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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 $5,778,051,473
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - LARGE CAP ETF
 1,058,705 $333,280,486 5.77%
2.
Ishares Trust
 IEF 1,916,664 $191,436,397 3.31%
3.
Apple Inc.PUTBOND
 AAPL 604,189 $158,473,515 2.74%
4.
Microsoft Corp
 MSFT 242,458 $116,397,875 2.01%
5.
Nvidia Corp
 NVDA 600,270 $111,578,323 1.93%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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