.96 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $7.7M | +3% | 23k | 337.05 |
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| PIMCO Corporate Income Fund (PCN) | 0.2 | $7.6M | +10% | 542k | 13.97 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $7.5M | +11% | 77k | 97.53 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $7.5M | +150% | 65k | 115.81 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $7.2M | -12% | 248k | 28.80 |
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| Cisco Systems (CSCO) | 0.2 | $7.1M | +5% | 142k | 49.91 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $6.9M | 53k | 131.37 |
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| Select Sector Spdr Tr Indl (XLI) | 0.2 | $6.9M | -19% | 55k | 125.96 |
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| Psq Holdings Cl A (PSQH) | 0.2 | $6.9M | 1.3M | 5.38 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $6.8M | -7% | 20k | 346.60 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $6.7M | +7% | 134k | 50.17 |
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| Honeywell International (HON) | 0.2 | $6.7M | +10% | 33k | 205.25 |
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| Verizon Communications (VZ) | 0.2 | $6.7M | +5% | 159k | 41.96 |
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| Linde SHS (LIN) | 0.2 | $6.6M | +3% | 14k | 464.30 |
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| Roper Industries (ROP) | 0.2 | $6.5M | +2% | 12k | 560.86 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $6.5M | -17% | 14k | 481.60 |
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| Pfizer (PFE) | 0.2 | $6.3M | +4% | 228k | 27.75 |
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| Bank of America Corporation (BAC) | 0.2 | $6.3M | +15% | 166k | 37.92 |
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| Intel Corporation (INTC) | 0.2 | $6.3M | +9% | 142k | 44.17 |
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| ConocoPhillips (COP) | 0.2 | $6.2M | +50% | 49k | 127.28 |
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| FedEx Corporation (FDX) | 0.2 | $6.2M | -2% | 21k | 289.74 |
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| Dow (DOW) | 0.2 | $6.2M | +6% | 107k | 57.93 |
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| Proshares Tr Short S&p 500 Ne (SH) | 0.2 | $6.1M | +3% | 512k | 11.86 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $6.1M | -30% | 74k | 81.78 |
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| Aim Etf Products Trust Us Lrgcp B10 Jan (JANT) | 0.2 | $6.0M | +213% | 183k | 32.98 |
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| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.2 | $6.0M | +65% | 120k | 49.80 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $5.8M | +14% | 133k | 43.35 |
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| United Bankshares (UBSI) | 0.2 | $5.7M | 160k | 35.79 |
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| Arch Cap Group Ord (ACGL) | 0.2 | $5.7M | -3% | 62k | 92.44 |
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| Ssga Active Tr Spdr Ssga Us Sct (XLSR) | 0.2 | $5.6M | +9% | 112k | 49.86 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $5.6M | -10% | 111k | 50.60 |
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| Ssga Active Tr Spdr Ssga Fxd (FISR) | 0.2 | $5.6M | +16% | 217k | 25.63 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $5.5M | -26% | 21k | 259.90 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $5.5M | +16% | 71k | 77.31 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $5.3M | -3% | 56k | 94.62 |
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| First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF) | 0.1 | $5.3M | -19% | 283k | 18.75 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $5.2M | -7% | 48k | 107.41 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $5.1M | -6% | 88k | 58.07 |
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| Hancock John Prem Divid Com Sh Ben Int (PDT) | 0.1 | $5.1M | +15% | 436k | 11.65 |
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| Emerson Electric (EMR) | 0.1 | $5.1M | +12% | 45k | 113.42 |
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| Goldman Sachs (GS) | 0.1 | $5.0M | +25% | 12k | 417.70 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $5.0M | +14% | 85k | 58.59 |
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| At&t (T) | 0.1 | $4.8M | +5% | 274k | 17.60 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $4.8M | +23% | 51k | 94.41 |
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| Broadridge Financial Solutions (BR) | 0.1 | $4.7M | +4% | 23k | 204.86 |
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| Colgate-Palmolive Company (CL) | 0.1 | $4.7M | -4% | 52k | 90.05 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $4.6M | +29% | 61k | 76.36 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $4.6M | -20% | 114k | 40.05 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $4.5M | +3% | 22k | 205.98 |
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| Advanced Micro Devices (AMD) | 0.1 | $4.5M | 25k | 180.49 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $4.5M | 64k | 70.00 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $4.4M | +56% | 87k | 50.74 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $4.3M | +12% | 9.0k | 480.68 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $4.3M | 136k | 31.62 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $4.3M | +3% | 9.4k | 454.88 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $4.3M | -14% | 69k | 62.06 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.1 | $4.2M | +214% | 109k | 39.11 |
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| Intuit (INTU) | 0.1 | $4.2M | -43% | 6.5k | 649.96 |
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| Vanguard World Consum Dis Etf (VCR) | 0.1 | $4.2M | +4% | 13k | 317.73 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $4.2M | +18% | 11k | 399.09 |
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| Wells Fargo & Company (WFC) | 0.1 | $4.2M | +10% | 73k | 57.96 |
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| salesforce (CRM) | 0.1 | $4.2M | +21% | 14k | 301.18 |
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| Union Pacific Corporation (UNP) | 0.1 | $4.1M | +4% | 17k | 245.93 |
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| Qualcomm (QCOM) | 0.1 | $4.1M | -3% | 24k | 169.30 |
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| Vaneck Etf Trust Oil Services Etf (OIH) | 0.1 | $4.1M | NEW | 12k | 336.33 |
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| Bristol Myers Squibb (BMY) | 0.1 | $4.0M | +22% | 74k | 54.23 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $4.0M | +1784% | 97k | 41.08 |
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| BlackRock (BLK) | 0.1 | $3.9M | +35% | 4.7k | 833.63 |
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| Applied Materials (AMAT) | 0.1 | $3.9M | +9% | 19k | 206.23 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $3.9M | +4% | 76k | 51.60 |
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| Danaher Corporation (DHR) | 0.1 | $3.9M | 16k | 249.73 |
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| Franco-Nevada Corporation (FNV) | 0.1 | $3.8M | +9% | 32k | 119.16 |
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| American Electric Power Company (AEP) | 0.1 | $3.7M | +2% | 43k | 86.10 |
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| Illinois Tool Works (ITW) | 0.1 | $3.7M | 14k | 268.34 |
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| Norfolk Southern (NSC) | 0.1 | $3.7M | -3% | 14k | 254.87 |
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| Ishares Tr Short Treas Bd (SHV) | 0.1 | $3.6M | 32k | 110.54 |
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| Amgen (AMGN) | 0.1 | $3.6M | -17% | 13k | 284.29 |
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| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $3.6M | 63k | 56.17 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $3.5M | +11% | 89k | 39.53 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $3.5M | -2% | 71k | 50.08 |
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| Citigroup Com New (C) | 0.1 | $3.5M | +7% | 56k | 63.24 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.1 | $3.5M | -6% | 76k | 45.56 |
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| Target Corporation (TGT) | 0.1 | $3.4M | +26% | 19k | 177.20 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $3.4M | +12% | 36k | 92.89 |
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| Flexshares Tr Mornstar Upstr (GUNR) | 0.1 | $3.3M | -3% | 81k | 41.07 |
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| Oracle Corporation (ORCL) | 0.1 | $3.3M | +6% | 27k | 125.61 |
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| Ford Motor Company (F) | 0.1 | $3.3M | +6% | 249k | 13.28 |
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| Cadence Design Systems (CDNS) | 0.1 | $3.3M | +18% | 11k | 311.28 |
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| Lowe's Companies (LOW) | 0.1 | $3.3M | -27% | 13k | 254.75 |
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| Truist Financial Corp equities (TFC) | 0.1 | $3.2M | +12% | 83k | 38.98 |
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| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.1 | $3.2M | +43% | 135k | 23.72 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $3.2M | +35% | 68k | 46.65 |
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| Philip Morris International (PM) | 0.1 | $3.2M | +25% | 34k | 91.62 |
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| Etf Opportunities Trust Idx Dynamic Fixe (DYFI) | 0.1 | $3.1M | NEW | 126k | 24.90 |
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| Deere & Company (DE) | 0.1 | $3.1M | +3% | 7.6k | 410.71 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $3.1M | +7% | 17k | 183.89 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $3.1M | +11% | 61k | 51.06 |
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| International Business Machines (IBM) | 0.1 | $3.1M | +5% | 16k | 190.96 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $3.1M | -22% | 24k | 128.40 |
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| Waste Management (WM) | 0.1 | $3.1M | +11% | 14k | 213.15 |
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| Fiserv (FI) | 0.1 | $3.0M | -29% | 19k | 159.82 |
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| PNC Financial Services (PNC) | 0.1 | $3.0M | +18% | 19k | 161.60 |
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| Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) | 0.1 | $3.0M | 124k | 24.14 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $2.9M | NEW | 51k | 57.85 |
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| Arista Networks (ANET) | 0.1 | $2.9M | +17% | 9.9k | 289.98 |
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| Marriott Intl Cl A (MAR) | 0.1 | $2.9M | 11k | 252.32 |
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| Hershey Company (HSY) | 0.1 | $2.8M | -21% | 15k | 194.49 |
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| Valero Energy Corporation (VLO) | 0.1 | $2.8M | -6% | 17k | 170.69 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $2.8M | 5.8k | 478.66 |
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| Williams Companies (WMB) | 0.1 | $2.8M | +4% | 72k | 38.97 |
|
| Morgan Stanley Com New (MS) | 0.1 | $2.8M | 30k | 94.16 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $2.8M | +10% | 51k | 54.24 |
|
| Dupont De Nemours (DD) | 0.1 | $2.8M | 36k | 76.67 |
|
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| Tractor Supply Company (TSCO) | 0.1 | $2.8M | 11k | 261.73 |
|
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| Becton, Dickinson and (BDX) | 0.1 | $2.7M | +30% | 11k | 247.47 |
|
| Altria (MO) | 0.1 | $2.7M | -2% | 62k | 43.62 |
|
| Boeing Company (BA) | 0.1 | $2.7M | -18% | 14k | 192.99 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $2.7M | +35% | 15k | 179.11 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $2.6M | +3% | 13k | 201.50 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $2.6M | -2% | 27k | 96.71 |
|
| Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) | 0.1 | $2.6M | -2% | 135k | 19.58 |
|
| Paychex (PAYX) | 0.1 | $2.6M | -22% | 21k | 122.80 |
|
| Terawulf (WULF) | 0.1 | $2.6M | 1.0M | 2.63 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $2.6M | -40% | 9.3k | 282.48 |
|
| Sprott Fds Tr Uranium Miners E (URNM) | 0.1 | $2.6M | 53k | 49.29 |
|
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| Corteva (CTVA) | 0.1 | $2.5M | 44k | 57.67 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $2.5M | -80% | 25k | 100.54 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.1 | $2.5M | +44% | 51k | 49.16 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $2.5M | +11% | 58k | 43.04 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $2.5M | NEW | 26k | 95.20 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $2.5M | +6% | 76k | 32.69 |
|
| Apollo Global Mgmt (APO) | 0.1 | $2.4M | -7% | 22k | 112.45 |
|
| Goldman Sachs Physical Gold Unit (AAAU) | 0.1 | $2.4M | -12% | 110k | 21.99 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $2.4M | +7% | 2.5k | 970.47 |
|
| Medtronic SHS (MDT) | 0.1 | $2.4M | +8% | 28k | 87.15 |
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $2.4M | +13% | 37k | 64.99 |
|
| Exchange Traded Concepts Tru Emqq Em Intern (EMQQ) | 0.1 | $2.3M | 75k | 31.31 |
|
|
| Allspring Utilities And High Wf Utilities Inc (ERH) | 0.1 | $2.3M | -3% | 247k | 9.44 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.1 | $2.3M | 36k | 64.40 |
|
|
| EOG Resources (EOG) | 0.1 | $2.3M | +19% | 18k | 127.84 |
|
| Synopsys (SNPS) | 0.1 | $2.3M | +44% | 4.0k | 571.50 |
|
| Barrick Gold Corp (GOLD) | 0.1 | $2.3M | 136k | 16.64 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $2.2M | 99k | 22.75 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $2.2M | +9% | 47k | 47.46 |
|
| Kinder Morgan (KMI) | 0.1 | $2.2M | -3% | 121k | 18.34 |
|
| Open Lending Corp (LPRO) | 0.1 | $2.2M | 353k | 6.26 |
|
|
| Aon Shs Cl A (AON) | 0.1 | $2.2M | 6.6k | 333.72 |
|
|
| Wheaton Precious Metals Corp (WPM) | 0.1 | $2.2M | -3% | 46k | 47.13 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $2.2M | -20% | 17k | 131.24 |
|
| AmerisourceBergen (COR) | 0.1 | $2.2M | -31% | 9.0k | 242.98 |
|
| O'reilly Automotive (ORLY) | 0.1 | $2.2M | -11% | 1.9k | 1128.88 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $2.2M | +24% | 27k | 79.76 |
|
| General Mills (GIS) | 0.1 | $2.1M | -11% | 31k | 69.97 |
|
| Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) | 0.1 | $2.1M | NEW | 29k | 70.98 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $2.0M | -81% | 7.1k | 286.59 |
|
| National Storage Affiliates Com Shs Ben In (NSA) | 0.1 | $2.0M | -8% | 52k | 39.16 |
|
| Group 1 Automotive (GPI) | 0.1 | $2.0M | +708% | 6.9k | 292.23 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $2.0M | 25k | 80.51 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $2.0M | -9% | 23k | 86.48 |
|
| American Express Company (AXP) | 0.1 | $2.0M | +95% | 8.8k | 227.68 |
|
| Phillips 66 (PSX) | 0.1 | $2.0M | +24% | 12k | 163.34 |
|
Past Filings by Axxcess Wealth Management
SEC 13F filings are viewable for Axxcess Wealth Management going back to 2022
- 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