AXXCESS WEALTH MANAGEMENT, LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings607 positions
SERVICENOW INC | 250,077 | $97.1M | 8.0% | $129.79 | -40.17% | 5 qtrssince 2021-Q4 | Decreased 0 |
J P MORGAN EXCHANGE TRADED F | 862,138 | $43.2M | 3.6% | $41.89 | +1.21% | 5 qtrssince 2021-Q4 | Decreased 0 |
APPLE INC | 241,436 | $30.2M | 2.5% | $127.65 | 0.00% | 1 qtr | New 75 |
ISHARES TR | 366,511 | $29.7M | 2.5% | $72.42 | -1.38% | 5 qtrssince 2021-Q4 | Increased 61 |
SCHWAB STRATEGIC TR | 342,395 | $25.9M | 2.1% | $22.48 | -2.21% | 5 qtrssince 2021-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 63,576 | $24.3M | 2.0% | $394.38 | -7.51% | 5 qtrssince 2021-Q4 | Increased 79 |
MICROSOFT CORP | 98,088 | $23.5M | 1.9% | $307.02 | -24.19% | 5 qtrssince 2021-Q4 | Increased 50 |
UNITED PARCEL SVCS INC | 118,789 | $20.7M | 1.7% | $155.25 | -8.23% | 5 qtrssince 2021-Q4 | Decreased 0 |
PACER FDS TR | 382,733 | $17.7M | 1.5% | $39.97 | +7.65% | 4 qtrssince 2022-Q1 | Increased 46 |
BERKSHIRE HATHAWAY INC DEL | 57,074 | $17.6M | 1.5% | $298.11 | +3.62% | 5 qtrssince 2021-Q4 | Decreased 0 |
DIREXION SHARES ETF TRUST | 257,655 | $16.4M | 1.4% | $62.11 | 0.00% | 1 qtr | New 64 |
FIDELITY MERRIMACK STR TR | 359,915 | $16.2M | 1.3% | $38.49 | -0.65% | 5 qtrssince 2021-Q4 | Increased 72 |
INVESCO QQQ TR | 72,220 | $12.7M | 1.1% | $261.56 | 0.00% | 1 qtr | New 64 |
ISHARES TR | 106,676 | $12.3M | 1.0% | $102.33 | +0.39% | 5 qtrssince 2021-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 87,494 | $11.7M | 1.0% | $131.19 | -6.39% | 5 qtrssince 2021-Q4 | Increased 59 |
HOME DEPOT INC | 37,088 | $11.7M | 1.0% | $341.78 | -16.19% | 5 qtrssince 2021-Q4 | Increased 44 |
AMAZON COM INC | 129,316 | $10.9M | 0.9% | $157.19 | -46.56% | 5 qtrssince 2021-Q4 | Increased 41 |
VANGUARD INDEX FDS | 49,262 | $10.5M | 0.9% | $35.93 | -3.04% | 5 qtrssince 2021-Q4 | Increased 63 |
UNITEDHEALTH GROUP INC | 19,589 | $10.4M | 0.9% | $461.86 | +6.56% | 5 qtrssince 2021-Q4 | Decreased 0 |
ISHARES TR | 102,086 | $9.9M | 0.8% | $95.83 | -11.25% | 5 qtrssince 2021-Q4 | Decreased 0 |
AXXCESS WEALTH MANAGEMENT, LLC manages $1.2B across 607 positions as of Q4 2022. Top holdings: NOW (8.0%), JPST (3.6%), AAPL (2.5%). Fund DNA: Momentum Trader. HoldingsIntel Score: 1/5.0.
Active quarter - 161 new positions, 93 exits, 212 increased. Top move: SPY (INCREASED, conviction 79). Portfolio: $1.2B across 607 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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