Axxcess Wealth Management, LLC Portfolio Holdings
Axxcess Wealth Management, LLC
- $3.9 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 886
- Current Value $3.9 Billion
- Prior Value $3.61 Billion
- Filing
- Period Q3 2024
- Filing Date November 04, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 115 stocks
- Additional Purchases 323 stocks
- Sold out of 0 stocks
- Reduced holdings in 382 stocks