AXXCESS WEALTH MANAGEMENT, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings866 positions
VANGUARD INDEX FDS | 1.1M | $265.7M | 7.3% | $189.22 | +23.00% | 3 qtrssince 2023-Q3 | Decreased 0 |
SERVICENOW INC | 251,451 | $191.7M | 5.2% | $129.75 | +17.51% | 10 qtrssince 2021-Q4 | Increased 59 |
ISHARES TR | 1.6M | $157.8M | 4.3% | $85.07 | +4.85% | 10 qtrssince 2021-Q4 | Increased 59 |
| 511,914 | $85.7M | 2.3% | — | — | — | New — | |
ISHARES TR | 1.3M | $84.8M | 2.3% | $53.74 | +16.78% | 3 qtrssince 2023-Q3 | Decreased 0 |
MICROSOFT CORP | 194,384 | $81.8M | 2.2% | $323.54 | +27.55% | 10 qtrssince 2021-Q4 | Increased 53 |
J P MORGAN EXCHANGE TRADED F | 1.3M | $64.7M | 1.8% | $43.84 | +2.99% | 10 qtrssince 2021-Q4 | Increased 51 |
PACER FDS TR | 1.1M | $61.3M | 1.7% | $45.19 | +22.61% | 9 qtrssince 2022-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 243,270 | $60.8M | 1.7% | $50.39 | +19.79% | 10 qtrssince 2021-Q4 | Increased 47 |
SPDR SERIES TRUST | 624,717 | $57.3M | 1.6% | $78.55 | +4.77% | 10 qtrssince 2021-Q4 | Decreased 0 |
VANGUARD TOTAL CORPORATE BOND FUND | 688,971 | $52.8M | 1.4% | $63.41 | +7.79% | 3 qtrssince 2023-Q3 | Increased 48 |
ISHARES TR | 1M | $50.8M | 1.4% | $44.67 | +2.09% | 3 qtrssince 2023-Q3 | Increased 49 |
ISHARES TR | 407,759 | $47.2M | 1.3% | $75.86 | +47.83% | 3 qtrssince 2023-Q3 | Decreased 0 |
SPDR INDEX SHS FDS | 1.3M | $46.4M | 1.3% | $28.68 | +15.32% | 10 qtrssince 2021-Q4 | Increased 48 |
ISHARES TR | 732,442 | $44.5M | 1.2% | $48.99 | +20.00% | 10 qtrssince 2021-Q4 | Increased 74 |
AMAZON COM INC | 240,710 | $43.4M | 1.2% | $144.29 | +25.01% | 10 qtrssince 2021-Q4 | Increased 49 |
| 79,428 | $41M | 1.1% | — | — | — | New — | |
ISHARES TR | 374,593 | $37.7M | 1.0% | $88.97 | +2.03% | 5 qtrssince 2023-Q1 | Increased 59 |
ISHARES GOLD TR | 893,875 | $37.6M | 1.0% | $34.93 | +20.27% | 10 qtrssince 2021-Q4 | Decreased 0 |
NVIDIA CORPORATION | 39,817 | $35.4M | 1.0% | $35.43 | +154.28% | 10 qtrssince 2021-Q4 | Decreased 0 |
AXXCESS WEALTH MANAGEMENT, LLC manages $3.7B across 866 positions as of Q1 2024. Top holdings: VV (7.3%), NOW (5.2%), AGG (4.3%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1/5.0.
Active quarter - 112 new positions, 80 exits, 350 increased. Top move: IJH (INCREASED, conviction 74). Portfolio: $3.7B across 866 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR