BW
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BXM Wealth LLC13F | |
| BXM Wealth LLC | |
| Last update 2026-04-23 | 131 Stocks (12 new) |
| Value $130.00 Mil | Turnover 5 % |
BXM Wealth LLC Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 28,844 | 16,648.1 | -86.89% | 12.820 | -12.16% | 0.000 | +23.27% | +15.28% | 470,507.0 | ||
AAPL | Apple Inc | 23,538 | 5,973.7 | -88.35% | 4.600 | -4.25% | 0.000 | +12.32% | +4.58% | 4,167,977.9 | Hardware | |
AVGO | Broadcom Inc | 14,877 | 4,604.5 | -89.69% | 3.540 | -3.47% | 0.000 | +18.16% | +5.86% | 1,736,611.9 | Semiconductors | |
GRNY |
Fundstrat Granny Shots US Large Cap ETF
Fundstrat Granny Shots US Large Cap ETF
| 185,134 | 4,419.1 | -50.31% | 3.400 | -1.55% | 0.110 | +12.43% | +8.52% | 4,250.2 | ||
VOO | Vanguard S&P 500 ETF | 7,088 | 4,235.7 | -88.07% | 3.260 | -2.61% | 0.000 | +13.35% | +7.53% | 968,886.7 | ||
SCHD | Schwab US Dividend Equity ETF | 129,746 | 3,980.6 | -3.68% | 3.060 | -0.10% | 0.000 | +5.63% | +18.92% | 95,286.4 | ||
BOXX | Alpha Architect 1-3 Month Box ETF | 28,490 | 3,313.1 | -90.33% | 2.550 | -2.27% | 0.030 | +0.89% | +1.76% | 12,502.5 | ||
GOOGL | Alphabet Inc | 10,902 | 3,134.9 | -92.55% | 2.410 | -2.33% | 0.000 | +20.17% | +7.93% | 4,102,177.1 | Interactive Media | |
MOAT | VanEck Morningstar Wide Moat ETF | 29,915 | 2,892.8 | -69.81% | 2.230 | -1.63% | 0.030 | +7.23% | -0.42% | 11,940.0 | ||
TQQQ | PROSHARES TRUST | 69,338 | 2,890.0 | -40.84% | 2.220 | -1.15% | 0.010 | +74.62% | +36.79% | 33,982.8 |
BXM Wealth LLC's Historical Top Holdings Breakdowns
BXM Wealth LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 2026-03-31 | Reduce Reduce | -12.16% | 558.28 ($607.5) 633.22 | $706.52 | 16.30% | Reduce -86.89% | 28,844 | -191,118 | |
AAPL | Apple Inc | 2026-03-31 | Reduce Reduce | -4.25% | 246.63 ($260.25) 278.12 | $283.78 | 9.04% | Reduce -88.35% | 23,538 | -178,556 | |
AVGO | Broadcom Inc | 2026-03-31 | Reduce Reduce | -3.47% | 293.41 ($329.05) 354.61 | $365.02 | 10.93% | Reduce -89.69% | 14,877 | -129,412 | |
VOO | Vanguard S&P 500 ETF | 2026-03-31 | Reduce Reduce | -2.61% | 580.93 ($625.4) 639.7 | $670.26 | 7.17% | Reduce -88.07% | 7,088 | -52,336 | |
GOOGL | Alphabet Inc | 2026-03-31 | Reduce Reduce | -2.33% | 273.5 ($314.21) 343.69 | $337.39 | 7.38% | Reduce -92.55% | 10,902 | -135,381 | |
UPRO |
ProShares UltraPro S&P 500 ETF 3x Shares
ProShares UltraPro S&P 500 ETF 3x Shares
| 2026-03-31 | Reduce Reduce | -2.31% | 89.29 ($113) 122.23 | $132.08 | 16.88% | Reduce -90.68% | 18,799 | -182,824 | |
BOXX | Alpha Architect 1-3 Month Box ETF | 2026-03-31 | Reduce Reduce | -2.27% | 115.13 ($115.67) 116.29 | $117.13 | 1.26% | Reduce -90.33% | 28,490 | -266,177 | |
UJAN |
Innovator U.S. Equity Ultra Buffer ETF - January
Innovator U.S. Equity Ultra Buffer ETF - January
| 2026-03-31 | New Buy New Buy | +1.81% | 41.94 ($43.27) 43.68 | $44.88 | 3.72% | New holding | 55,195 | 55,195 | |
MSFT | Microsoft Corp | 2026-03-31 | Reduce Reduce | -1.64% | 356.77 ($418.44) 483.47 | $372.97 | -10.87% | Reduce -95.7% | 5,001 | -111,309 | |
MOAT | VanEck Morningstar Wide Moat ETF | 2026-03-31 | Reduce Reduce | -1.63% | 94.29 ($103.66) 107.67 | $103.12 | -0.52% | Reduce -69.81% | 29,915 | -69,163 |
BXM Wealth LLC Total Holding History ($B)
BXM Wealth LLC's Asset Allocation
BXM Wealth LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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BXM Wealth LLC's Hypothetical Growth since 2026-03-31
BXM Wealth LLC's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
BXM Wealth LLC's Holdings Heat Map
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BXM Wealth LLC's Holdings Bubble Chart
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