AXXCESS WEALTH MANAGEMENT, LLC Q1 2024 Filing
Filed May 14, 2024
Portfolio Value
$3.7B
Holdings
866
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (866 positions)
| Stock | Value |
|---|---|
VVVANGUARD INDEX FDS | $265.7M |
NOWSERVICENOW INC | $191.7M |
AGGISHARES TR | $157.8M |
AAPLAPPLE INC | $85.7M |
IDEVISHARES TR | $84.8M |
MSFTMICROSOFT CORP | $81.8M |
JPSTJ P MORGAN EXCHANGE TRADED F | $64.7M |
COWZPACER FDS TR | $61.3M |
VOVANGUARD INDEX FDS | $60.8M |
BILSPDR SER TR | $57.3M |
VTCVANGUARD SCOTTSDALE FDS | $52.8M |
TFLOISHARES TR | $50.8M |
ITBISHARES TR | $47.2M |
SPDWSPDR INDEX SHS FDS | $46.4M |
IJHISHARES TR | $44.5M |
AMZNAMAZON COM INC | $43.4M |
SPYSPDR S&P 500 ETF TR | $41.0M |
SGOVISHARES TR | $37.7M |
IAU*ISHARES GOLD TR | $37.6M |
NVDANVIDIA CORPORATION | $35.4M |
IJRISHARES TR | $34.9M |
JPMJPMORGAN CHASE & CO | $33.5M |
REZISHARES TR | $32.6M |
PPAINVESCO EXCHANGE TRADED FD T | $32.0M |
USHYISHARES TR | $32.0M |
VWOVANGUARD INTL EQUITY INDEX F | $29.5M |
GOOGLALPHABET INC | $27.1M |
NDQINVESCO QQQ TR | $27.1M |
AVGOBROADCOM INC | $25.7M |
HDHOME DEPOT INC | $24.1M |
FIXDFIRST TR EXCHNG TRADED FD VI | $23.1M |
GSLCGOLDMAN SACHS ETF TR | $22.3M |
BNDVANGUARD BD INDEX FDS | $21.5M |
BUFDFIRST TR EXCHNG TRADED FD VI | $20.2M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $20.1M |
MUBISHARES TR | $19.7M |
LLYELI LILLY & CO | $19.2M |
GOOGALPHABET INC | $19.0M |
GSYINVESCO ACTIVELY MANAGED ETF | $18.9M |
VUGVANGUARD INDEX FDS | $18.7M |
SPEMSPDR INDEX SHS FDS | $18.6M |
PBUSINVESCO EXCH TRADED FD TR II | $18.3M |
SCHDSCHWAB STRATEGIC TR | $17.4M |
XOMEXXON MOBIL CORP | $17.4M |
PGPROCTER AND GAMBLE CO | $17.2M |
CVXCHEVRON CORP NEW | $16.6M |
VVISA INC | $16.5M |
VBVANGUARD INDEX FDS | $16.3M |
JNJJOHNSON & JOHNSON | $15.4M |
IVVISHARES TR | $14.5M |
METAMETA PLATFORMS INC | $14.4M |
UNHUNITEDHEALTH GROUP INC | $14.3M |
NFLXNETFLIX INC | $14.0M |
TMOTHERMO FISHER SCIENTIFIC INC | $13.7M |
WMTWALMART INC | $13.3M |
NEENEXTERA ENERGY INC | $13.0M |
ABTABBOTT LABS | $12.7M |
ABBVABBVIE INC | $12.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $12.3M |
SPDSIMPLIFY EXCHANGE TRADED FUN | $12.1M |
USMVISHARES TR | $12.1M |
PEPPEPSICO INC | $12.0M |
JEPIJ P MORGAN EXCHANGE TRADED F | $12.0M |
USFRWISDOMTREE TR | $11.8M |
CSXCSX CORP | $11.4M |
CHCOCITY HLDG CO | $11.3M |
SSOPROSHARES TR | $11.0M |
KOCOCA COLA CO | $10.9M |
HYMBSPDR SER TR | $10.8M |
COSTCOSTCO WHSL CORP NEW | $10.8M |
ADBEADOBE INC | $10.5M |
IWMISHARES TR | $10.4M |
MRKMERCK & CO INC | $10.3M |
SPYVSPDR SER TR | $10.2M |
ADPAUTOMATIC DATA PROCESSING IN | $10.1M |
RSPINVESCO EXCHANGE TRADED FD T | $10.0M |
VTIPVANGUARD MALVERN FDS | $9.8M |
TSLATESLA INC | $9.6M |
JANWAIM ETF PRODUCTS TRUST | $8.8M |
AQLTISHARES TR | $8.6M |
CARYANGEL OAK FUNDS TRUST | $8.6M |
GQ9SPDR GOLD TR | $8.3M |
XLKSELECT SECTOR SPDR TR | $8.1M |
CGXUCAPITAL GROUP INTL FOCUS EQT | $8.1M |
DISDISNEY WALT CO | $8.0M |
CATCATERPILLAR INC | $8.0M |
UPSUNITED PARCEL SERVICE INC | $7.9M |
MSCIMSCI INC | $7.9M |
MCDMCDONALDS CORP | $7.8M |
IWFISHARES TR | $7.7M |
PCNPIMCO CORPORATE & INCM STRG | $7.6M |
RTXRTX CORPORATION | $7.5M |
IEIISHARES TR | $7.5M |
CGGOCAPITAL GROUP GBL GROWTH EQT | $7.2M |
CSCOCISCO SYS INC | $7.1M |
BXBLACKSTONE INC | $6.9M |
XLISELECT SECTOR SPDR TR | $6.9M |
PSQHPSQ HOLDINGS INC | $6.8M |
ACNACCENTURE PLC IRELAND | $6.8M |
VEAVANGUARD TAX-MANAGED FDS | $6.7M |
Page 1 of 9Next