Axxcess Wealth Management
Latest statistics and disclosures from Axxcess Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NOW, JPST, AAPL, SHY, SCHD, and represent 18.66% of Axxcess Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: QQQE (+$16M), FBND (+$16M), SPY (+$14M), QQQ (+$13M), VUG (+$9.8M), SHY (+$6.3M), PPA (+$5.5M), JPM, V, IJH.
- Started 159 new stock positions in XLB, NXPI, BXMT, MKL, OIH, ANSS, NCV, DLR, APD, PENN.
- Reduced shares in these 10 stocks: Powershares Qqq Etf Put Opt 01/19 154.0 put (-$30M), AGG (-$9.3M), MGK (-$8.2M), , , JEPI, EFA, TBT, CRM, SDS.
- Sold out of its positions in AFL, ALB, BABA, BBD, BWG, CI, CCJ, CGC, COF, ELP.
- Axxcess Wealth Management was a net buyer of stock by $111M.
- Axxcess Wealth Management has $1.2B in assets under management (AUM), dropping by 14.75%.
- Central Index Key (CIK): 0001911056
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Portfolio Holdings for Axxcess Wealth Management
Axxcess Wealth Management holds 607 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Axxcess Wealth Management has 607 total positions. Only the first 250 positions are shown.
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- Download the Axxcess Wealth Management December 2022 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Servicenow (NOW) | 8.0 | $97M | 250k | 388.27 | ||
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 3.6 | $43M | -4% | 862k | 50.13 | |
Apple (AAPL) | 2.5 | $30M | +4% | 241k | 125.24 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 2.5 | $30M | +27% | 367k | 81.17 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.1 | $26M | -3% | 342k | 75.54 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $24M | +139% | 64k | 382.42 | |
Microsoft Corporation (MSFT) | 1.9 | $24M | +11% | 98k | 239.82 | |
United Parcel Service CL B (UPS) | 1.7 | $21M | 119k | 173.84 | ||
Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.5 | $18M | +2% | 383k | 46.25 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $18M | -13% | 57k | 308.90 | |
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 1.4 | $16M | NEW | 258k | 63.83 | |
Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.3 | $16M | +2082% | 360k | 45.02 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $13M | NEW | 72k | 176.48 | |
Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.0 | $12M | -3% | 107k | 114.89 | |
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JPMorgan Chase & Co. (JPM) | 1.0 | $12M | +72% | 88k | 134.10 | |
Home Depot (HD) | 1.0 | $12M | +12% | 37k | 315.87 | |
Amazon (AMZN) | 0.9 | $11M | +5% | 129k | 84.00 | |
Vanguard Index Fds Growth Etf (VUG) | 0.9 | $11M | +1476% | 49k | 213.11 | |
UnitedHealth (UNH) | 0.9 | $10M | -3% | 20k | 530.17 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $9.9M | -48% | 102k | 96.99 | |
Chevron Corporation (CVX) | 0.8 | $9.6M | 53k | 179.49 | ||
Exxon Mobil Corporation (XOM) | 0.8 | $9.6M | +65% | 87k | 110.30 | |
Broadcom (AVGO) | 0.8 | $9.3M | +25% | 17k | 559.13 | |
Nextera Energy (NEE) | 0.8 | $9.1M | +36% | 109k | 83.60 | |
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.7 | $8.9M | -9% | 97k | 91.47 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $8.9M | +10% | 104k | 85.64 | |
Ishares Tr Short Treas Bd (SHV) | 0.7 | $8.7M | -16% | 80k | 109.92 | |
Thermo Fisher Scientific (TMO) | 0.7 | $8.0M | +34% | 15k | 550.72 | |
Automatic Data Processing (ADP) | 0.6 | $7.8M | +48% | 33k | 238.86 | |
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.6 | $7.7M | 365k | 21.01 | ||
Johnson & Johnson (JNJ) | 0.6 | $7.6M | +31% | 43k | 176.65 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.6 | $7.5M | 193k | 38.89 | ||
Eli Lilly & Co. (LLY) | 0.6 | $7.5M | 20k | 365.83 | ||
Abbott Laboratories (ABT) | 0.6 | $7.4M | -4% | 67k | 109.79 | |
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.6 | $7.1M | +4% | 93k | 76.13 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $6.8M | +139% | 28k | 241.89 | |
Procter & Gamble Company (PG) | 0.6 | $6.8M | +43% | 45k | 151.56 | |
Abbvie (ABBV) | 0.6 | $6.8M | +29% | 42k | 161.61 | |
Visa Com Cl A (V) | 0.6 | $6.8M | +150% | 33k | 207.76 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $6.8M | +13% | 18k | 384.22 | |
Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.6 | $6.7M | -2% | 283k | 23.59 | |
National Storage Affiliates Com Shs Ben In (NSA) | 0.5 | $6.5M | +2% | 180k | 36.12 | |
CSX Corporation (CSX) | 0.5 | $6.5M | +33% | 209k | 30.98 | |
Pfizer (PFE) | 0.5 | $6.1M | +75% | 120k | 51.24 | |
Ishares Gold Tr Ishares New (IAU) | 0.5 | $6.1M | +18% | 175k | 34.59 | |
Proshares Tr Short S&p 500 Ne (SH) | 0.5 | $5.8M | -34% | 361k | 16.03 | |
Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.5 | $5.5M | NEW | 70k | 78.40 | |
Msci (MSCI) | 0.4 | $5.3M | -5% | 12k | 465.17 | |
Pepsi (PEP) | 0.4 | $5.2M | +23% | 29k | 180.66 | |
Adobe Systems Incorporated (ADBE) | 0.4 | $5.0M | +14% | 15k | 336.53 | |
Netflix (NFLX) | 0.4 | $5.0M | +5% | 17k | 294.88 | |
Spdr Gold Tr Gold Shs (GLD) | 0.4 | $4.9M | -9% | 29k | 169.64 | |
Edwards Lifesciences (EW) | 0.4 | $4.9M | +18% | 66k | 74.61 | |
Coca-Cola Company (KO) | 0.4 | $4.8M | +83% | 76k | 63.61 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $4.7M | -4% | 104k | 45.15 | |
Extra Space Storage (EXR) | 0.4 | $4.5M | +3% | 31k | 147.18 | |
Ssga Active Tr Spdr Ssga Fxd (FISR) | 0.4 | $4.5M | +31% | 177k | 25.60 | |
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.4 | $4.5M | -20% | 153k | 29.69 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $4.5M | +26% | 74k | 61.64 | |
Altria (MO) | 0.4 | $4.4M | +19% | 96k | 45.71 | |
Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.4 | $4.3M | -37% | 87k | 49.27 | |
McDonald's Corporation (MCD) | 0.4 | $4.2M | +35% | 16k | 263.54 | |
Costco Wholesale Corporation (COST) | 0.3 | $4.2M | +23% | 9.1k | 456.55 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $4.0M | +120% | 23k | 174.36 | |
Roper Industries (ROP) | 0.3 | $4.0M | 9.2k | 432.11 | ||
Proshares Tr Pshs Ult S&p 500 (SSO) | 0.3 | $3.9M | -15% | 88k | 44.45 | |
Tesla Motors (TSLA) | 0.3 | $3.9M | -27% | 32k | 122.02 | |
Vanguard Index Fds Value Etf (VTV) | 0.3 | $3.8M | +8% | 27k | 140.37 | |
Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.3 | $3.8M | +98% | 150k | 25.13 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $3.7M | -12% | 53k | 70.50 | |
Raytheon Technologies Corp (RTX) | 0.3 | $3.7M | +103% | 37k | 100.92 | |
Hershey Company (HSY) | 0.3 | $3.6M | +110% | 16k | 231.58 | |
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $3.6M | -7% | 125k | 28.66 | |
Verizon Communications (VZ) | 0.3 | $3.6M | +37% | 91k | 39.40 | |
Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.3 | $3.5M | +905% | 111k | 31.83 | |
Occidental Petroleum Corporation (OXY) | 0.3 | $3.5M | +325% | 56k | 62.99 | |
Ssga Active Tr Spdr Ssga Us Sct (XLSR) | 0.3 | $3.4M | +31% | 87k | 38.91 | |
Cisco Systems (CSCO) | 0.3 | $3.4M | +58% | 71k | 47.64 | |
Listed Fd Tr Core Alt Fd (CCOR) | 0.3 | $3.3M | 106k | 31.58 | ||
Sprinklr Cl A (CXM) | 0.3 | $3.3M | -3% | 408k | 8.17 | |
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $3.3M | -16% | 41k | 82.10 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $3.3M | -3% | 56k | 57.82 | |
NVIDIA Corporation (NVDA) | 0.3 | $3.2M | -40% | 22k | 146.14 | |
General Dynamics Corporation (GD) | 0.3 | $3.2M | +158% | 13k | 248.11 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $3.2M | +40% | 16k | 203.81 | |
Flexshares Tr Mornstar Upstr (GUNR) | 0.3 | $3.2M | 73k | 43.47 | ||
Goldman Sachs Physical Gold Unit (AAAU) | 0.3 | $3.1M | +2% | 172k | 18.09 | |
Proshares Tr Ultrapro Qqq (TQQQ) | 0.3 | $3.1M | NEW | 178k | 17.30 | |
Abrdn Palladium Etf Trust Physical Palladm (PALL) | 0.3 | $3.1M | NEW | 19k | 165.11 | |
Ark Etf Tr Innovation Etf (ARKK) | 0.2 | $3.0M | -17% | 95k | 31.24 | |
Merck & Co (MRK) | 0.2 | $2.9M | +10% | 27k | 110.95 | |
Ishares Core Msci Emkt (IEMG) | 0.2 | $2.9M | -8% | 62k | 46.70 | |
Juniper Networks (JNPR) | 0.2 | $2.9M | 91k | 31.96 | ||
Northrop Grumman Corporation (NOC) | 0.2 | $2.9M | +468% | 5.3k | 545.62 | |
Ishares Tr Ishares Biotech (IBB) | 0.2 | $2.8M | 22k | 131.29 | ||
BlackRock (BLK) | 0.2 | $2.8M | +133% | 4.0k | 708.70 | |
Lockheed Martin Corporation (LMT) | 0.2 | $2.8M | +135% | 5.7k | 486.50 | |
Ford Motor Company (F) | 0.2 | $2.8M | +401% | 240k | 11.63 | |
Wal-Mart Stores (WMT) | 0.2 | $2.7M | +24% | 19k | 141.80 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $2.7M | +45% | 36k | 75.19 | |
Ishares Tr National Mun Etf (MUB) | 0.2 | $2.7M | -28% | 25k | 105.52 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $2.7M | +31% | 51k | 51.72 | |
American Electric Power Company (AEP) | 0.2 | $2.6M | +12% | 27k | 94.95 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $2.5M | +419% | 50k | 50.14 | |
Philip Morris International (PM) | 0.2 | $2.5M | +69% | 25k | 101.21 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $2.5M | +21% | 59k | 41.97 | |
Blackstone Group Inc Com Cl A (BX) | 0.2 | $2.5M | +282% | 33k | 74.19 | |
Ishares Tr Core Msci Euro (IEUR) | 0.2 | $2.4M | NEW | 51k | 47.50 | |
Morgan Stanley Com New (MS) | 0.2 | $2.4M | -2% | 28k | 85.02 | |
Open Lending Corp Com Cl A (LPRO) | 0.2 | $2.4M | 354k | 6.75 | ||
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.4M | +49% | 11k | 214.24 | |
Veritiv Corp - When Issued (VRTV) | 0.2 | $2.4M | NEW | 19k | 121.71 | |
Comcast Corp Cl A (CMCSA) | 0.2 | $2.4M | +41% | 67k | 34.97 | |
Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $2.2M | +3% | 34k | 65.74 | |
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $2.2M | +501% | 44k | 49.51 | |
Innovator Etfs Tr Us Eqty Ultra B (UOCT) | 0.2 | $2.1M | NEW | 78k | 27.28 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $2.1M | +133% | 43k | 49.49 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $2.1M | -51% | 11k | 191.20 | |
Bristol Myers Squibb (BMY) | 0.2 | $2.1M | +29% | 29k | 71.95 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $2.1M | +60% | 17k | 125.11 | |
Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $2.1M | 21k | 99.71 | ||
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.2 | $2.1M | +142% | 21k | 98.21 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $2.1M | 21k | 99.56 | ||
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.2 | $2.0M | +16% | 99k | 20.69 | |
Paychex (PAYX) | 0.2 | $2.0M | +106% | 17k | 115.56 | |
Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.2 | $2.0M | -2% | 136k | 14.78 | |
Tractor Supply Company (TSCO) | 0.2 | $2.0M | +524% | 8.9k | 224.97 | |
Williams Companies (WMB) | 0.2 | $2.0M | +205% | 60k | 32.90 | |
Walt Disney Company (DIS) | 0.2 | $2.0M | +3% | 23k | 86.88 | |
ConocoPhillips (COP) | 0.2 | $2.0M | +168% | 17k | 118.00 | |
Oak Street Health (OSH) | 0.2 | $2.0M | 91k | 21.51 | ||
Vanguard World Mega Grwth Ind (MGK) | 0.2 | $2.0M | -80% | 11k | 172.07 | |
Intuit (INTU) | 0.2 | $1.9M | +18% | 4.9k | 389.22 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $1.9M | +135% | 14k | 135.75 | |
At&t (T) | 0.1 | $1.8M | -25% | 98k | 18.41 | |
Boeing Company (BA) | 0.1 | $1.8M | -21% | 9.4k | 190.49 | |
Oracle Corporation (ORCL) | 0.1 | $1.8M | +118% | 22k | 81.74 | |
Qualcomm (QCOM) | 0.1 | $1.8M | -10% | 16k | 109.94 | |
Caterpillar (CAT) | 0.1 | $1.8M | -16% | 7.3k | 239.56 | |
Truist Financial Corp equities (TFC) | 0.1 | $1.7M | -5% | 40k | 43.03 | |
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $1.7M | +3% | 39k | 43.92 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.7M | +202% | 13k | 135.85 | |
Amgen (AMGN) | 0.1 | $1.7M | +27% | 6.5k | 262.64 | |
Invesco Db Commdy Indx Trck Unit (DBC) | 0.1 | $1.7M | 69k | 24.65 | ||
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $1.7M | +149% | 23k | 74.55 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.7M | -5% | 12k | 141.25 | |
Cnfinance Hldgs Spon Ads (CNF) | 0.1 | $1.7M | 979k | 1.71 | ||
Honeywell International (HON) | 0.1 | $1.7M | +313% | 7.8k | 214.30 | |
Marriott Intl Cl A (MAR) | 0.1 | $1.7M | 11k | 148.89 | ||
United Bankshares (UBSI) | 0.1 | $1.6M | 40k | 40.49 | ||
Intel Corporation (INTC) | 0.1 | $1.6M | -12% | 60k | 26.43 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.6M | -3% | 11k | 145.07 | |
Colgate-Palmolive Company (CL) | 0.1 | $1.6M | +130% | 20k | 78.79 | |
Kinder Morgan (KMI) | 0.1 | $1.6M | +107% | 87k | 18.08 | |
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $1.6M | +29% | 48k | 32.96 | |
Meta Platforms Cl A (META) | 0.1 | $1.6M | -58% | 13k | 120.34 | |
Ares Capital Corporation (ARCC) | 0.1 | $1.5M | +35% | 84k | 18.47 | |
Ishares Tr Mbs Etf (MBB) | 0.1 | $1.5M | +19% | 17k | 92.75 | |
Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $1.5M | -16% | 30k | 50.27 | |
AmerisourceBergen (ABC) | 0.1 | $1.5M | +37% | 9.0k | 165.71 | |
Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.5M | -18% | 17k | 87.47 | |
Mastercard Incorporated Cl A (MA) | 0.1 | $1.5M | -13% | 4.3k | 347.76 | |
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.1 | $1.5M | 36k | 40.97 | ||
EOG Resources (EOG) | 0.1 | $1.5M | 11k | 129.52 | ||
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) | 0.1 | $1.5M | +126% | 34k | 43.57 | |
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) | 0.1 | $1.5M | +31% | 80k | 18.45 | |
Enbridge (ENB) | 0.1 | $1.5M | +78% | 38k | 39.10 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $1.5M | +329% | 29k | 50.67 | |
Starbucks Corporation (SBUX) | 0.1 | $1.4M | +58% | 16k | 93.28 | |
DNP Select Income Fund (DNP) | 0.1 | $1.4M | +4% | 128k | 11.25 | |
Ishares Tr Tips Bd Etf (TIP) | 0.1 | $1.4M | -7% | 13k | 106.44 | |
General Mills (GIS) | 0.1 | $1.4M | -12% | 17k | 83.85 | |
Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.1 | $1.4M | -29% | 50k | 28.24 | |
Bank of America Corporation (BAC) | 0.1 | $1.4M | 42k | 33.12 | ||
Becton, Dickinson and (BDX) | 0.1 | $1.4M | +8% | 5.4k | 254.30 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.4M | +85% | 15k | 94.64 | |
Gilead Sciences (GILD) | 0.1 | $1.3M | +78% | 16k | 85.85 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $1.3M | +22% | 20k | 66.65 | |
Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $1.3M | NEW | 17k | 77.68 | |
Goldman Sachs (GS) | 0.1 | $1.3M | +39% | 3.8k | 343.42 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.3M | +120% | 3.7k | 351.37 | |
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) | 0.1 | $1.3M | NEW | 44k | 29.73 | |
Chubb (CB) | 0.1 | $1.3M | NEW | 5.9k | 220.58 | |
CVS Caremark Corporation (CVS) | 0.1 | $1.3M | +38% | 14k | 93.19 | |
Neurocrine Biosciences (NBIX) | 0.1 | $1.3M | NEW | 11k | 119.44 | |
Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.3M | -29% | 10k | 124.44 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.3M | +45% | 4.7k | 266.85 | |
Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.2M | +125% | 36k | 34.20 | |
Norfolk Southern (NSC) | 0.1 | $1.2M | 5.0k | 246.42 | ||
Spdr Ser Tr Bloomberg Invt (FLRN) | 0.1 | $1.2M | -16% | 41k | 30.39 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $1.2M | +44% | 12k | 104.27 | |
American Express Company (AXP) | 0.1 | $1.2M | NEW | 8.4k | 147.75 | |
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $1.2M | -15% | 13k | 95.78 | |
Valero Energy Corporation (VLO) | 0.1 | $1.2M | NEW | 9.7k | 126.86 | |
Aspen Technology (AZPN) | 0.1 | $1.2M | +502% | 6.0k | 205.40 | |
Clorox Company (CLX) | 0.1 | $1.2M | +37% | 8.5k | 140.33 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.2M | +75% | 7.8k | 151.65 | |
Proshares Tr Pshs Ultsh 20yrs (TBT) | 0.1 | $1.2M | -72% | 36k | 32.50 | |
Discover Financial Services (DFS) | 0.1 | $1.2M | NEW | 12k | 97.83 | |
City Holding Company (CHCO) | 0.1 | $1.2M | -28% | 13k | 93.09 | |
Texas Instruments Incorporated (TXN) | 0.1 | $1.2M | +4% | 7.0k | 165.22 | |
Golub Capital BDC (GBDC) | 0.1 | $1.1M | +2% | 87k | 13.16 | |
Ishares Tr Global Energ Etf (IXC) | 0.1 | $1.1M | +7% | 29k | 38.99 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.1M | -37% | 7.5k | 151.85 | |
First Tr High Yield Opprt 20 (FTHY) | 0.1 | $1.1M | -20% | 84k | 13.48 | |
Green Plains Renewable Energy (GPRE) | 0.1 | $1.1M | NEW | 37k | 30.50 | |
Listed Fd Tr Horizon Kinetics (INFL) | 0.1 | $1.1M | 36k | 31.48 | ||
United Cmnty Bks Ga Cap Stk (UCBI) | 0.1 | $1.1M | 33k | 33.80 | ||
Group 1 Automotive (GPI) | 0.1 | $1.1M | NEW | 6.1k | 180.37 | |
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.1 | $1.1M | -3% | 23k | 46.72 | |
Cadence Design Systems (CDNS) | 0.1 | $1.1M | +238% | 6.8k | 160.64 | |
Franklin Bsp Rlty Tr Common Stock (FBRT) | 0.1 | $1.1M | -4% | 84k | 12.90 | |
Spdr Index Shs Fds Portflo Eurp Etf (SPEU) | 0.1 | $1.1M | NEW | 31k | 34.69 | |
Amplify Etf Tr Blackswan Grwt (SWAN) | 0.1 | $1.1M | 44k | 24.45 | ||
Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.1 | $1.1M | -12% | 37k | 29.03 | |
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $1.1M | +46% | 16k | 64.35 | |
Proshares Tr Shrt 20+yr Tre (TBF) | 0.1 | $1.0M | -63% | 46k | 22.68 | |
MetLife (MET) | 0.1 | $1.0M | +42% | 14k | 72.37 | |
Coupang Cl A (CPNG) | 0.1 | $1.0M | -31% | 70k | 14.71 | |
Novo-nordisk A S Adr (NVO) | 0.1 | $1.0M | +80% | 7.5k | 135.34 | |
Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $1.0M | -42% | 25k | 40.90 | |
Linde SHS (LIN) | 0.1 | $1.0M | 3.1k | 326.19 | ||
Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $996k | -19% | 34k | 29.38 | |
Ishares U S Etf Tr Gold Strategy (IAUF) | 0.1 | $990k | +5% | 18k | 54.78 | |
Arista Networks (ANET) | 0.1 | $987k | -27% | 8.1k | 121.35 | |
W.R. Berkley Corporation (WRB) | 0.1 | $985k | -4% | 14k | 72.57 | |
Ishares Tr Core High Dv Etf (HDV) | 0.1 | $980k | -48% | 9.4k | 104.25 | |
Illinois Tool Works (ITW) | 0.1 | $969k | -19% | 4.4k | 220.29 | |
Crown Castle Intl (CCI) | 0.1 | $969k | +270% | 7.1k | 135.64 | |
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) | 0.1 | $962k | NEW | 32k | 30.07 | |
Dupont De Nemours (DD) | 0.1 | $947k | +140% | 14k | 68.63 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $944k | +40% | 15k | 63.90 | |
Yum! Brands (YUM) | 0.1 | $936k | +133% | 7.3k | 128.08 | |
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $933k | NEW | 17k | 55.12 | |
Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.1 | $931k | 12k | 77.74 | ||
Gartner (IT) | 0.1 | $928k | NEW | 2.8k | 336.14 | |
salesforce (CRM) | 0.1 | $916k | -76% | 6.9k | 132.59 | |
Duke Energy Corp Com New (DUK) | 0.1 | $914k | -8% | 8.9k | 103.00 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $913k | +3% | 6.8k | 135.24 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $903k | 4.9k | 183.54 | ||
Ishares Msci Jpn Etf New (EWJ) | 0.1 | $901k | NEW | 17k | 54.44 | |
Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $894k | +243% | 24k | 38.07 | |
Chemed Corp Com Stk (CHE) | 0.1 | $891k | NEW | 1.7k | 510.43 | |
J P Morgan Exchange Traded F Short Dura Core (JSCP) | 0.1 | $886k | NEW | 19k | 45.70 | |
International Business Machines (IBM) | 0.1 | $885k | -3% | 6.3k | 140.90 | |
Danaher Corporation (DHR) | 0.1 | $885k | NEW | 3.3k | 265.42 | |
Corteva (CTVA) | 0.1 | $882k | +223% | 15k | 58.78 | |
Amarin Corp Spons Adr New (AMRN) | 0.1 | $869k | +18% | 719k | 1.21 | |
American Tower Reit (AMT) | 0.1 | $868k | +81% | 4.1k | 211.85 | |
Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.1 | $864k | NEW | 35k | 24.88 |
Past Filings by Axxcess Wealth Management
SEC 13F filings are viewable for Axxcess Wealth Management going back to 2022
- 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