CIK 1911056
AXXCESS WEALTH MANAGEMENT, LLC
Institutional 13F holdings & portfolio
Holdings
1,042
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 251–300 of 1,042
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | 75K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 91K | $1M+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 25K | $1M+ | SH |
| XLP | SELECT SECTOR SPDR TR | 94K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 124K | $1M+ | SH |
| IVW | ISHARES TR | 58K | $1M+ | SH |
| ROP | ROPER TECHNOLOGIES INC | 16K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 19K | $1M+ | SH |
| MET | METLIFE INC | 87K | $1M+ | SH |
| PDT | HANCOCK JOHN PREM DIVID FD | 540K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 12K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 155K | $1M+ | SH |
| CSX | CSX CORP | 180K | $1M+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 70K | $1M+ | SH |
| TMUS | T-MOBILE US INC | 32K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 12K | $1M+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 53K | $1M+ | SH |
| DE | DEERE & CO | 14K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 192K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 75K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 206K | $1M+ | SH |
| MINT | PIMCO ETF TR | 61K | $1M+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 66K | $1M+ | SH |
| NBIS | NEBIUS GROUP N.V. | 71K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 12K | $1M+ | SH |
| HYGH | ISHARES U S ETF TR | 68K | $1M+ | SH |
| NEM | NEWMONT CORP | 59K | $1M+ | SH |
| BALT | INNOVATOR ETFS TRUST | 174K | $1M+ | SH |
| CL | COLGATE PALMOLIVE CO | 73K | $1M+ | SH |
| SPHD | INVESCO EXCH TRADED FD TR II | 121K | $1M+ | SH |
| D | DOMINION ENERGY INC | 99K | $1M+ | SH |
| IYR | ISHARES TR | 61K | $1M+ | SH |
| INTC | INTEL CORP | 154K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 113K | $1M+ | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 120K | $1M+ | SH |
| HEDG | SERIES PORTFOLIOS TR | 186K | $1M+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 37K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 99K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 161K | $1M+ | SH |
| IWD | ISHARES TR | 25K | $1M+ | SH |
| ESGV | VANGUARD WORLD FD | 43K | $1M+ | SH |
| TEL | TE CONNECTIVITY PLC | 23K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 137K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 62K | $1M+ | SH |
| LDSF | FIRST TR EXCHNG TRADED FD VI | 271K | $1M+ | SH |
| BTC | GRAYSCALE BITCOIN MINI TR ET | 133K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 32K | $1M+ | SH |
| MSTR | STRATEGY INC | 34K | $1M+ | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 46K | $1M+ | SH |
| SO | SOUTHERN CO | 58K | $1M+ | SH |