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 Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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