Bxm Wealth LLC Portfolio Holdings

Bxm Wealth LLC

$83.2 Billion
Q1 2025

Bxm Wealth LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $83.2 Billion distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $4.87B, Apple Inc. with a value of $4.72B, Vaneck Morningstar Wide Moat E with a value of $2.74B, Broadcom Inc. with a value of $2.59B, and Berkshire Hathaway Inc Class B with a value of $2.56B.

Examining the 13F form we can see an increase of $11.8B in the current position value, from $71.4B to 83.2B.

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 $83.2 Billion

ETFs: $31.5 Billion

Technology: $17.9 Billion

Financial Services: $8.85 Billion

Healthcare: $4.49 Billion

Energy: $3.95 Billion

Consumer Defensive: $3.47 Billion

Consumer Cyclical: $3.23 Billion

Industrials: $2.82 Billion

Other: $3.93 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SO Southern CO Utilities	$100B	$207 Million 0.25% of portfolio	2,250	Q1 2025 New
Cava Group Inc	-	$203 Million 0.24% of portfolio	-	Q1 2025 New
SGMO Sangamo Therapeutics, Inc Healthcare	$121M	$8.23 Million 0.01% of portfolio	12,550	Q1 2025 Reduced 32.35%

Summary

Portfolio
No. of Stocks 103
Current Value $83.2 Billion
Prior Value $71.4 Billion
Filing
Period Q1 2025
Filing Date April 30, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 14 stocks
Additional Purchases 46 stocks
Sold out of 0 stocks
Reduced holdings in 24 stocks

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