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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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