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Axxcess Wealth Management, LLC

All holdings · as of Dec 31, 2025

1,030 positions

CompanyClassValueShares% of portfolio
CELESTICA INCCLSCommon Stock$440.8K1,4910.0%
BARRICK MNG CORP$441.4K10,1360.0%
BlackRock MuniHoldings California Quality Fund, Inc.MUCClosed-End Fund$445.4K42,0150.0%
Annaly Capital Management Inc$445.4K19,9190.0%
Interactive Brokers Group Inc$447.2K6,9540.0%
SHELL PLC$448.5K6,1030.0%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$452.5K14,1140.0%
Marvell Technology, Inc.$453.3K5,3340.0%
ISHARES TR$463.4K3,5970.0%
ISHARES TR$464.0K10,8230.0%
SCHWAB STRATEGIC TR$468.4K20,0420.0%
INVESCO DB COMMDY INDX TRCK$470.2K21,0280.0%
MCCORMICK & CO INC$470.3K6,9050.0%
VANGUARD CHARLOTTE FDS$471.2K9,7520.0%
ISHARES TR$472.6K2,8000.0%
PIMCO ETF TR$473.5K7,3690.0%
ULTIMUS MANAGERS TR$475.5K18,8250.0%
SPDR INDEX SHS FDS$476.7K10,8500.0%
ISHARES INC$477.3K7,4460.0%
PPL Corp$479.8K13,7020.0%
NEOS ETF TRUST$481.0K9,1570.0%
Gaming and Leisure Properties Inc$481.6K10,7780.0%
GFL ENVIRONMENTAL INC$487.5K11,3510.0%
FS Specialty Lending FundFSSLClosed-End Fund$487.6K34,4870.0%
WORLD GOLD TR$488.6K5,7230.0%
ISHARES TR$489.4K7,1340.0%
SPROTT ASSET MANAGEMENT LP$489.9K14,8350.0%
Tempus AI, Inc.$490.1K8,3000.0%
ISHARES TR$490.9K10,7520.0%
WEC ENERGY GROUP, INC.$493.6K4,6800.0%
VANGUARD ADMIRAL FDS INC$497.6K2,4290.0%
INVESCO EXCH TRADED FD TR II$497.8K21,4650.0%
PACER FDS TR$497.8K8,9570.0%
Comfort Systems USA Inc$507.7K5440.0%
ISHARES TR$508.6K8,5240.0%
PG&E Corp$509.2K31,6870.0%
ServiceNow Inc$515.9K3,3680.0%
General Motors Co$519.9K6,3930.0%
SHERWIN WILLIAMS CO$522.7K1,6130.0%
MongoDB, Inc.$523.4K1,2470.0%
SANOFI$524.2K10,8180.0%
DIMENSIONAL ETF TRUST$526.4K13,8520.0%
TRAVELERS COMPANIES, INC.$528.0K1,8200.0%
FIRST TR EXCHANGE-TRADED ALP$529.3K4,6780.0%
INNOVATOR ETFS TRUST$530.8K20,9150.0%
NXP Semiconductors N.V.$532.4K2,4530.0%
KIMBERLY CLARK CORP$534.0K5,2930.0%
BWX Technologies, Inc.$534.2K3,0910.0%
INNOVATOR ETFS TRUST$535.5K18,8460.0%
BROWN & BROWN, INC.$535.5K6,7190.0%
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