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
$3.45T
$4.72 Billion 5.67% of portfolio
21,277
Q1 2025 Added 7.75%
$113B
$2.59 Billion 3.11% of portfolio
15,413
Q1 2025 Added 3.71%
$622B
$2.56 Billion 3.08% of portfolio
4,813
Q1 2025 Added 0.21%
$429B
$2.4 Billion 2.88% of portfolio
3
Q4 2024 New
$294B
$1.77 Billion 2.13% of portfolio
10,721
Q1 2025 Added 18.73%
$1.14T
$1.67 Billion 2.0% of portfolio
10,755
Q1 2025 Added 24.62%
$416B
$1.65 Billion 1.98% of portfolio
15,221
Q1 2025 Added 17.84%
$855B
$1.46 Billion 1.75% of portfolio
5,945
Q1 2025 Added 4.3%
$3.77T
$1.44 Billion 1.73% of portfolio
3,821
Q1 2025 Added 19.63%
$417B
$1.31 Billion 1.58% of portfolio
1,389
Q1 2025 Added 4.91%
$253B
$1.03 Billion 1.24% of portfolio
4,146
Q1 2025 Added 3.68%
$2.32T
$953 Million 1.15% of portfolio
5,015
Q1 2025 Added 51.74%
$642B
$920 Million 1.11% of portfolio
6,582
Q1 2025 Reduced 0.38%
$375B
$913 Million 1.1% of portfolio
5,377
Q1 2025 Added 6.73%
$533B
$804 Million 0.97% of portfolio
1,467
Q1 2025 Reduced 0.07%
$439B
$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%
$181B
$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%
$141B
$694 Million 0.83% of portfolio
2,982
Q1 2025 Added 7.85%
$219B
$685 Million 0.82% of portfolio
5,189
Q4 2024 New
$1.58T
$665 Million 0.8% of portfolio
1,155
Q1 2025 Added 89.66%
$79.9B
$659 Million 0.79% of portfolio
2,661
Q1 2025 Reduced 0.45%
$177B
$636 Million 0.76% of portfolio
4,150
Q4 2024 New
$264B
$606 Million 0.73% of portfolio
2,262
Q1 2025 Added 102.14%
$280B
$601 Million 0.72% of portfolio
9,763
Q1 2025 Added 10.89%
$251B
$555 Million 0.67% of portfolio
4,975
Q1 2025 Reduced 0.6%
$82.6B
$558 Million 0.67% of portfolio
5,800
Q4 2024 New
$452B
$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%
$149B
$491 Million 0.59% of portfolio
1,319
Q1 2025 Added 1.62%
$1.05T
$451 Million 0.54% of portfolio
1,738
Q1 2025 Added 71.23%
$380B
$444 Million 0.53% of portfolio
1,212
Q1 2025 Reduced 0.82%
$93B
$436 Million 0.52% of portfolio
3,571
Q1 2025 Reduced 0.47%
$220B
$420 Million 0.5% of portfolio
3,169
Q1 2025 Reduced 3.06%
$60.6B
$411 Million 0.49% of portfolio
14,421
Q1 2025 Reduced 25.71%
$164B
$382 Million 0.46% of portfolio
1,233
Q1 2025 Added 2.24%
$220B
$381 Million 0.46% of portfolio
1,218
Q1 2025 Added 0.33%
$64.9B
$386 Million 0.46% of portfolio
3,472
Q4 2024 New
$69.9B
$355 Million 0.43% of portfolio
5,935
Q4 2024 New
$80.2B
$357 Million 0.43% of portfolio
5,288
Q1 2025 Reduced 24.16%
$118B
$349 Million 0.42% of portfolio
3,405
Q1 2025 Reduced 56.6%
$104B
$349 Million 0.42% of portfolio
5,810
Q1 2025 Reduced 20.9%
$293B
$349 Million 0.42% of portfolio
4,120
Q1 2025 New
$61.4B
$346 Million 0.42% of portfolio
5,620
Q1 2025 New
$6.98B
$333 Million 0.4% of portfolio
11,200
Q1 2025 Reduced 23.76%
$83.6B
$327 Million 0.39% of portfolio
2,225
Q1 2025 Added 11.25%
$18.8B
$310 Million 0.37% of portfolio
2,606
Q4 2024 New
$221B
$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
Track This Portfolio

Track Bxm Wealth LLC Portfolio

Follow Bxm Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bxm Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bxm Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email