13F-HR filed by BXM Wealth LLC
BXM Wealth LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-30, with 103 holding rows worth $83,236,795.
- Accession
- 0001667731-25-000555
- Filer
- CIK 2052379
- Filed
- 2025-04-30
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 103 entries on the cover page, a total value of $83,236,795 stated on the cover page (in dollars after the unit check, H1), rows summing to $83,236,795 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 |
|---|---|---|---|---|---|---|
| INVESCO QQQ TR | 46090E103 | COM | 10,407 | $4,874,364 | dollars as filed | |
| Apple Inc | 037833100 | COM | 21,277 | $4,717,280 | dollars as filed | |
| VANECK ETF TRUST | 92189F643 | MRNGSTR WDE MOAT | 31,189 | $2,742,789 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 15,413 | $2,590,539 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 4,813 | $2,563,250 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 3 | $2,395,325 | dollars as filed | |
| iShares Expanded Tech Sector ETF | 464287549 | SHS | 25,842 | $2,343,094 | dollars as filed | |
| PROSHARES TR | 74347X831 | ULTRAPRO QQQ | 39,302 | $2,249,920 | dollars as filed | |
| DIREXION SHARES ETF TRUST | 25459W862 | DA 500 BU 3X ETF | 13,640 | $1,913,317 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 4,794 | $1,777,711 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 10,721 | $1,774,402 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 10,755 | $1,665,953 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 15,221 | $1,649,845 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 7,213 | $1,597,087 | dollars as filed | |
| TIDAL TRUST I | 886364231 | FUND GRAN US ETF | 84,415 | $1,539,629 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 16,024 | $1,499,929 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 5,945 | $1,457,976 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 3,821 | $1,438,087 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,389 | $1,313,983 | dollars as filed | |
| SCHD | 808524797 | COM | 47,284 | $1,311,482 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 2,500 | $1,283,786 | dollars as filed | |
| EA SERIES TRUST | 02072L565 | ALPHA ARCH 1-3 | 10,335 | $1,153,419 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 4,146 | $1,028,869 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 5,015 | $953,084 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 6,582 | $920,359 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 5,377 | $912,826 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 15,312 | $902,796 | dollars as filed | |
| DIREXION SHARES ETF TRUST | 25459W847 | DAILY SMALL CAP | 30,015 | $876,495 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 4,901 | $808,890 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,467 | $804,092 | dollars as filed | |
| Fidelity High Dividend ETF | 316092840 | SHS | 16,000 | $793,600 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 3,761 | $787,730 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 8,877 | $784,609 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 2,383 | $742,163 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q761 | US QUALTY FCTR | 12,535 | $707,370 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 3,894 | $695,437 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 2,982 | $693,982 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 5,189 | $684,968 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C730 | COM | 2,650 | $672,729 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,155 | $664,791 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 2,661 | $659,339 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V282 | S&P500 EQL TEC | 18,816 | $643,507 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 4,150 | $636,134 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739P855 | INSTL PFD SECS | 33,500 | $626,450 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 2,262 | $606,413 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 9,763 | $601,194 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072810 | FOCUSED DYNAMIC | 6,245 | $570,211 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 5,800 | $558,308 | dollars as filed | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 4,975 | $554,987 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 2,820 | $547,052 | dollars as filed | |
| ISHARES INC | 464286525 | MSCI GBL MIN VOL | 4,600 | $535,302 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 4,422 | $525,908 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 9,361 | $508,583 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 1,319 | $490,998 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,738 | $451,035 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,212 | $444,042 | dollars as filed | |
| VanEck High Yield Muni ETF | 92189H409 | SHS | 8,603 | $440,302 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 3,571 | $435,516 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 3,169 | $419,722 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 14,421 | $411,431 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,111 | $401,171 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 5,700 | $392,673 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 3,472 | $386,052 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 1,233 | $381,864 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,218 | $380,773 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J635 | INVSCO BLSH 26 | 15,759 | $365,454 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 5,288 | $357,028 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 5,935 | $354,676 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 3,405 | $349,336 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 4,120 | $349,241 | dollars as filed | |
| RIO TINTO PLC SPONSORED ADR | 767204100 | ADR | 5,810 | $349,065 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 2,570 | $348,698 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 5,620 | $345,716 | dollars as filed | |
| PACER FDS TR | 69374H709 | GLOBL CASH ETF | 9,115 | $336,546 | dollars as filed | |
| KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | COM NEW | 11,200 | $332,528 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 2,225 | $326,764 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 3,153 | $310,979 | dollars as filed | |
| GENUINE PARTS CO COM | 372460105 | Stock | 2,606 | $309,834 | dollars as filed | |
| KINROSS GOLD CORP | 496902404 | COM | 23,750 | $301,658 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 2,700 | $296,028 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J817 | BULSHS 2025 HY | 12,831 | $295,750 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 834 | $291,429 | dollars as filed | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 843 | $288,680 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 2,280 | $281,534 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 831 | $272,472 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 450 | $260,991 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,532 | $253,063 | dollars as filed | |
| DEVON ENERGY CORP NEW COM | 25179M103 | Stock | 6,765 | $253,011 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 9,855 | $249,039 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 401 | $242,930 | dollars as filed | |
| SPDR SERIES TRUST | 78464A284 | NUVEEN ICE HIGH | 9,393 | $236,891 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 3,276 | $235,184 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 2,530 | $226,771 | dollars as filed | |
| REGIONS FINANCIAL CORP NEW COM | 7591EP100 | Stock | 10,425 | $226,535 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 395 | $221,951 | dollars as filed | |
| BANK MONTREAL MEDIUM | 063679567 | NT LKD 43 | 6,200 | $217,372 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 1,260 | $215,006 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 1,299 | $207,662 | dollars as filed | |
| Southern Company | 842587107 | COM | 2,250 | $206,888 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 1,005 | $206,025 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 1,500 | $205,410 | dollars as filed | |
| CAVAGROUPINC | 148929102 | STOK | 2,355 | $203,496 | dollars as filed | |
| SANGAMO THERAPEUTICS INC | 800677106 | COM | 12,550 | $8,230 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001667731-25-000555 | this filing | 2025-04-30 | acceptance time not in the bulk data set |