AXXCESS WEALTH MANAGEMENT, LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings622 positions
SERVICENOW INC | 250,484 | $162.6M | 11.9% | $129.82 | 0.00% | 1 qtr | First report 0 |
J P MORGAN EXCHANGE TRADED F | 1.4M | $70.5M | 5.1% | $41.92 | 0.00% | 1 qtr | First report 0 |
INVESCO QQQ TR | 143,412 | $57.1M | 4.2% | $390.38 | 0.00% | 1 qtr | First report 0 |
APPLE INC | 219,236 | $37.9M | 2.8% | — | — | — | First report — |
SCHWAB STRATEGIC TR | 336,417 | $27.2M | 2.0% | $22.72 | 0.00% | 1 qtr | First report 0 |
MICROSOFT CORP | 77,296 | $26M | 1.9% | $323.37 | 0.00% | 1 qtr | First report 0 |
PROSHARES TR | 161,327 | $23.6M | 1.7% | $35.54 | 0.00% | 1 qtr | First report 0 |
FIRST TR EXCHANGE TRADED FD | 402,647 | $20.9M | 1.5% | $47.77 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 154,033 | $19.9M | 1.5% | $108.31 | 0.00% | 1 qtr | First report 0 |
BERKSHIRE HATHAWAY INC DEL | 64,296 | $19.2M | 1.4% | $299.00 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 159,999 | $18.3M | 1.3% | $97.78 | 0.00% | 1 qtr | First report 0 |
AMAZON COM INC | 5,320 | $17.7M | 1.3% | $166.72 | 0.00% | 1 qtr | First report 0 |
UNITED PARCEL SVCS INC | 72,979 | $15.6M | 1.1% | $170.04 | 0.00% | 1 qtr | First report 0 |
ALPHABET INC | 4,642 | $12.9M | 0.9% | $143.49 | 0.00% | 1 qtr | First report 0 |
HOME DEPOT INC | 30,397 | $12.6M | 0.9% | $367.13 | 0.00% | 1 qtr | First report 0 |
TESLA INC | 11,686 | $12.2M | 0.9% | — | — | — | First report — |
NATIONAL STORAGE AFFILIATES | 173,955 | $12M | 0.9% | $53.32 | 0.00% | 1 qtr | First report 0 |
Ishares Msci Eafe Etf | 152,285 | $12M | 0.9% | $69.67 | 0.00% | 1 qtr | First report 0 |
NVIDIA CORPORATION | 38,426 | $11.3M | 0.8% | $29.29 | 0.00% | 1 qtr | First report 0 |
SPDR SERIES TRUST | 122,001 | $11.2M | 0.8% | $76.35 | 0.00% | 1 qtr | First report 0 |
AXXCESS WEALTH MANAGEMENT, LLC manages $1.4B across 622 positions as of Q4 2021. Top holdings: NOW (11.9%), JPST (5.1%), QQQ (4.2%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1/5.0.
First quarter we have for this fund: 622 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $1.4B across 622 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR