AXXCESS WEALTH MANAGEMENT, LLC Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$4.2B
Holdings
851
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (851 positions)
| Stock | Value |
|---|---|
VVVANGUARD INDEX FDS | $291.3M |
NOWSERVICENOW INC | $266.5M |
AGGISHARES TR | $173.1M |
AAPLAPPLE INC | $125.1M |
MSFTMICROSOFT CORP | $84.4M |
IDEVISHARES TR | $83.3M |
BILSPDR SER TR | $82.4M |
NVDANVIDIA CORPORATION | $67.6M |
VOVANGUARD INDEX FDS | $66.9M |
SGOVISHARES TR | $66.3M |
TFLOISHARES TR | $61.0M |
AMZNAMAZON COM INC | $58.2M |
VTCVANGUARD SCOTTSDALE FDS | $54.4M |
SPDWSPDR INDEX SHS FDS | $53.0M |
IAU*ISHARES GOLD TR | $51.6M |
COWZPACER FDS TR | $50.9M |
JPSTJ P MORGAN EXCHANGE TRADED F | $50.3M |
IJHISHARES TR | $47.1M |
AVGOBROADCOM INC | $42.2M |
IJRISHARES TR | $40.4M |
PPAINVESCO EXCHANGE TRADED FD T | $39.8M |
ITBISHARES TR | $36.8M |
CIBRFIRST TR EXCHANGE TRADED FD | $36.6M |
GSYINVESCO ACTIVELY MANAGED EXC | $35.9M |
JPMJPMORGAN CHASE & CO. | $35.4M |
GOOGLALPHABET INC | $35.3M |
USHYISHARES TR | $33.6M |
VWOVANGUARD INTL EQUITY INDEX F | $32.2M |
NDQINVESCO QQQ TR | $30.3M |
BCCCGLOBAL X FDS | $29.1M |
GSLCGOLDMAN SACHS ETF TR | $28.9M |
METAMETA PLATFORMS INC | $27.5M |
FIXDFIRST TR EXCHNG TRADED FD VI | $26.0M |
PBUSINVESCO EXCH TRADED FD TR II | $25.1M |
WMTWALMART INC | $24.8M |
TSLATESLA INC | $24.0M |
NFLXNETFLIX INC | $22.6M |
GOOGALPHABET INC | $22.3M |
VBVANGUARD INDEX FDS | $22.2M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $22.1M |
BNDVANGUARD BD INDEX FDS | $21.7M |
SPEMSPDR INDEX SHS FDS | $21.7M |
MUBISHARES TR | $21.3M |
SCHDSCHWAB STRATEGIC TR | $19.0M |
SSOPROSHARES TR | $18.8M |
LLYELI LILLY & CO | $18.5M |
HDHOME DEPOT INC | $18.4M |
XOMEXXON MOBIL CORP | $17.6M |
BUFDFIRST TR EXCHNG TRADED FD VI | $17.6M |
VVISA INC | $17.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $17.4M |
SPYSPDR S&P 500 ETF TR | $16.9M |
PGPROCTER AND GAMBLE CO | $16.3M |
IVVISHARES TR | $15.9M |
UNHUNITEDHEALTH GROUP INC | $15.6M |
BUFBINNOVATOR ETFS TRUST | $15.1M |
QQQMINVESCO EXCH TRADED FD TR II | $15.0M |
COSTCOSTCO WHSL CORP NEW | $14.2M |
JNJJOHNSON & JOHNSON | $14.1M |
ABTABBOTT LABS | $13.7M |
VTIVANGUARD INDEX FDS | $13.3M |
CHCOCITY HLDG CO | $13.0M |
HYMBSPDR SER TR | $12.8M |
XLKSELECT SECTOR SPDR TR | $12.5M |
GSSTGOLDMAN SACHS ETF TR | $12.2M |
ABBVABBVIE INC | $12.1M |
GQ9SPDR GOLD TR | $11.9M |
TMOTHERMO FISHER SCIENTIFIC INC | $11.4M |
QLDPROSHARES TR | $10.8M |
PEPPEPSICO INC | $10.7M |
IWMISHARES TR | $10.6M |
IWYISHARES TR | $10.3M |
ADPAUTOMATIC DATA PROCESSING IN | $10.1M |
JEPIJ P MORGAN EXCHANGE TRADED F | $10.1M |
BXBLACKSTONE INC | $10.0M |
USFRWISDOMTREE TR | $10.0M |
VGSHVANGUARD SCOTTSDALE FDS | $9.9M |
SPYVSPDR SER TR | $9.8M |
IWFISHARES TR | $9.5M |
SPDSIMPLIFY EXCHANGE TRADED FUN | $9.5M |
CVXCHEVRON CORP NEW | $9.4M |
VEAVANGUARD TAX-MANAGED FDS | $9.2M |
BACBANK AMERICA CORP | $9.1M |
VTIPVANGUARD MALVERN FDS | $8.8M |
CSXCSX CORP | $8.7M |
KOCOCA COLA CO | $8.7M |
CGXUCAPITAL GROUP INTL FOCUS EQT | $8.6M |
AVIGAMERICAN CENTY ETF TR | $8.6M |
ZECPZACKS TRUST | $8.6M |
SHPROSHARES TR | $8.3M |
MAMASTERCARD INCORPORATED | $7.8M |
AQLTISHARES TR | $7.8M |
GSGOLDMAN SACHS GROUP INC | $7.8M |
NEENEXTERA ENERGY INC | $7.8M |
MCDMCDONALDS CORP | $7.7M |
PLTRPALANTIR TECHNOLOGIES INC | $7.6M |
CATCATERPILLAR INC | $7.5M |
VOOVANGUARD INDEX FDS | $7.5M |
DISDISNEY WALT CO | $7.5M |
MRKMERCK & CO INC | $7.4M |
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