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 $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$87.3B
$3.45 Billion 4.82% of portfolio
14,862
Q4 2024 New
$129B
$778 Million 1.09% of portfolio
7,845
Q4 2024 New
$177B
$717 Million 1.0% of portfolio
3,824
Q4 2024 New
$164B
$682 Million 0.96% of portfolio
2,765
Q4 2024 New
$79.9B
$678 Million 0.95% of portfolio
2,673
Q4 2024 New
$193B
$638 Million 0.89% of portfolio
4,150
Q4 2024 New
$190B
$600 Million 0.84% of portfolio
5,189
Q4 2024 New
$79.6B
$548 Million 0.77% of portfolio
5,800
Q4 2024 New
$63.2B
$532 Million 0.74% of portfolio
19,413
Q4 2024 New
$148B
$467 Million 0.65% of portfolio
1,298
Q4 2024 New
$98.7B
$432 Million 0.6% of portfolio
7,345
Q4 2024 New
$86.4B
$387 Million 0.54% of portfolio
3,588
Q4 2024 New
$68.4B
$359 Million 0.5% of portfolio
3,472
Q4 2024 New
$45B
$345 Million 0.48% of portfolio
4,060
Q4 2024 New
$77.1B
$335 Million 0.47% of portfolio
2,700
Q4 2024 New
$69B
$321 Million 0.45% of portfolio
5,935
Q4 2024 New
$74.6B
$313 Million 0.44% of portfolio
6,973
Q4 2024 New
$152B
$314 Million 0.44% of portfolio
1,206
Q4 2024 New
$16.7B
$304 Million 0.43% of portfolio
2,606
Q4 2024 New
$126B
$286 Million 0.4% of portfolio
5,847
Q4 2024 New
$29.9B
$266 Million 0.37% of portfolio
450
Q4 2024 New
$151B
$266 Million 0.37% of portfolio
10,029
Q4 2024 New
$85.3B
$258 Million 0.36% of portfolio
2,000
Q4 2024 New
$23.1B
$253 Million 0.35% of portfolio
10,750
Q4 2024 New
$103B
$248 Million 0.35% of portfolio
1,500
Q4 2024 New
$90.4B
$253 Million 0.35% of portfolio
398
Q4 2024 New
$198B
$228 Million 0.32% of portfolio
629
Q4 2024 New
$162B
$231 Million 0.32% of portfolio
1,005
Q4 2024 New
$23B
$220 Million 0.31% of portfolio
6,725
Q4 2024 New
$120B
$215 Million 0.3% of portfolio
442
Q4 2024 New
$105B
$205 Million 0.29% of portfolio
325
Q4 2024 New
$34.9B
$207 Million 0.29% of portfolio
1,100
Q4 2024 New
$14.9B
$179 Million 0.25% of portfolio
19,350
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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