Bxm Wealth LLC Reduced Holdings in Q1 2025

Bxm Wealth LLC

  • $83.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Bank Montreal Que
-11.5K
- 64.88%
N/A
6.2K $217M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-718
- 22.31%
$507.05 - $563.67 $364K - $405K
2.5K $1.28B
COP
Conocophillips

Energy
-4.44K
- 56.6%
$88.6 - $105.85 $393K - $470K
3.41K $349M
ORCL
Oracle Corp

Technology
-25
- 0.38%
$139.81 - $186.47 $3.5K - $4.66K
6.58K $920M
RYT
Invesco S&P 500 Equal Weight T

ETFs
-1.74K
- 8.44%
N/A
18.8K $644M
KMI
Kinder Morgan, Inc.

Energy
-4.99K
- 25.71%
$26.1 - $31.22 $130K - $156K
14.4K $411M
RIO
Rio Tinto PLC

Basic Materials
-1.54K
- 20.9%
$58.19 - $64.29 $89.3K - $98.7K
5.81K $349M
WMT
Walmart Inc.

Consumer Defensive
-631
- 6.64%
$84.5 - $105.05 $53.3K - $66.3K
8.88K $785M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-3.49K
- 23.76%
$24.39 - $35.22 $85.1K - $123K
11.2K $333M
VONE
Vanguard Russell 1000 ETF

ETFs
-40
- 1.49%
$250.16 - $278.79 $10K - $11.2K
2.65K $673M
HD
Home Depot, Inc.

Consumer Cyclical
-10
- 0.82%
$347.25 - $424.87 $3.47K - $4.25K
1.21K $444M
RF
Regions Financial Corp

Financial Services
-325
- 3.02%
$20.84 - $24.77 $6.77K - $8.05K
10.4K $227M
AJG
Arthur J. Gallagher & Co.

Financial Services
-254
- 23.15%
$275.89 - $345.24 $70.1K - $87.7K
843 $289M
ITW
Illinois Tool Works Inc

Industrials
-12
- 0.45%
$244.9 - $274.48 $2.94K - $3.29K
2.66K $659M
PFE
Pfizer Inc

Healthcare
-174
- 1.73%
$25.01 - $27.13 $4.35K - $4.72K
9.86K $249M
SGMO
Sangamo Therapeutics, Inc

Healthcare
-6K
- 32.35%
$0.66 - $1.37 $3.96K - $8.22K
12.6K $8.23M
PM
Philip Morris International Inc.

Consumer Defensive
-381
- 22.68%
$117.15 - $158.79 $44.6K - $60.5K
1.3K $208M
JNJ
Johnson & Johnson

Healthcare
-625
- 11.31%
$142.06 - $167.7 $88.8K - $105K
4.9K $809M
MA
Mastercard Inc

Financial Services
-1
- 0.07%
$504.67 - $576.31 $505 - $576
1.47K $804M
CVS
Cvs Health Corp

Healthcare
-1.69K
- 24.16%
$44.22 - $68.64 $74.5K - $116K
5.29K $357M
DUK
Duke Energy Corp

Utilities
-17
- 0.47%
$105.87 - $121.97 $1.8K - $2.07K
3.57K $436M
ABT
Abbott Laboratories

Healthcare
-100
- 3.06%
$111.1 - $140.22 $11.1K - $14K
3.17K $420M
NVS
Novartis Ag

Healthcare
-30
- 0.6%
$97.14 - $115.57 $2.91K - $3.47K
4.98K $555M
Activity Summary
Buys All Purchases 60 New Holdings 14 Increased Positions 46 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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