AXXCESS WEALTH MANAGEMENT, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AW AXXCESS WEALTH MANAGEMENT, LLC | Institutional Filer | ▼ 87.95% | $3.12B | 372 |
Current Portfolio Holdings
Showing all 372 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | — | 1.8M | $177.6M | 5.69% |
| 2 | AAPL | Apple Inc. | Technology | 553K | $136.2M | 4.36% |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | — | 2.3M | $117.4M | 3.76% |
| 4 | SPDW | SPDR INDEX SHS FDS | — | 2.1M | $93.8M | 3.01% |
| 5 | NVDA | NVIDIA Corporation | Technology | 510K | $88.4M | 2.83% |
| 6 | MSFT | Microsoft Corporation | Technology | 235K | $86.2M | 2.76% |
| 7 | BIL | SPDR SERIES TRUST | — | 833K | $76.4M | 2.45% |
| 8 | GSY | INVESCO ACTIVELY MANAGED EXC | — | 1.4M | $72.0M | 2.31% |
| 9 | IJH | ISHARES TR | — | 1.0M | $70.8M | 2.27% |
| 10 | VOO | VANGUARD INDEX FDS | — | 117K | $69.8M | 2.24% |
| 11 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 328K | $67.9M | 2.18% |
| 12 | IAU | ISHARES GOLD TR | — | 672K | $59.2M | 1.90% |
| 13 | IJR | ISHARES TR | — | 457K | $56.8M | 1.82% |
| 14 | AVGO | Broadcom Inc. | Technology | 177K | $54.8M | 1.76% |
| 15 | GOOGL | Alphabet Inc. | Technology | 197K | $54.8M | 1.76% |
Showing 1 to 15 of 372 holdings