Sponsored

The Analysis of BXM Wealth LLC's Holdings & P&L

Currently, BXM Wealth LLC holds 131 types of securities in its portfolio with a total value $129.9M. In the most recent quarter, they have increased their positions in UJAN (+55.2K shares, valued at $2.3M), N/A (+17.1K shares, valued at $428.8K), VTI (+1.3K shares, valued at $413.8K); decreased their positions in N/A (-191.1K shares, valued at $110.3M), PH (-62.3K shares, valued at $55.8M), AAPL (-178.6K shares, valued at $45.3M); initiated new positions in UJAN (+55.2K shares, valued at $2.3M), VTI (+1.3K shares, valued at $413.8K), CSX (+9.0K shares, valued at $370.4K).

1M P&L

+5.1M+4.70%

3M P&L

-3.4M-2.89%

HY P&L

+1.2M+1.06%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A50.8M

52.9%

2Consumer Electronics6.0M

6.2%

3Semiconductors5.1M

5.3%

Top Industries by Stock Count

1N/A46 stocks

39.7%

2Semiconductors6 stocks

5.2%

3Software - Infrastructure5 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO QQQ TR INVESCO QQQ TR28.8K shares-86.89%2026-03-312026-04-23

AAPL APPLE INC23.5K shares-88.35%2026-03-312026-04-23

BROADCOM INC BROADCOM INC14.9K shares-89.69%2026-03-312026-04-23

GRNY TIDAL TRUST I185.1K shares-50.31%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS7.1K shares-88.07%2026-03-312026-04-23

SCHD SCHWAB STRATEGIC TR129.7K shares-3.68%2026-03-312026-04-23

BOXX EA SERIES TRUST28.5K shares-90.33%2026-03-312026-04-23

ALPHABET INC ALPHABET INC10.9K shares-92.55%2026-03-312026-04-23

Sponsored

MOAT VANECK ETF TRUST29.9K shares-69.81%2026-03-312026-04-23

TQQQ PROSHARES TR69.3K shares-40.84%2026-03-312026-04-23

IJR ISHARES TR19.1K shares0.01%2026-03-312026-04-23

UJAN INNOVATOR ETFS TRUST55.2K sharesnew addition2026-03-312026-04-23

VUG VANGUARD INDEX FDS5.2K shares6.84%2026-03-312026-04-23

NVDA NVIDIA CORPORATION13.1K shares-90.35%2026-03-312026-04-23

IGM ISHARES TR17.6K shares-7.72%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO6.7K shares-88.47%2026-03-312026-04-23

Sponsored

MSFT MICROSOFT CORP5.0K shares-95.70%2026-03-312026-04-23

UPRO PROSHARES TR18.8K shares-90.68%2026-03-312026-04-23

CVX CHEVRON CORPORATION8.4K shares-92.67%2026-03-312026-04-23

IDEV ISHARES TR20.4K shares0.03%2026-03-312026-04-23

QQQM INVESCO EXCH TRADED FD TR II6.6K shares0.17%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION1.5K shares-84.03%2026-03-312026-04-23

USMV ISHARES TR15.1K shares0.00%2026-03-312026-04-23

TIDAL TRUST III TIDAL TRUST III51.6K shares49.83%2026-03-312026-04-23

Sponsored

AMZN AMAZON COM INC6.1K shares-93.72%2026-03-312026-04-23

NODE VANECK FDS35.2K shares-57.98%2026-03-312026-04-23

WMT WALMART INC8.8K shares-89.88%2026-03-312026-04-23

RTX RTX CORPORATION5.5K shares-91.10%2026-03-312026-04-23

ORCL ORACLE CORP7.1K shares-91.44%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON4.3K shares-94.08%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS4.2K shares-92.14%2026-03-312026-04-23

FDTX FIDELITY COVINGTON TRUST25.8K shares-65.51%2026-03-312026-04-23

Sponsored

GCOW PACER FDS TR20.2K shares0.00%2026-03-312026-04-23

ISHARES GOLD TR ISHARES GOLD TR10.3K shares0.00%2026-03-312026-04-23

VB VANGUARD INDEX FDS3.5K shares-94.89%2026-03-312026-04-23

IVES WEDBUSH SER TR31.6K shares-68.91%2026-03-312026-04-23

FDVV FIDELITY COVINGTON TRUST16.0K shares0.00%2026-03-312026-04-23

META META PLATFORMS INC1.5K shares-92.92%2026-03-312026-04-23

CSCO CISCO SYS INC11.1K shares-64.47%2026-03-312026-04-23

ABBV ABBVIE INC3.8K shares-49.30%2026-03-312026-04-23

Sponsored

VONE VANGUARD SCOTTSDALE FDS2.7K shares-6.83%2026-03-312026-04-23

IVV ISHARES TR1.2K shares-13.99%2026-03-312026-04-23

BSJQ INVESCO EXCH TRD SLF IDX FD33.9K shares6.93%2026-03-312026-04-23

MA MASTERCARD INCORPORATED1.6K shares0.00%2026-03-312026-04-23

TXN TEXAS INSTRS INC4.0K shares-91.50%2026-03-312026-04-23

TSM TAIWAN SEMICONDUCTOR MANUFAC2.3K shares-94.57%2026-03-312026-04-23

LOW LOWES COS INC3.2K shares-90.28%2026-03-312026-04-23

NVS NOVARTIS AG4.8K shares-88.70%2026-03-312026-04-23

Sponsored

PLTR PALANTIR TECHNOLOGIES INC5.0K shares-63.55%2026-03-312026-04-23

XOM EXXON MOBIL CORP4.2K shares-2.86%2026-03-312026-04-23

BSJR INVESCO EXCH TRD SLF IDX FD31.2K shares11.90%2026-03-312026-04-23

ITW ILLINOIS TOOL WKS INC2.7K shares-87.79%2026-03-312026-04-23

SMHX VANECK ETF TRUST18.4K shares-4.19%2026-03-312026-04-23

PG PROCTER & GAMBLE CO4.6K shares-92.15%2026-03-312026-04-23

CAT CATERPILLAR INC934 shares-97.72%2026-03-312026-04-23

RSPT INVESCO EXCHANGE TRADED FD T14.5K shares-11.81%2026-03-312026-04-23

Sponsored

ALPS ETF TR ALPS ETF TR10.9K shares9.00%2026-03-312026-04-23

JPIE J P MORGAN EXCHANGE TRADED F12.5K shares0.70%2026-03-312026-04-23

TSLA TESLA INC1.5K shares-79.88%2026-03-312026-04-23

IWF ISHARES TR1.2K shares0.00%2026-03-312026-04-23

MPWR MONOLITHIC PWR SYS INC450 shares0.00%2026-03-312026-04-23

QCOM QUALCOMM INC3.8K shares-91.12%2026-03-312026-04-23

OUSM ALPS ETF TR10.9K shares12.21%2026-03-312026-04-23

FPEI FIRST TR EXCH TRADED FD III25.0K shares0.00%2026-03-312026-04-23

Sponsored

BKDV BNY MELLON ETF TRUST II15.8K shares77.42%2026-03-312026-04-23

SYK STRYKER CORPORATION1.4K shares-1.46%2026-03-312026-04-23

SPXL DIREXION SHARES ETF TRUST2.5K shares-89.73%2026-03-312026-04-23

WMB WILLIAMS COS INC6.1K shares0.00%2026-03-312026-04-23

BKGI BNY MELLON ETF TRUST9.9K shares33.00%2026-03-312026-04-23

HYD VANECK ETF TRUST8.6K shares0.00%2026-03-312026-04-23

AFL AFLAC INC3.9K shares0.00%2026-03-312026-04-23

PH PARKER-HANNIFIN CORP468 shares-99.25%2026-03-312026-04-23

Sponsored

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II5.7K shares0.00%2026-03-312026-04-23

VTI VANGUARD INDEX FDS1.3K sharesnew addition2026-03-312026-04-23

KMI KINDER MORGAN INC DEL12.3K shares0.00%2026-03-312026-04-23

FTNT FORTINET INC4.9K shares0.00%2026-03-312026-04-23

EMR EMERSON ELEC CO3.1K shares0.00%2026-03-312026-04-23

AMGN AMGEN INC1.1K shares-95.89%2026-03-312026-04-23

COP CONOCOPHILLIPS3.0K shares-92.57%2026-03-312026-04-23

SDY SPDR SERIES TRUST2.6K shares0.00%2026-03-312026-04-23

Sponsored

CSX CSX CORP9.0K sharesnew addition2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC3.1K shares-61.93%2026-03-312026-04-23

SCHY SCHWAB STRATEGIC TR11.6K shares0.00%2026-03-312026-04-23

SMH VANECK ETF TRUST958 shares-98.03%2026-03-312026-04-23

V VISA INC1.2K shares-96.35%2026-03-312026-04-23

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.8K shares-55.66%2026-03-312026-04-23

MTB M & T BK CORP1.6K shares0.00%2026-03-312026-04-23

PPH VANECK ETF TRUST3.1K sharesnew addition2026-03-312026-04-23

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL658 shares-3.38%2026-03-312026-04-23

ABT ABBOTT LABORATORIES3.0K shares-89.42%2026-03-312026-04-23

NFLX NETFLIX INC.3.1K shares-64.61%2026-03-312026-04-23

DIS DISNEY WALT CO3.1K shares-48.76%2026-03-312026-04-23

MMM 3M CO2.0K shares-3.54%2026-03-312026-04-23

VRT VERTIV HOLDINGS CO1.2K sharesnew addition2026-03-312026-04-23

HD HOME DEPOT INC894 shares-85.23%2026-03-312026-04-23

LMT LOCKHEED MARTIN CORP474 shares-98.87%2026-03-312026-04-23

Sponsored

PWR QUANTA SVCS INC520 shares-7.96%2026-03-312026-04-23

MCD MCDONALDS CORP917 shares-95.87%2026-03-312026-04-23

BTI BRITISH AMERN TOB PLC4.8K shares0.00%2026-03-312026-04-23

DELL DELL TECHNOLOGIES INC1.7K shares-96.47%2026-03-312026-04-23

PANW PALO ALTO NETWORKS INC1.7K shares-0.29%2026-03-312026-04-23

BJ BJS WHSL CLUB HLDGS INC2.8K sharesnew addition2026-03-312026-04-23

ADI ANALOG DEVICES INC850 shares0.00%2026-03-312026-04-23

GPC GENUINE PARTS CO2.6K shares-95.00%2026-03-312026-04-23

Sponsored

XLK SELECT SECTOR SPDR TR2.0K shares-8.91%2026-03-312026-04-23

WFC WELLS FARGO & CO3.3K shares-6.31%2026-03-312026-04-23

CLOI VANECK ETF TRUST5.0K sharesnew addition2026-03-312026-04-23

BSJS INVESCO EXCH TRD SLF IDX FD12.0K shares1.21%2026-03-312026-04-23

SHOP SHOPIFY INC2.2K shares-78.37%2026-03-312026-04-23

RF REGIONS FINANCIAL CORP NEW9.7K shares0.00%2026-03-312026-04-23

IWM ISHARES TR1.0K shares-70.74%2026-03-312026-04-23

GS GOLDMAN SACHS GROUP INC297 shares-97.79%2026-03-312026-04-23

Sponsored

AXP AMERICAN EXPRESS CO830 shares-97.42%2026-03-312026-04-23

FUTURECREST ACQUISITION CORP FUTURECREST ACQUISITION CORP24.9K shares0.00%2026-03-312026-04-23

BHP BHP BILLITON LIMITED3.4K shares0.00%2026-03-312026-04-23

ARISTA NETWORKS INC ARISTA NETWORKS INC2.0K shares0.81%2026-03-312026-04-23

NRG NRG ENERGY INC1.7K shares0.00%2026-03-312026-04-23

PSX PHILLIPS 661.3K shares-42.98%2026-03-312026-04-23

ELFY ALPS ETF TR6.0K shares-55.35%2026-03-312026-04-23

FDCF FIDELITY COVINGTON TRUST5.4K shares0.00%2026-03-312026-04-23

Sponsored

CAVA CAVA GROUP INC2.8K sharesnew addition2026-03-312026-04-23

KLAC KLA CORP152 sharesnew addition2026-03-312026-04-23

SO SOUTHERN CO2.3K sharesnew addition2026-03-312026-04-23

FMED FIDELITY COVINGTON TRUST8.7K shares-3.34%2026-03-312026-04-23

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE10.8K shares-61.77%2026-03-312026-04-23

HYMB SPDR SERIES TRUST8.6K shares-8.68%2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.1K shares-16.77%2026-03-312026-04-23

MS MORGAN STANLEY1.3K shares-86.05%2026-03-312026-04-23

Sponsored

OPEN OPENDOOR TECHNOLOGIES INC10.0K shares0.00%2026-03-312026-04-23

ORBS EIGHTCO HOLDINGS INC12.8K sharesnew addition2026-03-312026-04-23

SGMO SANGAMO THERAPEUTICS INC12.3K shares-0.80%2026-03-312026-04-23

INVESCO QQQ TR

-86.89%

Shares28.8K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-88.35%

Shares23.5K

Event2026-03-31

Filed2026-04-23

BROADCOM INC

-89.69%

Shares14.9K

Event2026-03-31

Filed2026-04-23

GRNY

TIDAL TRUST I

-50.31%

Shares185.1K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-88.07%

Shares7.1K

Event2026-03-31

Filed2026-04-23

SCHD

SCHWAB STRATEGIC TR

-3.68%

Shares129.7K

Event2026-03-31

Filed2026-04-23

BOXX

EA SERIES TRUST

-90.33%

Shares28.5K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-92.55%

Shares10.9K

Event2026-03-31

Filed2026-04-23

MOAT

VANECK ETF TRUST

-69.81%

Shares29.9K

Event2026-03-31

Filed2026-04-23

TQQQ

PROSHARES TR

-40.84%

Shares69.3K

Event2026-03-31

Filed2026-04-23

IJR

ISHARES TR

0.01%

Shares19.1K

Event2026-03-31

Filed2026-04-23

UJAN

INNOVATOR ETFS TRUST

New

Shares55.2K

Event2026-03-31

Filed2026-04-23

VUG

VANGUARD INDEX FDS

6.84%

Shares5.2K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

-90.35%

Shares13.1K

Event2026-03-31

Filed2026-04-23

IGM

ISHARES TR

-7.72%

Shares17.6K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

-88.47%

Shares6.7K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

-95.70%

Shares5.0K

Event2026-03-31

Filed2026-04-23

UPRO

PROSHARES TR

-90.68%

Shares18.8K

Event2026-03-31

Filed2026-04-23

CVX

CHEVRON CORPORATION

-92.67%

Shares8.4K

Event2026-03-31

Filed2026-04-23

IDEV

ISHARES TR

0.03%

Shares20.4K

Event2026-03-31

Filed2026-04-23

QQQM

INVESCO EXCH TRADED FD TR II

0.17%

Shares6.6K

Event2026-03-31

Filed2026-04-23

COST

COSTCO WHOLESALE CORPORATION

-84.03%

Shares1.5K

Event2026-03-31

Filed2026-04-23

USMV

ISHARES TR

0.00%

Shares15.1K

Event2026-03-31

Filed2026-04-23

TIDAL TRUST III

49.83%

Shares51.6K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

-93.72%

Shares6.1K

Event2026-03-31

Filed2026-04-23

NODE

VANECK FDS

-57.98%

Shares35.2K

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC

-89.88%

Shares8.8K

Event2026-03-31

Filed2026-04-23

RTX

RTX CORPORATION

-91.10%

Shares5.5K

Event2026-03-31

Filed2026-04-23

ORCL

ORACLE CORP

-91.44%

Shares7.1K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON

-94.08%

Shares4.3K

Event2026-03-31

Filed2026-04-23

IBM

INTERNATIONAL BUSINESS MACHS

-92.14%

Shares4.2K

Event2026-03-31

Filed2026-04-23

FDTX

FIDELITY COVINGTON TRUST

-65.51%

Shares25.8K

Event2026-03-31

Filed2026-04-23

GCOW

PACER FDS TR

0.00%

Shares20.2K

Event2026-03-31

Filed2026-04-23

ISHARES GOLD TR

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-94.89%

Shares3.5K

Event2026-03-31

Filed2026-04-23

IVES

WEDBUSH SER TR

-68.91%

Shares31.6K

Event2026-03-31

Filed2026-04-23

FDVV

FIDELITY COVINGTON TRUST

0.00%

Shares16.0K

Event2026-03-31

Filed2026-04-23