Axxcess Wealth Management, LLC Portfolio Holdings
Axxcess Wealth Management, LLC
- $3.96 Billion
- Q4 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 851
- Current Value $3.96 Billion
- Prior Value $3.9 Billion
- Filing
- Period Q4 2024
- Filing Date February 10, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 70 stocks
- Additional Purchases 377 stocks
- Sold out of 0 stocks
- Reduced holdings in 354 stocks