Bxm Wealth Llc
13F Holdings
Filed: 2025-07-29
Portfolio Value
84.16M
arrow_upward
1.11%
Number of Holdings
lock
info
Reporting Date
2025-06-30
Key Stats trending_flat
CIK
0002052379
Filing Date
2025-07-29 08:52:59
Address
8310 S Valley Highway
Englewood
CO
Portfolio Value
Bxm Wealth Llc
(13F - 2025-06-30)
Value
4.30M
Shares
Portfolio %
5.11%
Invesco Qqq Tr
-
2025-07-29
Value
4.13M
Shares
Portfolio %
4.91%
Value
3.97M
Shares
Portfolio %
4.72%
Proshares Tr
-
2025-07-29
Value
3.38M
Shares
Portfolio %
4.01%
Direxion Shs Etf Tr
-
2025-07-29
Value
2.67M
Shares
Portfolio %
3.17%
Vaneck Etf Trust
-
2025-07-29
Value
2.45M
Shares
Portfolio %
2.92%
Ishares Tr
-
2025-07-29
Value
2.17M
Shares
Portfolio %
2.58%
Vanguard Index Fds
-
2025-07-29
Value
2.10M
Shares
Portfolio %
2.50%
Value
1.87M
Shares
Portfolio %
2.22%
Nvidia Corporation
-
2025-07-29
Value
1.79M
Shares
Portfolio %
2.12%
Top Increases | Bxm Wealth Llc
(2025-03-31 → 2025-06-30)
Value Change
arrow_upward 1.38M
Shares
Portfolio % Change
arrow_upward 1.60%
Portfolio %
4.72%
Proshares Tr
-
2025-07-29
Value Change
arrow_upward 1.13M
Shares
Portfolio % Change
arrow_upward 1.31%
Portfolio %
4.01%
Direxion Shs Etf Tr
-
2025-07-29
Value Change
arrow_upward 754.19K
Shares
Portfolio % Change
arrow_upward 0.87%
Portfolio %
3.17%
Value Change
arrow_upward 524.13K
Shares
Portfolio % Change
arrow_upward 0.61%
Portfolio %
1.72%
Value Change
arrow_upward 364.57K
Shares
Portfolio % Change
arrow_upward 0.42%
Portfolio %
1.57%
Vanguard Index Fds
-
2025-07-29
Value Change
arrow_upward 324.31K
Shares
Portfolio % Change
arrow_upward 0.37%
Portfolio %
1.91%
Vanguard Index Fds
-
2025-07-29
Value Change
arrow_upward 323.98K
Shares
Portfolio % Change
arrow_upward 0.36%
Portfolio %
2.50%
Value Change
arrow_upward 278.51K
Shares
Portfolio % Change
arrow_upward 0.33%
Portfolio %
0.75%
Value Change
arrow_upward 287.43K
Shares
Portfolio % Change
arrow_upward 0.32%
Portfolio %
2.05%
Meta Platforms Inc
-
2025-07-29
Value Change
arrow_upward 257.08K
Shares
Portfolio % Change
arrow_upward 0.30%
Portfolio %
1.10%
Top Decreases | Bxm Wealth Llc
(2025-03-31 → 2025-06-30)
Sangamo Therapeutics Inc
-
2025-07-29
Value Change
arrow_downward -1437.00
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.01%
Southern Co
SOJF
2025-07-29
Value Change
arrow_downward -270.00
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.25%
Spdr Series Trust
-
2025-07-29
Value Change
arrow_downward 128.00
Shares
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.41%
Spdr Series Trust
-
2025-07-29
Value Change
arrow_downward -4132.00
Shares
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.28%
Illinois Tool Wks Inc
-
2025-07-29
Value Change
arrow_downward -1407.00
Shares
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.78%
Value Change
arrow_downward -9530.00
Shares
Portfolio % Change
arrow_downward 0.02%
Portfolio %
0.32%
Value Change
arrow_downward -10154.00
Shares
Portfolio % Change
arrow_downward 0.02%
Portfolio %
0.28%
Vaneck Etf Trust
-
2025-07-29
Value Change
arrow_downward -8345.00
Shares
Portfolio % Change
arrow_downward 0.02%
Portfolio %
0.51%
Value Change
arrow_downward -14392.00
Shares
Portfolio % Change
arrow_downward 0.02%
Portfolio %
0.44%
American Centy Etf Tr
-
2025-07-29
Value Change
arrow_downward -12450.00
Shares
Portfolio % Change
arrow_downward 0.02%
Portfolio %
0.66%
Bxm Wealth Llc
(13F - 2025-06-30)
Comparing to 2025-03-31
New/Increased Position added or increased from
previous period
Closed/Decreased Position closed or decreased
from previous period
arrow_upward
Increase
arrow_downward
Decrease
| Company | Ticker | Type | Shares | Value | Current % | Previous % | % Change | $ Change | $ Change % | Shares Change | Status | Qtr End Price | Filing Date |
|---|
New Positions | Bxm Wealth Llc
(2025-03-31 → 2025-06-30)
Invesco Exch Traded Fd Tr Ii
-
2025-07-29
Value
add_circle 1.50M
Shares
Portfolio %
1.78%
% Change
1.78%
Fidelity Covington Trust
-
2025-07-29
Value
add_circle 835.01K
Shares
Portfolio %
0.99%
% Change
0.99%
Vaneck Etf Trust
-
2025-07-29
Value
add_circle 605.86K
Shares
Portfolio %
0.72%
% Change
0.72%
J P Morgan Exchange Traded F
-
2025-07-29
Value
add_circle 518.09K
Shares
Portfolio %
0.62%
% Change
0.62%
Invesco Exch Trd Slf Idx Fd
-
2025-07-29
Value
add_circle 353.54K
Shares
Portfolio %
0.42%
% Change
0.42%
M & T Bk Corp
-
2025-07-29
Value
add_circle 310.38K
Shares
Portfolio %
0.37%
% Change
0.37%
Value
add_circle 260.29K
Shares
Portfolio %
0.31%
% Change
0.31%
Value
add_circle 258.96K
Shares
Portfolio %
0.31%
% Change
0.31%
Value
add_circle 257.11K
Shares
Portfolio %
0.31%
% Change
0.31%
Vaneck Etf Trust
-
2025-07-29
Value
add_circle 253.22K
Shares
Portfolio %
0.30%
% Change
0.30%
Closed Positions | Bxm Wealth Llc
(2025-03-31 → 2025-06-30)
Value
remove_circle 203.50K
Shares
Previous %
5.67%
% Change
-5.67%
Value
remove_circle 206.03K
Shares
Previous %
5.67%
% Change
-5.67%
Value
remove_circle 207.66K
Shares
Previous %
5.67%
% Change
-5.67%
Bank Montreal Que
-
2025-04-30
Value
remove_circle 217.37K
Shares
Previous %
5.67%
% Change
-5.67%
Value
remove_circle 226.77K
Shares
Previous %
5.67%
% Change
-5.67%
Value
remove_circle 253.01K
Shares
Previous %
5.67%
% Change
-5.67%
Value
remove_circle 288.68K
Shares
Previous %
5.67%
% Change
-5.67%
Kratos Defense & Sec Solutio
KTOS
2025-04-30
Value
remove_circle 332.53K
Shares
Previous %
5.67%
% Change
-5.67%
Rio Tinto Plc
RTPPF
2025-04-30
Value
remove_circle 349.06K
Shares
Previous %
5.67%
% Change
-5.67%
Value
remove_circle 508.58K
Shares
Previous %
5.67%
% Change
-5.67%