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.
