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 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.

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