Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SERVICENOW INC | 11 | Q2 2024 | 11.9% |
J P MORGAN EXCHANGE-TRADED F | 11 | Q2 2024 | 5.1% |
ISHARES TR | 11 | Q2 2024 | 5.0% |
MICROSOFT CORP | 11 | Q2 2024 | 2.4% |
SCHWAB STRATEGIC TR | 11 | Q2 2024 | 2.2% |
SPDR SER TR | 11 | Q2 2024 | 3.4% |
UNITED PARCEL SERVICE INC | 11 | Q2 2024 | 2.4% |
AMAZON COM INC | 11 | Q2 2024 | 1.4% |
BERKSHIRE HATHAWAY INC DEL | 11 | Q2 2024 | 1.8% |
ISHARES TR | 11 | Q2 2024 | 2.5% |
View AXXCESS WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-27 |
13F-HR | 2024-08-09 |
13F-HR | 2024-05-14 |
SC 13G | 2024-02-12 |
13F-HR | 2024-02-06 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-03 |
13F-HR/A | 2023-02-16 |
13F-HR | 2023-02-14 |
View AXXCESS WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.