Bxm Wealth LLC Portfolio Holdings

Bxm Wealth LLC

  • $84.2 Billion
  • Q2 2025

Bxm Wealth LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $84.2 Billion distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $4.3B, Invesco Qqq Trust, Series 1 with a value of $4.13B, Broadcom Inc. with a value of $3.97B, Proshares Ultrapro Qqq with a value of $3.38B, and Direxion Daily S&P 500 Bull 3 X with a value of $2.67B.

Examining the 13F form we can see an increase of $922M in the current position value, from $83.2B to 84.2B.

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 $84.2 Billion
ETFs: $33.6 Billion
Technology: $20.2 Billion
Financial Services: $4.87 Billion
Consumer Cyclical: $3.72 Billion
Healthcare: $3.62 Billion
Consumer Defensive: $3.55 Billion
Communication Services: $3.44 Billion
Energy: $3.03 Billion
Other: $3.98 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$4.3 Billion 5.11% of portfolio
20,951
Q2 2025 Reduced 1.53%
$0
$4.13 Billion 4.91% of portfolio
7,587
Q2 2025 Reduced 27.1%
$121B
$3.97 Billion 4.72% of portfolio
14,396
Q2 2025 Reduced 6.6%
$0
$3.38 Billion 4.01% of portfolio
40,692
Q2 2025 Added 3.54%
$0
$2.67 Billion 3.17% of portfolio
15,372
Q2 2025 Added 12.7%
$0
$2.45 Billion 2.92% of portfolio
26,174
Q2 2025 Reduced 16.08%
$0
$2.17 Billion 2.58% of portfolio
19,322
Q2 2025 Reduced 25.23%
$0
$2.1 Billion 2.5% of portfolio
4,794
Q4 2024 New
$1.26T
$1.87 Billion 2.22% of portfolio
10,654
Q2 2025 Reduced 0.94%
$426B
$1.79 Billion 2.12% of portfolio
11,319
Q2 2025 Reduced 25.64%
$3.77T
$1.73 Billion 2.05% of portfolio
3,469
Q2 2025 Reduced 9.21%
$879B
$1.66 Billion 1.97% of portfolio
5,731
Q2 2025 Reduced 3.6%
$0
$1.61 Billion 1.91% of portfolio
2,831
Q2 2025 Added 13.24%
$0
$1.52 Billion 1.8% of portfolio
57,276
Q2 2025 Added 21.13%
$0
$1.5 Billion 1.78% of portfolio
6,605
Q2 2025 New
Tidal Trust I
-
$1.49 Billion 1.77% of portfolio
-
Q2 2025 Reduced 21.85%
$607B
$1.44 Billion 1.72% of portfolio
6,607
Q2 2025 Added 0.38%
$416B
$1.38 Billion 1.64% of portfolio
1,394
Q2 2025 Added 0.36%
$2.3T
$1.32 Billion 1.57% of portfolio
6,056
Q2 2025 Added 20.76%
$317B
$1.23 Billion 1.46% of portfolio
8,570
Q2 2025 Reduced 20.06%
$216B
$1.21 Billion 1.44% of portfolio
4,121
Q2 2025 Reduced 0.6%
$1.65T
$922 Million 1.1% of portfolio
1,249
Q2 2025 Added 8.14%
$0
$898 Million 1.07% of portfolio
26,775
Q2 2025 Reduced 10.79%
$266B
$868 Million 1.03% of portfolio
8,877
Q1 2025 Reduced 6.64%
$374B
$860 Million 1.02% of portfolio
5,307
Q2 2025 Reduced 1.3%
$565B
$838 Million 1.0% of portfolio
1,491
Q2 2025 Added 1.64%
$0
$832 Million 0.99% of portfolio
16,000
Q4 2024 New
Fidelity Covington Trust
-
$835 Million 0.99% of portfolio
-
Q2 2025 New
$177B
$808 Million 0.96% of portfolio
3,894
Q1 2025 Added 1.83%
$0
$770 Million 0.91% of portfolio
3,173
Q2 2025 Reduced 56.01%
$232B
$758 Million 0.9% of portfolio
5,189
Q4 2024 New
Ea Series Trust
-
$743 Million 0.88% of portfolio
-
Q2 2025 Reduced 36.24%
$0
$730 Million 0.87% of portfolio
2,600
Q2 2025 Reduced 1.89%
$161B
$682 Million 0.81% of portfolio
2,283
Q2 2025 Reduced 4.2%
$375B
$683 Million 0.81% of portfolio
3,681
Q2 2025 Reduced 2.13%
$278B
$677 Million 0.8% of portfolio
9,763
Q1 2025 Added 10.89%
$0
$670 Million 0.8% of portfolio
16,441
Q2 2025 Reduced 12.62%
$161B
$662 Million 0.79% of portfolio
2,982
Q1 2025 Added 7.85%
$80.6B
$658 Million 0.78% of portfolio
2,661
Q1 2025 Reduced 0.45%
$0
$636 Million 0.76% of portfolio
33,500
Q4 2024 New
$56.5B
$637 Million 0.76% of portfolio
10,212
Q2 2025 Reduced 33.31%
$308B
$628 Million 0.75% of portfolio
4,605
Q2 2025 Added 11.77%
Vaneck ETF Trust
-
$606 Million 0.72% of portfolio
-
Q2 2025 New
$272B
$596 Million 0.71% of portfolio
4,925
Q2 2025 Reduced 1.01%
$253B
$592 Million 0.7% of portfolio
2,172
Q2 2025 Reduced 3.98%
$178B
$579 Million 0.69% of portfolio
3,634
Q2 2025 Reduced 12.43%
$466B
$572 Million 0.68% of portfolio
3,682
Q2 2025 Reduced 24.87%
$1.04T
$564 Million 0.67% of portfolio
1,806
Q2 2025 Added 3.91%
$0
$558 Million 0.66% of portfolio
5,105
Q2 2025 Reduced 18.25%

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $84.2 Billion
  • Prior Value $83.2 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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