Axxcess Wealth Management

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

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Portfolio Holdings for Axxcess Wealth Management

Axxcess Wealth Management holds 535 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Axxcess Wealth Management has 535 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Servicenow (NOW) 11.0 $119M 251k 475.52
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 4.3 $47M +16% 939k 50.09
Apple Put Option (AAPL) 2.9 $31M +2% 232k 133.51
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) 2.8 $31M +11% 153k 202.49
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.2 $24M -7% 334k 71.63
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.1 $23M +39% 273k 82.79
Ishares Tr Core Us Aggbd Et (AGG) 2.1 $22M +10% 219k 101.68
Microsoft Corporation (MSFT) 2.0 $22M +6% 86k 256.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $18M 64k 273.01
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.5 $16M +1762% 373k 43.07
United Parcel Service CL B (UPS) 1.3 $14M +2% 75k 182.54
Amazon (AMZN) 1.1 $12M +1941% 113k 106.22
Ishares Tr Short Treas Bd (SHV) 1.1 $12M +3784% 106k 110.10
Vanguard World Mega Grwth Ind (MGK) 1.0 $10M +966% 57k 181.68

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UnitedHealth (UNH) 0.9 $9.8M +4% 19k 513.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $9.8M +2% 26k 377.25
Alphabet Cap Stk Cl A (GOOGL) 0.9 $9.7M -5% 4.6k 2101.19
Tesla Motors Call Option (TSLA) 0.9 $9.5M +7% 14k 664.01
National Storage Affiliates Com Shs Ben In (NSA) 0.8 $8.6M +4% 171k 50.07
Chevron Corporation (CVX) 0.8 $8.3M +8% 57k 144.78
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.8 $8.2M +2424% 80k 102.30
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.7 $8.0M -10% 162k 49.26
Home Depot (HD) 0.7 $7.9M +3% 29k 274.24
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.7 $7.9M +25% 273k 28.84
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.7 $7.6M 137k 55.45
Abbott Laboratories (ABT) 0.7 $7.3M -8% 67k 108.65
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.6 $6.9M +2878% 345k 20.08
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.6 $6.8M 67k 101.42
Amplify Etf Tr Blackswan Grwt (SWAN) 0.6 $6.7M +497% 250k 26.99
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.6 $6.5M 87k 74.94
Proshares Tr Short S&p 500 Ne (SH) 0.6 $6.4M -21% 385k 16.50
Broadcom (AVGO) 0.6 $6.3M -2% 13k 485.86
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.6 $6.3M NEW 282k 22.32
Ishares Gold Tr Ishares New (IAU) 0.6 $6.1M -3% 178k 34.31
Nextera Energy (NEE) 0.6 $6.0M +4% 77k 77.46
Johnson & Johnson (JNJ) 0.5 $5.8M +10% 33k 177.50
Ishares Tr Core S&p500 Etf (IVV) 0.5 $5.7M +26% 15k 379.21
Spdr Gold Tr Gold Shs (GLD) 0.5 $5.7M +38% 34k 168.47
Thermo Fisher Scientific (TMO) 0.5 $5.6M 10k 543.26
Invesco Db Commdy Indx Trck Unit (DBC) 0.5 $5.6M +12% 210k 26.64
JPMorgan Chase & Co. (JPM) 0.5 $5.5M +2% 49k 112.15
Abbvie (ABBV) 0.5 $5.4M -13% 35k 153.16
NVIDIA Corporation (NVDA) 0.5 $5.3M -14% 35k 151.59
Proshares Tr Ultrpro S&p500 (UPRO) 0.5 $5.2M NEW 150k 34.87
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.5 $5.2M -41% 57k 91.48
Edwards Lifesciences (EW) 0.5 $5.1M +2% 53k 95.08
Extra Space Storage (EXR) 0.5 $5.0M 29k 170.11
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $5.0M -13% 111k 44.66
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.5 $4.9M -28% 99k 49.92
Altria (MO) 0.5 $4.9M +75% 117k 41.77
Msci (MSCI) 0.4 $4.8M 12k 412.18
Adobe Systems Incorporated (ADBE) 0.4 $4.8M +2% 13k 366.07
Exxon Mobil Corporation (XOM) 0.4 $4.8M 56k 85.64
Alphabet Cap Stk Cl C (GOOG) 0.4 $4.8M +16% 2.4k 2033.14
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $4.7M +34% 81k 58.87
EOG Resources (EOG) 0.4 $4.5M +31% 41k 110.43
CSX Corporation (CSX) 0.4 $4.4M -11% 152k 29.06
Meta Platforms Cl A (META) 0.4 $4.3M 27k 161.28
Sprinklr Cl A (CXM) 0.4 $4.3M 422k 10.11
Goldman Sachs Physical Gold Unit (AAAU) 0.4 $4.0M +55% 225k 17.94
Automatic Data Processing (ADP) 0.4 $3.9M 19k 210.06
Procter & Gamble Company (PG) 0.4 $3.9M 27k 143.78
salesforce (CRM) 0.4 $3.9M -2% 24k 165.03
Pepsi (PEP) 0.3 $3.8M 23k 166.67
Vanguard Index Fds Value Etf (VTV) 0.3 $3.7M -4% 28k 131.89
Verizon Communications (VZ) 0.3 $3.7M -4% 72k 50.75
Open Lending Corp Com Cl A (LPRO) 0.3 $3.6M 354k 10.23
Eli Lilly & Co. (LLY) 0.3 $3.6M +32% 11k 324.18
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $3.6M +4% 19k 188.61
Pfizer (PFE) 0.3 $3.5M +17% 68k 52.43
Roper Industries (ROP) 0.3 $3.5M 8.9k 394.69
Vaneck Etf Trust Gold Miners Etf (GDX) 0.3 $3.5M -2% 127k 27.38
Proshares Tr Pshs Ultsh 20yrs (TBT) 0.3 $3.4M NEW 131k 26.15
Ishares Core Msci Emkt (IEMG) 0.3 $3.4M +16% 69k 49.07
Ishares Tr Core Msci Eafe (IEFA) 0.3 $3.4M 57k 58.84
Ssga Active Tr Spdr Ssga Fxd (FISR) 0.3 $3.4M +77% 123k 27.14
First Tr Exchange-traded No Amer Energy (EMLP) 0.3 $3.3M NEW 129k 25.74
Goldman Sachs Etf Tr Aces Ultra Shr (GSST) 0.3 $3.3M -5% 66k 49.86
Select Sector Spdr Tr Energy (XLE) 0.3 $3.1M +21% 44k 71.51
Wisdomtree Tr Floatng Rat Trea (USFR) 0.3 $3.0M NEW 60k 50.33
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $2.8M +119% 40k 70.13
Costco Wholesale Corporation (COST) 0.3 $2.8M +38% 5.9k 479.27
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.3 $2.8M 59k 46.37
Ishares Tr National Mun Etf (MUB) 0.3 $2.7M +18% 26k 106.33
McDonald's Corporation (MCD) 0.3 $2.7M +10% 11k 246.91
Flexshares Tr Mornstar Upstr (GUNR) 0.2 $2.7M +12% 68k 39.67
Visa Com Cl A (V) 0.2 $2.7M +18% 14k 196.91
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $2.6M -10% 12k 226.14
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $2.6M -58% 23k 114.84
Coca-Cola Company (KO) 0.2 $2.6M +3% 41k 62.90
At&t (T) 0.2 $2.6M +16% 122k 20.96
Proshares Tr Shrt 20+yr Tre (TBF) 0.2 $2.5M NEW 127k 20.05
Ishares Tr Ishares Biotech (IBB) 0.2 $2.5M NEW 21k 117.64
Juniper Networks (JNPR) 0.2 $2.5M +2% 88k 28.50
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $2.4M +7% 49k 50.13
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $2.4M +24% 12k 197.00
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 0.2 $2.4M +79% 62k 38.08
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $2.3M +35% 30k 76.25
Ark Etf Tr Innovation Etf (ARKK) 0.2 $2.2M -2% 56k 39.88
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.2 $2.2M +83% 123k 18.03
Goldman Sachs Bdc SHS (GSBD) 0.2 $2.2M -30% 131k 16.80
Intel Corporation (INTC) 0.2 $2.2M +10% 58k 37.41
First Tr Exchange-traded Nat Gas Etf (FCG) 0.2 $2.1M NEW 98k 21.91
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $2.1M -14% 16k 134.16
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $2.1M +71% 33k 62.75
Qualcomm (QCOM) 0.2 $2.1M -18% 16k 127.73
Vanguard World Fds Utilities Etf (VPU) 0.2 $2.1M +232% 14k 152.28
Ishares Tr Mbs Etf (MBB) 0.2 $2.0M -13% 21k 97.47
Netflix (NFLX) 0.2 $2.0M -47% 12k 174.90
American Electric Power Company (AEP) 0.2 $2.0M 21k 95.95
MiMedx (MDXG) 0.2 $2.0M 565k 3.47
Caterpillar (CAT) 0.2 $2.0M +29% 11k 178.81
Morgan Stanley Com New (MS) 0.2 $2.0M +3% 26k 76.07
Walt Disney Company (DIS) 0.2 $1.9M -29% 21k 94.39
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $1.9M +15% 23k 85.36
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.2 $1.9M -79% 65k 29.46
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $1.9M +116% 13k 143.52
Truist Financial Corp equities (TFC) 0.2 $1.8M -9% 39k 47.42
Ishares Tr Core Div Grwth (DGRO) 0.2 $1.8M +230% 39k 47.62
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $1.8M +50% 69k 26.36
Raytheon Technologies Corp (RTX) 0.2 $1.8M +25% 19k 96.12
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.8M -8% 8.2k 218.68
Comcast Corp Cl A (CMCSA) 0.2 $1.8M +23% 45k 39.24
Innovator Etfs Tr Us Eqt Ultra Bf (UAUG) 0.2 $1.8M -4% 66k 26.93
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $1.8M +78% 18k 99.87
Merck & Co (MRK) 0.2 $1.8M +19% 19k 91.19
Bristol Myers Squibb (BMY) 0.2 $1.8M +10% 23k 77.00
Ishares Tr Tips Bd Etf (TIP) 0.2 $1.8M -30% 15k 113.89
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.7M -58% 10k 169.47
Mastercard Incorporated Cl A (MA) 0.2 $1.7M +30% 5.4k 315.60
Boeing Company (BA) 0.2 $1.7M 12k 136.67
First Tr High Yield Opprt 20 (FTHY) 0.2 $1.7M +15% 115k 14.53
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $1.7M +7% 32k 51.60
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $1.6M -50% 39k 41.64
Cisco Systems (CSCO) 0.1 $1.6M 38k 42.63
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $1.6M -6% 34k 47.26
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.1 $1.6M -10% 36k 43.16
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $1.6M -62% 47k 33.07
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.1 $1.5M 38k 40.78
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $1.5M NEW 11k 137.41
Select Sector Spdr Tr Technology (XLK) 0.1 $1.5M -19% 12k 127.13
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $1.5M +91% 30k 50.64
General Mills (GIS) 0.1 $1.5M -2% 20k 75.45
Oak Street Health (OSH) 0.1 $1.5M 91k 16.44
Wal-Mart Stores (WMT) 0.1 $1.5M 12k 121.63
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.4M +53% 29k 49.92
United Bankshares (UBSI) 0.1 $1.4M 40k 35.07
Marriott Intl Cl A (MAR) 0.1 $1.4M +12% 10k 136.07
Hershey Company (HSY) 0.1 $1.4M +6% 6.5k 215.15
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $1.4M -65% 28k 49.54
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $1.4M -79% 17k 80.02
Duke Energy Corp Com New (DUK) 0.1 $1.3M 13k 107.15
Coupang Cl A (CPNG) 0.1 $1.3M 104k 12.75
DNP Select Income Fund (DNP) 0.1 $1.3M +55% 122k 10.84
Pacer Fds Tr Swan Sos Flx Jan (PSFD) 0.1 $1.3M 61k 21.60
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $1.3M +210% 18k 72.18
Dominion Resources (D) 0.1 $1.3M 16k 79.82
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $1.3M +10% 17k 76.81
Bank of America Corporation (BAC) 0.1 $1.3M +20% 41k 31.14
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $1.3M +96% 35k 35.98
Franklin Bsp Rlty Tr Common Stock (FBRT) 0.1 $1.2M NEW 91k 13.48
Ishares Tr Core High Dv Etf (HDV) 0.1 $1.2M 12k 100.43
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $1.2M +68% 40k 29.73
Becton, Dickinson and (BDX) 0.1 $1.2M +18% 4.8k 246.47
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $1.2M 9.8k 119.36
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $1.2M -9% 32k 36.81
First Tr Value Line Divid In SHS (FVD) 0.1 $1.2M 30k 38.82
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $1.1M +5% 12k 95.23
Texas Instruments Incorporated (TXN) 0.1 $1.1M -11% 7.5k 153.67
Zoom Video Communications In Cl A (ZM) 0.1 $1.1M +9% 11k 107.97
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $1.1M +105% 8.9k 128.25
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.1 $1.1M -8% 25k 45.26
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.1 $1.1M -4% 55k 20.55
Norfolk Southern (NSC) 0.1 $1.1M 4.9k 227.31
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.1 $1.1M +54% 57k 19.47
Ares Capital Corporation (ARCC) 0.1 $1.1M +3% 62k 17.93
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $1.1M +24% 23k 48.30
Golub Capital BDC (GBDC) 0.1 $1.1M +7% 85k 12.96
Mondelez Intl Cl A (MDLZ) 0.1 $1.1M +30% 17k 62.07
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 0.1 $1.1M +136% 40k 27.00
Sempra Energy (SRE) 0.1 $1.1M +20% 7.1k 150.26
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.1M +39% 25k 41.65
Nike CL B (NKE) 0.1 $1.0M -4% 10k 102.13
General Dynamics Corporation (GD) 0.1 $1.0M -2% 4.6k 221.36
Axonics Modulation Technolog (AXNX) 0.1 $1.0M 18k 56.65
Listed Fd Tr Horizon Kinetics (INFL) 0.1 $1.0M +105% 36k 28.55
Listed Fd Tr Core Alt Fd (CCOR) 0.1 $1.0M NEW 33k 30.68
Intellia Therapeutics (NTLA) 0.1 $998k 19k 51.75
United Cmnty Bks Ga Cap Stk (UCBI) 0.1 $982k +3% 33k 30.20
Ishares Esg Awr Msci Em (ESGE) 0.1 $980k +19% 30k 32.32
PPG Industries (PPG) 0.1 $979k +27% 8.6k 114.26
Roku Com Cl A (ROKU) 0.1 $976k +33% 12k 82.12
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $956k +26% 11k 83.82
Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.1 $952k 12k 76.84
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $950k -23% 10k 92.39
Uber Technologies (UBER) 0.1 $943k -11% 46k 20.46
Ishares U S Etf Tr Gold Strategy (IAUF) 0.1 $940k +10% 17k 54.94
Amarin Corp Spons Adr New (AMRN) 0.1 $930k 1.0M 0.93
W.R. Berkley Corporation (WRB) 0.1 $926k -16% 14k 68.24
Lockheed Martin Corporation (LMT) 0.1 $926k 2.2k 429.90
Ishares Tr Global Energ Etf (IXC) 0.1 $921k +18% 27k 33.89
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $915k +19% 21k 44.33
CVS Caremark Corporation (CVS) 0.1 $910k 9.8k 92.65
Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.1 $891k 14k 66.07
Blackstone Secd Lending Common Stock (BXSL) 0.1 $889k +70% 38k 23.64
Linde SHS (LIN) 0.1 $881k +27% 3.1k 287.63
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $878k -43% 8.0k 110.08
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $876k -21% 38k 23.15
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $876k 3.1k 281.85
Commerce Bancshares (CBSH) 0.1 $875k NEW 13k 65.62
Enbridge (ENB) 0.1 $875k +55% 21k 42.25
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $863k -17% 6.7k 129.48
Vanguard Index Fds Small Cp Etf (VB) 0.1 $861k 4.9k 176.18
Crispr Therapeutics Namen Akt (CRSP) 0.1 $856k +8% 14k 60.80
Philip Morris International (PM) 0.1 $851k -38% 8.6k 98.82
Vanguard Index Fds Growth Etf (VUG) 0.1 $837k -66% 3.8k 222.90
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $816k +33% 2.5k 326.53
Lpl Financial Holdings (LPLA) 0.1 $815k -13% 4.4k 184.51
International Business Machines (IBM) 0.1 $815k +4% 5.8k 141.25
Palo Alto Networks (PANW) 0.1 $809k -25% 1.6k 493.89
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $800k +324% 80k 9.98
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $794k -37% 17k 46.50
Accenture Plc Ireland Shs Class A (ACN) 0.1 $794k +18% 2.9k 277.72
Blackstone Group Inc Com Cl A (BX) 0.1 $787k +14% 8.6k 91.21
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.1 $782k -41% 8.5k 92.22
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $772k -4% 22k 34.79
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $757k -27% 8.7k 87.30
Spdr Ser Tr Bloomberg Invt (FLRN) 0.1 $754k NEW 25k 30.09
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.1 $750k -18% 16k 45.66
Us Bancorp Del Com New (USB) 0.1 $749k +23% 16k 45.98
Alps Etf Tr Oshares Us Qualt 0.1 $749k NEW 19k 40.34
Union Pacific Corporation (UNP) 0.1 $748k +47% 3.5k 213.17
City Holding Company (CHCO) 0.1 $747k 9.3k 79.94
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $731k -23% 12k 59.38
Teladoc (TDOC) 0.1 $729k +8% 22k 33.21
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $725k +9% 4.1k 175.33
Block Cl A (SQ) 0.1 $724k +17% 12k 61.44
Coca-Cola Bottling Co. Consolidated (COKE) 0.1 $713k -6% 1.3k 564.08
Wp Carey (WPC) 0.1 $710k 8.6k 82.89
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $707k -3% 41k 17.23
Illinois Tool Works (ITW) 0.1 $706k -27% 3.9k 182.15
Kinder Morgan (KMI) 0.1 $702k +38% 42k 16.76
Advanced Micro Devices (AMD) 0.1 $701k -33% 9.2k 76.44
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $698k -28% 2.3k 308.03
Starbucks Corporation Call Option (SBUX) 0.1 $698k -29% 9.6k 72.47
Zebra Technologies Corporati Cl A (ZBRA) 0.1 $697k -27% 2.4k 293.97
Invesco Db Multi-sector Comm Oil Fd (DBO) 0.1 $692k -19% 38k 18.23
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $688k +218% 14k 49.98
Invesco Exchange Traded Fd T S&p Mdcp400 Eq (EWMC) 0.1 $678k -3% 8.7k 77.91
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $675k -24% 4.7k 145.01

Past Filings by Axxcess Wealth Management

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