AXXCESS WEALTH MANAGEMENT, LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Carlsbad, CA
CIK
0001911056
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 866 3,653,174 VV, NOW, AGG, APPLE INC puts 13F-HR 5/14/2024 000195175724000477
Q4 2023 834 3,443,872 VV, NOW, AGG, AAPL puts 13F-HR 2/6/2024 000195175724000212
Q3 2023 799 2,933,505 VV, AGG, NOW, IDEV 13F-HR 11/14/2023 000195175723000702
Q2 2023 587 1,381,022 NOW, BIL, AAPL, UPS 13F-HR 8/8/2023 000195175723000492
Q1 2023 633 1,321,569 NOW, BIL, AAPL puts, MSFT 13F-HR 5/3/2023 000191105623000005
Q4 2022 607 1,212,329 NOW, JPST, AAPL, SHY RESTATEMENT 2/16/2023 000191105623000003
Q3 2022 542 1,056,515 NOW, JPST, AAPL puts, INVESCO QQQ TR puts 13F-HR 11/14/2022 000191105622000005
Q2 2022 535 1,087,152 NOW, JPST, AAPL puts, QQQ puts 13F-HR 8/11/2022 000191105622000004
Q1 2022 626 1,280,027 NOW, QQQ, JPST, AAPL 13F-HR 8/11/2022 000191105622000003
Q4 2021 622 1,370,583 NOW, JPST, QQQ, AAPL puts 13F-HR 8/11/2022 000191105622000002
Additional filings from Axxcess Wealth Management, LLC that have since been restated