Axxcess Wealth Management, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.96 Billion distributed in 851 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $291M, Service Now, Inc. with a value of $267M, Ishares Core U.S. Aggregate Bo with a value of $173M, Microsoft Corp with a value of $84.4M, and Ishares Core Msci Intl Develop with a value of $83.3M.
Examining the 13F form we can see an increase of $56.3M in the current position value, from $3.9B to 3.96B.
Axxcess Wealth Management, LLC is based out at Carlsbad, CA
Below you can find more details about Axxcess Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.96 Billion
ETFs: $2.37 Billion
Technology: $573 Million
Financial Services: $222 Million
Consumer Cyclical: $145 Million
Communication Services: $142 Million
Healthcare: $139 Million
Industrials: $137 Million
Consumer Defensive: $105 Million
Other: $113 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
