BXM Wealth LLC 13F Holdings
CIK 0002052379 · Englewood, CO
As of Sep 30, 2025, BXM Wealth LLC reported 129 positions worth
CIK 0002052379 · Englewood, CO
As of Sep 30, 2025, BXM Wealth LLC reported 129 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| BROADCOM INC | AVGO | Technology | 18,001 | $5.9M | 5.63% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 11,923 | $5.9M | 5.60% |
| APPLE INC | AAPL | Technology | 21,742 | $5.5M | 5.24% |
| NVIDIA CORP | NVDA | Technology | 16,500 | $3.1M | 2.92% |
| PROSHARES ULTRAPRO QQQ | TQQQ | — | 16,669 | $3.0M | 2.86% |
| VANGUARD 500 INDEX FUND | VOO | — | 8,339 | $2.9M | 2.79% |
| ALPHABET INC | GOOGL | Equity | 11,654 | $2.8M | 2.68% |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | — | 26,174 | $2.6M | 2.46% |
| ISHARES EXPANDED TECH SECTOR ETF | IGM | — | 19,322 | $2.4M | 2.31% |
| FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | GRNY | — | 92,460 | $2.3M | 2.19% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 4,794 | $2.3M | 2.18% |
| MICROSOFT CORP | MSFT | Technology | 4,281 | $2.2M | 2.10% |
| ORACLE CORP | ORCL | Technology | 7,705 | $2.2M | 2.05% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 6,751 | $2.1M | 2.02% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 6,605 | .6M | 1.55% |
| CHEVRON CORP | CHV | Energy | 9,732 | .5M | 1.43% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 15,124 | .4M | 1.36% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 5,633 | .3M | 1.27% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 4,722 | .3M | 1.26% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 1,415 | .3M | 1.24% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 49,713 | .3M | 1.23% |
| AMAZON.COM INC | AMZN | Equity | 5,816 | .3M | 1.21% |
| ABBVIE INC | ABBV | Equity | 4,950 | .1M | 1.09% |
| WALMART INC | WMT | Consumer Defensive | 10,214 | .1M | 1.00% |
| CISCO SYSTEMS INC | CSCO | Technology | 14,904 | .0M | 0.97% |