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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
ACWV Ishares Msci Global Min Vol Fa ETFs	$0	$545 Million 0.65% of portfolio	4,600	Q1 2025 New
SYK Stryker Corp Healthcare	$149B	$522 Million 0.62% of portfolio	1,319	Q1 2025 Added 1.62%
JPIE J P Morgan Exchange Traded Fd	$0	$518 Million 0.62% of portfolio	12,685	Q2 2025 New
FTNT Fortinet, Inc. Technology	$63.4B	$486 Million 0.58% of portfolio	4,600	Q2 2025 Reduced 20.69%
XOM Exxon Mobil Corp Energy	$458B	$490 Million 0.58% of portfolio	4,545	Q2 2025 Added 2.78%
BSJQ Invesco Etsf Fd Tr Bulletshare ETFs	$0	$476 Million 0.57% of portfolio	20,384	Q2 2025 Added 29.35%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$472 Million 0.56% of portfolio	1,111	Q4 2024 New
IDEV Ishares Core Msci Intl Develop ETFs	$0	$433 Million 0.52% of portfolio	5,700	Q1 2025 New
HYD Vaneck High Yield Muni ETF ETFs	$0	$432 Million 0.51% of portfolio	8,603	Q4 2024 New
ABT Abbott Laboratories Healthcare	$232B	$431 Million 0.51% of portfolio	3,169	Q1 2025 Reduced 3.06%
KMI Kinder Morgan, Inc. Energy	$59.5B	$385 Million 0.46% of portfolio	13,096	Q2 2025 Reduced 9.19%
DIS Walt Disney CO Communication Services	$217B	$391 Million 0.46% of portfolio	3,153	Q1 2025 Added 2.5%
MCD Mcdonalds Corp Consumer Cyclical	$230B	$366 Million 0.44% of portfolio	1,254	Q2 2025 Added 2.96%
WMB Williams Companies, Inc. Energy	$69.3B	$373 Million 0.44% of portfolio	5,935	Q4 2024 New
AFL Aflac Inc Financial Services	$67.2B	$366 Million 0.44% of portfolio	3,472	Q4 2024 New
EMR Emerson Electric CO Industrials	$78.5B	$360 Million 0.43% of portfolio	2,700	Q4 2024 New
BSJR Invesco Indx Tr ETFs	$0	$354 Million 0.42% of portfolio	15,571	Q2 2025 New
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$349 Million 0.41% of portfolio	2,570	Q1 2025 Added 1.98%
V Visa Inc. Financial Services	$560B	$347 Million 0.41% of portfolio	977	Q2 2025 Added 17.15%
CAT Caterpillar Inc Industrials	$223B	$339 Million 0.4% of portfolio	874	Q2 2025 Added 5.17%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$650B	$336 Million 0.4% of portfolio	666	Q2 2025 Reduced 86.16%
MMM 3 M CO Industrials	$85.1B	$339 Million 0.4% of portfolio	2,225	Q1 2025 Added 11.25%
BSJP Invesco Et Sf Idxd Fd Tr Bulle ETFs	$0	$325 Million 0.39% of portfolio	14,082	Q2 2025 Added 9.75%
DUK Duke Energy Corp Utilities	$92.5B	$328 Million 0.39% of portfolio	2,777	Q2 2025 Reduced 22.23%
MPWR Monolithic Power Systems Inc Technology	$40.6B	$329 Million 0.39% of portfolio	450	Q4 2024 New
GPC Genuine Parts CO Consumer Cyclical	$19.7B	$316 Million 0.38% of portfolio	2,606	Q4 2024 New
MTB M&T Bank Corp Financial Services	$34.4B	$310 Million 0.37% of portfolio	1,600	Q2 2025 New
GCOW Pacer Fds Tr Global Cash Cows ETFs	$0	$307 Million 0.36% of portfolio	8,075	Q2 2025 Reduced 11.41%
CVS Cvs Health Corp Healthcare	$92.2B	$289 Million 0.34% of portfolio	4,183	Q2 2025 Reduced 20.9%
COP Conocophillips Energy	$116B	$288 Million 0.34% of portfolio	3,205	Q2 2025 Reduced 5.87%
WFC Wells Fargo & Company Financial Services	$300B	$284 Million 0.34% of portfolio	3,545	Q2 2025 Added 8.21%
AMGN Amgen Inc Healthcare	$150B	$279 Million 0.33% of portfolio	998	Q2 2025 Reduced 19.06%
PANW Palo Alto Networks Inc Technology	$59.1B	$274 Million 0.33% of portfolio	1,340	Q2 2025 Added 6.35%
PSX Phillips 66 Energy	$62.6B	$272 Million 0.32% of portfolio	2,280	Q1 2025 New
IVV Ishares Core S&P 500 ETF ETFs	$0	$270 Million 0.32% of portfolio	435	Q2 2025 Added 10.13%
NFLX Netflix Inc Communication Services	$554B	$257 Million 0.31% of portfolio	200	Q2 2025 New
AXP American Express CO Financial Services	$243B	$260 Million 0.31% of portfolio	816	Q2 2025 New
RF Regions Financial Corp Financial Services	$25.3B	$257 Million 0.31% of portfolio	10,925	Q2 2025 Added 4.8%
PH Parker Hannifin Corp Industrials	$97.7B	$259 Million 0.31% of portfolio	371	Q2 2025 Reduced 7.48%
SHOP Shopify Inc. Technology	$174B	$259 Million 0.31% of portfolio	2,245	Q2 2025 New
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$253 Million 0.3% of portfolio	908	Q2 2025 New
HD Home Depot, Inc. Consumer Cyclical	$430B	$256 Million 0.3% of portfolio	699	Q2 2025 Reduced 42.33%
NRG Nrg Energy, Inc. Utilities	$34.7B	$245 Million 0.29% of portfolio	1,525	Q2 2025 New
NKE Nike, Inc. Consumer Cyclical	$93.4B	$234 Million 0.28% of portfolio	3,243	Q2 2025 New
PFE Pfizer Inc Healthcare	$138B	$239 Million 0.28% of portfolio	9,855	Q1 2025 Reduced 1.73%
HYMB Spdr Nuveen Bloomberg High Yie ETFs	$0	$233 Million 0.28% of portfolio	9,393	Q4 2024 New
BTI British American Tobacco P.L.C. Consumer Defensive	$126B	$228 Million 0.27% of portfolio	4,825	Q2 2025 New
BSJS Invesco Exc Self Ind Tr Bullet ETFs	$0	$221 Million 0.26% of portfolio	10,025	Q2 2025 New
KO Coca Cola CO Consumer Defensive	$292B	$219 Million 0.26% of portfolio	3,090	Q2 2025 Reduced 12.51%
APO Apollo Global Management, Inc. Financial Services	$80.7B	$213 Million 0.25% of portfolio	1,500	Q4 2024 New

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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