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Portfolio (Quarterly) Guide ↗

AXXCESS WEALTH MANAGEMENT, LLC

· CIK 0001911056
13F Portfolio $25.9B AUM 1,042 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 185 New 572 Added 176 Reduced 67 Exited
Page 42 of 53  ·  1,042 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 25,193.0 $335K 0.00% -228.0 -0.9% $13.28 -15.4%
822 ETHA ISHARES ETHEREUM TR Financial Services 14,822.0 $332K 0.00% -139.0 -0.9% $22.43 -30.6%
823 SPTI SPDR SERIES TRUST 11,507.0 $332K 0.00% -197.0 -1.7% $28.84 -2.0%
824 TDY TELEDYNE TECHNOLOGIES INC Technology 649.0 $331K 0.00% -81.0 -11.1% $510.73 +21.5%
825 ZACKS TRUST 11,085.0 $330K 0.00% -332.0 -2.9% $29.80
826 VLTO VERALTO CORP Industrials 3,275.0 $327K 0.00% +376.0 +13.0% $99.79 -13.0%
827 ACIO ETF SER SOLUTIONS 7,475.0 $327K 0.00% $43.70 +6.4%
828 SPHY SPDR SERIES TRUST 13,798.0 $327K 0.00% +3K +27.2% $23.67 -1.1%
829 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,866.0 $324K 0.00% -953.0 -19.8% $83.85 +14.8%
830 VBR VANGUARD INDEX FDS 1,526.0 $323K 0.00% -642.0 -29.6% $211.79 +9.9%
831 ALLY ALLY FINL INC Financial Services 7,124.0 $323K 0.00% +878.0 +14.1% $45.29 -6.5%
832 EEMA ISHARES INC 3,401.0 $320K 0.00% +42.0 +1.2% $94.02 +20.2%
833 SCHO SCHWAB STRATEGIC TR 13,011.0 $317K 0.00% -4K -21.2% $24.37 -1.0%
834 SUSC ISHARES TR 13,412.0 $314K 0.00% +2K +14.3% $23.38 -1.6%
835 KR KROGER CO Consumer Defensive 5,000.0 $312K 0.00% +100.0 +2.0% $62.48 +7.6%
836 AXON AXON ENTERPRISE INC Industrials 550.0 $312K 0.00% -1K -68.6% $567.93 -32.0%
837 JMOM J P MORGAN EXCHANGE TRADED F 4,577.0 $312K 0.00% $68.14 +18.1%
838 SAP SAP SE Technology 1,282.0 $312K 0.00% +30.0 +2.4% $243.00 -27.6%
839 JAVA J P MORGAN EXCHANGE TRADED F 4,333.0 $311K 0.00% $71.72 +6.9%
840 VRSN VERISIGN INC Technology 1,273.0 $309K 0.00% -5K -80.9% $242.95 +27.6%
Page 42 of 53  ·  1,042 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 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%