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Aon shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Aon (AON) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Aon

Tip: Access up to 7 years of quarterly data

All positions including Aon held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Aon by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.9M 6.6k 293.58
2024-03-31 $2.2M 6.6k 333.72
2023-12-31 $1.9M 6.6k 291.02
2023-09-30 $202k 622 324.22
2023-06-30 $214k 619 345.20

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Servicenow (NOW)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Axxcess Wealth Management

Top funds holding Aon

Vanguard Group
BlackRock
Massachusetts Financial Services
Capital World Investors
State Street Corporation
Morgan Stanley
Capital Research and Management Company - Division 3
Mawer Investment Management
HPS Investment Partners
Geode Capital Management
Berkshire Hathaway
Eagle Capital Management
WCM Investment Management
Lazard Asset Management
Sustainable Growth Advisers

View all funds holding Aon