Bxm Wealth LLC Reduced Holdings in Q2 2025

Bxm Wealth LLC

  • $84.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-4.15K
- 86.16%
$483.48 - $539.8 $2M - $2.24M
666 $336M
VB
Vanguard Small Cap ETF

ETFs
-4.04K
- 56.01%
$193.73 - $237.37 $783K - $959K
3.17K $770M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.82K
- 27.1%
$416.06 - $551.64 $1.17M - $1.56M
7.59K $4.13B
CVX
Chevron Corp

Energy
-2.15K
- 20.06%
$133.73 - $168.51 $288K - $362K
8.57K $1.23B
AAPL
Apple Inc.

Technology
-326
- 1.53%
$172.42 - $223.89 $56.2K - $73K
21K $4.3B
Ea Series Trust
-3.75K
- 36.24%
N/A
6.59K $743M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-5.02K
- 16.08%
N/A
26.2K $2.45B
IAU
Ishares Gold Trust

ETFs
-5.1K
- 33.31%
$56.1 - $64.74 $286K - $330K
10.2K $637M
JNJ
Johnson & Johnson

Healthcare
-1.22K
- 24.87%
$146.36 - $159.82 $178K - $195K
3.68K $572M
HD
Home Depot, Inc.

Consumer Cyclical
-513
- 42.33%
$335.24 - $380.78 $172K - $195K
699 $256M
MRVL
Marvell Technology, Inc.

Technology
-3.03K
- 53.83%
$49.38 - $79.97 $149K - $242K
2.6K $201M
DUK
Duke Energy Corp

Utilities
-794
- 22.23%
$112.46 - $124.05 $89.3K - $98.5K
2.78K $328M
KGC
Kinross Gold Corp

Basic Materials
-11.3K
- 47.58%
$11.79 - $15.85 $133K - $179K
12.5K $195M
ABBV
Abb Vie Inc.

Healthcare
-80
- 2.13%
$170.16 - $206.27 $13.6K - $16.5K
3.68K $683M
AMGN
Amgen Inc

Healthcare
-235
- 19.06%
$262.28 - $309.85 $61.6K - $72.8K
998 $279M
FTNT
Fortinet, Inc.

Technology
-1.2K
- 20.69%
$84.71 - $108.69 $102K - $130K
4.6K $486M
CVS
Cvs Health Corp

Healthcare
-1.11K
- 20.9%
$60.04 - $70.18 $66.3K - $77.5K
4.18K $289M
COP
Conocophillips

Energy
-200
- 5.87%
$82.66 - $106.1 $16.5K - $21.2K
3.21K $288M
ACN
Accenture PLC

Technology
-100
- 4.2%
$279.23 - $323.21 $27.9K - $32.3K
2.28K $682M
QCOM
Qualcomm Inc

Technology
-516
- 12.43%
$124.66 - $159.48 $64.3K - $82.3K
3.63K $579M
PG
Procter & Gamble CO

Consumer Defensive
-70
- 1.3%
$157.66 - $172.39 $11K - $12.1K
5.31K $860M
Tidal Trust I
-18.4K
- 21.85%
N/A
66K $1.49B
KO
Coca Cola CO

Consumer Defensive
-442
- 12.51%
$68.37 - $73.9 $30.2K - $32.7K
3.09K $219M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-1.04K
- 11.41%
$32.99 - $38.56 $34.3K - $40.1K
8.08K $307M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-350
- 2.18%
$85.42 - $94.39 $29.9K - $33K
15.7K $1.47B
KMI
Kinder Morgan, Inc.

Energy
-1.33K
- 9.19%
$25.21 - $29.4 $33.4K - $39K
13.1K $385M
CRM
Salesforce, Inc.

Technology
-90
- 3.98%
$236.26 - $291.15 $21.3K - $26.2K
2.17K $592M
FDG
American Centy ETF Tr Focused

ETFs
-1.14K
- 18.25%
$81.22 - $109.26 $92.6K - $125K
5.11K $558M
PH
Parker Hannifin Corp

Industrials
-30
- 7.48%
$517.23 - $700.54 $15.5K - $21K
371 $259M
TNA
Direxion Daily Small Cap Bull

ETFs
-3.24K
- 10.79%
$19.12 - $33.54 $61.9K - $109K
26.8K $898M
RYT
Invesco S&P 500 Equal Weight T

ETFs
-2.38K
- 12.62%
N/A
16.4K $670M
NVS
Novartis Ag

Healthcare
-50
- 1.01%
$101.96 - $121.01 $5.1K - $6.05K
4.93K $596M
VONE
Vanguard Russell 1000 ETF

ETFs
-50
- 1.89%
$225.48 - $280.86 $11.3K - $14K
2.6K $730M
NVDA
Nvidia Corp

Technology
-3.9K
- 25.64%
$94.31 - $157.99 $368K - $616K
11.3K $1.79B
IBM
International Business Machines Corp

Technology
-25
- 0.6%
$221.03 - $294.78 $5.53K - $7.37K
4.12K $1.21B
GOOGL
Alphabet Inc.

Communication Services
-101
- 0.94%
$144.7 - $178.6 $14.6K - $18K
10.7K $1.87B
JPM
Jpmorgan Chase & CO

Financial Services
-214
- 3.6%
$210.28 - $289.91 $45K - $62K
5.73K $1.66B
MSFT
Microsoft Corp

Technology
-352
- 9.21%
$354.56 - $497.45 $125K - $175K
3.47K $1.73B
AVGO
Broadcom Inc.

Technology
-1.02K
- 6.6%
$146.29 - $275.65 $149K - $280K
14.4K $3.97B
Activity Summary
Buys All Purchases 39 New Holdings 18 Increased Positions 21 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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