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Morningstar shares owned by Axxcess Wealth Management

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

Historical chart of Axxcess Wealth Management investment in Morningstar

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

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Quarterly reported holdings in Morningstar by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.6M 17k 156.02

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Invesco Exch Traded Fd Tr Ii Purbta Msci Us (PBUS)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)

View all positions for Axxcess Wealth Management

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