Bxm Wealth LLC Top Holdings and 13F Report (2025) About Bxm Wealth LLCInvestment ActivityBxm Wealth LLC has $84.16 million in total holdings as of June 30, 2025.Bxm Wealth LLC owns shares of 108 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 9.93% of the portfolio was purchased this quarter.About 19.95% of the portfolio was sold this quarter.This quarter, Bxm Wealth LLC has purchased 103 new stocks and bought additional shares in 21 stocks.Bxm Wealth LLC sold shares of 40 stocks and completely divested from 13 stocks this quarter.Largest Holdings Apple $4,298,517Invesco QQQ $4,130,129Broadcom $3,968,257ProShares UltraPro QQQ $3,377,436Direxion Daily S&P 500 Bull 3x Shares $2,667,503 Largest New Holdings this Quarter 46138G649 - Invesco NASDAQ 100 ETF $1,499,996 Holding316092139 - Fidelity Disruptive Technology ETF $835,009 Holding92189H664 - VANECK ETF TRUST $605,860 Holding46641Q159 - JPMorgan Income ETF $518,089 Holding46138J585 - Invesco BulletShares 2027 High Yield Corporate Bond ETF $353,542 Holding Largest Purchases this Quarter Invesco NASDAQ 100 ETF 6,605 shares (about $1.50M)Fidelity Disruptive Technology ETF 21,405 shares (about $835.01K)VANECK ETF TRUST 19,338 shares (about $605.86K)JPMorgan Income ETF 12,685 shares (about $518.09K)Invesco BulletShares 2027 High Yield Corporate Bond ETF 15,571 shares (about $353.54K) Largest Sales this Quarter Berkshire Hathaway 4,147 shares (about $2.09M)Invesco QQQ 2,820 shares (about $1.54M)Vanguard Small-Cap ETF 4,040 shares (about $980.03K)iShares Expanded Tech Sector ETF 6,520 shares (about $732.46K)NVIDIA 3,902 shares (about $616.48K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBxm Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$4,298,517$66,885 ▼-1.5%20,9515.1%Computer and TechnologyQQQInvesco QQQ$4,130,129$1,535,121 ▼-27.1%7,5874.9%FinanceAVGOBroadcom$3,968,257$280,336 ▼-6.6%14,3964.7%Computer and TechnologyTQQQProShares UltraPro QQQ$3,377,436$115,370 ▲3.5%40,6924.0%ETFSPXLDirexion Daily S&P 500 Bull 3x Shares$2,667,503$300,554 ▲12.7%15,3723.2%ETFMOATVanEck Morningstar Wide Moat ETF$2,454,859$470,357 ▼-16.1%26,1742.9%ETFIGMiShares Expanded Tech Sector ETF$2,170,633$732,457 ▼-25.2%19,3222.6%ETFVUGVanguard Growth ETF$2,101,6900.0%4,7942.5%ETFGOOGLAlphabet$1,866,981$17,699 ▼-0.9%10,6542.2%Computer and TechnologyNVDANVIDIA$1,788,289$616,477 ▼-25.6%11,3192.1%Computer and TechnologyMSFTMicrosoft$1,725,515$175,088 ▼-9.2%3,4692.1%Computer and TechnologyJPMJPMorgan Chase & Co.$1,661,474$62,041 ▼-3.6%5,7312.0%FinanceVOOVanguard S&P 500 ETF$1,608,093$188,018 ▲13.2%2,8311.9%ETFSCHDSchwab US Dividend Equity ETF$1,517,814$264,788 ▲21.1%57,2761.8%ETFQQQMInvesco NASDAQ 100 ETF$1,499,996$1,499,996 ▲New Holding6,6051.8%ETFTIDAL TRUST I$1,487,128$415,796 ▼-21.9%65,9701.8%FUNDSTRAT GRANNYUSMViShares MSCI USA Min Vol Factor ETF$1,471,318$32,854 ▼-2.2%15,6741.7%ETFORCLOracle$1,444,488$5,466 ▲0.4%6,6071.7%Computer and TechnologyCOSTCostco Wholesale$1,379,976$4,950 ▲0.4%1,3941.6%Retail/WholesaleAMZNAmazon.com$1,317,656$226,499 ▲20.8%6,0561.6%Retail/WholesaleCVXChevron$1,227,138$308,002 ▼-20.1%8,5701.5%EnergyIBMInternational Business Machines$1,214,788$7,369 ▼-0.6%4,1211.4%Computer and TechnologyMETAMeta Platforms$921,874$69,380 ▲8.1%1,2491.1%Computer and TechnologyTNADirexion Daily Small Cap Bull 3X Shares$898,034$108,670 ▼-10.8%26,7751.1%ETFWMTWalmart$867,9930.0%8,8771.0%Retail/WholesalePGProcter & Gamble$859,850$11,342 ▼-1.3%5,3071.0%Consumer StaplesMAMastercard$837,853$13,487 ▲1.6%1,4911.0%Business ServicesFDTXFidelity Disruptive Technology ETF$835,009$835,009 ▲New Holding21,4051.0%ETFFDVVFidelity High Dividend ETF$832,3200.0%16,0001.0%ETFTXNTexas Instruments$808,4720.0%3,8941.0%Computer and TechnologyVBVanguard Small-Cap ETF$769,711$980,029 ▼-56.0%3,1730.9%ETFRTXRTX$757,6980.0%5,1890.9%AerospaceBOXXAlpha Architect 1-3 Month Box ETF$742,561$421,986 ▼-36.2%6,5900.9%ETFVONEVanguard Russell 1000 ETF$730,236$14,043 ▼-1.9%2,6000.9%ETFABBVAbbVie$683,267$14,850 ▼-2.1%3,6810.8%MedicalACNAccenture$682,366$29,889 ▼-4.2%2,2830.8%Computer and TechnologyCSCOCisco Systems$677,3570.0%9,7630.8%Computer and TechnologyRSPTInvesco S&P 500 Equal Weight Technology ETF$670,464$96,853 ▼-12.6%16,4410.8%ETFLOWLowe's Companies$661,6160.0%2,9820.8%Retail/WholesaleITWIllinois Tool Works$657,9320.0%2,6610.8%IndustrialsIAUiShares Gold Trust$636,820$318,036 ▼-33.3%10,2120.8%FinanceFPEIFirst Trust Institutional Preferred Securities and Income ETF$636,1650.0%33,5000.8%ETFPALANTIR TECHNOLOGIES INC$627,754$66,115 ▲11.8%4,6050.7%CL AVANECK ETF TRUST$605,860$605,860 ▲New Holding19,3380.7%FABLESS SEMICONDNVSNovartis$595,974$6,050 ▼-1.0%4,9250.7%MedicalCRMSalesforce$592,283$24,542 ▼-4.0%2,1720.7%Computer and TechnologyQCOMQUALCOMM$578,751$82,178 ▼-12.4%3,6340.7%Computer and TechnologyJNJJohnson & Johnson$572,354$189,489 ▼-24.9%3,6820.7%MedicalTSLATesla$564,164$21,242 ▲3.9%1,8060.7%Auto/Tires/TrucksFDGAmerican Century Focused Dynamic Growth ETF$557,761$124,554 ▼-18.3%5,1050.7%ETFACWViShares MSCI Global Min Vol Factor ETF$545,4220.0%4,6000.6%ETFSYKStryker$521,8360.0%1,3190.6%MedicalJPIEJPMorgan Income ETF$518,089$518,089 ▲New Holding12,6850.6%ETFXOMExxon Mobil$489,951$13,259 ▲2.8%4,5450.6%EnergyFTNTFortinet$486,312$126,864 ▼-20.7%4,6000.6%Computer and TechnologyBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$475,553$107,900 ▲29.3%20,3840.6%ETFIWFiShares Russell 1000 Growth ETF$471,7080.0%1,1110.6%ETFIDEViShares Core MSCI International Developed Markets ETF$433,4280.0%5,7000.5%ETFHYDVanEck High Yield Muni ETF$431,9570.0%8,6030.5%ETFABTAbbott Laboratories$431,0160.0%3,1690.5%MedicalDISWalt Disney$391,0040.0%3,1530.5%Consumer DiscretionaryKMIKinder Morgan$385,022$38,955 ▼-9.2%13,0960.5%EnergyWMBWilliams Companies$372,7770.0%5,9350.4%EnergyMCDMcDonald's$366,381$10,518 ▲3.0%1,2540.4%Retail/WholesaleAFLAflac$366,1570.0%3,4720.4%FinanceEMREmerson Electric$359,9910.0%2,7000.4%IndustrialsBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$353,542$353,542 ▲New Holding15,5710.4%ETFSDYSPDR S&P Dividend ETF$348,8260.0%2,5700.4%ETFVVisa$346,884$50,772 ▲17.1%9770.4%Business ServicesCATCaterpillar$339,296$16,693 ▲5.2%8740.4%IndustrialsMMM3M$338,7340.0%2,2250.4%Multi-Sector ConglomeratesBRK.BBerkshire Hathaway$335,667$2,090,107 ▼-86.2%6660.4%FinanceMPWRMonolithic Power Systems$329,1210.0%4500.4%Computer and TechnologyDUKDuke Energy$327,686$93,692 ▼-22.2%2,7770.4%UtilitiesBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$324,867$28,860 ▲9.7%14,0820.4%ETFGPCGenuine Parts$316,1340.0%2,6060.4%Retail/WholesaleMTBM&T Bank$310,384$310,384 ▲New Holding1,6000.4%FinanceGCOWPacer Global Cash Cows Dividend ETF$306,608$39,489 ▼-11.4%8,0750.4%ETFCVSCVS Health$288,522$76,217 ▼-20.9%4,1830.3%MedicalCOPConocoPhillips$287,617$17,948 ▼-5.9%3,2050.3%EnergyWFCWells Fargo & Company$284,025$21,552 ▲8.2%3,5450.3%FinanceAMGNAmgen$278,652$65,614 ▼-19.1%9980.3%MedicalPANWPalo Alto Networks$274,218$16,371 ▲6.3%1,3400.3%Computer and TechnologyPSXPhillips 66$272,0040.0%2,2800.3%EnergyIVViShares Core S&P 500 ETF$270,092$24,836 ▲10.1%4350.3%ETFAXPAmerican Express$260,288$260,288 ▲New Holding8160.3%FinancePHParker-Hannifin$259,132$20,954 ▼-7.5%3710.3%IndustrialsSHOPShopify$258,961$258,961 ▲New Holding2,2450.3%Computer and TechnologyNFLXNetflix$257,113$257,113 ▲New Holding2000.3%Consumer DiscretionaryRFRegions Financial$256,956$11,760 ▲4.8%10,9250.3%FinanceHDHome Depot$256,281$188,086 ▼-42.3%6990.3%Retail/WholesaleSMHVanEck Semiconductor ETF$253,223$253,223 ▲New Holding9080.3%ManufacturingNRGNRG Energy$244,885$244,885 ▲New Holding1,5250.3%UtilitiesPFEPfizer$238,8850.0%9,8550.3%MedicalNKENIKE$233,935$233,935 ▲New Holding3,2430.3%Consumer DiscretionaryHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$232,7590.0%9,3930.3%ETFBTIBritish American Tobacco$228,367$228,367 ▲New Holding4,8250.3%Consumer StaplesBSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$221,040$221,040 ▲New Holding10,0250.3%ManufacturingKOCocaCola$218,618$31,272 ▼-12.5%3,0900.3%Consumer StaplesAPOApollo Global Management$212,8050.0%1,5000.3%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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