13F-HR filed by BXM Wealth LLC
BXM Wealth LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-28, with 129 holding rows worth $105,570,503.
- Accession
- 0002085853-25-000177
- Filer
- CIK 2052379
- Filed
- 2025-10-28
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 129 entries on the cover page, a total value of $105,570,503 stated on the cover page (in dollars after the unit check, H1), rows summing to $105,570,503 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 |
|---|---|---|---|---|---|---|
| Broadcom Inc. | 11135F101 | COM | 18,001 | $5,938,768 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 11,923 | $5,914,845 | dollars as filed | |
| Apple Inc | 037833100 | COM | 21,742 | $5,536,257 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 16,500 | $3,078,570 | dollars as filed | |
| PROSHARES TR | 74347X831 | ULTRAPRO QQQ | 16,669 | $3,022,279 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 8,339 | $2,941,874 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 11,654 | $2,833,208 | dollars as filed | |
| VANECK ETF TRUST | 92189F643 | MRNGSTR WDE MOAT | 26,174 | $2,594,105 | dollars as filed | |
| iShares Expanded Tech Sector ETF | 464287549 | SHS | 19,322 | $2,433,606 | dollars as filed | |
| TIDAL TRUST I | 886364231 | FUND GRAN US ETF | 92,460 | $2,316,823 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 4,794 | $2,299,250 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 4,281 | $2,217,378 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 7,705 | $2,166,954 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 6,751 | $2,129,468 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 6,605 | $1,632,228 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 9,732 | $1,511,312 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 15,124 | $1,438,897 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 5,633 | $1,335,733 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 4,722 | $1,332,360 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,415 | $1,309,913 | dollars as filed | |
| SCHD | 808524797 | COM | 49,713 | $1,302,562 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 5,816 | $1,277,019 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 4,950 | $1,146,123 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 10,214 | $1,052,655 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 14,904 | $1,019,732 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 5,580 | $1,017,904 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 6,082 | $1,017,701 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 6,168 | $947,713 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 4,942 | $916,393 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,229 | $902,563 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 4,899 | $900,093 | dollars as filed | |
| Fidelity High Dividend ETF | 316092840 | SHS | 16,000 | $891,360 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,491 | $848,096 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092139 | DISRUPTIVE TECH | 21,130 | $802,021 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C730 | COM | 2,600 | $786,110 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 2,976 | $776,022 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 2,982 | $749,406 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V282 | S&P500 EQL TEC | 16,441 | $732,940 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,636 | $727,562 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 4,349 | $723,529 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 2,900 | $715,140 | dollars as filed | |
| VANECK ETF TRUST | 92189H664 | FABLESS SEMICOND | 18,095 | $692,677 | dollars as filed | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 5,178 | $664,029 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 9,000 | $654,930 | dollars as filed | |
| BITMINE IMMERSION TECHS INC | 09175A206 | COM NEW | 12,525 | $650,423 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739P855 | INSTL PFD SECS | 33,500 | $647,890 | dollars as filed | |
| EA SERIES TRUST | 02072L565 | ALPHA ARCH 1-3 | 7,495 | $608,582 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 5,328 | $600,744 | dollars as filed | |
| BNY MELLON ETF TRUST | 09661T826 | GLOBAL INFRASCTR | 15,375 | $598,626 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,890 | $574,416 | dollars as filed | |
| ISHARES INC | 464286525 | MSCI GBL MIN VOL | 4,600 | $551,632 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 4,037 | $540,716 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 18,727 | $530,161 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,111 | $520,404 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 2,172 | $514,764 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,492 | $509,352 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 4,065 | $503,044 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 661 | $501,137 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 1,319 | $487,595 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 5,055 | $478,152 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 3,645 | $478,151 | dollars as filed | |
| JPMORGAN INCOME ETF | 46641Q159 | ETF | 10,292 | $477,635 | dollars as filed | |
| American Express Company | 025816109 | COM | 1,416 | $470,339 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 5,500 | $462,440 | dollars as filed | |
| KLA CORP | 482480100 | COM | 425 | $458,405 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 5,700 | $456,969 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,126 | $456,244 | dollars as filed | |
| GENUINE PARTS CO COM | 372460105 | Stock | 3,224 | $446,846 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 2,975 | $442,115 | dollars as filed | |
| VanEck High Yield Muni ETF | 92189H409 | SHS | 8,603 | $437,893 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 1,498 | $422,736 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 2,599 | $421,558 | dollars as filed | |
| REGIONS FINANCIAL CORP NEW COM | 7591EP100 | Stock | 15,925 | $419,942 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 450 | $414,288 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 854 | $407,486 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 2,575 | $399,589 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 6,253 | $396,128 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 2,490 | $395,810 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J635 | INVSCO BLSH 26 | 16,577 | $387,985 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 3,472 | $387,822 | dollars as filed | |
| WEDBUSH SER TR | 947913109 | DAN IVE REVO ETF | 11,090 | $383,513 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J585 | BULETSHS 2027 | 16,646 | $378,524 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072810 | FOCUSED DYNAMIC | 3,105 | $373,959 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 2,570 | $359,929 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 3,081 | $352,775 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 5,301 | $351,562 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 4,117 | $345,126 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 658 | $330,803 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 648 | $323,488 | dollars as filed | |
| PACER FDS TR | 69374H709 | GLOBL CASH ETF | 8,075 | $319,932 | dollars as filed | |
| M & T BK CORP COM | 55261F104 | Stock | 1,600 | $316,192 | dollars as filed | |
| CITIZENS FINL GROUP INC COM | 174610105 | Stock | 5,845 | $310,720 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 2,280 | $310,126 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 3,153 | $308,899 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 908 | $296,335 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 435 | $291,146 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 240 | $287,741 | dollars as filed | |
| CAVAGROUPINC | 148929102 | STOK | 4,640 | $280,302 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 4,218 | $278,641 | dollars as filed | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 4,199 | $276,882 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 649 | $274,118 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 1,340 | $272,851 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 966 | $272,277 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 850 | $263,823 | dollars as filed | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 851 | $263,589 | dollars as filed | |
| FIFTH THIRD BANCORP COM | 316773100 | Stock | 5,875 | $261,731 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46138J452 | INVSCO 28 HYCORP | 11,704 | $258,432 | dollars as filed | |
| BRITISH AMERN TOB PLC SPONSORED ADR | 110448107 | ADR | 4,825 | $256,111 | dollars as filed | |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 1,525 | $246,974 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 3,305 | $238,852 | dollars as filed | |
| TIDAL TRUST II | 88636J600 | ROUNDHILL GENER | 3,875 | $238,313 | dollars as filed | |
| SPDR SERIES TRUST | 78464A284 | NUVEEN ICE HIGH | 9,393 | $234,167 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 4,523 | $233,328 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 1,605 | $227,567 | dollars as filed | |
| ALPS ETF TR | 00162Q387 | OSHARES US QUALT | 2,500 | $226,160 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 4,793 | $221,628 | dollars as filed | |
| WW GRAINGER INC COM | 384802104 | Stock | 230 | $219,181 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 520 | $215,498 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 2,543 | $213,434 | dollars as filed | |
| Southern Company | 842587107 | COM | 2,250 | $213,233 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 2,570 | $209,770 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 850 | $208,845 | dollars as filed | |
| OMNICOM GROUP INC COM | 681919106 | Stock | 2,560 | $208,717 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 1,225 | $208,569 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524672 | INTERNL DIVID | 7,385 | $206,337 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 4,550 | $205,205 | dollars as filed | |
| SNAP ON INC COM | 833034101 | Stock | 580 | $200,987 | dollars as filed | |
| OPENDOOR TECHNOLOGIES INC | 683712103 | COM | 10,000 | $79,700 | dollars as filed | |
| SANGAMO THERAPEUTICS INC | 800677106 | COM | 12,450 | $8,384 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002085853-25-000177 | this filing | 2025-10-28 | acceptance time not in the bulk data set |