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
$4.87 Billion 5.86% of portfolio
10,407
Q1 2025 Added 80.87%
$3.42T
$4.72 Billion 5.67% of portfolio
21,277
Q1 2025 Added 7.75%
$0
$2.74 Billion 3.3% of portfolio
31,189
Q1 2025 Added 565.86%
$78B
$2.59 Billion 3.11% of portfolio
15,413
Q1 2025 Added 3.71%
$694B
$2.56 Billion 3.08% of portfolio
4,813
Q1 2025 Added 0.21%
$480B
$2.4 Billion 2.88% of portfolio
3
Q4 2024 New
$0
$2.34 Billion 2.81% of portfolio
25,842
Q1 2025 Added 39.07%
$0
$2.25 Billion 2.7% of portfolio
39,302
Q1 2025 Added 41.3%
$0
$1.91 Billion 2.3% of portfolio
13,640
Q1 2025 Added 65.03%
$0
$1.78 Billion 2.14% of portfolio
4,794
Q4 2024 New
$266B
$1.77 Billion 2.13% of portfolio
10,721
Q1 2025 Added 18.73%
$957B
$1.67 Billion 2.0% of portfolio
10,755
Q1 2025 Added 24.62%
$271B
$1.65 Billion 1.98% of portfolio
15,221
Q1 2025 Added 17.84%
$0
$1.6 Billion 1.92% of portfolio
7,213
Q1 2025 Added 5.01%
Tidal ETF Tr
-
$1.54 Billion 1.85% of portfolio
-
Q1 2025 New
$0
$1.5 Billion 1.8% of portfolio
16,024
Q1 2025 New
$2.95T
$1.44 Billion 1.73% of portfolio
3,821
Q1 2025 Added 19.63%
$0
$1.31 Billion 1.58% of portfolio
47,284
Q1 2025 Added 4.6%
$440B
$1.31 Billion 1.58% of portfolio
1,389
Q1 2025 Added 4.91%
$0
$1.28 Billion 1.54% of portfolio
2,500
Q1 2025 Reduced 22.31%
Ea Series Trust
-
$1.15 Billion 1.39% of portfolio
-
Q1 2025 Added 0.73%
$217B
$1.03 Billion 1.24% of portfolio
4,146
Q1 2025 Added 3.68%
$1.88T
$953 Million 1.15% of portfolio
5,015
Q1 2025 Added 51.74%
$379B
$920 Million 1.11% of portfolio
6,582
Q1 2025 Reduced 0.38%
$385B
$913 Million 1.1% of portfolio
5,377
Q1 2025 Added 6.73%
$52.7B
$903 Million 1.08% of portfolio
15,312
Q1 2025 New
$0
$876 Million 1.05% of portfolio
30,015
Q1 2025 Added 3.8%
$523B
$804 Million 0.97% of portfolio
1,467
Q1 2025 Reduced 0.07%
$409B
$809 Million 0.97% of portfolio
4,901
Q1 2025 Reduced 11.31%
$345B
$788 Million 0.95% of portfolio
3,761
Q1 2025 Added 9.75%
$0
$794 Million 0.95% of portfolio
16,000
Q4 2024 New
$264B
$785 Million 0.94% of portfolio
8,877
Q1 2025 Reduced 6.64%
$188B
$742 Million 0.89% of portfolio
2,383
Q1 2025 Added 46.74%
$0
$707 Million 0.85% of portfolio
12,535
Q1 2025 New
$177B
$695 Million 0.84% of portfolio
3,894
Q1 2025 Added 1.83%
$139B
$694 Million 0.83% of portfolio
2,982
Q1 2025 Added 7.85%
$185B
$685 Million 0.82% of portfolio
5,189
Q4 2024 New
$0
$673 Million 0.81% of portfolio
2,650
Q1 2025 Reduced 1.49%
$1.25T
$665 Million 0.8% of portfolio
1,155
Q1 2025 Added 89.66%
$73.7B
$659 Million 0.79% of portfolio
2,661
Q1 2025 Reduced 0.45%
$0
$644 Million 0.77% of portfolio
18,816
Q1 2025 Reduced 8.44%
$167B
$636 Million 0.76% of portfolio
4,150
Q4 2024 New
$0
$626 Million 0.75% of portfolio
33,500
Q4 2024 New
$269B
$606 Million 0.73% of portfolio
2,262
Q1 2025 Added 102.14%
$237B
$601 Million 0.72% of portfolio
9,763
Q1 2025 Added 10.89%
$0
$570 Million 0.69% of portfolio
6,245
Q1 2025 Added 16.84%
$244B
$555 Million 0.67% of portfolio
4,975
Q1 2025 Reduced 0.6%
$81.8B
$558 Million 0.67% of portfolio
5,800
Q4 2024 New
$0
$547 Million 0.66% of portfolio
2,820
Q1 2025 New

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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