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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 AGG, AAPL, JPST, SPDW, NVDA, and represent 19.66% of Axxcess Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$136M), JPST (+$20M), EEM (+$12M), BALT (+$9.2M), MBB (+$8.4M), VOE (+$8.2M), BIL (+$7.6M), SPYM (+$5.9M), DHDG, VTI.
Started 25 new stock positions in ETH, AUB, SNDK, FUTY, UFEB, OWL, ZALT, MNST, CNQ, CGDG.
Reduced shares in these 10 stocks: VV (-$333M), Apple Inc option (-$159M), IDEV (-$108M), VO (-$76M), PBUS (-$62M), VTC (-$60M), COWZ (-$58M), PPA (-$53M), CIBR (-$52M), TFLO (-$50M).
Sold out of its positions in Adt Inc call, AFL, ABX, PPLT, ABVX, ADBE, AEG, AVAV, AEM, ABNB.
Axxcess Wealth Management was a net seller of stock by $-2.6B.
Axxcess Wealth Management has $3.1B in assets under management (AUM), dropping by -46.00%.
Central Index Key (CIK): 0001911056

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Portfolio Holdings for Axxcess Wealth Management

Axxcess Wealth Management holds 373 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Us Aggbd Et (AGG)	5.7	$178M	-6%	1.8M	99.27	View chart
Apple (AAPL)	4.4	$136M	NEW	553k	246.30	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	3.8	$117M	+20%	2.3M	50.61	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	3.0	$94M		2.1M	45.65	View chart
NVIDIA Corporation (NVDA)	2.8	$88M	-14%	510k	173.25	View chart
Microsoft Corporation (MSFT)	2.8	$86M	-2%	235k	366.34	View chart
Spdr Series Trust State Street Spd (BIL)	2.4	$76M	+11%	834k	91.64	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	2.3	$72M	+6%	1.4M	50.12	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.3	$71M		1.0M	67.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.2	$70M		117k	597.55	View chart
Amazon (AMZN)	2.2	$68M	-5%	328k	207.09	View chart
Ishares Gold Tr Ishares New (IAU)	1.9	$59M	-13%	672k	88.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.8	$57M	-2%	457k	124.31	View chart
Broadcom (AVGO)	1.8	$55M	-3%	177k	309.51	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.8	$55M	-3%	197k	277.57	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.7	$52M		1.0M	50.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$41M	-5%	62k	653.21	View chart
JPMorgan Chase & Co. (JPM)	1.2	$38M	-10%	130k	294.16	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.2	$37M	+8%	64k	577.84	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.1	$35M	+2%	280k	125.13	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	1.1	$34M	+5%	729k	46.91	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.1	$34M		142k	237.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$33M	+15%	102k	320.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$31M		483k	64.08	View chart
Wal-Mart Stores (WMT)	0.9	$30M	-13%	238k	124.28	View chart
Meta Platforms Cl A (META)	0.9	$29M	-20%	51k	569.88	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$28M	-7%	49k	577.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$28M	-12%	105k	266.87	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.9	$27M	-29%	235k	114.91	View chart
Tesla Motors (TSLA)	0.8	$25M	-9%	70k	358.35	View chart
Netflix (NFLX)	0.8	$25M		260k	95.65	View chart
Exxon Mobil Corporation (XOM)	0.7	$22M	-15%	128k	169.66	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$21M	+4%	690k	30.68	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.7	$21M	+121%	369k	56.79	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$21M		231k	90.53	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.7	$21M	-5%	155k	132.90	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$20M	+5%	42k	479.21	View chart
Johnson & Johnson (JNJ)	0.6	$20M	-5%	82k	244.44	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$20M	-2%	46k	430.29	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.6	$20M	+18%	383k	50.98	View chart
Eli Lilly & Co. (LLY)	0.6	$19M	-8%	20k	919.74	View chart
Costco Wholesale Corporation (COST)	0.6	$18M	+4%	18k	996.42	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.5	$17M	-74%	168k	100.66	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$17M		284k	58.54	View chart
Visa Com Cl A (V)	0.5	$16M	-12%	54k	302.24	View chart
Abbvie (ABBV)	0.5	$16M	-3%	72k	217.49	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.5	$16M	+29%	308k	50.83	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$15M	-43%	79k	191.92	View chart
Chevron Corporation (CVX)	0.5	$15M	+4%	73k	205.56	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.5	$15M	+157%	448k	33.47	View chart
Home Depot (HD)	0.5	$15M	-18%	44k	328.89	View chart
Terawulf (WULF)	0.5	$14M		1.0M	14.43	View chart
Cisco Systems (CSCO)	0.5	$14M	+11%	184k	77.59	View chart
Caterpillar (CAT)	0.5	$14M	-10%	20k	708.46	View chart
Abbott Laboratories (ABT)	0.4	$14M	-5%	132k	102.67	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$13M	-4%	19k	697.71	View chart
Coca-Cola Company (KO)	0.4	$13M	-3%	168k	76.05	View chart
Vanguard World Mega Grwth Ind (MGK)	0.4	$12M	-3%	34k	367.44	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.4	$12M	+13%	228k	53.77	View chart
Procter & Gamble Company (PG)	0.4	$12M	-4%	84k	144.44	View chart
Spdr Series Trust State Street Spd (SPYM)	0.4	$12M	+94%	157k	76.54	View chart
Raytheon Technologies Corp (RTX)	0.4	$12M		63k	191.40	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.4	$12M	+11%	297k	39.43	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$12M		77k	148.10	View chart
Vanguard World Health Car Etf (VHT)	0.3	$11M		40k	272.33	View chart
Goldman Sachs (GS)	0.3	$11M	-10%	13k	816.74	View chart
Pepsi (PEP)	0.3	$11M	+3%	70k	155.29	View chart
International Business Machines (IBM)	0.3	$11M	-6%	44k	242.39	View chart
Palantir Technologies Cl A (PLTR)	0.3	$11M	-38%	73k	145.13	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$10M	+493%	106k	94.95	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$10M	+437%	55k	184.28	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.3	$10M	+7%	46k	218.72	View chart
Nextera Energy (NEE)	0.3	$9.7M	-9%	105k	92.88	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$9.7M		112k	86.69	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$9.6M		210k	45.62	View chart
Linde SHS (LIN)	0.3	$9.4M		19k	495.75	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$9.3M	-50%	83k	112.11	View chart
Advanced Micro Devices (AMD)	0.3	$9.1M		45k	203.43	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.3	$9.0M	+2%	297k	30.15	View chart
Cummins (CMI)	0.3	$8.9M	-4%	17k	538.00	View chart
Spdr Series Trust State Street Spd (SPYG)	0.3	$8.9M	-13%	91k	97.91	View chart
Verizon Communications (VZ)	0.3	$8.8M	-27%	175k	50.20	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.3	$8.6M	+9%	186k	46.07	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$8.4M		148k	56.68	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$8.2M	-34%	104k	79.27	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.3	$8.2M	+7%	489k	16.77	View chart
Amphenol Corp Cl A (APH)	0.3	$8.0M		64k	126.35	View chart
Automatic Data Processing (ADP)	0.2	$7.5M	+2%	37k	203.18	View chart
Mastercard Incorporated Cl A (MA)	0.2	$7.4M	-10%	15k	499.69	View chart
Walt Disney Company (DIS)	0.2	$7.2M	+11%	75k	96.38	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$7.2M		78k	92.28	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$7.0M	+9%	103k	68.28	View chart
McDonald's Corporation (MCD)	0.2	$7.0M	-7%	22k	310.78	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$6.9M	-7%	132k	52.56	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$6.7M	+12%	98k	68.14	View chart
Eaton Corp SHS (ETN)	0.2	$6.6M	-7%	18k	357.67	View chart
Honeywell International (HON)	0.2	$6.4M	-13%	28k	226.03	View chart
Ge Aerospace Com New (GE)	0.2	$6.1M	+7%	22k	283.77	View chart
Evercore Class A (EVR)	0.2	$6.1M		20k	298.51	View chart
Ge Vernova (GEV)	0.2	$6.0M	+5%	7.0k	860.58	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$5.9M	-30%	154k	38.42	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$5.9M	+6%	124k	47.55	View chart
Lam Research Corp Com New (LRCX)	0.2	$5.7M	-18%	27k	213.66	View chart
Amgen (AMGN)	0.2	$5.7M	+14%	16k	351.86	View chart
American Electric Power Company (AEP)	0.2	$5.6M		43k	131.08	View chart
Qualcomm (QCOM)	0.2	$5.6M		44k	128.78	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$5.5M	-38%	17k	328.10	View chart
Pfizer (PFE)	0.2	$5.4M	-8%	193k	28.08	View chart
Spdr Series Trust State Street Spd (SPTL)	0.2	$5.4M	-22%	204k	26.30	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.2	$5.4M	+447%	71k	75.74	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$5.4M	-5%	27k	198.29	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$5.3M	-2%	79k	67.59	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$5.2M	-19%	85k	61.26	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$5.1M	+14%	3.9k	1320.60	View chart
Lockheed Martin Corporation (LMT)	0.2	$5.1M		8.4k	604.34	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$5.1M	+9%	35k	146.61	View chart
Wells Fargo & Company (WFC)	0.2	$5.0M	-18%	63k	79.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG)	0.2	$4.8M	NEW	144k	33.63	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$4.8M	+3%	58k	82.57	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$4.7M	-5%	22k	215.07	View chart
Citigroup Com New (C)	0.1	$4.6M	-30%	41k	113.41	View chart
Union Pacific Corporation (UNP)	0.1	$4.6M	-24%	19k	242.63	View chart
Ssga Active Tr State Street Fix (FISR)	0.1	$4.6M	+21%	179k	25.72	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$4.5M	-17%	46k	96.70	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$4.4M	-60%	38k	118.60	View chart
Micron Technology (MU)	0.1	$4.4M	-19%	13k	337.83	View chart
Deere & Company (DE)	0.1	$4.4M	-2%	7.7k	563.28	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$4.3M	-9%	170k	25.64	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.1	$4.3M	+4%	37k	118.23	View chart
Howmet Aerospace (HWM)	0.1	$4.3M	+9%	19k	230.46	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$4.3M		39k	110.78	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.1	$4.2M	+13%	91k	46.43	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$4.2M	+63%	51k	81.98	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.1	$4.2M	+18%	135k	31.01	View chart
Duke Energy Corp Com New (DUK)	0.1	$4.2M	-10%	32k	130.94	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.1	$4.2M		106k	39.27	View chart
At&t (T)	0.1	$4.2M	-5%	143k	28.99	View chart
Ssga Active Tr State Street Us (XLSR)	0.1	$4.1M	-3%	72k	57.74	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$4.1M	-16%	74k	55.52	View chart
Comcast Corp Cl A (CMCSA)	0.1	$4.1M	-15%	141k	28.71	View chart
Boeing Company (BA)	0.1	$4.0M		20k	199.03	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$4.0M		21k	191.81	View chart
Cardinal Health (CAH)	0.1	$3.9M	-3%	19k	211.31	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$3.9M	+187%	75k	51.93	View chart
Intel Corporation (INTC)	0.1	$3.9M		88k	44.13	View chart
CSX Corporation (CSX)	0.1	$3.8M		94k	41.05	View chart
Blackrock (BLK)	0.1	$3.8M	-2%	3.9k	961.80	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$3.7M	-5%	39k	95.62	View chart
Philip Morris International (PM)	0.1	$3.7M	-31%	22k	165.34	View chart
Sprott Fds Tr Uranium Miners E (URNM)	0.1	$3.6M		57k	63.15	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$3.6M	+5%	41k	88.70	View chart
Colgate-Palmolive Company (CL)	0.1	$3.6M		42k	85.23	View chart
UnitedHealth (UNH)	0.1	$3.6M	-30%	13k	270.59	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$3.6M	-5%	22k	161.73	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$3.5M	+12%	69k	50.95	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$3.5M	-5%	9.7k	359.01	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$3.5M	+16%	42k	82.75	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$3.4M		41k	84.91	View chart
Fidelity Covington Trust Enhanced High Yi (FDHY)	0.1	$3.4M		70k	48.54	View chart
Waste Management (WM)	0.1	$3.4M	-8%	15k	229.80	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$3.4M	-39%	68k	49.37	View chart
Texas Instruments Incorporated (TXN)	0.1	$3.3M	-8%	17k	194.13	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$3.2M		30k	106.01	View chart
Monster Beverage Corp (MNST)	0.1	$3.1M	NEW	43k	72.46	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$3.0M	-18%	30k	100.19	View chart
L3harris Technologies (LHX)	0.1	$2.9M		8.5k	345.15	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$2.8M		30k	94.56	View chart
Bank of New York Mellon Corporation (BK)	0.1	$2.8M	-3%	24k	118.63	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$2.8M	+142%	78k	35.59	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.1	$2.7M	-14%	68k	39.73	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.1	$2.6M		59k	44.63	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$2.6M	+19%	26k	100.57	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$2.6M	+4%	37k	70.18	View chart
Phillips 66 (PSX)	0.1	$2.6M	+26%	14k	182.18	View chart
Newmont Mining Corporation (NEM)	0.1	$2.5M	+7%	23k	108.25	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$2.5M	+39%	17k	145.94	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$2.4M	+30%	84k	29.13	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$2.4M	+11%	22k	110.39	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$2.4M		18k	135.72	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$2.3M	+12%	44k	52.19	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$2.2M	-48%	67k	33.37	View chart
Direxion Shares Etf Trust Daily S&p 500 Be (SPDN)	0.1	$2.2M	+21%	220k	9.95	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$2.2M	-8%	47k	45.89	View chart
PNC Financial Services (PNC)	0.1	$2.1M	-3%	10k	208.10	View chart
Marathon Petroleum Corp (MPC)	0.1	$2.1M		8.5k	244.16	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.1	$2.1M	+8%	44k	47.00	View chart
Kinder Morgan (KMI)	0.1	$2.1M	-19%	61k	33.53	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$2.0M	-51%	34k	60.12	View chart
Williams Companies (WMB)	0.1	$2.0M	-13%	28k	72.78	View chart
Medpace Hldgs (MEDP)	0.1	$2.0M	+3%	4.2k	480.19	View chart
Nucor Corporation (NUE)	0.1	$2.0M	+18%	12k	169.11	View chart
Altria (MO)	0.1	$2.0M	-34%	30k	65.99	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.1	$1.9M	-12%	38k	50.55	View chart
MetLife (MET)	0.1	$1.9M		27k	70.72	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$1.9M	-38%	38k	48.32	View chart
Gilead Sciences (GILD)	0.1	$1.9M	-8%	13k	139.37	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	0.1	$1.8M	-18%	35k	50.43	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$1.8M	+10%	33k	52.64	View chart
Oneok (OKE)	0.1	$1.7M	+70%	19k	90.39	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.7M	+5%	15k	113.11	View chart
SLB Com Stk (SLB)	0.1	$1.7M	+37%	32k	51.39	View chart
Enbridge (ENB)	0.1	$1.6M	-25%	30k	54.14	View chart
Spdr Series Trust State Stret Spdr (CERY)	0.1	$1.6M	+49%	47k	35.24	View chart
Quanta Services (PWR)	0.1	$1.6M	-28%	2.9k	549.02	View chart
Medtronic SHS (MDT)	0.0	$1.5M	+16%	18k	86.65	View chart
Strategy Cl A New (MSTR)	0.0	$1.5M	+8%	12k	124.80	View chart
Northrop Grumman Corporation (NOC)	0.0	$1.5M	-11%	2.2k	682.28	View chart
Kla Corp Com New (KLAC)	0.0	$1.5M	+8%	994.00	1472.42	View chart
Dell Technologies CL C (DELL)	0.0	$1.5M	+74%	8.9k	164.13	View chart
Novartis Sponsored Adr (NVS)	0.0	$1.4M	-2%	9.3k	152.75	View chart
Emcor (EME)	0.0	$1.4M	+7%	1.9k	738.34	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$1.4M	-38%	30k	46.67	View chart
salesforce (CRM)	0.0	$1.4M	-17%	7.5k	186.67	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.0	$1.4M		35k	40.14	View chart
Air Products & Chemicals (APD)	0.0	$1.4M	+84%	4.7k	290.51	View chart
Arista Networks Com Shs (ANET)	0.0	$1.3M		11k	122.78	View chart
Zacks Trust Focus Growth Etf (GROZ)	0.0	$1.3M	+338%	49k	27.57	View chart
Prudential Financial (PRU)	0.0	$1.3M	-7%	14k	97.69	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$1.3M	-2%	14k	95.44	View chart
Palo Alto Networks (PANW)	0.0	$1.3M	-37%	7.9k	160.32	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$1.2M	-15%	10k	118.62	View chart
Prologis (PLD)	0.0	$1.2M		9.4k	132.18	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$1.2M	-61%	70k	17.32	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$1.2M	-25%	25k	46.95	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$1.2M	-41%	39k	29.99	View chart
Spdr Series Trust State Street Spd (SPAB)	0.0	$1.2M	+37%	46k	25.62	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.0	$1.2M	+157%	24k	49.37	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$1.1M	-29%	17k	69.30	View chart
Spdr Series Trust State Street Spd (SPIB)	0.0	$1.1M	-23%	34k	33.54	View chart
Target Corporation (TGT)	0.0	$1.1M	+36%	9.3k	121.20	View chart
Freeport Mcmoran CL B (FCX)	0.0	$1.1M	-26%	19k	58.78	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$1.1M	-20%	6.1k	179.83	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.0	$1.1M	+421%	30k	36.67	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.0	$1.1M	+106%	47k	22.49	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.0	$1.1M		22k	47.82	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$1.0M		12k	87.84	View chart
Proshares Tr Ultrashort Qqq (QID)	0.0	$1.0M	-29%	46k	22.66	View chart
Starbucks Corporation (SBUX)	0.0	$1.0M	-33%	11k	89.59	View chart
Goldman Sachs Etf Tr Ultra Short Muni (GUMI)	0.0	$1.0M	-3%	20k	50.42	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$995k	-43%	30k	32.95	View chart
Vaneck Etf Trust Pharmaceutcl Etf (PPH)	0.0	$994k	-3%	9.6k	103.88	View chart
Etf Opportunities Trust Idx Dynamic Fixe (DYFI)	0.0	$990k	+6%	44k	22.73	View chart
Coreweave Com Cl A (CRWV)	0.0	$986k	+26%	13k	77.47	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$971k		4.0k	239.98	View chart
Teradyne (TER)	0.0	$947k	-18%	3.2k	296.46	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$924k	+59%	18k	52.76	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.0	$905k	-7%	19k	47.37	View chart
Coinbase Global Com Cl A (COIN)	0.0	$900k	-23%	5.2k	174.61	View chart
Vanguard World Energy Etf (VDE)	0.0	$883k	-6%	5.1k	173.05	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$852k		57k	15.05	View chart
United Parcel Svcs CL B (UPS)	0.0	$848k	-40%	8.6k	98.38	View chart
Applovin Corp Com Cl A (APP)	0.0	$836k	-74%	2.1k	398.00	View chart
Tapestry (TPR)	0.0	$835k	+92%	5.9k	141.12	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$820k	-4%	30k	27.85	View chart
Public Storage (PSA)	0.0	$818k	+2%	3.0k	270.84	View chart
Wec Energy Group (WEC)	0.0	$813k	+49%	7.0k	115.77	View chart
Comfort Systems USA (FIX)	0.0	$811k	+8%	588.00	1379.04	View chart
Vanguard World Industrial Etf (VIS)	0.0	$790k	+3%	2.5k	312.22	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$778k	-12%	13k	59.22	View chart
Kinetik Holdings Com New Cl A (KNTK)	0.0	$772k	NEW	16k	48.41	View chart
Vanguard World Materials Etf (VAW)	0.0	$767k	-2%	3.4k	225.33	View chart
Vanguard World Utilities Etf (VPU)	0.0	$764k	-28%	3.9k	198.16	View chart
Spdr Series Trust State Street Spd (FLRN)	0.0	$764k	+73%	25k	30.78	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.0	$762k		6.1k	125.93	View chart
Bwx Technologies (BWXT)	0.0	$761k	+20%	3.7k	204.49	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.0	$754k		15k	49.38	View chart
Servicenow (NOW)	0.0	$742k	+110%	7.1k	104.55	View chart
Sempra Energy (SRE)	0.0	$729k	-6%	7.5k	97.17	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$718k	+3%	3.2k	224.56	View chart
Spdr Series Trust State Street Spd (EMHC)	0.0	$712k	+6%	29k	24.80	View chart
Hilton Worldwide Holdings (HLT)	0.0	$703k	-51%	2.3k	304.08	View chart
Spdr Series Trust State Stret Spdr (TIPX)	0.0	$700k	+4%	37k	19.19	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.0	$685k	+46%	10k	67.07	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$674k	-8%	21k	32.43	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.0	$670k	+8%	14k	47.57	View chart
Invesco Db Multi-sector Comm Precious Metal (DBP)	0.0	$668k		6.1k	110.04	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$662k	NEW	7.0k	94.24	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$632k	+81%	25k	25.55	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$627k	+2%	12k	53.22	View chart
Spdr Series Trust State Street Spd (JNK)	0.0	$612k	+175%	6.4k	95.72	View chart
Green Brick Partners (GRBK)	0.0	$601k		9.3k	64.45	View chart
Carpenter Technology Corporation (CRS)	0.0	$600k	-31%	1.5k	394.17	View chart
Technipfmc (FTI)	0.0	$598k	+7%	8.6k	69.13	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.0	$595k		15k	40.14	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.0	$594k	-7%	13k	44.62	View chart
Haleon Spon Ads (HLN)	0.0	$592k	-6%	59k	10.01	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.0	$587k	NEW	18k	32.46	View chart
Roblox Corp Cl A (RBLX)	0.0	$574k	-33%	10k	56.56	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.0	$574k	-42%	23k	25.14	View chart
Goldman Sachs Etf Tr Small Cap Equity (GSC)	0.0	$571k		11k	54.64	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$568k	NEW	4.0k	142.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.0	$565k		16k	35.32	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.0	$547k		14k	38.84	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.0	$543k		19k	28.79	View chart
Ishares Msci Eurzone Etf (EZU)	0.0	$542k	+16%	8.6k	62.64	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.0	$531k		21k	25.39	View chart
Sandisk Corp (SNDK)	0.0	$525k	NEW	826.00	635.34	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.0	$524k	NEW	15k	35.90	View chart
Cadence Design Systems (CDNS)	0.0	$514k	-19%	1.9k	277.87	View chart
Ishares Tr Europe Etf (IEV)	0.0	$485k		7.1k	67.94	View chart
Ishares Tr Investment Grade (IGEB)	0.0	$485k		11k	45.06	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$473k	+106%	6.4k	74.35	View chart
Tempus Ai Cl A (TEM)	0.0	$473k	+25%	11k	45.22	View chart
Roku Com Cl A (ROKU)	0.0	$471k	-23%	5.0k	94.62	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$467k		9.7k	48.05	View chart
Vici Pptys (VICI)	0.0	$460k	+63%	17k	27.32	View chart
Sprouts Fmrs Mkt (SFM)	0.0	$451k	-15%	5.9k	77.13	View chart
PPG Industries (PPG)	0.0	$451k		4.2k	106.88	View chart
Ensign (ENSG)	0.0	$443k	+8%	2.2k	201.50	View chart
Open Lending Corp (LPRO)	0.0	$441k		353k	1.25	View chart
Ultimus Managers Tr Q3 All Season (QTAC)	0.0	$433k		19k	22.99	View chart
Vanguard World Financials Etf (VFH)	0.0	$432k	-32%	3.6k	120.82	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$431k	NEW	14k	30.50	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.0	$426k	-2%	1.1k	404.21	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.0	$422k	+96%	17k	25.48	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.0	$419k	+2%	8.4k	50.04	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.0	$415k		12k	33.93	View chart
Cnx Resources Corporation (CNX)	0.0	$405k	+7%	11k	38.55	View chart
State Street Corporation (STT)	0.0	$399k	+69%	3.2k	126.56	View chart
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)	0.0	$399k	-71%	6.1k	65.77	View chart
Grayscale Ethereum Staking Shs New (ETH)	0.0	$397k	NEW	20k	19.86	View chart
Goldman Sachs Bdc SHS (GSBD)	0.0	$394k	-3%	44k	8.88	View chart
Tempur-Pedic International (SGI)	0.0	$384k	-37%	5.2k	73.92	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.0	$381k	NEW	11k	36.30	View chart
Elanco Animal Health (ELAN)	0.0	$376k	NEW	16k	23.93	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.0	$374k		14k	26.28	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.0	$373k		6.3k	58.80	View chart
National Retail Properties (NNN)	0.0	$368k	+26%	8.8k	42.03	View chart
Tenet Healthcare Corp Com New (THC)	0.0	$365k	+8%	1.9k	188.71	View chart
Canadian Natural Resources (CNQ)	0.0	$350k	NEW	7.2k	48.73	View chart
Spdr Series Trust State Street Spd (SPTI)	0.0	$330k		12k	28.66	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$326k	-75%	6.5k	49.95	View chart
Spdr Series Trust State Street Spd (SPHY)	0.0	$325k		14k	23.32	View chart
Tema Etf Trust American Resh (RSHO)	0.0	$322k		6.5k	49.78	View chart
10x Genomics Cl A Com (TXG)	0.0	$312k	-4%	15k	21.23	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.0	$311k		4.6k	67.92	View chart
Block Cl A (XYZ)	0.0	$302k	+12%	5.0k	60.18	View chart
Intellia Therapeutics (NTLA)	0.0	$291k	+6%	23k	12.82	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$288k	-45%	3.1k	92.69	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$282k		9.0k	31.33	View chart
Patriot Natl Bancorp Com New (PNBK)	0.0	$275k		213k	1.29	View chart
Circle Internet Group Com Cl A (CRCL)	0.0	$273k	NEW	2.9k	95.41	View chart
MercadoLibre (MELI)	0.0	$272k	+11%	157.00	1729.02	View chart
Planet Labs Pbc Com Cl A (PL)	0.0	$266k	NEW	9.5k	27.95	View chart
Twist Bioscience Corp (TWST)	0.0	$264k	-12%	5.6k	47.52	View chart
Spdr Series Trust State Street Spd (SJNK)	0.0	$261k		10k	24.98	View chart
Bullish Ord Shs (BLSH)	0.0	$261k	NEW	7.3k	35.73	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.0	$258k		14k	18.82	View chart
Canadian Natl Ry (CNI)	0.0	$257k	NEW	2.5k	102.77	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.0	$250k	+8%	11k	23.62	View chart
Advisors Inner Circle Fd Iii Gqg Us Equity Et (GQGU)	0.0	$239k	-8%	8.9k	26.91	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.0	$238k		3.5k	68.11	View chart
Fidelity Natl Finl Com Shs (FNF)	0.0	$237k	NEW	5.1k	46.38	View chart
Atlantic Union B (AUB)	0.0	$234k	NEW	6.5k	35.74	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.0	$225k	NEW	9.3k	24.29	View chart
Welltower Inc Com reit (WELL)	0.0	$224k		1.1k	197.71	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.0	$223k	NEW	3.8k	59.07	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.0	$221k		7.6k	29.07	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$220k	NEW	4.5k	48.94	View chart
Ast Spacemobile Call Call Option (Principal)	0.0	$217k	-23%	3.1k	70.97	View chart
J P Morgan Exchange Traded F Realty Income Et (JPRE)	0.0	$213k	+2%	4.4k	48.07	View chart
Stantec (STN)	0.0	$210k	-58%	2.4k	86.40	View chart
Sun Life Financial (SLF)	0.0	$202k		3.2k	62.56	View chart
Innovator Etfs Trust Equity Defined P (ZMAR)	0.0	$201k	NEW	7.3k	27.59	View chart
Joby Aviation Common Stock (JOBY)	0.0	$196k	+22%	24k	8.26	View chart
Blue Owl Capital Com Cl A (OWL)	0.0	$192k	NEW	21k	9.13	View chart
Grayscale Ethereum Staking E SHS (ETHE)	0.0	$174k		10k	17.07	View chart
Sellas Life Sciences Group I Com New (SLS)	0.0	$150k		35k	4.23	View chart
Kayne Anderson MLP Investment (KYN)	0.0	$146k		10k	14.28	View chart
Lithium Amers Corp Com Shs (LAC)	0.0	$139k	+112%	35k	3.95	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$115k	+16%	38k	3.07	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$108k		21k	5.17	View chart
Pacific Biosciences of California (PACB)	0.0	$38k		29k	1.32	View chart

Past Filings by Axxcess Wealth Management

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

Axxcess Wealth Management 2026 Q1 filed April 29, 2026
Axxcess Wealth Management 2025 Q4 restated filed Feb. 19, 2026
Axxcess Wealth Management 2025 Q4 filed Feb. 6, 2026
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

View all past filings

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