Axxcess Wealth Management, LLC - Q12026 Holdings

Axxcess Wealth Management, LLC holds 373 stocks with a total portfolio value of $ 3.12B as of Q12026. In Q12026, Axxcess Wealth Management, LLC added 24 new positions, increased stakes in 13 stocks, reduced 336 holdings, and fully exited 703 positions. The largest holding is Ishares Tr (AGG), representing 5.69% of the total portfolio.