Bxm Wealth LLC Top Holdings and 13F Report (2025) About Bxm Wealth LLCInvestment ActivityBxm Wealth LLC has $83.24 million in total holdings as of March 31, 2025.Bxm Wealth LLC owns shares of 103 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 22.66% of the portfolio was purchased this quarter.About 4.41% of the portfolio was sold this quarter.This quarter, Bxm Wealth LLC has purchased 96 new stocks and bought additional shares in 46 stocks.Bxm Wealth LLC sold shares of 24 stocks and completely divested from 7 stocks this quarter.Largest Holdings Invesco QQQ $4,874,364Apple $4,717,280VanEck Morningstar Wide Moat ETF $2,742,789Broadcom $2,590,539Berkshire Hathaway $2,563,250 Largest New Holdings this Quarter 886364231 - TIDAL ETF TR $1,539,629 Holding46429B697 - iShares MSCI USA Min Vol Factor ETF $1,499,929 Holding464285204 - iShares Gold Trust $902,796 Holding46641Q761 - JPMorgan US Quality Factor ETF $707,370 Holding921908844 - Vanguard Dividend Appreciation ETF $547,052 Holding Largest Purchases this Quarter VanEck Morningstar Wide Moat ETF 26,505 shares (about $2.33M)Invesco QQQ 4,653 shares (about $2.18M)TIDAL ETF TR 84,415 shares (about $1.54M)iShares MSCI USA Min Vol Factor ETF 16,024 shares (about $1.50M)iShares Gold Trust 15,312 shares (about $902.80K) Largest Sales this Quarter ConocoPhillips 4,440 shares (about $455.52K)BANK MONTREAL QUE 11,455 shares (about $401.61K)Vanguard S&P 500 ETF 718 shares (about $368.70K)Kinder Morgan 4,992 shares (about $142.42K)CVS Health 1,685 shares (about $113.77K) 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 PortfolioSectorQQQInvesco QQQ$4,874,364$2,179,342 ▲80.9%10,4075.9%FinanceAAPLApple$4,717,280$339,435 ▲7.8%21,2775.7%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$2,742,789$2,330,874 ▲565.9%31,1893.3%ETFAVGOBroadcom$2,590,539$92,609 ▲3.7%15,4133.1%Computer and TechnologyBRK.BBerkshire Hathaway$2,563,250$5,326 ▲0.2%4,8133.1%FinanceBRK.ABerkshire Hathaway$2,395,3250.0%32.9%FinanceIGMiShares Expanded Tech Sector ETF$2,343,094$658,264 ▲39.1%25,8422.8%ETFTQQQProShares UltraPro QQQ$2,249,920$657,653 ▲41.3%39,3022.7%ETFSPXLDirexion Daily S&P 500 Bull 3X$1,913,317$753,965 ▲65.0%13,6402.3%ETFVUGVanguard Growth ETF$1,777,7110.0%4,7942.1%ETFCVXChevron$1,774,402$279,873 ▲18.7%10,7212.1%EnergyGOOGLAlphabet$1,665,953$329,163 ▲24.6%10,7552.0%Computer and TechnologyNVDANVIDIA$1,649,845$249,737 ▲17.8%15,2212.0%Computer and TechnologyVBVanguard Small-Cap ETF$1,597,087$76,168 ▲5.0%7,2131.9%ETFTIDAL ETF TR$1,539,629$1,539,629 ▲New Holding84,4151.8%FUNDSTRAT GRANNYUSMViShares MSCI USA Min Vol Factor ETF$1,499,929$1,499,929 ▲New Holding16,0241.8%ETFJPMJPMorgan Chase & Co.$1,457,976$60,085 ▲4.3%5,9451.8%FinanceMSFTMicrosoft$1,438,087$235,980 ▲19.6%3,8211.7%Computer and TechnologyCOSTCostco Wholesale$1,313,983$61,489 ▲4.9%1,3891.6%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$1,311,482$57,719 ▲4.6%47,2841.6%ETFVOOVanguard S&P 500 ETF$1,283,786$368,703 ▼-22.3%2,5001.5%ETFBOXXAlpha Architect 1-3 Month Box ETF$1,153,419$8,370 ▲0.7%10,3351.4%ETFIBMInternational Business Machines$1,028,869$36,479 ▲3.7%4,1461.2%Computer and TechnologyAMZNAmazon.com$953,084$324,980 ▲51.7%5,0151.1%Retail/WholesaleORCLOracle$920,359$3,496 ▼-0.4%6,5821.1%Computer and TechnologyPGProcter & Gamble$912,826$57,550 ▲6.7%5,3771.1%Consumer StaplesIAUiShares Gold Trust$902,796$902,796 ▲New Holding15,3121.1%FinanceTNADirexion Daily Small Cap Bull 3X Shares$876,495$32,122 ▲3.8%30,0151.1%ETFJNJJohnson & Johnson$808,890$103,154 ▼-11.3%4,9011.0%MedicalMAMastercard$804,092$548 ▼-0.1%1,4671.0%Business ServicesFDVVFidelity High Dividend ETF$793,6000.0%16,0001.0%ETFABBVAbbVie$787,730$69,955 ▲9.7%3,7610.9%MedicalWMTWalmart$784,609$55,772 ▼-6.6%8,8770.9%Retail/WholesaleACNAccenture$742,163$236,383 ▲46.7%2,3830.9%Computer and TechnologyJQUAJPMorgan US Quality Factor ETF$707,370$707,370 ▲New Holding12,5350.8%ETFTXNTexas Instruments$695,437$12,501 ▲1.8%3,8940.8%Computer and TechnologyLOWLowe's Companies$693,982$50,501 ▲7.8%2,9820.8%Retail/WholesaleRTXRTX$684,9680.0%5,1890.8%AerospaceVONEVanguard Russell 1000$672,729$10,154 ▼-1.5%2,6500.8%ETFMETAMeta Platforms$664,791$314,265 ▲89.7%1,1550.8%Computer and TechnologyITWIllinois Tool Works$659,339$2,973 ▼-0.4%2,6610.8%IndustrialsRSPTInvesco S&P 500 Equal Weight Technology ETF$643,507$59,337 ▼-8.4%18,8160.8%ETFQCOMQUALCOMM$636,1340.0%4,1500.8%Computer and TechnologyFPEIFirst Trust Institutional Preferred Securities and Income ETF$626,4500.0%33,5000.8%ETFCRMSalesforce$606,413$306,424 ▲102.1%2,2620.7%Computer and TechnologyCSCOCisco Systems$601,194$59,054 ▲10.9%9,7630.7%Computer and TechnologyFDGAmerican Century Focused Dynamic Growth ETF$570,211$82,176 ▲16.8%6,2450.7%ETFFTNTFortinet$558,3080.0%5,8000.7%Computer and TechnologyNVSNovartis$554,987$3,347 ▼-0.6%4,9750.7%MedicalVIGVanguard Dividend Appreciation ETF$547,052$547,052 ▲New Holding2,8200.7%ETFACWViShares MSCI Global Min Vol Factor ETF$535,302$535,302 ▲New Holding4,6000.6%ETFXOMExxon Mobil$525,908$34,133 ▲6.9%4,4220.6%EnergyBLOCK INC$508,583$288,003 ▲130.6%9,3610.6%CL ASYKStryker$490,998$7,817 ▲1.6%1,3190.6%MedicalTSLATesla$451,035$187,628 ▲71.2%1,7380.5%Auto/Tires/TrucksHDHome Depot$444,042$3,664 ▼-0.8%1,2120.5%Retail/WholesaleHYDVanEck High Yield Muni ETF$440,3020.0%8,6030.5%ETFDUKDuke Energy$435,516$2,073 ▼-0.5%3,5710.5%UtilitiesABTAbbott Laboratories$419,722$13,245 ▼-3.1%3,1690.5%MedicalKMIKinder Morgan$411,431$142,422 ▼-25.7%14,4210.5%EnergyIWFiShares Russell 1000 Growth ETF$401,1710.0%1,1110.5%ETFIDEViShares Core MSCI International Developed Markets ETF$392,673$392,673 ▲New Holding5,7000.5%ETFAFLAflac$386,0520.0%3,4720.5%FinanceAMGNAmgen$381,864$8,362 ▲2.2%1,2330.5%MedicalMCDMcDonald's$380,773$1,250 ▲0.3%1,2180.5%Retail/WholesaleBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$365,454$116,368 ▲46.7%15,7590.4%ETFCVSCVS Health$357,028$113,766 ▼-24.2%5,2880.4%MedicalWMBWilliams Companies$354,6760.0%5,9350.4%EnergyCOPConocoPhillips$349,336$455,522 ▼-56.6%3,4050.4%EnergyPALANTIR TECHNOLOGIES INC$349,241$349,241 ▲New Holding4,1200.4%CL ARIORio Tinto Group$349,065$92,223 ▼-20.9%5,8100.4%Basic MaterialsSDYSPDR S&P Dividend ETF$348,698$6,784 ▲2.0%2,5700.4%ETFMRVLMarvell Technology$345,716$345,716 ▲New Holding5,6200.4%Computer and TechnologyGCOWPacer Global Cash Cows Dividend ETF$336,546$336,546 ▲New Holding9,1150.4%ETFKTOSKratos Defense & Security Solutions$332,528$103,618 ▼-23.8%11,2000.4%AerospaceMMM3M$326,764$33,044 ▲11.3%2,2250.4%Multi-Sector ConglomeratesDISWalt Disney$310,979$7,594 ▲2.5%3,1530.4%Consumer DiscretionaryGPCGenuine Parts$309,8340.0%2,6060.4%Retail/WholesaleKGCKinross Gold$301,658$55,886 ▲22.7%23,7500.4%Basic MaterialsEMREmerson Electric$296,0280.0%2,7000.4%IndustrialsBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$295,750$369 ▲0.1%12,8310.4%ETFVVisa$291,429$10,483 ▲3.7%8340.4%Business ServicesAJGArthur J. Gallagher & Co.$288,680$86,981 ▼-23.2%8430.3%FinancePSXPhillips 66$281,534$281,534 ▲New Holding2,2800.3%EnergyCATCaterpillar$272,472$66,233 ▲32.1%8310.3%IndustrialsMPWRMonolithic Power Systems$260,9910.0%4500.3%Computer and TechnologyKOCoca-Cola$253,063$10,317 ▲4.3%3,5320.3%Consumer StaplesDVNDevon Energy$253,011$1,496 ▲0.6%6,7650.3%EnergyPFEPfizer$249,039$4,397 ▼-1.7%9,8550.3%MedicalPHParker-Hannifin$242,930$1,817 ▲0.8%4010.3%IndustrialsHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$236,8910.0%9,3930.3%ETFWFCWells Fargo & Company$235,1840.0%3,2760.3%FinanceMRKMerck & Co., Inc.$226,7710.0%2,5300.3%MedicalRFRegions Financial$226,535$7,062 ▼-3.0%10,4250.3%FinanceIVViShares Core S&P 500 ETF$221,951$25,286 ▼-10.2%3950.3%ETFBANK MONTREAL QUE$217,372$401,612 ▼-64.9%6,2000.3%NT LKD 43PANWPalo Alto Networks$215,006$215,006 ▲New Holding1,2600.3%Computer and TechnologyPMPhilip Morris International$207,662$60,908 ▼-22.7%1,2990.2%Consumer StaplesSOSouthern$206,888$206,888 ▲New Holding2,2500.2%UtilitiesDHRDanaher$206,0250.0%1,0050.2%MedicalShowing 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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