HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SERVICENOW INC |
250,875 | +803 | $140,984 |
| NOW | 250,875 | +803 | $140,984 |
| SPDR SER TR (BIL) |
490,063 | -5,003 | $44,998 |
| BIL | 490,063 | -5,003 | $44,998 |
| APPLE INC |
241,783 | +481,887 | $44,992 |
| AAPL | 241,783 | +241,783 | $44,992 |
| UNITED PARCEL SERVICE INC |
185,252 | +66,910 | $33,206 |
| UPS | 185,252 | +66,910 | $33,206 |
| MICROSOFT CORP |
91,970 | -8,358 | $31,320 |
| MSFT | 91,970 | -8,358 | $31,320 |
| FIDELITY MERRIMACK STR TR |
661,898 | +43,879 | $30,063 |
| FBND | 661,898 | +43,879 | $30,063 |
| SCHWAB STRATEGIC TR |
326,213 | -48,806 | $23,690 |
| SCHD | 326,213 | -48,806 | $23,690 |
| SPDR S&P 500 ETF TR (SPY) |
50,604 | -18,215 | $22,432 |
| SPY | 50,604 | -18,215 | $22,432 |
| DIREXION SHS ETF TR (QQQE) |
271,300 | +8,204 | $20,885 |
| QQQE | 271,300 | +8,204 | $20,885 |
| INVESCO QQQ TR |
51,730 | +51,730 | $19,110 |
| QQQ | 51,730 | +51,730 | $19,110 |
| CAPITAL GROUP DIVIDEND VALUE |
632,505 | +347,781 | $17,103 |
| CGDV | 632,505 | +347,781 | $17,103 |
 PACER FDS TR |
$16,252 | ||
| COWZ | 324,265 | +11,438 | $15,523 |
| INDUSTRIAL RELET | 18,635 | +18,635 | $729 |
| BERKSHIRE HATHAWAY INC DEL |
$15,981 | ||
| BRK.B | 45,346 | +2,256 | $15,463 |
| BRK.A | 1 | UNCH | $518 |
| AMAZON COM INC |
116,600 | -25,659 | $15,071 |
| AMZN | 116,600 | -25,659 | $15,071 |
| ISHARES TR (TLT) |
145,890 | +39,680 | $15,018 |
| TLT | 145,890 | +39,680 | $15,018 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
269,292 | -12,061 | $13,502 |
| JPST | 269,292 | -12,061 | $13,502 |
| ISHARES TR (SGOV) |
134,111 | +128,646 | $13,496 |
| SGOV | 134,111 | +128,646 | $13,496 |
| BROADCOM INC |
15,413 | -1,535 | $13,370 |
| AVGO | 15,413 | -1,535 | $13,370 |
| PROSHARES TR (SSO) |
206,506 | -439 | $12,008 |
| SSO | 206,506 | -439 | $12,008 |
| NVIDIA CORPORATION |
27,555 | +4,616 | $11,656 |
| NVDA | 27,555 | +4,616 | $11,656 |
| ALPHABET INC |
95,668 | -11,086 | $10,985 |
| GOOGL | 95,668 | -11,086 | $10,985 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
70,702 | +41,877 | $10,580 |
| RSP | 70,702 | +41,877 | $10,580 |
| GOLDMAN SACHS ETF TR (GSLC) |
118,472 | +25,430 | $10,343 |
| GSLC | 118,472 | +25,430 | $10,343 |
| HOME DEPOT INC |
32,856 | -4,656 | $10,206 |
| HD | 32,856 | -4,656 | $10,206 |
| JPMORGAN CHASE & CO |
67,771 | -23,002 | $9,857 |
| JPM | 67,771 | -23,002 | $9,857 |
| UNITEDHEALTH GROUP INC |
20,486 | +1,240 | $9,846 |
| UNH | 20,486 | +1,240 | $9,846 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
175,429 | +82,227 | $9,706 |
| JEPI | 175,429 | +82,227 | $9,706 |
| NETFLIX INC |
21,245 | +2,855 | $9,358 |
| NFLX | 21,245 | +2,855 | $9,358 |
| SPDR SER TR (SPYV) |
215,292 | -1,656 | $9,301 |
| SPYV | 215,292 | -1,656 | $9,301 |
| TESLA INC |
34,959 | +909 | $9,151 |
| TSLA | 34,959 | +909 | $9,151 |
| CHEVRON CORP NEW |
57,728 | +779 | $9,083 |
| CVX | 57,728 | +779 | $9,083 |
| ISHARES TR (SHY) |
112,018 | +68,286 | $9,082 |
| SHY | 112,018 | +68,286 | $9,082 |
| ISHARES TR (AGG) |
85,703 | -2,919 | $8,395 |
| AGG | 85,703 | -2,919 | $8,395 |
| ABBOTT LABS |
75,633 | +8,552 | $8,245 |
| ABT | 75,633 | +8,552 | $8,245 |
| NATIONAL STORAGE AFFILIATES |
229,862 | +44,302 | $8,006 |
| NSA | 229,862 | +44,302 | $8,006 |
| ISHARES TR (IVV) |
17,492 | -2,210 | $7,797 |
| IVV | 17,492 | -2,210 | $7,797 |
| CAPITAL GROUP GBL GROWTH EQT |
317,718 | -35,115 | $7,717 |
| CGGO | 317,718 | -35,115 | $7,717 |
| THERMO FISHER SCIENTIFIC INC |
14,400 | -370 | $7,513 |
| TMO | 14,400 | -370 | $7,513 |
| ISHARES TR (IJH) |
27,724 | -4,225 | $7,249 |
| IJH | 27,724 | -4,225 | $7,249 |
| PROCTER AND GAMBLE CO |
47,731 | +2,059 | $7,243 |
| PG | 47,731 | +2,059 | $7,243 |
| ADOBE SYSTEMS INCORPORATED |
14,604 | +360 | $7,141 |
| ADBE | 14,604 | +360 | $7,141 |
| PROSHARES TR (SH) |
491,133 | +119,020 | $6,817 |
| SH | 491,133 | +119,020 | $6,817 |
| VISA INC |
28,708 | -3,306 | $6,817 |
| V | 28,708 | -3,306 | $6,817 |
| NEXTERA ENERGY INC |
91,580 | -18,774 | $6,795 |
| NEE | 91,580 | -18,774 | $6,795 |
| EDWARDS LIFESCIENCES CORP |
69,293 | +1,382 | $6,536 |
| EW | 69,293 | +1,382 | $6,536 |
| JOHNSON & JOHNSON |
38,686 | -3,207 | $6,403 |
| JNJ | 38,686 | -3,207 | $6,403 |
| CSX CORP |
185,742 | -28,759 | $6,334 |
| CSX | 185,742 | -28,759 | $6,334 |
| AUTOMATIC DATA PROCESSING IN |
28,736 | -4,366 | $6,316 |
| ADP | 28,736 | -4,366 | $6,316 |
| ISHARES TR (SHV) |
57,033 | -11,448 | $6,299 |
| SHV | 57,033 | -11,448 | $6,299 |
| SPDR GOLD TR (GLD) |
34,763 | +1,722 | $6,197 |
| GLD | 34,763 | +1,722 | $6,197 |
See Full List: All Stocks Held By Axxcess Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Axxcess Wealth Management LLC
|
Size ($ in 1000's)
At 06/30/2023: $1,381,038 At 03/31/2023: $1,321,564 Axxcess Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Axxcess Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |
