Bxm Wealth LLC New Holdings in Q4 2024

Bxm Wealth LLC

  • $71.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4.68K
New
N/A
4.68K $434M
RIO
Rio Tinto PLC

Basic Materials
7.35K
New
$58.59 - $71.15 $430K - $523K
7.35K $432M
TSLA
Tesla, Inc.

Consumer Cyclical
1.02K
New
$213.65 - $479.86 $217K - $487K
1.02K $410M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
14.7K
New
$22.72 - $28.29 $334K - $416K
14.7K $388M
DUK
Duke Energy Corp

Utilities
3.59K
New
$105.76 - $120.76 $379K - $433K
3.59K $387M
CRM
Salesforce, Inc.

Technology
1.12K
New
$270.87 - $367.87 $303K - $412K
1.12K $374M
ABT
Abbott Laboratories

Healthcare
3.27K
New
$111.93 - $119.39 $366K - $390K
3.27K $370M
AFL
Aflac Inc

Financial Services
3.47K
New
$100.37 - $115.27 $348K - $400K
3.47K $359M
META
Meta Platforms, Inc.

Communication Services
609
New
$554.08 - $632.68 $337K - $385K
609 $357M
MCD
Mcdonalds Corp

Consumer Cyclical
1.21K
New
$288.47 - $316.54 $350K - $384K
1.21K $352M
DIS
Walt Disney CO

Communication Services
3.08K
New
$92.39 - $117.6 $284K - $362K
3.08K $343M
EMR
Emerson Electric CO

Industrials
2.7K
New
$108.13 - $134.33 $292K - $363K
2.7K $335M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.52K
New
$131.66 - $144.0 $332K - $363K
2.52K $333M
WMB
Williams Companies, Inc.

Energy
5.94K
New
$46.37 - $59.74 $275K - $355K
5.94K $321M
AMGN
Amgen Inc

Healthcare
1.21K
New
$258.78 - $328.31 $312K - $396K
1.21K $314M
CVS
Cvs Health Corp

Healthcare
6.97K
New
$43.78 - $67.46 $305K - $470K
6.97K $313M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.1K
New
$278.49 - $315.16 $306K - $346K
1.1K $311M
GPC
Genuine Parts CO

Consumer Cyclical
2.61K
New
$113.11 - $143.63 $295K - $374K
2.61K $304M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
12.8K
New
$23.02 - $23.23 $295K - $298K
12.8K $296M
BHP
Bhp Group LTD

Basic Materials
5.85K
New
$48.78 - $62.43 $285K - $365K
5.85K $286M
MPWR
Monolithic Power Systems Inc

Technology
450
New
$560.06 - $942.58 $252K - $424K
450 $266M
PFE
Pfizer Inc

Healthcare
10K
New
$24.8 - $30.19 $249K - $303K
10K $266M
IVV
Ishares Core S&P 500 ETF

ETFs
440
New
$570.51 - $610.59 $251K - $269K
440 $259M
MMM
3 M CO

Industrials
2K
New
$124.74 - $137.12 $249K - $274K
2K $258M
V
Visa Inc.

Financial Services
804
New
$273.87 - $320.91 $220K - $258K
804 $254M
PH
Parker Hannifin Corp

Industrials
398
New
$621.74 - $709.46 $247K - $282K
398 $253M
RF
Regions Financial Corp

Financial Services
10.8K
New
$22.45 - $27.47 $241K - $295K
10.8K $253M
MRK
Merck & Co., Inc.

Healthcare
2.53K
New
$96.31 - $114.76 $244K - $290K
2.53K $252M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
10.7K
New
$23.25 - $23.56 $250K - $253K
10.7K $250M
APO
Apollo Global Management, Inc.

Financial Services
1.5K
New
$131.36 - $178.61 $197K - $268K
1.5K $248M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
9.39K
New
$25.3 - $26.31 $238K - $247K
9.39K $240M
DHR
Danaher Corp

Healthcare
1.01K
New
$226.16 - $274.52 $227K - $276K
1.01K $231M
WFC
Wells Fargo & Company

Financial Services
3.28K
New
$54.98 - $77.35 $180K - $253K
3.28K $230M
CAT
Caterpillar Inc

Industrials
629
New
$360.37 - $416.88 $227K - $262K
629 $228M
DVN
Devon Energy Corp

Energy
6.73K
New
$30.52 - $42.96 $205K - $289K
6.73K $220M
Fidelity Covington Trust
6.18K
New
N/A
6.18K $218M
LMT
Lockheed Martin Corp

Industrials
442
New
$479.66 - $614.62 $212K - $272K
442 $215M
KO
Coca Cola CO

Consumer Defensive
3.39K
New
$61.74 - $71.71 $209K - $243K
3.39K $211M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4.79K
New
$43.84 - $48.76 $210K - $233K
4.79K $211M
MTB
M&T Bank Corp

Financial Services
1.1K
New
$172.48 - $221.95 $190K - $244K
1.1K $207M
KLAC
Kla Corp

Technology
325
New
$614.46 - $829.55 $200K - $270K
325 $205M
CSB
Victory Portf Ii Shs Us Small

ETFs
3.4K
New
$57.75 - $64.78 $197K - $221K
3.4K $202M
PM
Philip Morris International Inc.

Consumer Defensive
1.68K
New
$118.38 - $133.06 $199K - $224K
1.68K $202M
KGC
Kinross Gold Corp

Basic Materials
19.4K
New
$9.03 - $10.75 $175K - $208K
19.4K $179M
SGMO
Sangamo Therapeutics, Inc

Healthcare
18.6K
New
$0.78 - $2.87 $14.5K - $53.2K
18.6K $18.9M
Activity Summary
Buys All Purchases 96 New Holdings 96 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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