Bxm Wealth LLC Portfolio Holdings

Bxm Wealth LLC

$71.4 Billion
Q4 2024

Bxm Wealth LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $71.4 Billion distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $4.94B, Broadcom Inc. with a value of $3.45B, Invesco Qqq Trust, Series 1 with a value of $2.94B, Proshares Ultrapro Qqq with a value of $2.2B, and Berkshire Hathaway Inc Class B with a value of $2.18B.

Examining the 13F form we can see an increase of $71.4B in the current position value.

Bxm Wealth LLC is based out at Englewood, CO

Below you can find more details about Bxm Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $71.4 Billion

ETFs: $22.8 Billion

Technology: $17.6 Billion

Financial Services: $8.22 Billion

Healthcare: $4.13 Billion

Energy: $3.6 Billion

Consumer Defensive: $3.33 Billion

Industrials: $2.95 Billion

Consumer Cyclical: $2.95 Billion

Other: $3.62 Billion

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$2.94 Billion 4.12% of portfolio	5,754	Q4 2024 New
TQQQ Proshares Ultrapro Qqq ETFs	$0	$2.2 Billion 3.08% of portfolio	27,814	Q4 2024 New
VUG Vanguard Growth ETF ETFs	$0	$1.97 Billion 2.75% of portfolio	4,794	Q4 2024 New
IGM Ishares Expanded Tech Sector E ETFs	$0	$1.9 Billion 2.66% of portfolio	18,582	Q4 2024 New
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$1.73 Billion 2.43% of portfolio	3,218	Q4 2024 New
VB Vanguard Small Cap ETF ETFs	$0	$1.65 Billion 2.31% of portfolio	6,869	Q4 2024 New
SPXL Direxion Daily S&P 500 Bull 3 X ETFs	$0	$1.39 Billion 1.95% of portfolio	8,265	Q4 2024 New
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$1.23 Billion 1.73% of portfolio	45,203	Q4 2024 New
TNA Direxion Daily Small Cap Bull ETFs	$0	$1.21 Billion 1.7% of portfolio	28,915	Q4 2024 New
FDVV Fidelity High Dividend ETF ETFs	$0	$799 Million 1.12% of portfolio	16,000	Q4 2024 New
RYT Invesco S&P 500 Equal Weight T ETFs	$0	$769 Million 1.08% of portfolio	20,551	Q4 2024 New
VONE Vanguard Russell 1000 ETF ETFs	$0	$717 Million 1.0% of portfolio	2,690	Q4 2024 New
FPEI First Tr ETF Iii Instl Pfd Sec ETFs	$0	$626 Million 0.88% of portfolio	33,500	Q4 2024 New
FDG American Centy ETF Tr Focused ETFs	$0	$555 Million 0.78% of portfolio	5,345	Q4 2024 New
HYD Vaneck High Yield Muni ETF ETFs	$0	$447 Million 0.63% of portfolio	8,603	Q4 2024 New
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$446 Million 0.62% of portfolio	1,111	Q4 2024 New
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$434 Million 0.61% of portfolio	4,684	Q4 2024 New
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$333 Million 0.47% of portfolio	2,520	Q4 2024 New
BSJP Invesco Et Sf Idxd Fd Tr Bulle ETFs	$0	$296 Million 0.41% of portfolio	12,815	Q4 2024 New
IVV Ishares Core S&P 500 ETF ETFs	$0	$259 Million 0.36% of portfolio	440	Q4 2024 New
BSJQ Invesco Etsf Fd Tr Bulletshare ETFs	$0	$250 Million 0.35% of portfolio	10,741	Q4 2024 New
HYMB Spdr Nuveen Bloomberg High Yie ETFs	$0	$240 Million 0.34% of portfolio	9,393	Q4 2024 New
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	$0	$211 Million 0.29% of portfolio	4,786	Q4 2024 New
CSB Victory Portf Ii Shs Us Small ETFs	$0	$202 Million 0.28% of portfolio	3,404	Q4 2024 New

Summary

Portfolio
No. of Stocks 96
Current Value $71.4 Billion
Filing
Period Q4 2024
Filing Date January 30, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 96 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks

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