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Portfolio (Quarterly) Guide ↗

AXXCESS WEALTH MANAGEMENT, LLC

· CIK 0001911056
13F Portfolio $4.7B AUM Filed Nov 7, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 924 New
Page 17 of 47  ·  924 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 TMUS T-MOBILE US INC Communication Services 7,994.0 $1.9M 0.04% NEW $239.39 -20.0%
322 CAH CARDINAL HEALTH INC Healthcare 12,141.0 $1.9M 0.04% NEW $156.96 +27.9%
323 FV FIRST TR EXCHANGE TRADED FD 30,716.0 $1.9M 0.04% NEW $61.92 +15.4%
324 SMIZ ZACKS TRUST 50,909.0 $1.9M 0.04% NEW $37.35 +12.7%
325 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 17,630.0 $1.9M 0.04% NEW $107.81 -14.9%
326 WMB WILLIAMS COS INC Energy 29,791.0 $1.9M 0.04% NEW $63.35 +23.9%
327 MEAR ISHARES U S ETF TR 37,253.0 $1.9M 0.04% NEW $50.51 -0.5%
328 SPDN DIREXION SHS ETF TR 195,605.0 $1.9M 0.04% NEW $9.61 -9.1%
329 OKLO OKLO INC Utilities 16,810.0 $1.9M 0.04% NEW $111.63 -41.0%
330 USMV ISHARES TR 19,718.0 $1.9M 0.04% NEW $95.14 +1.8%
331 VRSN VERISIGN INC Technology 6,669.0 $1.9M 0.04% NEW $279.57 +10.9%
332 DFAX DIMENSIONAL ETF TRUST 59,128.0 $1.9M 0.04% NEW $31.38 +18.3%
333 MBB ISHARES TR 19,389.0 $1.8M 0.04% NEW $95.15 -1.1%
334 LRCX LAM RESEARCH CORP Technology 13,665.0 $1.8M 0.04% NEW $133.90 +128.0%
335 BUFF INNOVATOR ETFS TRUST 37,397.0 $1.8M 0.04% NEW $48.86 +7.2%
336 FISV FISERV INC Technology 14,149.0 $1.8M 0.04% NEW $128.93 -55.7%
337 MPC MARATHON PETE CORP Energy 9,441.0 $1.8M 0.04% NEW $192.75 +32.1%
338 IVW ISHARES TR 14,971.0 $1.8M 0.04% NEW $120.72 +13.2%
339 ASTRAZENECA PLC 23,530.0 $1.8M 0.04% NEW $76.72
340 HELO J P MORGAN EXCHANGE TRADED F 27,625.0 $1.8M 0.04% NEW $65.00 +4.2%
Page 17 of 47  ·  924 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.8%
Financial Services 21.9%
Communication Services 9.6%
Consumer Cyclical 8.5%
Industrials 8.4%
Healthcare 7.5%
Consumer Defensive 5.5%
Energy 2.7%
Utilities 2.4%
Basic Materials 1.3%