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AXXCESS WEALTH MANAGEMENT, LLC

Position in XPO — XPO, Inc.

CIK 1911056 CARLSBAD, CA

Position in XPO

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$225,819
-$2,962 QoQ
Shares Held
1,100
-48.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#557
of 748 holders
Holding Since
Dec 2023
3 quarters on record
Voting authority Sole 18% Shared 0% None 82%

Common Shares in XPO Over Time

Shares Held

Position Value (USD)

Position in Trucking

Industrials · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $797,964 across 3 Trucking names. XPO ranks #2 (28.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 XPO
XPO, Inc.
This page
1,100 $225,819

All Filings in XPO

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $225,819 1,100
2024-09-30 $228,781 2,128
2023-12-31 $201,457 2,300