Axxcess Wealth Management, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.59 Billion distributed in 845 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $268M, Ishares Core U.S. Aggregate Bo with a value of $169M, Ishares Core Msci Intl Develop with a value of $86.5M, Microsoft Corp with a value of $76.5M, and Spdr Bloomberg 1 3 Month T Bil with a value of $71.5M.
Examining the 13F form we can see an decrease of $373M in the current position value, from $3.96B to 3.59B.
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
$3.59 Billion
ETFs: $2.34 Billion
Technology: $272 Million
Financial Services: $215 Million
Healthcare: $142 Million
Communication Services: $131 Million
Consumer Cyclical: $124 Million
Industrials: $123 Million
Consumer Defensive: $108 Million
Other: $107 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
