AXXCESS WEALTH MANAGEMENT, LLC Q4 2023 Filing
Filed February 6, 2024
Portfolio Value
$3.4B
Holdings
834
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (834 positions)
| Stock | Value |
|---|---|
VVVANGUARD INDEX FDS | $243K |
NOWSERVICENOW INC | $178K |
AGGISHARES TR | $151K |
AAPLAPPLE INC | $85K |
IDEVISHARES TR | $83K |
MSFTMICROSOFT CORP | $70K |
COWZPACER FDS TR | $69K |
BILSPDR SER TR | $61K |
JPSTJ P MORGAN EXCHANGE TRADED F | $58K |
VOVANGUARD INDEX FDS | $56K |
VTCVANGUARD SCOTTSDALE FDS | $52K |
TFLOISHARES TR | $48K |
ITBISHARES TR | $44K |
SPDWSPDR INDEX SHS FDS | $43K |
IJHISHARES TR | $40K |
IAU*ISHARES GOLD TR | $37K |
SPYSPDR S&P 500 ETF TR | $36K |
AMZNAMAZON COM INC | $34K |
IJRISHARES TR | $33K |
REZISHARES TR | $32K |
USHYISHARES TR | $31K |
PPAINVESCO EXCHANGE TRADED FD T | $30K |
SCHDSCHWAB STRATEGIC TR | $29K |
VWOVANGUARD INTL EQUITY INDEX F | $29K |
SGOVISHARES TR | $28K |
JPMJPMORGAN CHASE & CO | $27K |
FBNDFIDELITY MERRIMACK STR TR | $24K |
GOOGLALPHABET INC | $24K |
NDQINVESCO QQQ TR | $23K |
QQQEDIREXION SHS ETF TR | $21K |
AVGOBROADCOM INC | $21K |
GSLCGOLDMAN SACHS ETF TR | $20K |
NVDANVIDIA CORPORATION | $20K |
FIXDFIRST TR EXCHNG TRADED FD VI | $20K |
HDHOME DEPOT INC | $19K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $19K |
CGDGCAPITAL GROUP DIVIDEND VALUE | $19K |
PGPROCTER AND GAMBLE CO | $17K |
VUGVANGUARD INDEX FDS | $17K |
SPEMSPDR INDEX SHS FDS | $16K |
PBUSINVESCO EXCH TRADED FD TR II | $16K |
GOOGALPHABET INC | $16K |
BUFDFIRST TR EXCHNG TRADED FD VI | $16K |
UNHUNITEDHEALTH GROUP INC | $15K |
VVISA INC | $15K |
JNJJOHNSON & JOHNSON | $14K |
XOMEXXON MOBIL CORP | $14K |
MUBISHARES TR | $14K |
CVXCHEVRON CORP NEW | $14K |
GSYINVESCO ACTIVELY MANAGED ETF | $14K |
LLYELI LILLY & CO | $14K |
VBVANGUARD INDEX FDS | $14K |
IVVISHARES TR | $13K |
WMTWALMART INC | $13K |
IEFISHARES TR | $13K |
MINTPIMCO ETF TR | $13K |
BNDVANGUARD BD INDEX FDS | $12K |
TMOTHERMO FISHER SCIENTIFIC INC | $12K |
CHCOCITY HLDG CO | $12K |
ADBEADOBE INC | $12K |
TSLATESLA INC | $12K |
USMVISHARES TR | $12K |
ABTABBOTT LABS | $12K |
PEPPEPSICO INC | $12K |
IWMISHARES TR | $11K |
JEPIJ P MORGAN EXCHANGE TRADED F | $11K |
VTIPVANGUARD MALVERN FDS | $11K |
ABBVABBVIE INC | $11K |
HYMBSPDR SER TR | $11K |
USFRWISDOMTREE TR | $11K |
CSXCSX CORP | $11K |
NEENEXTERA ENERGY INC | $11K |
NFLXNETFLIX INC | $11K |
METAMETA PLATFORMS INC | $10K |
JANWAIM ETF PRODUCTS TRUST | $10K |
COSTCOSTCO WHSL CORP NEW | $10K |
KOCOCA COLA CO | $10K |
MGKVANGUARD WORLD FD | $10K |
SPDSIMPLIFY EXCHANGE TRADED FUN | $10K |
SPYVSPDR SER TR | $10K |
ADPAUTOMATIC DATA PROCESSING IN | $9K |
GQ9SPDR GOLD TR | $9K |
SHYISHARES TR | $9K |
UPSUNITED PARCEL SERVICE INC | $9K |
MRKMERCK & CO INC | $8K |
RSPINVESCO EXCHANGE TRADED FD T | $8K |
MSCIMSCI INC | $8K |
CARYANGEL OAK FUNDS TRUST | $8K |
XLISELECT SECTOR SPDR TR | $8K |
XLKSELECT SECTOR SPDR TR | $8K |
MCDMCDONALDS CORP | $8K |
AQLTISHARES TR | $8K |
CGXUCAPITAL GROUP INTL FOCUS EQT | $8K |
ACNACCENTURE PLC IRELAND | $8K |
CGGOCAPITAL GROUP GBL GROWTH EQT | $7K |
INTUINTUIT | $7K |
FTSLFIRST TR EXCHANGE-TRADED FD | $7K |
MAMASTERCARD INCORPORATED | $7K |
VTIVANGUARD INDEX FDS | $7K |
CSCOCISCO SYS INC | $7K |
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