AXXCESS WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$4.04B
Signature - Title
Michael Seid - Chief Compliance Officer
Location
Carlsbad, CA
Summary
This page shows a list of all the recent 13F filings made by AXXCESS WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. AXXCESS WEALTH MANAGEMENT, LLC reported 850 stock holdings with total value $4.04B as of Q4 2024. Top holdings included VV, NOW, AGG, MSFT, and IDEV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 850 $4.04B +$277M -$206M +$70.4M VV, NOW, AGG, MSFT, IDEV 13F-HR 2/10/2025, 05:00 PM
Q3 2024 885 $3.96B +$366M -$261M +$105M VV, NOW, AGG, IDEV, MSFT 13F-HR 11/4/2024, 08:36 AM
Q2 2024 841 $3.67B +$418M -$265M +$153M VV, NOW, AGG, MSFT, IDEV 13F-HR 8/9/2024, 03:03 PM
Q1 2024 863 $3.52B +$311M -$318M -$6.89M VV, NOW, AGG, IDEV, MSFT 13F-HR 5/14/2024, 05:27 PM
Q4 2023 832 $3.44B +$469M -$315M +$155M VV, NOW, AGG, IDEV, MSFT 13F-HR 2/6/2024, 03:19 PM
Q3 2023 854 $2.93B +$1.69B -$86.5M +$1.6B VV, AGG, NOW, IDEV, COWZ 13F-HR 11/14/2023, 03:16 PM
Q2 2023 587 $1.38B +$241M -$142M +$98.9M NOW, BIL, AAPL, UPS, MSFT 13F-HR 8/8/2023, 01:28 PM
Q1 2023 633 $1.32B +$235M -$117M +$117M NOW, BIL, AAPL, MSFT, FBND 13F-HR 5/3/2023, 05:15 PM
Q4 2022 606 $1.2B +$312M -$96.6M +$216M NOW, JPST, AAPL, SHY, SCHD Restatement 2/16/2023, 12:30 PM
Q3 2022 540 $1.06B +$190M -$68.9M +$121M NOW, JPST, AAPL, SCHD, SHY 13F-HR 11/14/2022, 02:44 PM
Q2 2022 534 $1.09B +$261M -$91.4M +$170M NOW, JPST, AAPL, QQQ, SCHD 13F-HR 8/11/2022, 04:16 PM
Q1 2022 622 $1.27B +$214M -$110M +$104M NOW, QQQ, JPST, AAPL, SCHD 13F-HR 8/11/2022, 04:10 PM
Q4 2021 621 $1.37B NOW, JPST, QQQ, AAPL, SCHD 13F-HR 8/11/2022, 03:44 PM