Bxm Wealth LLC Portfolio Holdings

Bxm Wealth LLC

  • $83.2 Billion
  • Q1 2025

Bxm Wealth LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $83.2 Billion distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $4.87B, Apple Inc. with a value of $4.72B, Vaneck Morningstar Wide Moat E with a value of $2.74B, Broadcom Inc. with a value of $2.59B, and Berkshire Hathaway Inc Class B with a value of $2.56B.

Examining the 13F form we can see an increase of $11.8B in the current position value, from $71.4B to 83.2B.

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 $83.2 Billion
ETFs: $31.5 Billion
Technology: $17.9 Billion
Financial Services: $8.85 Billion
Healthcare: $4.49 Billion
Energy: $3.95 Billion
Consumer Defensive: $3.47 Billion
Consumer Cyclical: $3.23 Billion
Industrials: $2.82 Billion
Other: $3.93 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.41T
$4.72 Billion 5.67% of portfolio
21,277
Q1 2025 Added 7.75%
$117B
$2.59 Billion 3.11% of portfolio
15,413
Q1 2025 Added 3.71%
$631B
$2.56 Billion 3.08% of portfolio
4,813
Q1 2025 Added 0.21%
$427B
$2.4 Billion 2.88% of portfolio
3
Q4 2024 New
$293B
$1.77 Billion 2.13% of portfolio
10,721
Q1 2025 Added 18.73%
$1.07T
$1.67 Billion 2.0% of portfolio
10,755
Q1 2025 Added 24.62%
$427B
$1.65 Billion 1.98% of portfolio
15,221
Q1 2025 Added 17.84%
$853B
$1.46 Billion 1.75% of portfolio
5,945
Q1 2025 Added 4.3%
$3.8T
$1.44 Billion 1.73% of portfolio
3,821
Q1 2025 Added 19.63%
$419B
$1.31 Billion 1.58% of portfolio
1,389
Q1 2025 Added 4.91%
$255B
$1.03 Billion 1.24% of portfolio
4,146
Q1 2025 Added 3.68%
$2.34T
$953 Million 1.15% of portfolio
5,015
Q1 2025 Added 51.74%
$657B
$920 Million 1.11% of portfolio
6,582
Q1 2025 Reduced 0.38%
$367B
$913 Million 1.1% of portfolio
5,377
Q1 2025 Added 6.73%
$529B
$804 Million 0.97% of portfolio
1,467
Q1 2025 Reduced 0.07%
$430B
$809 Million 0.97% of portfolio
4,901
Q1 2025 Reduced 11.31%
$260B
$785 Million 0.94% of portfolio
8,877
Q1 2025 Reduced 6.64%
$178B
$742 Million 0.89% of portfolio
2,383
Q1 2025 Added 46.74%
$177B
$695 Million 0.84% of portfolio
3,894
Q1 2025 Added 1.83%
$137B
$694 Million 0.83% of portfolio
2,982
Q1 2025 Added 7.85%
$223B
$685 Million 0.82% of portfolio
5,189
Q4 2024 New
$1.62T
$665 Million 0.8% of portfolio
1,155
Q1 2025 Added 89.66%
$78.2B
$659 Million 0.79% of portfolio
2,661
Q1 2025 Reduced 0.45%
$179B
$636 Million 0.76% of portfolio
4,150
Q4 2024 New
$262B
$606 Million 0.73% of portfolio
2,262
Q1 2025 Added 102.14%
$281B
$601 Million 0.72% of portfolio
9,763
Q1 2025 Added 10.89%
$246B
$555 Million 0.67% of portfolio
4,975
Q1 2025 Reduced 0.6%
$84.3B
$558 Million 0.67% of portfolio
5,800
Q4 2024 New
$450B
$526 Million 0.63% of portfolio
4,422
Q1 2025 Added 6.94%
$30.3B
$509 Million 0.61% of portfolio
9,361
Q1 2025 Added 130.57%
$147B
$491 Million 0.59% of portfolio
1,319
Q1 2025 Added 1.62%
$1.04T
$451 Million 0.54% of portfolio
1,738
Q1 2025 Added 71.23%
$373B
$444 Million 0.53% of portfolio
1,212
Q1 2025 Reduced 0.82%
$92.3B
$436 Million 0.52% of portfolio
3,571
Q1 2025 Reduced 0.47%
$218B
$420 Million 0.5% of portfolio
3,169
Q1 2025 Reduced 3.06%
$60.9B
$411 Million 0.49% of portfolio
14,421
Q1 2025 Reduced 25.71%
$158B
$382 Million 0.46% of portfolio
1,233
Q1 2025 Added 2.24%
$218B
$381 Million 0.46% of portfolio
1,218
Q1 2025 Added 0.33%
$63.9B
$386 Million 0.46% of portfolio
3,472
Q4 2024 New
$70.3B
$355 Million 0.43% of portfolio
5,935
Q4 2024 New
$80.9B
$357 Million 0.43% of portfolio
5,288
Q1 2025 Reduced 24.16%
$116B
$349 Million 0.42% of portfolio
3,405
Q1 2025 Reduced 56.6%
$101B
$349 Million 0.42% of portfolio
5,810
Q1 2025 Reduced 20.9%
$298B
$349 Million 0.42% of portfolio
4,120
Q1 2025 New
$62.3B
$346 Million 0.42% of portfolio
5,620
Q1 2025 New
$7.4B
$333 Million 0.4% of portfolio
11,200
Q1 2025 Reduced 23.76%
$84.5B
$327 Million 0.39% of portfolio
2,225
Q1 2025 Added 11.25%
$17.5B
$310 Million 0.37% of portfolio
2,606
Q4 2024 New
$220B
$311 Million 0.37% of portfolio
3,153
Q1 2025 Added 2.5%

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $83.2 Billion
  • Prior Value $71.4 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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