Bxm Wealth LLC Incresed Positions in Q1 2025

Bxm Wealth LLC

  • $83.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
26.5K
+ 565.86%
N/A
31.2K $2.74B
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.65K
+ 80.87%
$468.34 - $539.52 $2.18M - $2.51M
10.4K $4.87B
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
5.38K
+ 65.03%
$135.34 - $188.66 $727K - $1.01M
13.6K $1.91B
CVX
Chevron Corp

Energy
1.69K
+ 18.73%
$146.71 - $167.97 $248K - $284K
10.7K $1.77B
IGM
Ishares Expanded Tech Sector E

ETFs
7.26K
+ 39.07%
$90.67 - $108.46 $658K - $787K
25.8K $2.34B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 0.21%
$442.66 - $534.52 $4.43K - $5.35K
4.81K $2.56B
META
Meta Platforms, Inc.

Communication Services
546
+ 89.66%
$576.36 - $736.67 $315K - $402K
1.16K $665M
CRM
Salesforce, Inc.

Technology
1.14K
+ 102.14%
$268.36 - $359.95 $307K - $411K
2.26K $606M
AMZN
Amazon Com Inc

Consumer Cyclical
1.71K
+ 51.74%
$190.26 - $242.06 $325K - $414K
5.02K $953M
ABBV
Abb Vie Inc.

Healthcare
334
+ 9.75%
$169.2 - $216.66 $56.5K - $72.4K
3.76K $788M
SQ
Block, Inc.

Technology
5.3K
+ 130.57%
$54.04 - $92.95 $286K - $493K
9.36K $509M
IBM
International Business Machines Corp

Technology
147
+ 3.68%
$217.4 - $264.74 $32K - $38.9K
4.15K $1.03B
KGC
Kinross Gold Corp

Basic Materials
4.4K
+ 22.74%
$9.69 - $12.61 $42.6K - $55.5K
23.8K $302M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
5.02K
+ 46.72%
$23.19 - $23.5 $116K - $118K
15.8K $365M
COST
Costco Wholesale Corp

Consumer Defensive
65
+ 4.91%
$890.62 - $1076.86 $57.9K - $70K
1.39K $1.31B
MSFT
Microsoft Corp

Technology
627
+ 19.63%
$375.39 - $447.2 $235K - $280K
3.82K $1.44B
JPM
Jpmorgan Chase & CO

Financial Services
245
+ 4.3%
$225.19 - $279.95 $55.2K - $68.6K
5.95K $1.46B
XOM
Exxon Mobil Corp

Energy
287
+ 6.94%
$105.44 - $118.93 $30.3K - $34.1K
4.42K $526M
CSCO
Cisco Systems, Inc.

Technology
959
+ 10.89%
$58.74 - $64.87 $56.3K - $62.2K
9.76K $601M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.08K
+ 4.6%
$27.01 - $28.54 $56.2K - $59.4K
47.3K $1.31B
MMM
3 M CO

Industrials
225
+ 11.25%
$129.7 - $155.12 $29.2K - $34.9K
2.23K $327M
PG
Procter & Gamble CO

Consumer Defensive
339
+ 6.73%
$158.56 - $176.26 $53.8K - $59.8K
5.38K $913M
AMGN
Amgen Inc

Healthcare
27
+ 2.24%
$258.59 - $327.36 $6.98K - $8.84K
1.23K $382M
TQQQ
Proshares Ultrapro Qqq

ETFs
11.5K
+ 41.3%
$57.3 - $90.39 $658K - $1.04M
39.3K $2.25B
CAT
Caterpillar Inc

Industrials
202
+ 32.11%
$326.75 - $407.63 $66K - $82.3K
831 $272M
KO
Coca Cola CO

Consumer Defensive
144
+ 4.25%
$60.81 - $72.32 $8.76K - $10.4K
3.53K $253M
TSLA
Tesla, Inc.

Consumer Cyclical
723
+ 71.23%
$222.15 - $428.22 $161K - $310K
1.74K $451M
V
Visa Inc.

Financial Services
30
+ 3.73%
$306.92 - $362.71 $9.21K - $10.9K
834 $291M
DVN
Devon Energy Corp

Energy
40
+ 0.59%
$33.15 - $38.55 $1.33K - $1.54K
6.77K $253M
GOOGL
Alphabet Inc.

Communication Services
2.13K
+ 24.62%
$154.33 - $206.19 $328K - $438K
10.8K $1.67B
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.33%
$279.74 - $321.29 $1.12K - $1.29K
1.22K $381M
SYK
Stryker Corp

Healthcare
21
+ 1.62%
$355.18 - $399.9 $7.46K - $8.4K
1.32K $491M
Ea Series Trust
75
+ 0.73%
N/A
10.3K $1.15B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
50
+ 1.98%
$128.74 - $138.67 $6.44K - $6.93K
2.57K $349M
FDG
American Centy ETF Tr Focused

ETFs
900
+ 16.84%
$89.22 - $109.96 $80.3K - $99K
6.25K $570M
LOW
Lowes Companies Inc

Consumer Cyclical
217
+ 7.85%
$222.66 - $268.42 $48.3K - $58.2K
2.98K $694M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
16
+ 0.12%
$23.03 - $23.17 $368 - $371
12.8K $296M
PH
Parker Hannifin Corp

Industrials
3
+ 0.75%
$591.65 - $707.05 $1.77K - $2.12K
401 $243M
TXN
Texas Instruments Inc

Technology
70
+ 1.83%
N/A
3.89K $695M
DIS
Walt Disney CO

Communication Services
77
+ 2.5%
$96.87 - $114.0 $7.46K - $8.78K
3.15K $311M
VB
Vanguard Small Cap ETF

ETFs
344
+ 5.01%
$217.89 - $252.64 $75K - $86.9K
7.21K $1.6B
NVDA
Nvidia Corp

Technology
2.3K
+ 17.84%
$106.98 - $149.43 $246K - $344K
15.2K $1.65B
AAPL
Apple Inc.

Technology
1.53K
+ 7.75%
$209.68 - $247.1 $321K - $378K
21.3K $4.72B
TNA
Direxion Daily Small Cap Bull

ETFs
1.1K
+ 3.8%
$28.89 - $46.57 $31.8K - $51.2K
30K $876M
AVGO
Broadcom Inc.

Technology
551
+ 3.71%
$167.43 - $244.7 $92.3K - $135K
15.4K $2.59B
Activity Summary
Buys All Purchases 60 New Holdings 14 Increased Positions 46 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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