The Analysis of BAM Wealth Management, LLC's Holdings
Currently, BAM Wealth Management, LLC holds 147 types of securities in its portfolio with a total value $129.1M. In the most recent quarter, they have increased their positions in BOND (+64.4K shares, valued at $6.0M), FSEP (+106.9K shares, valued at $5.4M), FAUG (+99.8K shares, valued at $5.2M); initiated new positions in BOND (+64.4K shares, valued at $6.0M), FSEP (+106.9K shares, valued at $5.4M), FAUG (+99.8K shares, valued at $5.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BOND PIMCO ETF TR64.4K sharesnew addition2025-09-302025-10-31
FSEP FIRST TR EXCHNG TRADED FD VI106.9K sharesnew addition2025-09-302025-10-31 FAUG FIRST TR EXCHNG TRADED FD VI99.8K sharesnew addition2025-09-302025-10-31 FJUL FIRST TR EXCHNG TRADED FD VI90.4K sharesnew addition2025-09-302025-10-31 FDEC FIRST TR EXCHNG TRADED FD VI93.6K sharesnew addition2025-09-302025-10-31 FFEB FIRST TR EXCHNG TRADED FD VI81.4K sharesnew addition2025-09-302025-10-31 FJAN FIRST TR EXCHNG TRADED FD VI89.3K sharesnew addition2025-09-302025-10-31 GSEP FIRST TR EXCHNG TRADED FD VI112.7K sharesnew addition2025-09-302025-10-31 AAPL APPLE INC16.5K sharesnew addition2025-09-302025-10-31 MSFT MICROSOFT CORP7.6K sharesnew addition2025-09-302025-10-31 PYLD PIMCO ETF TR110.9K sharesnew addition2025-09-302025-10-31 NVDA NVIDIA CORPORATION15.2K sharesnew addition2025-09-302025-10-31 AVGO BROADCOM INC7.3K sharesnew addition2025-09-302025-10-31 GOOGL ALPHABET INC7.0K sharesnew addition2025-09-302025-10-31 SECT NORTHERN LTS FD TR IV26.1K sharesnew addition2025-09-302025-10-31 AMZN AMAZON COM INC7.2K sharesnew addition2025-09-302025-10-31 VCIT VANGUARD SCOTTSDALE FDS18.7K sharesnew addition2025-09-302025-10-31 BIV VANGUARD BD INDEX FDS19.0K sharesnew addition2025-09-302025-10-31 META META PLATFORMS INC1.9K sharesnew addition2025-09-302025-10-31 CORP PIMCO ETF TR14.3K sharesnew addition2025-09-302025-10-31 INTU INTUIT2.0K sharesnew addition2025-09-302025-10-31 V VISA INC3.6K sharesnew addition2025-09-302025-10-31 WMT WALMART INC11.0K sharesnew addition2025-09-302025-10-31 DFAI DIMENSIONAL ETF TRUST31.0K sharesnew addition2025-09-302025-10-31 LLY ELI LILLY & CO1.4K sharesnew addition2025-09-302025-10-31 MA MASTERCARD INCORPORATED1.9K sharesnew addition2025-09-302025-10-31 GE GE AEROSPACE3.5K sharesnew addition2025-09-302025-10-31 UNH UNITEDHEALTH GROUP INC3.0K sharesnew addition2025-09-302025-10-31 PMBS PIMCO ETF TR20.8K sharesnew addition2025-09-302025-10-31 AMAT APPLIED MATLS INC5.0K sharesnew addition2025-09-302025-10-31 CTAS CINTAS CORP4.6K sharesnew addition2025-09-302025-10-31 BBUS J P MORGAN EXCHANGE TRADED F7.8K sharesnew addition2025-09-302025-10-31 SHW SHERWIN WILLIAMS CO2.7K sharesnew addition2025-09-302025-10-31 BND VANGUARD BD INDEX FDS12.4K sharesnew addition2025-09-302025-10-31 TMO THERMO FISHER SCIENTIFIC INC1.9K sharesnew addition2025-09-302025-10-31 MMC MARSH & MCLENNAN COS INC4.4K sharesnew addition2025-09-302025-10-31 MCK MCKESSON CORP1.1K sharesnew addition2025-09-302025-10-31 AVEM AMERICAN CENTY ETF TR11.7K sharesnew addition2025-09-302025-10-31 MCO MOODYS CORP1.8K sharesnew addition2025-09-302025-10-31 WAB WABTEC4.2K sharesnew addition2025-09-302025-10-31 MUNI PIMCO ETF TR15.8K sharesnew addition2025-09-302025-10-31 VEGA ADVISORSHARES TR16.6K sharesnew addition2025-09-302025-10-31 MGC VANGUARD WORLD FD3.3K sharesnew addition2025-09-302025-10-31 MSCI MSCI INC1.4K sharesnew addition2025-09-302025-10-31 UDIV FRANKLIN TEMPLETON ETF TR14.5K sharesnew addition2025-09-302025-10-31 ACN ACCENTURE PLC IRELAND3.0K sharesnew addition2025-09-302025-10-31 DYNF BLACKROCK ETF TRUST12.6K sharesnew addition2025-09-302025-10-31 DPZ DOMINOS PIZZA INC1.7K sharesnew addition2025-09-302025-10-31 BNDX VANGUARD CHARLOTTE FDS14.6K sharesnew addition2025-09-302025-10-31 IVW ISHARES TR5.9K sharesnew addition2025-09-302025-10-31 ZTS ZOETIS INC4.8K sharesnew addition2025-09-302025-10-31 QUAL ISHARES TR3.6K sharesnew addition2025-09-302025-10-31 PG PROCTER AND GAMBLE CO4.4K sharesnew addition2025-09-302025-10-31 MINO PIMCO ETF TR14.2K sharesnew addition2025-09-302025-10-31 CARR CARRIER GLOBAL CORPORATION10.7K sharesnew addition2025-09-302025-10-31 VMBS VANGUARD SCOTTSDALE FDS13.5K sharesnew addition2025-09-302025-10-31 SPTS SPDR SERIES TRUST21.4K sharesnew addition2025-09-302025-10-31 TSLA TESLA INC1.4K sharesnew addition2025-09-302025-10-31 ODFL OLD DOMINION FREIGHT LINE IN4.4K sharesnew addition2025-09-302025-10-31 PANW PALO ALTO NETWORKS INC3.0K sharesnew addition2025-09-302025-10-31 IJR ISHARES TR5.1K sharesnew addition2025-09-302025-10-31 XMHQ INVESCO EXCHANGE TRADED FD T5.7K sharesnew addition2025-09-302025-10-31 EFV ISHARES TR8.7K sharesnew addition2025-09-302025-10-31 IVE ISHARES TR2.8K sharesnew addition2025-09-302025-10-31 IEFA ISHARES TR6.5K sharesnew addition2025-09-302025-10-31 APP APPLOVIN CORP758 sharesnew addition2025-09-302025-10-31 HYS PIMCO ETF TR5.5K sharesnew addition2025-09-302025-10-31 SDVY FIRST TR EXCHANGE-TRADED FD13.5K sharesnew addition2025-09-302025-10-31 MO ALTRIA GROUP INC7.7K sharesnew addition2025-09-302025-10-31 VGIT VANGUARD SCOTTSDALE FDS8.1K sharesnew addition2025-09-302025-10-31 JCPB J P MORGAN EXCHANGE TRADED F10.0K sharesnew addition2025-09-302025-10-31 QUS SPDR SERIES TRUST2.8K sharesnew addition2025-09-302025-10-31 OEF ISHARES TR1.4K sharesnew addition2025-09-302025-10-31 AGG ISHARES TR4.5K sharesnew addition2025-09-302025-10-31 VGLT VANGUARD SCOTTSDALE FDS8.0K sharesnew addition2025-09-302025-10-31 NFLX NETFLIX INC356 sharesnew addition2025-09-302025-10-31 IWR ISHARES TR4.2K sharesnew addition2025-09-302025-10-31 ABT ABBOTT LABS3.0K sharesnew addition2025-09-302025-10-31 HIMS HIMS & HERS HEALTH INC7.0K sharesnew addition2025-09-302025-10-31 WSM WILLIAMS SONOMA INC2.0K sharesnew addition2025-09-302025-10-31 CNC CENTENE CORP DEL10.0K sharesnew addition2025-09-302025-10-31 KLAC KLA CORP327 sharesnew addition2025-09-302025-10-31 FLEX FLEX LTD6.1K sharesnew addition2025-09-302025-10-31 IDEV ISHARES TR4.3K sharesnew addition2025-09-302025-10-31 ITOT ISHARES TR2.4K sharesnew addition2025-09-302025-10-31 JBL JABIL INC1.6K sharesnew addition2025-09-302025-10-31 RSP INVESCO EXCHANGE TRADED FD T1.8K sharesnew addition2025-09-302025-10-31 SPSB SPDR SERIES TRUST11.3K sharesnew addition2025-09-302025-10-31 PHM PULTE GROUP INC2.6K sharesnew addition2025-09-302025-10-31 THC TENET HEALTHCARE CORP1.7K sharesnew addition2025-09-302025-10-31 IAU ISHARES GOLD TR4.5K sharesnew addition2025-09-302025-10-31 EXEL EXELIXIS INC7.8K sharesnew addition2025-09-302025-10-31 ZM ZOOM COMMUNICATIONS INC3.9K sharesnew addition2025-09-302025-10-31 DHI D R HORTON INC1.9K sharesnew addition2025-09-302025-10-31 RL RALPH LAUREN CORP984 sharesnew addition2025-09-302025-10-31 MPWR MONOLITHIC PWR SYS INC335 sharesnew addition2025-09-302025-10-31 UBER UBER TECHNOLOGIES INC3.1K sharesnew addition2025-09-302025-10-31 URI UNITED RENTALS INC321 sharesnew addition2025-09-302025-10-31 CHTR CHARTER COMMUNICATIONS INC N1.1K sharesnew addition2025-09-302025-10-31 VTV VANGUARD INDEX FDS1.6K sharesnew addition2025-09-302025-10-31 DFAE DIMENSIONAL ETF TRUST9.6K sharesnew addition2025-09-302025-10-31 TLH ISHARES TR2.9K sharesnew addition2025-09-302025-10-31 IUSB ISHARES TR6.3K sharesnew addition2025-09-302025-10-31 SYK STRYKER CORPORATION796 sharesnew addition2025-09-302025-10-31 CHWY CHEWY INC7.2K sharesnew addition2025-09-302025-10-31 THRO BLACKROCK ETF TRUST7.7K sharesnew addition2025-09-302025-10-31 NBIX NEUROCRINE BIOSCIENCES INC2.1K sharesnew addition2025-09-302025-10-31 TLT ISHARES TR3.2K sharesnew addition2025-09-302025-10-31 COST COSTCO WHSL CORP NEW311 sharesnew addition2025-09-302025-10-31 TROW PRICE T ROWE GROUP INC2.8K sharesnew addition2025-09-302025-10-31 JIRE J P MORGAN EXCHANGE TRADED F3.8K sharesnew addition2025-09-302025-10-31 BUFD FIRST TR EXCHNG TRADED FD VI10.0K sharesnew addition2025-09-302025-10-31 MMSI MERIT MED SYS INC3.3K sharesnew addition2025-09-302025-10-31 EMB ISHARES TR2.9K sharesnew addition2025-09-302025-10-31 VZ VERIZON COMMUNICATIONS INC6.2K sharesnew addition2025-09-302025-10-31 BAI BLACKROCK ETF TRUST7.9K sharesnew addition2025-09-302025-10-31 MEDP MEDPACE HLDGS INC523 sharesnew addition2025-09-302025-10-31 IWF ISHARES TR571 sharesnew addition2025-09-302025-10-31 PODD INSULET CORP856 sharesnew addition2025-09-302025-10-31 PINS PINTEREST INC8.1K sharesnew addition2025-09-302025-10-31 EFG ISHARES TR2.3K sharesnew addition2025-09-302025-10-31 HERO GLOBAL X FDS7.5K sharesnew addition2025-09-302025-10-31 ICSH ISHARES TR5.0K sharesnew addition2025-09-302025-10-31 BRIF NEOS ETF TRUST8.5K sharesnew addition2025-09-302025-10-31 DECK DECKERS OUTDOOR CORP2.5K sharesnew addition2025-09-302025-10-31 JPM JPMORGAN CHASE & CO.785 sharesnew addition2025-09-302025-10-31 APH AMPHENOL CORP NEW2.0K sharesnew addition2025-09-302025-10-31 BINC BLACKROCK ETF TRUST II4.5K sharesnew addition2025-09-302025-10-31 VICI VICI PPTYS INC7.3K sharesnew addition2025-09-302025-10-31 JNJ JOHNSON & JOHNSON1.3K sharesnew addition2025-09-302025-10-31 DTCR GLOBAL X FDS11.4K sharesnew addition2025-09-302025-10-31 BOTZ GLOBAL X FDS6.6K sharesnew addition2025-09-302025-10-31 VUG VANGUARD INDEX FDS482 sharesnew addition2025-09-302025-10-31 SPMO INVESCO EXCH TRADED FD TR II1.9K sharesnew addition2025-09-302025-10-31 VYM VANGUARD WHITEHALL FDS1.6K sharesnew addition2025-09-302025-10-31 JGRO J P MORGAN EXCHANGE TRADED F2.4K sharesnew addition2025-09-302025-10-31 IEI ISHARES TR1.8K sharesnew addition2025-09-302025-10-31 IBIT ISHARES BITCOIN TRUST ETF3.4K sharesnew addition2025-09-302025-10-31 CRWD CROWDSTRIKE HLDGS INC448 sharesnew addition2025-09-302025-10-31 FINX GLOBAL X FDS6.5K sharesnew addition2025-09-302025-10-31 MTBA SIMPLIFY EXCHANGE TRADED FUN4.3K sharesnew addition2025-09-302025-10-31 CWB SPDR SERIES TRUST2.4K sharesnew addition2025-09-302025-10-31 AMD ADVANCED MICRO DEVICES INC1.3K sharesnew addition2025-09-302025-10-31 SPY SPDR S&P 500 ETF TR318 sharesnew addition2025-09-302025-10-31 IWP ISHARES TR1.4K sharesnew addition2025-09-302025-10-31 BAUG INNOVATOR ETFS TRUST4.1K sharesnew addition2025-09-302025-10-31 XAPR FIRST TR EXCHNG TRADED FD VI5.6K sharesnew addition2025-09-302025-10-31 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available