AXXCESS WEALTH MANAGEMENT, LLC
Top Portfolio Positions
187 positions ·
$1,449,838,146 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
552,896 | $140,319,475 | 9.68% | |
| NVDA |
Nvidia Corp
Technology
|
510,231 | $88,984,286 | 6.14% | |
| MSFT |
Microsoft Corp
Technology
|
235,388 | $87,133,575 | 6.01% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
327,700 | $68,250,079 | 4.71% | |
| IAU |
Ishares Gold Trust
|
671,507 | $59,200,057 | 4.08% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
197,338 | $56,746,515 | 3.91% | |
| AVGO |
Broadcom Inc.
Technology
|
177,070 | $54,804,935 | 3.78% | |
| SPY |
Spdr S&P 500 ETF Trust
|
64,281 | $41,804,505 | 2.88% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
130,075 | $38,262,862 | 2.64% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
238,240 | $29,608,467 | 2.04% |
Portfolio Trend
18 quarters · across all stocks
Holdings in GSBD
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $393,588 | 44,323 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $424,513 | 45,745 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $465,226 | 45,745 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $514,631 | 45,745 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $549,459 | 47,245 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $571,664 | 47,245 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $650,091 | 47,245 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $710,092 | 47,245 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $707,730 | 47,245 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $692,139 | 47,245 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $730,839 | 50,195 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $695,702 | 50,195 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $685,161 | 50,195 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $850,297 | 61,975 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,766,729 | 122,265 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,201,354 | 131,033 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,714,114 | 189,399 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $3,666,074 | 191,340 | Shares | Sole | 2022-08-11 | |
| No 13F history on record for this holder in this stock. | ||||||