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Home > Institutional Investor > Axxcess Wealth Management, Llc > Profile

Instuitional Investor - Axxcess Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Axxcess Wealth Management, Llc
Portfolio Value $3,769,815,546
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - LARGE CAP ETF
 1,044,139 $268,374,975 7.12%
2.
Ishares Trust
 IEF 1,708,110 $168,966,169 4.48%
3.
Apple Inc.PUTBOND
 AAPL 510,352 $108,853,282 2.89%
4.
Ishares Tr - CORE MSCI INTL
 1,256,222 $86,541,133 2.3%
5.
Microsoft Corp
 MSFT 203,863 $76,529,045 2.03%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)