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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$535 Million 0.64% of portfolio
4,600
Q1 2025 New
$465B
$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%
$1.01T
$451 Million 0.54% of portfolio
1,738
Q1 2025 Added 71.23%
$368B
$444 Million 0.53% of portfolio
1,212
Q1 2025 Reduced 0.82%
$0
$440 Million 0.53% of portfolio
8,603
Q4 2024 New
$90.4B
$436 Million 0.52% of portfolio
3,571
Q1 2025 Reduced 0.47%
$211B
$420 Million 0.5% of portfolio
3,169
Q1 2025 Reduced 3.06%
$61.8B
$411 Million 0.49% of portfolio
14,421
Q1 2025 Reduced 25.71%
$0
$401 Million 0.48% of portfolio
1,111
Q4 2024 New
$0
$393 Million 0.47% of portfolio
5,700
Q1 2025 New
$160B
$382 Million 0.46% of portfolio
1,233
Q1 2025 Added 2.24%
$221B
$381 Million 0.46% of portfolio
1,218
Q1 2025 Added 0.33%
$64.1B
$386 Million 0.46% of portfolio
3,472
Q4 2024 New
$0
$365 Million 0.44% of portfolio
15,759
Q1 2025 Added 46.72%
$83.1B
$357 Million 0.43% of portfolio
5,288
Q1 2025 Reduced 24.16%
$0
$349 Million 0.42% of portfolio
2,570
Q1 2025 Added 1.98%
$118B
$349 Million 0.42% of portfolio
3,405
Q1 2025 Reduced 56.6%
$97.3B
$349 Million 0.42% of portfolio
5,810
Q1 2025 Reduced 20.9%
$302B
$349 Million 0.42% of portfolio
4,120
Q1 2025 New
$61.4B
$346 Million 0.42% of portfolio
5,620
Q1 2025 New
$7.42B
$333 Million 0.4% of portfolio
11,200
Q1 2025 Reduced 23.76%
$0
$337 Million 0.4% of portfolio
9,115
Q1 2025 New
$87.9B
$327 Million 0.39% of portfolio
2,225
Q1 2025 Added 11.25%
$17.4B
$310 Million 0.37% of portfolio
2,606
Q4 2024 New
$223B
$311 Million 0.37% of portfolio
3,153
Q1 2025 Added 2.5%
$85.4B
$296 Million 0.36% of portfolio
2,700
Q4 2024 New
$0
$296 Million 0.36% of portfolio
12,831
Q1 2025 Added 0.12%
$20.1B
$302 Million 0.36% of portfolio
23,750
Q1 2025 Added 22.74%
$66B
$289 Million 0.35% of portfolio
843
Q1 2025 Reduced 23.15%
$572B
$291 Million 0.35% of portfolio
834
Q1 2025 Added 3.73%
$60.2B
$282 Million 0.34% of portfolio
2,280
Q1 2025 New
$221B
$272 Million 0.33% of portfolio
831
Q1 2025 Added 32.11%
$33.5B
$261 Million 0.31% of portfolio
450
Q4 2024 New
$21.5B
$253 Million 0.3% of portfolio
6,765
Q1 2025 Added 0.59%
$305B
$253 Million 0.3% of portfolio
3,532
Q1 2025 Added 4.25%
$138B
$249 Million 0.3% of portfolio
9,855
Q1 2025 Reduced 1.73%
$92.9B
$243 Million 0.29% of portfolio
401
Q1 2025 Added 0.75%
$0
$237 Million 0.28% of portfolio
9,393
Q4 2024 New
$303B
$235 Million 0.28% of portfolio
3,276
Q4 2024 New
$0
$222 Million 0.27% of portfolio
395
Q1 2025 Reduced 10.23%
$22.9B
$227 Million 0.27% of portfolio
10,425
Q1 2025 Reduced 3.02%
$207B
$227 Million 0.27% of portfolio
2,530
Q4 2024 New
Bank Montreal Que
-
$217 Million 0.26% of portfolio
-
Q1 2025 Reduced 64.88%
$58.7B
$215 Million 0.26% of portfolio
1,260
Q1 2025 New
$93.6B
$205 Million 0.25% of portfolio
1,500
Q4 2024 New
$142B
$206 Million 0.25% of portfolio
1,005
Q4 2024 New
$278B
$208 Million 0.25% of portfolio
1,299
Q1 2025 Reduced 22.68%

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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