AW

AXXCESS WEALTH MANAGEMENT, LLC

13F
AXXCESS WEALTH MANAGEMENT, LLC
Last update 2025-04-30 845 Stocks (103 new)
Value $3.77 Bil Turnover 8 %
Countries:
Top Holdings: VV(7.12%)AGG(4.48%)IDEV(2.30%)MSFT(2.03%)BIL(1.90%)
Summary Stock Picks Current Portfolio
AXXCESS WEALTH MANAGEMENT, LLC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VV
Vanguard Large Cap ETF
1,044,139
268,375.0
-3.33%
7.120
-0.23%
0.700
+16.96%
+7.69%
38,790.3
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
1,708,110
168,966.2
-4.39%
4.480
-0.18%
0.140
+0.07%
+3.61%
128,257.8
 
AAPL PUT
Apple Inc
510,352
108,853.3
0%
2.890
0%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
IDEV
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
1,256,222
86,541.1
-2.77%
2.300
-0.06%
0.480
+14.28%
+20.29%
20,527.7
 
MSFT
Microsoft Corp
203,863
76,529.1
+1.76%
2.030
+0.04%
0.000
+33.94%
+18.80%
3,707,650.2
Software
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
779,930
71,543.0
-13.51%
1.900
-0.27%
0.150
+1.08%
+2.14%
42,785.6
 
VO
Vanguard Mid-Cap ETF
250,004
64,656.1
-1.36%
1.720
-0.02%
0.090
+14.26%
+8.28%
76,168.6
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
1,748,444
63,660.8
+12.56%
1.690
+0.19%
0.260
+15.38%
+21.12%
27,201.8
 
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
1,227,299
62,174.9
+1.53%
1.650
+0.02%
0.870
+1.09%
+2.18%
6,816.3
 
NVDA
NVIDIA Corp
551,657
59,788.7
+9.56%
1.590
+0.14%
0.000
+56.53%
+18.67%
3,885,913.3
Semiconductors

AXXCESS WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns

AXXCESS WEALTH MANAGEMENT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NOW
ServiceNow Inc
2025-03-31
Reduce
Reduce
-6.38%
●
783.83 ($963.73) 1170.39
$1,044.69
8.40%
Reduce -99.7%
750
-250,660
IEF
iShares 7-10 Year Treasury Bond ETF
2025-03-31
Add
Add
+0.48%
●
91.17 ($93.56) 95.39
$94.76
1.28%
Add 914.72%
207,855
187,371
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.33%
●
100.34 ($100.51) 100.68
$100.42
-0.09%
Reduce -20.95%
522,407
-138,427
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-03-31
Reduce
Reduce
-0.27%
●
91.45 ($91.59) 91.75
$91.50
-0.10%
Reduce -13.51%
779,930
-121,815
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-0.23%
●
468.34 ($508.07) 539.52
$556.22
9.48%
Reduce -30.88%
43,104
-19,257
VV
Vanguard Large Cap ETF
2025-03-31
Reduce
Reduce
-0.23%
●
253.32 ($270.87) 282.66
$288.60
6.55%
Reduce -3.33%
1,044,139
-35,920
SPD
Simplify US Equity PLUS Downside Convexity ETF
Simplify US Equity PLUS Downside Convexity ETF
2025-03-31
Sold Out
Sold Out
-0.23%
●
30.84 ($33.23) 35.09
$38.94
17.19%
Sold Out
0
-284,816
FBND
Fidelity Total Bond ETF
2025-03-31
Add
Add
+0.20%
●
44.41 ($45.29) 45.98
$45.63
0.75%
Add 128.95%
301,404
169,755
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2025-03-31
Add
Add
+0.19%
●
33.84 ($36.14) 37.77
$40.64
12.45%
Add 12.56%
1,748,444
195,040
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Reduce
Reduce
-0.18%
●
95.85 ($97.76) 99.25
$98.47
0.73%
Reduce -4.39%
1,708,110
-78,475

AXXCESS WEALTH MANAGEMENT, LLC Total Holding History ($B)

To

AXXCESS WEALTH MANAGEMENT, LLC's Asset Allocation

To

AXXCESS WEALTH MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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AXXCESS WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2025-03-31

AXXCESS WEALTH MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

AXXCESS WEALTH MANAGEMENT, LLC's Holdings Heat Map

Size field:

AXXCESS WEALTH MANAGEMENT, LLC's Holdings Bubble Chart

AXXCESS WEALTH MANAGEMENT, LLC News

  • 1

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