AXXCESS WEALTH MANAGEMENT, LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings535 positions
SERVICENOW INC | 250,691 | $119.2M | 11.0% | $129.79 | -26.73% | 3 qtrssince 2021-Q4 | Increased 58 |
J P MORGAN EXCHANGE TRADED F | 939,248 | $47M | 4.3% | $41.89 | -0.41% | 3 qtrssince 2021-Q4 | Increased 62 |
APPLE INC | 232,230 | $31M | 2.9% | — | — | — | New — |
INVESCO QQQ TR | 152,826 | $30.9M | 2.8% | — | — | — | New — |
SCHWAB STRATEGIC TR | 334,397 | $24M | 2.2% | $22.69 | -9.81% | 3 qtrssince 2021-Q4 | Decreased 0 |
ISHARES TR | 272,934 | $22.6M | 2.1% | $72.79 | -0.97% | 3 qtrssince 2021-Q4 | Increased 65 |
ISHARES TR | 219,407 | $22.3M | 2.1% | $95.83 | -8.33% | 3 qtrssince 2021-Q4 | Increased 54 |
MICROSOFT CORP | 85,640 | $22M | 2.0% | $318.00 | -22.01% | 3 qtrssince 2021-Q4 | Increased 52 |
BERKSHIRE HATHAWAY INC DEL | 64,250 | $17.5M | 1.6% | $298.88 | -8.65% | 3 qtrssince 2021-Q4 | Increased 45 |
PACER FDS TR | 372,802 | $16.1M | 1.5% | $39.91 | -0.80% | 2 qtrssince 2022-Q1 | Increased 72 |
UNITED PARCEL SERVICE INC | 74,840 | $13.7M | 1.3% | $169.53 | -13.22% | 3 qtrssince 2021-Q4 | Increased 45 |
AMAZON COM INC | 112,837 | $12M | 1.1% | $165.35 | -35.77% | 3 qtrssince 2021-Q4 | Increased 71 |
ISHARES TR | 105,667 | $11.6M | 1.1% | $92.71 | 0.00% | 3 qtrssince 2021-Q4 | Increased 71 |
VANGUARD WORLD FD | 57,265 | $10.4M | 1.0% | $36.96 | -3.61% | 3 qtrssince 2021-Q4 | Increased 63 |
UNITEDHEALTH GROUP INC | 19,019 | $9.8M | 0.9% | $461.48 | +2.68% | 3 qtrssince 2021-Q4 | Increased 41 |
SPDR S&P 500 ETF TR | 25,869 | $9.8M | 0.9% | $438.21 | -18.60% | 3 qtrssince 2021-Q4 | Increased 40 |
ALPHABET INC | 4,635 | $9.7M | 0.9% | $143.20 | -24.62% | 3 qtrssince 2021-Q4 | Decreased 0 |
TESLA INC | 14,292 | $9.5M | 0.9% | — | — | — | Increased — |
NATIONAL STORAGE AFFILIATES | 170,871 | $8.6M | 0.8% | $52.77 | -25.39% | 3 qtrssince 2021-Q4 | Increased 40 |
CHEVRON CORP NEW | 57,142 | $8.3M | 0.8% | $114.01 | +8.03% | 3 qtrssince 2021-Q4 | Increased 42 |
AXXCESS WEALTH MANAGEMENT, LLC manages $1.1B across 535 positions as of Q2 2022. Top holdings: NOW (11.0%), JPST (4.3%), AAPL puts (2.9%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1/5.0.
Active quarter - 67 new positions, 157 exits, 230 increased. Top move: COWZ (INCREASED, conviction 72). Portfolio: $1.1B across 535 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