Portfolio (Quarterly)
Guide ↗
AXXCESS WEALTH MANAGEMENT, LLC
· CIK 0001911056| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 161 | — | PUTNAM ETF TRUST | — | 13,119 | $103K | — | SOLD |
| 162 | MFG | MIZUHO FINANCIAL GROUP INC | Financial Services | 12,158 | $89K | — | SOLD |
| 163 | — | AEGON LTD | — | 10,807 | $83K | — | SOLD |
| 164 | TKC | TURKCELL ILETISIM HIZMETLERI | Communication Services | 14,365 | $79K | — | SOLD |
| 165 | ECC | EAGLE POINT CREDIT COMPANY I | Financial Services | 10,659 | $61K | — | SOLD |
| 166 | CLSK | CLEANSPARK INC | Technology | 22,094 | $29K | — | SOLD |
| 167 | WIT | WIPRO LTD | Technology | 10,045 | $29K | — | SOLD |
| 168 | — | INCANNEX HEALTHCARE INC | — | 45,500 | $16K | — | SOLD |
| 169 | DHT | DHT HOLDINGS INC | Energy | 30,226 | $13K | — | SOLD |
| 170 | COMP | COMPASS INC | Technology | 30,000 | $11K | — | SOLD |
| 171 | RR | RICHTECH ROBOTICS INC | Industrials | 10,000 | $6K | — | SOLD |
| 172 | DNN | DENISON MINES CORP | Energy | 15,000 | $4K | — | SOLD |
| 173 | BTG | B2GOLD CORP | Basic Materials | 60,000 | $3K | — | SOLD |
| 174 | GPRO | GOPRO INC | Technology | 10,000 | $2K | — | SOLD |
| 175 | ADT | ADT INC DEL | Industrials | 10,000 | $750.0 | — | SOLD |
| 176 | KWEB | KRANESHARES TRUST | — | 20,000 | $200.0 | — | SOLD |
Sector Allocation
Technology
33.4%
Financial Services
21.8%
Industrials
9.7%
Consumer Cyclical
8.2%
Healthcare
7.7%
Communication Services
7.2%
Consumer Defensive
5.2%
Energy
2.8%
Utilities
2.0%
Basic Materials
1.5%