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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$3.97 Billion 4.72% of portfolio
14,396
Q2 2025 Reduced 6.6%
$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%
$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%
$173B
$579 Million 0.69% of portfolio
3,634
Q2 2025 Reduced 12.43%
$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%
$59.7B
$385 Million 0.46% of portfolio
13,096
Q2 2025 Reduced 9.19%
$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
$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
$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%
$152B
$279 Million 0.33% of portfolio
998
Q2 2025 Reduced 19.06%
$52.5B
$274 Million 0.33% of portfolio
1,340
Q2 2025 Added 6.35%
$57.7B
$272 Million 0.32% of portfolio
2,280
Q1 2025 New
$23.7B
$257 Million 0.31% of portfolio
10,925
Q2 2025 Added 4.8%
$96.6B
$259 Million 0.31% of portfolio
371
Q2 2025 Reduced 7.48%
$178B
$259 Million 0.31% of portfolio
2,245
Q2 2025 New
$36.8B
$245 Million 0.29% of portfolio
1,525
Q2 2025 New
$94.4B
$234 Million 0.28% of portfolio
3,243
Q2 2025 New
$138B
$239 Million 0.28% of portfolio
9,855
Q1 2025 Reduced 1.73%
$130B
$228 Million 0.27% of portfolio
4,825
Q2 2025 New
$86.8B
$213 Million 0.25% of portfolio
1,500
Q4 2024 New
$102B
$207 Million 0.25% of portfolio
2,250
Q1 2025 New
$137B
$202 Million 0.24% of portfolio
4,205
Q2 2025 New
$119B
$202 Million 0.24% of portfolio
850
Q2 2025 New
$66.3B
$201 Million 0.24% of portfolio
2,595
Q2 2025 Reduced 53.83%
$25.1B
$195 Million 0.23% of portfolio
12,450
Q2 2025 Reduced 47.58%

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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