Axxcess Wealth Management, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.9 Billion distributed in 886 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $288M, Service Now, Inc. with a value of $225M, Ishares Core U.S. Aggregate Bo with a value of $173M, Ishares Core Msci Intl Develop with a value of $89.9M, and Microsoft Corp with a value of $83M.
Examining the 13F form we can see an increase of $296M in the current position value, from $3.61B to 3.9B.
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
$3.9 Billion
ETFs: $2.36 Billion
Technology: $522 Million
Financial Services: $206 Million
Healthcare: $159 Million
Industrials: $144 Million
Communication Services: $133 Million
Consumer Cyclical: $132 Million
Consumer Defensive: $107 Million
Other: $127 Million
Stock Holdings Table Market Cap. of $200 Billions or more
