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 Companies Only

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%
$127B
$3.97 Billion 4.72% of portfolio
14,396
Q2 2025 Reduced 6.6%
$1.21T
$1.87 Billion 2.22% of portfolio
10,654
Q2 2025 Reduced 0.94%
$456B
$1.79 Billion 2.12% of portfolio
11,319
Q2 2025 Reduced 25.64%
$3.95T
$1.73 Billion 2.05% of portfolio
3,469
Q2 2025 Reduced 9.21%
$859B
$1.66 Billion 1.97% of portfolio
5,731
Q2 2025 Reduced 3.6%
$684B
$1.44 Billion 1.72% of portfolio
6,607
Q2 2025 Added 0.38%
$439B
$1.38 Billion 1.64% of portfolio
1,394
Q2 2025 Added 0.36%
$2.26T
$1.32 Billion 1.57% of portfolio
6,056
Q2 2025 Added 20.76%
$302B
$1.23 Billion 1.46% of portfolio
8,570
Q2 2025 Reduced 20.06%
$210B
$1.21 Billion 1.44% of portfolio
4,121
Q2 2025 Reduced 0.6%
$1.78T
$922 Million 1.1% of portfolio
1,249
Q2 2025 Added 8.14%
$281B
$868 Million 1.03% of portfolio
8,877
Q1 2025 Reduced 6.64%
$368B
$860 Million 1.02% of portfolio
5,307
Q2 2025 Reduced 1.3%
$548B
$838 Million 1.0% of portfolio
1,491
Q2 2025 Added 1.64%
$177B
$808 Million 0.96% of portfolio
3,894
Q1 2025 Added 1.83%
$150B
$682 Million 0.81% of portfolio
2,283
Q2 2025 Reduced 4.2%
$351B
$683 Million 0.81% of portfolio
3,681
Q2 2025 Reduced 2.13%
$293B
$677 Million 0.8% of portfolio
9,763
Q1 2025 Added 10.89%
$152B
$662 Million 0.79% of portfolio
2,982
Q1 2025 Added 7.85%
$80B
$658 Million 0.78% of portfolio
2,661
Q1 2025 Reduced 0.45%
$367B
$628 Million 0.75% of portfolio
4,605
Q2 2025 Added 11.77%
$257B
$596 Million 0.71% of portfolio
4,925
Q2 2025 Reduced 1.01%
$232B
$592 Million 0.7% of portfolio
2,172
Q2 2025 Reduced 3.98%
$173B
$579 Million 0.69% of portfolio
3,634
Q2 2025 Reduced 12.43%
$452B
$572 Million 0.68% of portfolio
3,682
Q2 2025 Reduced 24.87%
$1.08T
$564 Million 0.67% of portfolio
1,806
Q2 2025 Added 3.91%
$142B
$522 Million 0.62% of portfolio
1,319
Q1 2025 Added 1.62%
$61.9B
$486 Million 0.58% of portfolio
4,600
Q2 2025 Reduced 20.69%
$442B
$490 Million 0.58% of portfolio
4,545
Q2 2025 Added 2.78%
$229B
$431 Million 0.51% of portfolio
3,169
Q1 2025 Reduced 3.06%
$59.7B
$385 Million 0.46% of portfolio
13,096
Q2 2025 Reduced 9.19%
$207B
$391 Million 0.46% of portfolio
3,153
Q1 2025 Added 2.5%
$222B
$366 Million 0.44% of portfolio
1,254
Q2 2025 Added 2.96%
$70.4B
$373 Million 0.44% of portfolio
5,935
Q4 2024 New
$65.4B
$366 Million 0.44% of portfolio
3,472
Q4 2024 New
$78.6B
$360 Million 0.43% of portfolio
2,700
Q4 2024 New
$551B
$347 Million 0.41% of portfolio
977
Q2 2025 Added 17.15%
$218B
$339 Million 0.4% of portfolio
874
Q2 2025 Added 5.17%
$621B
$336 Million 0.4% of portfolio
666
Q2 2025 Reduced 86.16%
$87.3B
$339 Million 0.4% of portfolio
2,225
Q1 2025 Added 11.25%
$95.8B
$328 Million 0.39% of portfolio
2,777
Q2 2025 Reduced 22.23%
$39.5B
$329 Million 0.39% of portfolio
450
Q4 2024 New
$19B
$316 Million 0.38% of portfolio
2,606
Q4 2024 New
$33B
$310 Million 0.37% of portfolio
1,600
Q2 2025 New
$86B
$289 Million 0.34% of portfolio
4,183
Q2 2025 Reduced 20.9%
$120B
$288 Million 0.34% of portfolio
3,205
Q2 2025 Reduced 5.87%
$302B
$284 Million 0.34% of portfolio
3,545
Q2 2025 Added 8.21%
$152B
$279 Million 0.33% of portfolio
998
Q2 2025 Reduced 19.06%

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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