Axxcess Wealth Management, LLC Asset Management

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$108B
$10 Million 0.25% of portfolio
58,033
Q4 2024 Reduced 2.46%
$0
$6.39 Million 0.16% of portfolio
444,750
Q4 2024 Added 4.26%
$0
$6.02 Million 0.15% of portfolio
472,568
Q4 2024 Added 5.43%
$89B
$2.93 Million 0.07% of portfolio
17,731
Q4 2024 Reduced 9.97%
$0
$1.5 Million 0.04% of portfolio
55,458
Q4 2024 Added 3.34%
$68.5B
$1.42 Million 0.04% of portfolio
18,436
Q4 2024 Added 69.89%
$105B
$1.22 Million 0.03% of portfolio
8,264
Q4 2024 Added 139.68%
$0
$571,000 0.01% of portfolio
47,245
Q4 2023 Reduced 5.88%
$26.4B
$519,000 0.01% of portfolio
2,933
Q4 2024 Reduced 16.3%
$0
$471,000 0.01% of portfolio
59,935
Q4 2024 New
$0
$448,000 0.01% of portfolio
36,574
Q4 2024 Reduced 2.55%
$0
$442,000 0.01% of portfolio
50,170
Q4 2024 Added 1.71%
$0
$434,000 0.01% of portfolio
19,839
Q4 2024 Reduced 0.28%
$0
$422,000 0.01% of portfolio
33,220
Q4 2024 Reduced 12.53%
$0
$360,000 0.01% of portfolio
29,604
Q4 2023 New
$2.46B
$345,000 0.01% of portfolio
17,177
Q4 2024 Added 12.25%
$4.41B
$284,000 0.01% of portfolio
4,858
Q4 2024 Added 0.45%
$0
$239,000 0.01% of portfolio
22,541
Q1 2024 Reduced 11.18%
$0
$215,000 0.01% of portfolio
19,250
Q4 2024 Added 1.05%
$0
$212,000 0.01% of portfolio
22,500
Q4 2024 New
$0
$201,000 0.01% of portfolio
8,323
Q4 2024 Added 0.5%
$503M
$194,000 0.0% of portfolio
10,103
Q2 2023 Reduced 0.27%
$0
$158,000 0.0% of portfolio
19,122
Q4 2024 Added 0.34%
$563M
$157,000 0.0% of portfolio
10,885
Q4 2024 New
$0
$138,000 0.0% of portfolio
12,818
Q4 2024 Added 0.43%
$0
$96,000 0.0% of portfolio
20,095
Q4 2024 Added 0.67%
$0
$92,000 0.0% of portfolio
23,500
Q2 2024 Added 123.81%
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