StockDriftsStockDriftsTop 50 Axxcess Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 5.69% | 1.79M | $177.6M | -6.65%(-127.49K) | $97.46(+1.24%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.36% | 552.9K | $136.2M | new | $234.42(+27.49%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3.76% | 2.32M | $117.4M | +20.51%(+394.89K) | $50.48(+0.08%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 3.01% | 2.06M | $93.8M | +0.05%(+1.02K) | $34.28(+46.64%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.83% | 510.2K | $88.4M | -15.00%(-90.04K) | $66.86(+237.77%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.76% | 235.4K | $86.2M | -2.92%(-7.07K) | $355.42(+14.01%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 2.45% | 833.5K | $76.4M | +11.09%(+83.23K) | $91.68(-0.21%) | 2026-03-31 | |
| GSY | INVESCO ACTIVELY MANAGED EXC | 2.31% | 1.44M | $72.0M | +6.18%(+83.51K) | $50.06(+0.33%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.27% | 1.05M | $70.8M | -0.08%(-874) | $54.83(+33.37%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.24% | 116.7K | $69.8M | +1.68%(+1.93K) | $582.14(+17.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.07% | +44.57% |
| Top 20 Holdings Unweighted | +12.47% | +42.27% |
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