| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SERVICENOW INC | 8 | Q3 2023 | 11.9% |
| J P MORGAN EXCHANGE-TRADED F | 8 | Q3 2023 | 5.1% |
| MICROSOFT CORP | 8 | Q3 2023 | 2.3% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 2.2% |
| ISHARES TR | 8 | Q3 2023 | 5.0% |
| SPDR SER TR | 8 | Q3 2023 | 3.4% |
| UNITED PARCEL SERVICE INC | 8 | Q3 2023 | 2.4% |
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 1.8% |
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 2.1% |
| ISHARES TR | 8 | Q3 2023 | 2.5% |
View AXXCESS WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-08-11 |
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.