Portfolio (Quarterly)
Guide ↗
AXXCESS WEALTH MANAGEMENT, LLC
· CIK 0001911056| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | ACM | AECOM | Industrials | 3,248 | $424K | 0.01% | SOLD |
| 22 | RACE | FERRARI N V | Consumer Cyclical | 867 | $421K | 0.01% | SOLD |
| 23 | IUSB | ISHARES TR | — | 8,705 | $407K | 0.01% | SOLD |
| 24 | GNRC | GENERAC HLDGS INC | Industrials | 2,300 | $385K | 0.01% | SOLD |
| 25 | DOCS | DOXIMITY INC | Healthcare | 5,077 | $371K | 0.01% | SOLD |
| 26 | SOXX | ISHARES TR | — | 1,331 | $361K | 0.01% | SOLD |
| 27 | CMDT | PIMCO ETF TR | — | 12,944 | $355K | 0.01% | SOLD |
| 28 | EXLS | EXLSERVICE HOLDINGS INC | Technology | 7,999 | $352K | 0.01% | SOLD |
| 29 | BKR | BAKER HUGHES COMPANY | Energy | 6,609 | $322K | 0.01% | SOLD |
| 30 | VPC | ETFIS SER TR I | — | 16,087 | $304K | 0.01% | SOLD |
| 31 | XMHQ | INVESCO EXCHANGE TRADED FD T | — | 2,789 | $293K | 0.01% | SOLD |
| 32 | VPL | VANGUARD INTL EQUITY INDEX F | — | 3,303 | $290K | 0.01% | SOLD |
| 33 | VTWO | VANGUARD SCOTTSDALE FDS | — | 2,853 | $279K | 0.01% | SOLD |
| 34 | DFAR | DIMENSIONAL ETF TRUST | — | 11,621 | $277K | 0.01% | SOLD |
| 35 | ED | CONSOLIDATED EDISON INC | Utilities | 2,750 | $276K | 0.01% | SOLD |
| 36 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | Technology | 901 | $268K | 0.01% | SOLD |
| 37 | XRT | SPDR SERIES TRUST | — | 3,059 | $264K | 0.01% | SOLD |
| 38 | OLLI | OLLIES BARGAIN OUTLET HLDGS | Consumer Defensive | 2,048 | $263K | 0.01% | SOLD |
| 39 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 4,182 | $260K | 0.01% | SOLD |
| 40 | BE | BLOOM ENERGY CORP | Industrials | 3,064 | $259K | 0.01% | SOLD |
Sector Allocation
Technology
51.2%
Financial Services
12.7%
Communication Services
12.2%
Consumer Cyclical
11.0%
Consumer Defensive
4.2%
Healthcare
4.1%
Industrials
2.5%
Energy
1.0%
Utilities
0.7%
Basic Materials
0.3%