The Analysis of BXM Wealth LLC's Holdings
Currently, BXM Wealth LLC holds 136 types of securities in its portfolio with a total value $129.7M. In the most recent quarter, they have increased their positions in N/A (+208.0K shares, valued at $17.2M), AAPL (+180.4K shares, valued at $5.6M), N/A (+126.3K shares, valued at $4.4M); decreased their positions in N/A (-1.4K shares, valued at $373.2K), BKGI (-8.0K shares, valued at $299.1K), CRM (-732 shares, valued at $210.5K); initiated new positions in UPRO (+201.6K shares, valued at $3.3M), IJR (+19.1K shares, valued at $2.3M), NODE (+83.8K shares, valued at $1.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
INVESCO QQQ TR INVESCO QQQ TR220.0K shares1744.85%2025-12-312026-01-20
AAPL APPLE INC202.1K shares829.51%2025-12-312026-01-20 BROADCOM INC BROADCOM INC144.3K shares701.56%2025-12-312026-01-20 GRNY TIDAL TRUST I372.6K shares302.94%2025-12-312026-01-20 SCHD SCHWAB STRATEGIC TR134.7K shares170.95%2025-12-312026-01-20 TQQQ PROSHARES TR117.2K shares603.18%2025-12-312026-01-20 UPRO PROSHARES TR201.6K sharesnew addition2025-12-312026-01-20 ALPHABET INC ALPHABET INC146.3K shares1155.22%2025-12-312026-01-20 BOXX EA SERIES TRUST294.7K shares3831.51%2025-12-312026-01-20 MOAT VANECK ETF TRUST99.1K shares278.54%2025-12-312026-01-20 IGM ISHARES TR19.1K shares-1.16%2025-12-312026-01-20 VUG VANGUARD INDEX FDS4.9K shares2.21%2025-12-312026-01-20 IJR ISHARES TR19.1K sharesnew addition2025-12-312026-01-20 NVDA NVIDIA CORPORATION135.3K shares720.15%2025-12-312026-01-20 MSFT MICROSOFT CORP116.3K shares2616.89%2025-12-312026-01-20 JPM JPMORGAN CHASE & CO.57.9K shares757.75%2025-12-312026-01-20 IDEV ISHARES TR20.4K shares258.11%2025-12-312026-01-20 QQQM INVESCO EXCH TRADED FD TR II6.6K shares0.03%2025-12-312026-01-20 USMV ISHARES TR15.1K shares0.00%2025-12-312026-01-20 COST COSTCO WHSL CORP NEW9.3K shares558.87%2025-12-312026-01-20 ORCL ORACLE CORP83.2K shares980.04%2025-12-312026-01-20 AMZN AMAZON COM INC97.1K shares1568.84%2025-12-312026-01-20 IBM INTERNATIONAL BUSINESS MACHS53.3K shares1028.61%2025-12-312026-01-20 CVX CHEVRON CORP NEW115.0K shares1081.33%2025-12-312026-01-20 NODE VANECK FDS83.8K sharesnew addition2025-12-312026-01-20 FDTX FIDELITY COVINGTON TRUST74.9K shares254.60%2025-12-312026-01-20 META META PLATFORMS INC21.3K shares1635.07%2025-12-312026-01-20 WMT WALMART INC87.4K shares755.37%2025-12-312026-01-20 RTX RTX CORPORATION61.9K shares918.25%2025-12-312026-01-20 IVV ISHARES TR1.4K shares223.68%2025-12-312026-01-20 FDVV FIDELITY COVINGTON TRUST16.0K shares0.00%2025-12-312026-01-20 VONE VANGUARD SCOTTSDALE FDS2.9K shares12.62%2025-12-312026-01-20 IVES WEDBUSH SER TR101.6K shares815.89%2025-12-312026-01-20 MA MASTERCARD INCORPORATED1.6K shares5.30%2025-12-312026-01-20 TIDAL TRUST III TIDAL TRUST III34.4K sharesnew addition2025-12-312026-01-20 ABBV ABBVIE INC7.5K shares50.55%2025-12-312026-01-20 PLTR PALANTIR TECHNOLOGIES INC13.7K shares145.13%2025-12-312026-01-20 CSCO CISCO SYS INC31.2K shares109.15%2025-12-312026-01-20 VB VANGUARD INDEX FDS67.7K shares1102.36%2025-12-312026-01-20 GCOW PACER FDS TR20.2K shares150.34%2025-12-312026-01-20 JNJ JOHNSON & JOHNSON72.2K shares1361.76%2025-12-312026-01-20 LOW LOWES COS INC33.3K shares1015.06%2025-12-312026-01-20 RSPT INVESCO EXCHANGE TRADED FD T16.4K shares0.00%2025-12-312026-01-20 BSJQ INVESCO EXCH TRD SLF IDX FD31.7K shares91.14%2025-12-312026-01-20 SMHX VANECK ETF TRUST19.2K shares6.08%2025-12-312026-01-20 TSM TAIWAN SEMICONDUCTOR MFG LTD41.8K sharesnew addition2025-12-312026-01-20 NVS NOVARTIS AG42.8K shares726.90%2025-12-312026-01-20 TXN TEXAS INSTRS INC47.1K shares862.11%2025-12-312026-01-20 TSLA TESLA INC7.3K shares345.42%2025-12-312026-01-20 QCOM QUALCOMM INC42.2K shares870.57%2025-12-312026-01-20 ITW ILLINOIS TOOL WKS INC21.8K shares632.33%2025-12-312026-01-20 BSJR INVESCO EXCH TRD SLF IDX FD27.9K shares67.31%2025-12-312026-01-20 PG PROCTER AND GAMBLE CO58.7K shares851.41%2025-12-312026-01-20 ALPS ETF TR ALPS ETF TR10.0K shares300.00%2025-12-312026-01-20 JPIE J P MORGAN EXCHANGE TRADED F12.4K shares20.18%2025-12-312026-01-20 IWF ISHARES TR1.2K shares4.95%2025-12-312026-01-20 XOM EXXON MOBIL CORP4.3K shares-18.67%2025-12-312026-01-20 CAT CATERPILLAR INC41.0K shares4699.18%2025-12-312026-01-20 SYK STRYKER CORPORATION1.4K shares8.87%2025-12-312026-01-20 FPEI FIRST TR EXCH TRADED FD III25.0K shares-25.37%2025-12-312026-01-20 HYD VANECK ETF TRUST8.6K shares0.00%2025-12-312026-01-20 AFL AFLAC INC3.9K shares11.52%2025-12-312026-01-20 OUSM ALPS ETF TR9.8K sharesnew addition2025-12-312026-01-20 CRM SALESFORCE INC1.4K shares-33.70%2025-12-312026-01-20 MPWR MONOLITHIC PWR SYS INC450 shares0.00%2025-12-312026-01-20 EMR EMERSON ELEC CO3.1K shares-16.30%2025-12-312026-01-20 FTNT FORTINET INC4.9K shares-10.91%2025-12-312026-01-20 V VISA INC33.0K shares2111.73%2025-12-312026-01-20 WMB WILLIAMS COS INC6.1K shares-1.71%2025-12-312026-01-20 SDY SPDR SERIES TRUST2.6K shares0.00%2025-12-312026-01-20 ABT ABBOTT LABS28.8K shares612.71%2025-12-312026-01-20 PH PARKER-HANNIFIN CORP62.8K shares9401.21%2025-12-312026-01-20 DIS DISNEY WALT CO6.0K shares95.16%2025-12-312026-01-20 SCHY SCHWAB STRATEGIC TR11.6K shares57.48%2025-12-312026-01-20 AMGN AMGEN INC27.2K shares1718.42%2025-12-312026-01-20 MCD MCDONALDS CORP22.2K shares1075.40%2025-12-312026-01-20 MMM 3M CO2.1K shares-17.71%2025-12-312026-01-20 KMI KINDER MORGAN INC DEL12.3K shares-34.32%2025-12-312026-01-20 SHOP SHOPIFY INC10.1K shares240.30%2025-12-312026-01-20 WFC WELLS FARGO CO NEW3.5K shares-13.82%2025-12-312026-01-20 MTB M & T BK CORP1.6K shares0.00%2025-12-312026-01-20 PANW PALO ALTO NETWORKS INC1.8K shares30.60%2025-12-312026-01-20 XLK SELECT SECTOR SPDR TR2.2K shares127.64%2025-12-312026-01-20 SMH VANECK ETF TRUST48.8K shares5269.16%2025-12-312026-01-20 HD HOME DEPOT INC6.1K shares437.48%2025-12-312026-01-20 MDB MONGODB INC725 shares-14.71%2025-12-312026-01-20 PSX PHILLIPS 662.3K shares0.00%2025-12-312026-01-20 NFLX NETFLIX INC8.7K shares3537.92%2025-12-312026-01-20 BKGI BNY MELLON ETF TRUST7.4K shares-51.71%2025-12-312026-01-20 BTI BRITISH AMERN TOB PLC4.8K shares0.00%2025-12-312026-01-20 AXP AMERICAN EXPRESS CO32.2K shares2172.39%2025-12-312026-01-20 GPC GENUINE PARTS CO51.1K shares1484.86%2025-12-312026-01-20 NRG NRG ENERGY INC1.7K shares8.98%2025-12-312026-01-20 RF REGIONS FINANCIAL CORP NEW9.7K shares-39.25%2025-12-312026-01-20 BSJS INVESCO EXCH TRD SLF IDX FD11.9K shares1.28%2025-12-312026-01-20 BKDV BNY MELLON ETF TRUST II8.9K sharesnew addition2025-12-312026-01-20 FDCF FIDELITY COVINGTON TRUST5.4K sharesnew addition2025-12-312026-01-20 IWM ISHARES TR3.5K sharesnew addition2025-12-312026-01-20 GS GOLDMAN SACHS GROUP INC13.5K sharesnew addition2025-12-312026-01-20 FMED FIDELITY COVINGTON TRUST9.0K sharesnew addition2025-12-312026-01-20 COP CONOCOPHILLIPS40.0K shares691.61%2025-12-312026-01-20 PWR QUANTA SVCS INC565 shares8.65%2025-12-312026-01-20 HYMB SPDR SERIES TRUST9.4K shares0.00%2025-12-312026-01-20 UBER UBER TECHNOLOGIES INC2.8K shares-10.43%2025-12-312026-01-20 ADI ANALOG DEVICES INC850 shares0.00%2025-12-312026-01-20 ELFY ALPS ETF TR13.3K sharesnew addition2025-12-312026-01-20 MS MORGAN STANLEY9.0K shares261.69%2025-12-312026-01-20 BHP BHP GROUP LTD3.4K sharesnew addition2025-12-312026-01-20 LMT LOCKHEED MARTIN CORP42.0K shares6379.01%2025-12-312026-01-20 VGT VANGUARD WORLD FD37.9K sharesnew addition2025-12-312026-01-20 DELL DELL TECHNOLOGIES INC48.5K shares2923.18%2025-12-312026-01-20 AJG GALLAGHER ARTHUR J & CO28.9K shares3301.88%2025-12-312026-01-20 FDG AMERICAN CENTY ETF TR152.5K shares4812.88%2025-12-312026-01-20 NKE NIKE INC16.6K sharesnew addition2025-12-312026-01-20 BITB BITWISE BITCOIN ETF TR30.3K sharesnew addition2025-12-312026-01-20 OPEN OPENDOOR TECHNOLOGIES INC10.0K shares0.00%2025-12-312026-01-20 QTJL INNOVATOR ETFS TRUST58.5K sharesnew addition2025-12-312026-01-20 KO COCA COLA CO40.3K shares661.06%2025-12-312026-01-20 ED CONSOLIDATED EDISON INC10.2K sharesnew addition2025-12-312026-01-20 JQUA J P MORGAN EXCHANGE TRADED F34.2K sharesnew addition2025-12-312026-01-20 SGMO SANGAMO THERAPEUTICS INC12.4K shares0.00%2025-12-312026-01-20 FDD FIRST TR EXCHANGE-TRADED FD28.9K sharesnew addition2025-12-312026-01-20 IGV ISHARES TR33.3K sharesnew addition2025-12-312026-01-20 SPXL DIREXION SHS ETF TR24.3K sharesnew addition2025-12-312026-01-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available