BXM Wealth LLC
- SEC CIK
- 0002052379
- Latest filing
- Jul 24, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 30, 2025. Long positions only.
- Positions
- 96
- No filing for Q3 2024
- Portfolio value
- $71.4M
- No filing for Q3 2024
BXM Wealth LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 19,746 | $4.94M | 6.9% | – | – | History |
| AVGOBroadcom Inc. | Stock | 14,862 | $3.45M | 4.8% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,754 | $2.94M | 4.1% | – | – | – |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 27,814 | $2.20M | 3.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,803 | $2.18M | 3.0% | – | – | History |
| BRK.ABerkshire Hathaway Inc | CL A | 3 | $2.04M | 2.9% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 4,794 | $1.97M | 2.8% | – | – | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 18,582 | $1.90M | 2.7% | – | – | – |
| NVDANVIDIA Corp | Stock | 12,917 | $1.73M | 2.4% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 3,218 | $1.73M | 2.4% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 6,869 | $1.65M | 2.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 8,630 | $1.63M | 2.3% | – | – | History |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 8,265 | $1.39M | 2.0% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 5,700 | $1.37M | 1.9% | – | – | History |
| MSFTMicrosoft Corp | Stock | 3,194 | $1.35M | 1.9% | – | – | History |
| CVXChevron Corp | Stock | 9,030 | $1.31M | 1.8% | – | – | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 45,203 | $1.23M | 1.7% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 1,324 | $1.21M | 1.7% | – | – | History |
| Direxion Shs ETF Tr25459W847 | DLY SMCAP BULL3X | 28,915 | $1.21M | 1.7% | – | – | – |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 10,260 | $1.13M | 1.6% | – | – | – |
| ORCLOracle Corp | Stock | 6,607 | $1.10M | 1.5% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 3,999 | $879.1K | 1.2% | – | – | History |
| WMTWalmart Inc. | Stock | 9,508 | $859.0K | 1.2% | – | – | History |
| PGProcter & Gamble Co | Stock | 5,038 | $844.6K | 1.2% | – | – | History |
| SPYUBank of Montreal | NT LKD 43 | 17,655 | $825.0K | 1.2% | – | – | History |
| JNJJohnson & Johnson | Stock | 5,526 | $799.2K | 1.1% | – | – | History |
| Fidelity High Dividend ETF316092840 | ETF | 16,000 | $799.0K | 1.1% | – | – | – |
| COPConocoPhillips | Stock | 7,845 | $778.0K | 1.1% | – | – | History |
| MAMastercard Inc | Stock | 1,468 | $773.0K | 1.1% | – | – | History |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 20,551 | $769.0K | 1.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 3,305 | $725.1K | 1.0% | – | – | History |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 2,690 | $717.5K | 1.0% | – | – | – |
| TXNTexas Instruments Inc | Stock | 3,824 | $717.1K | 1.0% | – | – | History |
| LOWLowes Companies Inc | Stock | 2,765 | $682.4K | 1.0% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | 2,673 | $677.8K | 0.9% | – | – | History |
| QCOMQualcomm Inc | Stock | 4,150 | $637.5K | 0.9% | – | – | History |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 33,500 | $626.5K | 0.9% | – | – | – |
| ABBVAbbVie Inc. | Stock | 3,427 | $609.0K | 0.9% | – | – | History |
| RTXRTX Corp | Stock | 5,189 | $600.5K | 0.8% | – | – | History |
| ACNAccenture plc | Stock | 1,624 | $571.3K | 0.8% | – | – | History |
| American Centy ETF Tr025072810 | FOCUSED DYNAMIC | 5,345 | $555.1K | 0.8% | – | – | – |
| FTNTFortinet, Inc. | Stock | 5,800 | $548.0K | 0.8% | – | – | History |
| KMIKinder Morgan, Inc. | Stock | 19,413 | $531.9K | 0.7% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 8,804 | $521.2K | 0.7% | – | – | History |
| NVSNovartis AG | ADR | 5,005 | $487.0K | 0.7% | – | – | History |
| HDHome Depot, Inc. | Stock | 1,222 | $475.3K | 0.7% | – | – | History |
| SYKStryker Corp | Stock | 1,298 | $467.3K | 0.7% | – | – | History |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 8,603 | $446.6K | 0.6% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,111 | $446.2K | 0.6% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 4,135 | $444.8K | 0.6% | – | – | History |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 4,684 | $434.3K | 0.6% | – | – | – |
| RIORio Tinto PLC | ADR | 7,345 | $432.0K | 0.6% | – | – | History |
| TSLATesla, Inc. | Stock | 1,015 | $409.9K | 0.6% | – | – | History |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 14,690 | $387.5K | 0.5% | – | – | History |
| DUKDuke Energy CORP | Stock | 3,588 | $386.6K | 0.5% | – | – | History |
| CRMSalesforce, Inc. | Stock | 1,119 | $374.1K | 0.5% | – | – | History |
| ABTAbbott Laboratories | Stock | 3,269 | $369.8K | 0.5% | – | – | History |
| AFLAflac Inc | Stock | 3,472 | $359.1K | 0.5% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 609 | $356.6K | 0.5% | – | – | History |
| MCDMcDonalds Corp | Stock | 1,214 | $351.9K | 0.5% | – | – | History |
| XYZBlock, Inc. | CL A | 4,060 | $345.1K | 0.5% | – | – | History |
| DISWalt Disney Co | Stock | 3,076 | $342.5K | 0.5% | – | – | History |
| EMREmerson Electric Co | Stock | 2,700 | $334.6K | 0.5% | – | – | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,520 | $332.9K | 0.5% | – | – | – |
| WMBWilliams Companies, Inc. | COM | 5,935 | $321.2K | 0.4% | – | – | History |
| AMGNAmgen Inc | Stock | 1,206 | $314.3K | 0.4% | – | – | History |
| CVSCVS Health Corp | Stock | 6,973 | $313.0K | 0.4% | – | – | History |
| AJGArthur J. Gallagher & Co. | COM | 1,097 | $311.4K | 0.4% | – | – | History |
| GPCGenuine Parts Co | Stock | 2,606 | $304.3K | 0.4% | – | – | History |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 12,815 | $295.6K | 0.4% | – | – | – |
| BHPBHP Group Ltd | ADR | 5,847 | $285.5K | 0.4% | – | – | History |
| MPWRMonolithic Power Systems, Inc. | COM | 450 | $266.3K | 0.4% | – | – | History |
| PFEPfizer Inc | Stock | 10,029 | $266.1K | 0.4% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 440 | $259.0K | 0.4% | – | – | – |
| MMM3M Co | Stock | 2,000 | $258.2K | 0.4% | – | – | History |
| VVisa Inc. | Stock | 804 | $254.1K | 0.4% | – | – | History |
| PHParker-Hannifin Corp | Stock | 398 | $253.1K | 0.4% | – | – | History |
| RFRegions Financial Corp | COM | 10,750 | $252.8K | 0.4% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 2,530 | $251.7K | 0.4% | – | – | History |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 10,741 | $250.0K | 0.3% | – | – | – |
| APOApollo Global Management, Inc. | COM | 1,500 | $247.7K | 0.3% | – | – | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 9,393 | $240.3K | 0.3% | – | – | – |
| DHRDanaher Corp | Stock | 1,005 | $230.7K | 0.3% | – | – | History |
| WFCWells Fargo & Company | Stock | 3,276 | $230.1K | 0.3% | – | – | History |
| CATCaterpillar Inc | Stock | 629 | $228.2K | 0.3% | – | – | History |
| DVNDevon Energy Corp | Stock | 6,725 | $220.1K | 0.3% | – | – | History |
| Fidelity Covington Trust316092139 | DISRUPTIVE TECH | 6,180 | $218.5K | 0.3% | – | – | – |
| LMTLockheed Martin Corp | Stock | 442 | $214.8K | 0.3% | – | – | History |
| KOCoca Cola Co | Stock | 3,388 | $210.9K | 0.3% | – | – | History |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 4,786 | $210.6K | 0.3% | – | – | – |
| MTBM&T Bank Corp | COM | 1,100 | $206.8K | 0.3% | – | – | History |
| KLACKLA Corp | COM NEW | 325 | $204.8K | 0.3% | – | – | History |
| Victory Portfolios II92647N873 | VCSHS US SMCP HG | 3,404 | $202.2K | 0.3% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 1,680 | $202.2K | 0.3% | – | – | History |
| KGCKinross Gold Corp | COM | 19,350 | $179.4K | 0.3% | – | – | History |
| SGMOQSangamo Therapeutics, Inc | COM | 18,550 | $18.9K | <0.1% | – | – | History |