Bxm Wealth LLC Top Holdings and 13F Report (2025) About Bxm Wealth LLCInvestment ActivityBxm Wealth LLC has $71.43 million in total holdings as of December 31, 2024.Bxm Wealth LLC owns shares of 96 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Largest Holdings Apple $4,944,793Broadcom $3,445,606Invesco QQQ $2,941,617ProShares UltraPro QQQ $2,200,922Berkshire Hathaway $2,177,104 Sector AllocationMap of 500 Largest Holdings ofBxm Wealth LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAAPLApple$4,944,79319,7466.9%Computer and TechnologyAVGOBroadcom$3,445,60614,8624.8%Computer and TechnologyQQQInvesco QQQ$2,941,6175,7544.1%FinanceTQQQProShares UltraPro QQQ$2,200,92227,8143.1%ETFBRK.BBerkshire Hathaway$2,177,1044,8033.0%FinanceBRK.ABerkshire Hathaway$2,042,76032.9%FinanceVUGVanguard Growth ETF$1,967,6494,7942.8%ETFIGMiShares Expanded Tech Sector ETF$1,897,03618,5822.7%ETFNVDANVIDIA$1,734,62412,9172.4%Computer and TechnologyVOOVanguard S&P 500 ETF$1,733,8903,2182.4%ETFVBVanguard Small-Cap ETF$1,650,4846,8692.3%ETFGOOGLAlphabet$1,633,6598,6302.3%Computer and TechnologySPXLDirexion Daily S&P 500 Bull 3X$1,394,3068,2652.0%ETFJPMJPMorgan Chase & Co.$1,366,3475,7001.9%FinanceMSFTMicrosoft$1,346,2713,1941.9%Computer and TechnologyCVXChevron$1,307,9059,0301.8%Oils/EnergySCHDSchwab US Dividend Equity ETF$1,234,94645,2031.7%ETFCOSTCostco Wholesale$1,213,1411,3241.7%Retail/WholesaleTNADirexion Daily Small Cap Bull 3X Shares$1,210,96028,9151.7%ETFBOXXAlpha Architect 1-3 Month Box ETF$1,131,47310,2601.6%ETFORCLOracle$1,100,9906,6071.5%Computer and TechnologyIBMInternational Business Machines$879,1003,9991.2%Computer and TechnologyWMTWalmart$859,0489,5081.2%Retail/WholesalePGProcter & Gamble$844,6215,0381.2%Consumer StaplesBANK MONTREAL MEDIUM$825,01817,6551.2%NT LKD 43JNJJohnson & Johnson$799,1705,5261.1%MedicalFDVVFidelity High Dividend ETF$799,04016,0001.1%ETFCOPConocoPhillips$777,9897,8451.1%Oils/EnergyMAMastercard$773,0051,4681.1%Business ServicesRSPTInvesco S&P 500 Equal Weight Technology ETF$769,01820,5511.1%ETFAMZNAmazon.com$725,0843,3051.0%Retail/WholesaleVONEVanguard Russell 1000$717,4772,6901.0%ETFTXNTexas Instruments$717,0563,8241.0%Computer and TechnologyLOWLowe's Companies$682,4022,7651.0%Retail/WholesaleITWIllinois Tool Works$677,7662,6730.9%Industrial ProductsQCOMQUALCOMM$637,5244,1500.9%Computer and TechnologyFPEIFirst Trust Institutional Preferred Securities and Income ETF$626,45033,5000.9%ETFABBVAbbVie$608,9783,4270.9%MedicalRTXRTX$600,4715,1890.8%AerospaceACNAccenture$571,3071,6240.8%Computer and TechnologyFDGAmerican CenturyFocused Dynamic Growth ETF$555,1325,3450.8%ETFFTNTFortinet$547,9845,8000.8%Computer and TechnologyKMIKinder Morgan$531,91619,4130.7%Oils/EnergyCSCOCisco Systems$521,1978,8040.7%Computer and TechnologyNVSNovartis$487,0375,0050.7%MedicalHDHome Depot$475,3461,2220.7%Retail/WholesaleSYKStryker$467,3451,2980.7%MedicalHYDVanEck High Yield Muni ETF$446,5828,6030.6%ETFIWFiShares Russell 1000 Growth ETF$446,1551,1110.6%ETFXOMExxon Mobil$444,8024,1350.6%Oils/EnergyMOATVanEck Morningstar Wide Moat ETF$434,3244,6840.6%ETFRIORio Tinto Group$431,9607,3450.6%Basic MaterialsTSLATesla$409,8981,0150.6%Auto/Tires/TrucksKTOSKratos Defense & Security Solutions$387,52214,6900.5%AerospaceDUKDuke Energy$386,5713,5880.5%UtilitiesCRMSalesforce$374,1151,1190.5%Computer and TechnologyABTAbbott Laboratories$369,7573,2690.5%MedicalAFLAflac$359,1443,4720.5%FinanceMETAMeta Platforms$356,5766090.5%Computer and TechnologyMCDMcDonald's$351,9261,2140.5%Retail/WholesaleSQBlock$345,0594,0600.5%Business ServicesDISWalt Disney$342,5133,0760.5%Consumer DiscretionaryEMREmerson Electric$334,6112,7000.5%Industrial ProductsSDYSPDR S&P Dividend ETF$332,8922,5200.5%ETFWMBWilliams Companies$321,2025,9350.4%Oils/EnergyAMGNAmgen$314,3321,2060.4%MedicalCVSCVS Health$313,0046,9730.4%Retail/WholesaleAJGArthur J. Gallagher & Co.$311,3831,0970.4%FinanceGPCGenuine Parts$304,2772,6060.4%Retail/WholesaleBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$295,63112,8150.4%ETFBHPBHP Group$285,5095,8470.4%Basic MaterialsMPWRMonolithic Power Systems$266,2654500.4%Computer and TechnologyPFEPfizer$266,06910,0290.4%MedicalIVViShares Core S&P 500 ETF$259,0194400.4%ETFMMM3M$258,1802,0000.4%Multi-Sector ConglomeratesVVisa$254,0968040.4%Business ServicesPHParker-Hannifin$253,1403980.4%Industrial ProductsRFRegions Financial$252,84010,7500.4%FinanceMRKMerck & Co., Inc.$251,6842,5300.4%MedicalBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$250,00110,7410.3%ETFAPOApollo Global Management$247,7401,5000.3%FinanceHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$240,2739,3930.3%ETFDHRDanaher$230,6981,0050.3%Multi-Sector ConglomeratesWFCWells Fargo & Company$230,1063,2760.3%FinanceCATCaterpillar$228,1766290.3%Industrial ProductsDVNDevon Energy$220,1096,7250.3%Oils/EnergyFDTXFidelity Disruptive Technology ETF$218,4636,1800.3%ETFLMTLockheed Martin$214,7864420.3%AerospaceKOCoca-Cola$210,9373,3880.3%Consumer StaplesCALFPacer US Small Cap Cash Cows 100 ETF$210,6324,7860.3%ETFMTBM&T Bank$206,8111,1000.3%FinanceKLACKLA$204,7893250.3%Computer and TechnologyCSBVictoryShares US Small Cap High Div Volatility Wtd ETF$202,1983,4040.3%ETFPMPhilip Morris International$202,1881,6800.3%Consumer StaplesKGCKinross Gold$179,37519,3500.3%Basic MaterialsSGMOSangamo Therapeutics$18,92118,5500.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
