13F-HR filed by BXM Wealth LLC
BXM Wealth LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-30, with 96 holding rows worth $71,430,205.
- Accession
- 0001667731-25-000177
- Filer
- CIK 2052379
- Filed
- 2025-01-30
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 96 entries on the cover page, a total value of $71,430,205 stated on the cover page (in dollars after the unit check, H1), rows summing to $71,430,205 with VALUE read as dollars as filed, 13F file number 028-24677. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Apple Inc | 037833100 | COM | 19,746 | $4,944,793 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 14,862 | $3,445,606 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 5,754 | $2,941,617 | dollars as filed | |
| PROSHARES TR | 74347X831 | ULTRAPRO QQQ | 27,814 | $2,200,922 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 4,803 | $2,177,104 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 3 | $2,042,760 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 4,794 | $1,967,649 | dollars as filed | |
| iShares Expanded Tech Sector ETF | 464287549 | SHS | 18,582 | $1,897,036 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 12,917 | $1,734,624 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 3,218 | $1,733,890 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 6,869 | $1,650,484 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 8,630 | $1,633,659 | dollars as filed | |
| DIREXION SHARES ETF TRUST | 25459W862 | DA 500 BU 3X ETF | 8,265 | $1,394,306 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 5,700 | $1,366,347 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 3,194 | $1,346,271 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 9,030 | $1,307,905 | dollars as filed | |
| SCHD | 808524797 | COM | 45,203 | $1,234,946 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,324 | $1,213,141 | dollars as filed | |
| DIREXION SHARES ETF TRUST | 25459W847 | DAILY SMALL CAP | 28,915 | $1,210,960 | dollars as filed | |
| EA SERIES TRUST | 02072L565 | ALPHA ARCH 1-3 | 10,260 | $1,131,473 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 6,607 | $1,100,990 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 3,999 | $879,100 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 9,508 | $859,048 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 5,038 | $844,621 | dollars as filed | |
| BANK MONTREAL MEDIUM | 063679567 | NT LKD 43 | 17,655 | $825,018 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 5,526 | $799,170 | dollars as filed | |
| Fidelity High Dividend ETF | 316092840 | SHS | 16,000 | $799,040 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 7,845 | $777,989 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,468 | $773,005 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V282 | S&P500 EQL TEC | 20,551 | $769,018 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 3,305 | $725,084 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C730 | COM | 2,690 | $717,477 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 3,824 | $717,056 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 2,765 | $682,402 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 2,673 | $677,766 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 4,150 | $637,524 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739P855 | INSTL PFD SECS | 33,500 | $626,450 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 3,427 | $608,978 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 5,189 | $600,471 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 1,624 | $571,307 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072810 | FOCUSED DYNAMIC | 5,345 | $555,132 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 5,800 | $547,984 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 19,413 | $531,916 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 8,804 | $521,197 | dollars as filed | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 5,005 | $487,037 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,222 | $475,346 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 1,298 | $467,345 | dollars as filed | |
| VanEck High Yield Muni ETF | 92189H409 | SHS | 8,603 | $446,582 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,111 | $446,155 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 4,135 | $444,802 | dollars as filed | |
| VANECK ETF TRUST | 92189F643 | MRNGSTR WDE MOAT | 4,684 | $434,324 | dollars as filed | |
| RIO TINTO PLC SPONSORED ADR | 767204100 | ADR | 7,345 | $431,960 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,015 | $409,898 | dollars as filed | |
| KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | COM NEW | 14,690 | $387,522 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 3,588 | $386,571 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 1,119 | $374,115 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 3,269 | $369,757 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 3,472 | $359,144 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 609 | $356,576 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,214 | $351,926 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 4,060 | $345,059 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 3,076 | $342,513 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 2,700 | $334,611 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 2,520 | $332,892 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 5,935 | $321,202 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 1,206 | $314,332 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 6,973 | $313,004 | dollars as filed | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 1,097 | $311,383 | dollars as filed | |
| GENUINE PARTS CO COM | 372460105 | Stock | 2,606 | $304,277 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J817 | BULSHS 2025 HY | 12,815 | $295,631 | dollars as filed | |
| BHP BILLITON LIMITED SPONSORED ADS | 088606108 | ADR | 5,847 | $285,509 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 450 | $266,265 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 10,029 | $266,069 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 440 | $259,019 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 2,000 | $258,180 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 804 | $254,096 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 398 | $253,140 | dollars as filed | |
| REGIONS FINANCIAL CORP NEW COM | 7591EP100 | Stock | 10,750 | $252,840 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 2,530 | $251,684 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J635 | INVSCO BLSH 26 | 10,741 | $250,001 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 1,500 | $247,740 | dollars as filed | |
| SPDR SERIES TRUST | 78464A284 | NUVEEN ICE HIGH | 9,393 | $240,273 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 1,005 | $230,698 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 3,276 | $230,106 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 629 | $228,176 | dollars as filed | |
| DEVON ENERGY CORP NEW COM | 25179M103 | Stock | 6,725 | $220,109 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092139 | DISRUPTIVE TECH | 6,180 | $218,463 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 442 | $214,786 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,388 | $210,937 | dollars as filed | |
| PACER FDS TR | 69374H857 | US SMALL CAP CAS | 4,786 | $210,632 | dollars as filed | |
| M & T BK CORP COM | 55261F104 | Stock | 1,100 | $206,811 | dollars as filed | |
| KLA CORP | 482480100 | COM | 325 | $204,789 | dollars as filed | |
| VICTORY PORTFOLIOS II | 92647N873 | VCSHS US SMCP HG | 3,404 | $202,198 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 1,680 | $202,188 | dollars as filed | |
| KINROSS GOLD CORP | 496902404 | COM | 19,350 | $179,375 | dollars as filed | |
| SANGAMO THERAPEUTICS INC | 800677106 | COM | 18,550 | $18,921 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001667731-25-000177 | this filing | 2025-01-30 | acceptance time not in the bulk data set |