Axxcess Wealth Management LLC lifted its position in Arthur J. Gallagher & Co. by 1.6% in the first quarter.

Source: https://www.americanbankingnews.com/2023/08/25/arthur-j-gallagher-co-nyseajg-shares-purchased-by-oppenheimer-co-inc.html

Axxcess Wealth Management LLC’s holdings in Block were worth $604,000 as of its most recent filing with the Securities and Exchange Commission.

Source: https://www.americanbankingnews.com/2023/07/30/axxcess-wealth-management-llc-raises-holdings-in-block-inc-nysesq.html

Finally, Axxcess Wealth Management LLC boosted its holdings in Hilton Worldwide by 2.4% in the 1st quarter.

Source: https://www.americanbankingnews.com/2023/08/02/1607-shares-in-hilton-worldwide-holdings-inc-nysehlt-acquired-by-summit-trail-advisors-llc.html

Finally, Axxcess Wealth Management LLC bought a new stake in shares of Intercontinental Exchange during the fourth quarter valued at approximately $717,000.

Source: https://www.etfdailynews.com/2023/06/17/cva-family-office-llc-buys-390-shares-of-intercontinental-exchange-inc-nyseice/