BXM Wealth LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), BXM Wealth LLC reported 96 stock positions worth $71.4 million. Its top holding was Apple (AAPL) at 6.9% of the portfolio, followed by Broadcom (AVGO, 4.8%) and Invesco QQQ Trust Series 1 (QQQ, 4.1%).
- Most Recent 13F
- Q2 2026
- Location
- Englewood, CO
- CIK
- 0002052379
- Portfolio Value
- $71.4M (Q4 2024)
- SEC Filing
- 0001667731-25-000177 ↗ filed Jan 30, 2025
Holdings Value
Holdings 96 stocks · $71.4M
| AAPL Apple Inc. | 6.92% | 19,746 | $4.9M | — |
| AVGO Broadcom Inc. | 4.82% | 14,862 | $3.4M | — |
| QQQ Invesco QQQ Trust Series 1 | 4.12% | 5,754 | $2.9M | — |
| TQQQ Proshares Ultrapro QQQ | 3.08% | 27,814 | $2.2M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 3.05% | 4,803 | $2.2M | — |
| BRK.A Berkshire Hathaway Inc. Class A | 2.86% | 3 | $2.0M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.75% | 4,794 | $2.0M | — |
| IGM iShares Expanded Tech Sector | 2.66% | 18,582 | $1.9M | — |
| NVDA Nvidia Corp. | 2.43% | 12,917 | $1.7M | — |
| VOO Vanguard S&P 500 ETF | 2.43% | 3,218 | $1.7M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 2.31% | 6,869 | $1.7M | — |
| GOOGL Alphabet Inc. Class A | 2.29% | 8,630 | $1.6M | — |
| SPXL Direxion Daily S&P 500 Bull | 1.95% | 8,265 | $1.4M | — |
| JPM JPMorgan Chase & Co. | 1.91% | 5,700 | $1.4M | — |
| MSFT Microsoft Corp. | 1.88% | 3,194 | $1.3M | — |
| CVX Chevron Corp. | 1.83% | 9,030 | $1.3M | — |
| SCHD Schwab US DVD Equity ETF | 1.73% | 45,203 | $1.2M | — |
| COST Costco Wholesale Corp. | 1.70% | 1,324 | $1.2M | — |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | 1.70% | 28,915 | $1.2M | — |
| BOXX Alpha Architect 1-3 MNTH Box | 1.58% | 10,260 | $1.1M | — |
| ORCL Oracle Corp. | 1.54% | 6,607 | $1.1M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.23% | 3,999 | $879K | — |
| WMT Walmart Inc. | 1.20% | 9,508 | $859K | — |
| PG The Procter & Gamble Co. | 1.18% | 5,038 | $845K | — |
| SPYU Max S&P 500 4X Leveraged ETN filed as BANK MONTREAL MEDIUM | 1.16% | 17,655 | $825K | — |
| JNJ Johnson & Johnson | 1.12% | 5,526 | $799K | — |
| FDVV Fidelity High Dividend ETF | 1.12% | 16,000 | $799K | — |
| COP Conocophillips | 1.09% | 7,845 | $778K | — |
| MA Mastercard Inc. Class A | 1.08% | 1,468 | $773K | — |
| RSPT Invesco S&P 500 Equal Weight | 1.08% | 20,551 | $769K | — |
| AMZN Amazon.com Inc. | 1.02% | 3,305 | $725K | — |
| VONE Vanguard Russell 1000 | 1.00% | 2,690 | $717K | — |
| TXN Texas Instruments Inc. | 1.00% | 3,824 | $717K | — |
| LOW Lowe's Cos Inc. | 0.96% | 2,765 | $682K | — |
| ITW Illinois Tool Works | 0.95% | 2,673 | $678K | — |
| QCOM Qualcomm Inc. | 0.89% | 4,150 | $638K | — |
| FPEI First Trust Institutional PR | 0.88% | 33,500 | $626K | — |
| ABBV Abbvie Inc. | 0.85% | 3,427 | $609K | — |
| RTX RTX Corp. | 0.84% | 5,189 | $600K | — |
| ACN Accenture PLC Class A | 0.80% | 1,624 | $571K | — |
| FDG American Century Focused DYN | 0.78% | 5,345 | $555K | — |
| FTNT Fortinet Inc. | 0.77% | 5,800 | $548K | — |
| KMI Kinder Morgan Inc. | 0.74% | 19,413 | $532K | — |
| CSCO Cisco Systems Inc. | 0.73% | 8,804 | $521K | — |
| NVS Novartis AG-Sponsored ADR | 0.68% | 5,005 | $487K | — |
| HD Home Depot Inc. | 0.67% | 1,222 | $475K | — |
| SYK Stryker Corp. | 0.65% | 1,298 | $467K | — |
| HYD Vaneck High Yield Muni ETF | 0.63% | 8,603 | $447K | — |
| IWF iShares Russell 1000 Growth | 0.62% | 1,111 | $446K | — |
| XOM Exxon Mobil Corp. | 0.62% | 4,135 | $445K | — |
| MOAT Vaneck Morningstar Wide Moat | 0.61% | 4,684 | $434K | — |
| RIO Rio Tinto PLC-Spon ADR | 0.60% | 7,345 | $432K | — |
| TSLA Tesla Inc. | 0.57% | 1,015 | $410K | — |
| KTOS Kratos Defense & Security | 0.54% | 14,690 | $388K | — |
| DUK Duke Energy Corp. | 0.54% | 3,588 | $387K | — |
| CRM Salesforce Inc. | 0.52% | 1,119 | $374K | — |
| ABT Abbott Laboratories | 0.52% | 3,269 | $370K | — |
| AFL Aflac Inc. | 0.50% | 3,472 | $359K | — |
| META Meta Platforms Inc. Class A | 0.50% | 609 | $357K | — |
| MCD McDonald's Corp. | 0.49% | 1,214 | $352K | — |
| XYZ Block Inc. | 0.48% | 4,060 | $345K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.48% | 3,076 | $343K | — |
| EMR Emerson Electric Co. | 0.47% | 2,700 | $335K | — |
| SDY SS SPDR S&P Dividend ETF | 0.47% | 2,520 | $333K | — |
| WMB Williams Cos Inc. | 0.45% | 5,935 | $321K | — |
| AMGN Amgen Inc. | 0.44% | 1,206 | $314K | — |
| CVS CVS Health Corp. | 0.44% | 6,973 | $313K | — |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.44% | 1,097 | $311K | — |
| GPC Genuine Parts Co. | 0.43% | 2,606 | $304K | — |
| BSJP Invesco Bulletshares 2025 HY | 0.41% | 12,815 | $296K | — |
| BHP BHP Group Ltd.-Spon ADR | 0.40% | 5,847 | $286K | — |
| MPWR Monolithic Power Systems Inc. | 0.37% | 450 | $266K | — |
| PFE Pfizer Inc. | 0.37% | 10,029 | $266K | — |
| IVV iShares Core S&P 500 ETF | 0.36% | 440 | $259K | — |
| MMM 3M Co. | 0.36% | 2,000 | $258K | — |
| V Visa Inc. Class A | 0.36% | 804 | $254K | — |
| PH Parker Hannifin Corp. | 0.35% | 398 | $253K | — |
| RF Regions Financial Corp. | 0.35% | 10,750 | $253K | — |
| MRK Merck & Co. Inc. | 0.35% | 2,530 | $252K | — |
| BSJQ Invesco Bulletshares 2026 HY | 0.35% | 10,741 | $250K | — |
| APO Apollo Global Management Inc. | 0.35% | 1,500 | $248K | — |
| HYMB SS SPDR N Ice HY Muni ETF | 0.34% | 9,393 | $240K | — |
| DHR Danaher Corp. | 0.32% | 1,005 | $231K | — |
| WFC Wells Fargo & Co. | 0.32% | 3,276 | $230K | — |
| CAT Caterpillar Inc. | 0.32% | 629 | $228K | — |
| DVN Devon Energy Corp. | 0.31% | 6,725 | $220K | — |
| FDTX Fidelity Disrupt Tech ETF | 0.31% | 6,180 | $218K | — |
| LMT Lockheed Martin Corp. | 0.30% | 442 | $215K | — |
| KO The Coca-Cola Co. | 0.30% | 3,388 | $211K | — |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.29% | 4,786 | $211K | — |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.29% | 1,100 | $207K | — |
| KLAC KLA Corp. | 0.29% | 325 | $205K | — |
| CSB Victoryshares US Small Cap H | 0.28% | 3,404 | $202K | — |
| PM Philip Morris International | 0.28% | 1,680 | $202K | — |
| KGC Kinross Gold Corp. | 0.25% | 19,350 | $179K | — |
| SGMOQ Sangamo Therapeutics Inc. | 0.03% | 18,550 | $19K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 163 | $183.8M | QQQ, GRNY, VOO, AAPL, AVGO |
| Q1 2026 | 131 | $129.9M | QQQ, AAPL, AVGO, GRNY, VOO |
| Q4 2025 | 136 | $129.7M | QQQ, AAPL, AVGO, GRNY, VOO |
| Q3 2025 | 129 | $105.6M | AVGO, QQQ, AAPL, NVDA, TQQQ |
| Q2 2025 | 108 | $84.2M | AAPL, QQQ, AVGO, TQQQ, SPXL |
| Q1 2025 | 103 | $83.2M | QQQ, AAPL, MOAT, AVGO, BRK.B |
| Q4 2024 | 96 | $71.4M | AAPL, AVGO, QQQ, TQQQ, BRK.B |