AXXCESS WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PEP | 70K | $9.77M |
 | ORCL | 69K | $19.47M |
 | DIS | 67K | $7.70M |
 | HLN | 66K | $594.43K |
 | MRK | 66K | $5.50M |
 | CVX | 65K | $10.09M |
 | TSLA | 65K | $28.52M |
 | MS | 62K | $9.86M |
 | META | 58K | $42.84M |
 | D | 57K | $3.51M |
 | C | 57K | $5.80M |
 | RIVN | 57K | $837.67K |
 | APH | 56K | $6.91M |
 | BX | 56K | $9.53M |
 | RTX | 55K | $9.21M |
 | V | 54K | $18.29M |
 | ENB | 50K | $2.51M |
 | HD | 47K | $19.05M |
 | CSV | 46K | $2.05M |
 | GSBD | 46K | $465.23K |
PepsiCo, Inc.
PEP
Shares Held
70K
Value
$9.77M
Oracle Corporation
ORCL
Shares Held
69K
Value
$19.47M
The Walt Disney Company
DIS
Shares Held
67K
Value
$7.70M
Haleon plc
HLN
Shares Held
66K
Value
$594.43K
Merck & Co., Inc.
MRK
Shares Held
66K
Value
$5.50M
Chevron Corporation
CVX
Shares Held
65K
Value
$10.09M
Tesla, Inc.
TSLA
Shares Held
65K
Value
$28.52M
Morgan Stanley
MS
Shares Held
62K
Value
$9.86M
Meta Platforms, Inc.
META
Shares Held
58K
Value
$42.84M
Dominion Energy, Inc.
D
Shares Held
57K
Value
$3.51M
Citigroup Inc.
C
Shares Held
57K
Value
$5.80M
Rivian Automotive, Inc.
RIVN
Shares Held
57K
Value
$837.67K
Amphenol Corporation
APH
Shares Held
56K
Value
$6.91M
Blackstone Inc.
BX
Shares Held
56K
Value
$9.53M
RTX Corporation
RTX
Shares Held
55K
Value
$9.21M
Visa Inc.
V
Shares Held
54K
Value
$18.29M
Enbridge Inc.
ENB
Shares Held
50K
Value
$2.51M
The Home Depot, Inc.
HD
Shares Held
47K
Value
$19.05M
Carriage Services, Inc.
CSV
Shares Held
46K
Value
$2.05M
Goldman Sachs BDC, Inc.
GSBD
Shares Held
46K
Value
$465.23K