The Analysis of BXM Wealth LLC's Holdings
Currently, BXM Wealth LLC holds 129 types of securities in its portfolio with a total value $105.6M. In the most recent quarter, they have increased their positions in QQQ (+4.3K shares, valued at $2.2M), VOO (+5.5K shares, valued at $1.9M), AVGO (+3.6K shares, valued at $1.2M); decreased their positions in TQQQ (-24.0K shares, valued at $4.4M), FDG (-2.0K shares, valued at $240.9K), SCHD (-7.6K shares, valued at $198.2K); initiated new positions in BMNR (+12.5K shares, valued at $650.4K), BKGI (+15.4K shares, valued at $598.6K), KLAC (+425 shares, valued at $458.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AVGO BROADCOM INC18.0K shares25.04%2025-09-302025-10-28
QQQ INVESCO QQQ TR11.9K shares57.15%2025-09-302025-10-28 AAPL APPLE INC21.7K shares3.78%2025-09-302025-10-28 NVDA NVIDIA CORPORATION16.5K shares45.77%2025-09-302025-10-28 TQQQ PROSHARES TR16.7K shares-59.04%2025-09-302025-10-28 VOO VANGUARD INDEX FDS8.3K shares194.56%2025-09-302025-10-28 GOOGL ALPHABET INC11.7K shares9.39%2025-09-302025-10-28 MOAT VANECK ETF TRUST26.2K shares0.00%2025-09-302025-10-28 IGM ISHARES TR19.3K shares0.00%2025-09-302025-10-28 GRNY TIDAL TRUST I92.5K shares40.15%2025-09-302025-10-28 VUG VANGUARD INDEX FDS4.8K shares0.00%2025-09-302025-10-28 MSFT MICROSOFT CORP4.3K shares23.41%2025-09-302025-10-28 ORCL ORACLE CORP7.7K shares16.62%2025-09-302025-10-28 JPM JPMORGAN CHASE & CO.6.8K shares17.80%2025-09-302025-10-28 QQQM INVESCO EXCH TRADED FD TR II6.6K shares0.00%2025-09-302025-10-28 CVX CHEVRON CORP NEW9.7K shares13.56%2025-09-302025-10-28 USMV ISHARES TR15.1K shares-3.51%2025-09-302025-10-28 VB VANGUARD INDEX FDS5.6K shares77.53%2025-09-302025-10-28 IBM INTERNATIONAL BUSINESS MACHS4.7K shares14.58%2025-09-302025-10-28 COST COSTCO WHSL CORP NEW1.4K shares1.51%2025-09-302025-10-28 SCHD SCHWAB STRATEGIC TR49.7K shares-13.20%2025-09-302025-10-28 AMZN AMAZON COM INC5.8K shares-3.96%2025-09-302025-10-28 ABBV ABBVIE INC5.0K shares34.47%2025-09-302025-10-28 WMT WALMART INC10.2K shares15.06%2025-09-302025-10-28 CSCO CISCO SYS INC14.9K shares52.66%2025-09-302025-10-28 PLTR PALANTIR TECHNOLOGIES INC5.6K shares21.17%2025-09-302025-10-28 RTX RTX CORPORATION6.1K shares17.21%2025-09-302025-10-28 PG PROCTER AND GAMBLE CO6.2K shares16.22%2025-09-302025-10-28 JNJ JOHNSON & JOHNSON4.9K shares34.22%2025-09-302025-10-28 META META PLATFORMS INC1.2K shares-1.60%2025-09-302025-10-28 TXN TEXAS INSTRS INC4.9K shares25.81%2025-09-302025-10-28 FDVV FIDELITY COVINGTON TRUST16.0K shares0.00%2025-09-302025-10-28 MA MASTERCARD INCORPORATED1.5K shares0.00%2025-09-302025-10-28 FDTX FIDELITY COVINGTON TRUST21.1K shares-1.28%2025-09-302025-10-28 VONE VANGUARD SCOTTSDALE FDS2.6K shares0.00%2025-09-302025-10-28 ITW ILLINOIS TOOL WKS INC3.0K shares11.84%2025-09-302025-10-28 LOW LOWES COS INC3.0K shares0.00%2025-09-302025-10-28 RSPT INVESCO EXCHANGE TRADED FD T16.4K shares0.00%2025-09-302025-10-28 TSLA TESLA INC1.6K shares-9.41%2025-09-302025-10-28 QCOM QUALCOMM INC4.3K shares19.68%2025-09-302025-10-28 ACN ACCENTURE PLC IRELAND2.9K shares27.03%2025-09-302025-10-28 SMHX VANECK ETF TRUST18.1K shares-6.43%2025-09-302025-10-28 NVS NOVARTIS AG5.2K shares5.14%2025-09-302025-10-28 IAU ISHARES GOLD TR9.0K shares-11.87%2025-09-302025-10-28 BMNR BITMINE IMMERSION TECNOLOGIE12.5K sharesnew addition2025-09-302025-10-28 FPEI FIRST TR EXCH TRADED FD III33.5K shares0.00%2025-09-302025-10-28 BOXX EA SERIES TRUST7.5K shares13.73%2025-09-302025-10-28 XOM EXXON MOBIL CORP5.3K shares17.23%2025-09-302025-10-28 BKGI BNY MELLON ETF TRUST15.4K sharesnew addition2025-09-302025-10-28 MCD MCDONALDS CORP1.9K shares50.72%2025-09-302025-10-28 ACWV ISHARES INC4.6K shares0.00%2025-09-302025-10-28 ABT ABBOTT LABS4.0K shares27.39%2025-09-302025-10-28 KMI KINDER MORGAN INC DEL18.7K shares43.00%2025-09-302025-10-28 IWF ISHARES TR1.1K shares0.00%2025-09-302025-10-28 CRM SALESFORCE INC2.2K shares0.00%2025-09-302025-10-28 V VISA INC1.5K shares52.71%2025-09-302025-10-28 DUK DUKE ENERGY CORP NEW4.1K shares46.38%2025-09-302025-10-28 PH PARKER-HANNIFIN CORP661 shares78.17%2025-09-302025-10-28 SYK STRYKER CORPORATION1.3K shares0.00%2025-09-302025-10-28 COP CONOCOPHILLIPS5.1K shares57.72%2025-09-302025-10-28 EMR EMERSON ELEC CO3.6K shares35.00%2025-09-302025-10-28 JPIE J P MORGAN EXCHANGE TRADED F10.3K shares-18.86%2025-09-302025-10-28 AXP AMERICAN EXPRESS CO1.4K shares73.53%2025-09-302025-10-28 FTNT FORTINET INC5.5K shares19.57%2025-09-302025-10-28 KLAC KLA CORP425 sharesnew addition2025-09-302025-10-28 IDEV ISHARES TR5.7K shares0.00%2025-09-302025-10-28 HD HOME DEPOT INC1.1K shares61.09%2025-09-302025-10-28 GPC GENUINE PARTS CO3.2K shares23.71%2025-09-302025-10-28 SHOP SHOPIFY INC3.0K shares32.52%2025-09-302025-10-28 HYD VANECK ETF TRUST8.6K shares0.00%2025-09-302025-10-28 AMGN AMGEN INC1.5K shares50.10%2025-09-302025-10-28 PM PHILIP MORRIS INTL INC2.6K sharesnew addition2025-09-302025-10-28 RF REGIONS FINANCIAL CORP NEW15.9K shares45.77%2025-09-302025-10-28 MPWR MONOLITHIC PWR SYS INC450 shares0.00%2025-09-302025-10-28 CAT CATERPILLAR INC854 shares-2.29%2025-09-302025-10-28 MMM 3M CO2.6K shares15.73%2025-09-302025-10-28 WMB WILLIAMS COS INC6.3K shares5.36%2025-09-302025-10-28 MS MORGAN STANLEY2.5K sharesnew addition2025-09-302025-10-28 BSJQ INVESCO EXCH TRD SLF IDX FD16.6K shares-18.68%2025-09-302025-10-28 AFL AFLAC INC3.5K shares0.00%2025-09-302025-10-28 IVES WEDBUSH SER TR11.1K sharesnew addition2025-09-302025-10-28 BSJR INVESCO EXCH TRD SLF IDX FD16.6K shares6.90%2025-09-302025-10-28 FDG AMERICAN CENTY ETF TR3.1K shares-39.18%2025-09-302025-10-28 SDY SPDR SERIES TRUST2.6K shares0.00%2025-09-302025-10-28 DIS DISNEY WALT CO3.1K shares-2.28%2025-09-302025-10-28 KO COCA COLA CO5.3K shares71.55%2025-09-302025-10-28 WFC WELLS FARGO CO NEW4.1K shares16.14%2025-09-302025-10-28 BRK.B BERKSHIRE HATHAWAY INC DEL658 shares-1.20%2025-09-302025-10-28 LMT LOCKHEED MARTIN CORP648 sharesnew addition2025-09-302025-10-28 GCOW PACER FDS TR8.1K shares0.00%2025-09-302025-10-28 MTB M & T BK CORP1.6K shares0.00%2025-09-302025-10-28 CFG CITIZENS FINL GROUP INC5.8K sharesnew addition2025-09-302025-10-28 PSX PHILLIPS 662.3K shares0.00%2025-09-302025-10-28 UBER UBER TECHNOLOGIES INC3.2K sharesnew addition2025-09-302025-10-28 SMH VANECK ETF TRUST908 shares0.00%2025-09-302025-10-28 IVV ISHARES TR435 shares0.00%2025-09-302025-10-28 NFLX NETFLIX INC240 shares20.00%2025-09-302025-10-28 CAVA CAVA GROUP INC4.6K sharesnew addition2025-09-302025-10-28 MO ALTRIA GROUP INC4.2K sharesnew addition2025-09-302025-10-28 FIS FIDELITY NATL INFORMATION SV4.2K sharesnew addition2025-09-302025-10-28 CMI CUMMINS INC649 sharesnew addition2025-09-302025-10-28 PANW PALO ALTO NETWORKS INC1.3K shares0.00%2025-09-302025-10-28 XLK SELECT SECTOR SPDR TR966 sharesnew addition2025-09-302025-10-28 MDB MONGODB INC850 sharesnew addition2025-09-302025-10-28 AJG GALLAGHER ARTHUR J & CO851 sharesnew addition2025-09-302025-10-28 FITB FIFTH THIRD BANCORP5.9K sharesnew addition2025-09-302025-10-28 BSJS INVESCO EXCH TRD SLF IDX FD11.7K shares16.75%2025-09-302025-10-28 BTI BRITISH AMERN TOB PLC4.8K shares0.00%2025-09-302025-10-28 NRG NRG ENERGY INC1.5K shares0.00%2025-09-302025-10-28 XYZ BLOCK INC3.3K sharesnew addition2025-09-302025-10-28 CHAT TIDAL TRUST II3.9K sharesnew addition2025-09-302025-10-28 HYMB SPDR SERIES TRUST9.4K shares0.00%2025-09-302025-10-28 BAC BANK AMERICA CORP4.5K sharesnew addition2025-09-302025-10-28 DELL DELL TECHNOLOGIES INC1.6K sharesnew addition2025-09-302025-10-28 OUSA ALPS ETF TR2.5K sharesnew addition2025-09-302025-10-28 FBND FIDELITY MERRIMACK STR TR4.8K sharesnew addition2025-09-302025-10-28 GWW GRAINGER W W INC230 sharesnew addition2025-09-302025-10-28 PWR QUANTA SVCS INC520 sharesnew addition2025-09-302025-10-28 MRK MERCK & CO INC2.5K sharesnew addition2025-09-302025-10-28 SO SOUTHERN CO2.3K shares0.00%2025-09-302025-10-28 MRVL MARVELL TECHNOLOGY INC2.6K shares-0.96%2025-09-302025-10-28 ADI ANALOG DEVICES INC850 shares0.00%2025-09-302025-10-28 OMC OMNICOM GROUP INC2.6K sharesnew addition2025-09-302025-10-28 VLO VALERO ENERGY CORP1.2K sharesnew addition2025-09-302025-10-28 SCHY SCHWAB STRATEGIC TR7.4K shares0.00%2025-09-302025-10-28 BMY BRISTOL-MYERS SQUIBB CO4.5K sharesnew addition2025-09-302025-10-28 SNA SNAP ON INC580 sharesnew addition2025-09-302025-10-28 OPEN OPENDOOR TECHNOLOGIES INC10.0K sharesnew addition2025-09-302025-10-28 SGMO SANGAMO THERAPEUTICS INC12.4K shares-0.80%2025-09-302025-10-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available