AXXCESS WEALTH MANAGEMENT, LLC Q1 2025 Filing
Filed April 30, 2025
Portfolio Value
$3.8T
Holdings
845
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (845 positions)
| Stock | Value |
|---|---|
NEARISHARES U S ETF TR | $7.2B |
CARYANGEL OAK FUNDS TRUST | $7.1B |
RTXRTX CORPORATION | $7.1B |
GSGOLDMAN SACHS GROUP INC | $6.9B |
IWYISHARES TR | $6.8B |
IBITISHARES BITCOIN TRUST ETF | $6.8B |
ACGLARCH CAP GROUP LTD | $6.7B |
CMICUMMINS INC | $6.6B |
DISDISNEY WALT CO | $6.6B |
PTYPIMCO CORPORATE & INCOME OPP | $6.5B |
IEIISHARES TR | $6.4B |
DBMFLITMAN GREGORY FDS TR | $6.4B |
BACVERIZON COMMUNICATIONS INC | $6.4B |
PDTHANCOCK JOHN PREM DIVID FD | $6.4B |
FTGCFIRST TR EXCHANGE TRAD FD VI | $6.4B |
BRBROADRIDGE FINL SOLUTIONS IN | $6.4B |
IWMISHARES TR | $6.2B |
MRKMERCK & CO INC | $6.1B |
BLDRBUILDERS FIRSTSOURCE INC | $5.9B |
RWLINVESCO EXCH TRADED FD TR II | $5.9B |
DFAUDIMENSIONAL ETF TRUST | $5.8B |
KLMNINVESCO EXCH TRADED FD TR II | $5.5B |
GDXVANECK ETF TRUST | $5.5B |
HONHONEYWELL INTL INC | $5.4B |
4I1PHILIP MORRIS INTL INC | $5.4B |
LDSFFIRST TR EXCHNG TRADED FD VI | $5.4B |
ACNACCENTURE PLC IRELAND | $5.4B |
ZECPZACKS TRUST | $5.3B |
IBMINTERNATIONAL BUSINESS MACHS | $5.3B |
FISRSSGA ACTIVE TR | $5.1B |
XLSRSSGA ACTIVE TR | $5.1B |
HYHGPROSHARES TR | $5.1B |
VCSHVANGUARD SCOTTSDALE FDS | $5.0B |
COPCONOCOPHILLIPS | $5.0B |
EMREMERSON ELEC CO | $5.0B |
USMVISHARES TR | $5.0B |
VTVANGUARD INTL EQUITY INDEX F | $5.0B |
DFACDIMENSIONAL ETF TRUST | $4.8B |
NTAPNETAPP INC | $4.8B |
UNPUNION PAC CORP | $4.7B |
JPIEJ P MORGAN EXCHANGE TRADED F | $4.7B |
AEPAMERICAN ELEC PWR CO INC | $4.6B |
RDVYFIRST TR EXCHANGE TRADED FD | $4.6B |
INTUINTUIT | $4.6B |
IHIISHARES TR | $4.6B |
VCRVANGUARD WORLD FD | $4.5B |
QCOMQUALCOMM INC | $4.5B |
JMUBJ P MORGAN EXCHANGE TRADED F | $4.5B |
CLCOLGATE PALMOLIVE CO | $4.4B |
ISRGINTUITIVE SURGICAL INC | $4.4B |
QDPLPACER FDS TR | $4.4B |
SCHBSCHWAB STRATEGIC TR | $4.3B |
GBILGOLDMAN SACHS ETF TR | $4.3B |
TAT&T INC | $4.2B |
PFEPFIZER INC | $4.1B |
CMCSACOMCAST CORP NEW | $4.1B |
CGGOCAPITAL GROUP GBL GROWTH EQT | $4.1B |
TRVCCITIGROUP INC | $4.1B |
QUALISHARES TR | $4.0B |
DUKDUKE ENERGY CORP NEW | $4.0B |
BMYBRISTOL-MYERS SQUIBB CO | $4.0B |
SCHXSCHWAB STRATEGIC TR | $3.9B |
AMATAPPLIED MATLS INC | $3.9B |
MRSHMARSH & MCLENNAN COS INC | $3.8B |
TFCTRUIST FINL CORP | $3.8B |
VTEBVANGUARD MUN BD FDS | $3.8B |
GLTRABRDN PRECIOUS METALS BASKET | $3.8B |
IEMGISHARES INC | $3.8B |
EVREVERCORE INC | $3.7B |
BABOEING CO | $3.7B |
AMGNAMGEN INC | $3.7B |
FISVFISERV INC | $3.7B |
WFCWELLS FARGO CO NEW | $3.6B |
SMMUPIMCO ETF TR | $3.6B |
VTVVANGUARD INDEX FDS | $3.6B |
TOTLSSGA ACTIVE ETF TR | $3.5B |
FLOTISHARES TR | $3.5B |
DWDMORGAN STANLEY | $3.4B |
SHYISHARES TR | $3.4B |
BKBANK NEW YORK MELLON CORP | $3.4B |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $3.3B |
PDBCINVESCO ACTVELY MNGD ETC FD | $3.3B |
DDOMINION ENERGY INC | $3.3B |
MDLZMONDELEZ INTL INC | $3.3B |
HSYHERSHEY CO | $3.3B |
JEPQJ P MORGAN EXCHANGE TRADED F | $3.2B |
CITCINTAS CORP | $3.2B |
NSCNORFOLK SOUTHN CORP | $3.1B |
HTABHARTFORD FDS EXCHANGE TRADED | $3.1B |
ABGCENCORA INC | $3.1B |
DEDEERE & CO | $3.1B |
ESGDISHARES TR | $3.0B |
AAAUGOLDMAN SACHS PHYSICAL GOLD | $3.0B |
WMWASTE MGMT INC DEL | $3.0B |
VIGVANGUARD SPECIALIZED FUNDS | $3.0B |
DFATDIMENSIONAL ETF TRUST | $2.9B |
ANETARISTA NETWORKS INC | $2.9B |
UBSIUNITED BANKSHARES INC WEST V | $2.9B |
CSXCSX CORP | $2.9B |
NOBLPROSHARES TR | $2.9B |