BXM Wealth LLC Portfolio Holdings
Q3 2025•127 long positions•$102.6M portfolio value
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Holding137 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $5.9M 5.79% | +$1.2M Bought | 0.0% 18.0K shares | 14.4K → 18.0K +$1.2M | +25.04% | $1.56T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $5.9M 5.77% | +$2.2M Bought | — 11.9K shares | 7.6K → 11.9K +$2.2M | +57.15% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $5.5M 5.4% | +$201.4K Bought | 0.0% 21.7K shares | 21.0K → 21.7K +$201.4K | +3.78% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $3.1M 3.0% | +$966.7K Bought | 0.0% 16.5K shares | 11.3K → 16.5K +$966.7K | +45.77% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.0M 2.95% | -$4.4M Sold | — 16.7K shares | 40.7K → 16.7K −$4.4M | -59.04% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.9M 2.87% | +$1.9M Bought | — 8.3K shares | 2.8K → 8.3K +$1.9M | +194.56% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $2.8M 2.76% | +$243.1K Bought | 0.0% 11.7K shares | 10.7K → 11.7K +$243.1K | +9.39% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.6M 2.53% | — | — 26.2K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.4M 2.37% | — | — 19.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.3M 2.24% | — | — 4.8K shares | — | — | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $2.2M 2.16% | +$420.6K Bought | 0.0% 4.3K shares | 3.5K → 4.3K +$420.6K | +23.41% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $2.2M 2.11% | +$308.8K Bought | 0.0% 7.7K shares | 6.6K → 7.7K +$308.8K | +16.62% | $801.76B Mega Cap | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $2.1M 2.08% | +$321.7K Bought | 0.0% 6.8K shares | 5.7K → 6.8K +$321.7K | +17.8% | $867.35B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.6M 1.59% | — | — 6.6K shares | — | — | — — | Q2 2025 Held for 5 months | |
Oil & Gas Integrated Energy | $1.5M 1.47% | +$180.5K Bought | 0.0% 9.7K shares | 8.6K → 9.7K +$180.5K | +13.56% | $312.88B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 1.4% | -$52.3K Sold | — 15.1K shares | 15.7K → 15.1K −$52.3K | -3.51% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.3M 1.3% | +$583.3K Bought | — 5.6K shares | 3.2K → 5.6K +$583.3K | +77.53% | — — | Q4 2024 Held for 11 months | |
Information Technology Services Technology | $1.3M 1.3% | +$169.6K Bought | 0.001% 4.7K shares | 4.1K → 4.7K +$169.6K | +14.58% | $262.84B Mega Cap | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $1.3M 1.28% | +$19.4K Bought | 0.0% 1.4K shares | 1.4K → 1.4K +$19.4K | +1.51% | $410.27B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 1.27% | -$198.2K Sold | — 49.7K shares | 57.3K → 49.7K −$198.2K | -13.2% | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $1.3M 1.25% | -$52.7K Sold | 0.0% 5.8K shares | 6.1K → 5.8K −$52.7K | -3.96% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $1.1M 1.12% | +$293.8K Bought | 0.0% 5.0K shares | 3.7K → 5.0K +$293.8K | +34.47% | $409.03B Mega Cap | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $1.1M 1.03% | +$137.8K Bought | 0.0% 10.2K shares | 8.9K → 10.2K +$137.8K | +15.06% | $821.68B Mega Cap | Q4 2024 Held for 11 months | |
Communication Equipment Technology | $1.0M 0.994% | +$351.7K Bought | 0.0% 14.9K shares | 9.8K → 14.9K +$351.7K | +52.66% | $270.48B Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $1.0M 0.992% | +$177.9K Bought | 0.0% 5.6K shares | 4.6K → 5.6K +$177.9K | +21.17% | $432.76B Mega Cap | Q1 2025 Held for 8 months | |
Aerospace & Defense Industrials | $1.0M 0.992% | +$149.4K Bought | 0.0% 6.1K shares | 5.2K → 6.1K +$149.4K | +17.21% | $223.98B Mega Cap | Q4 2024 Held for 11 months | |
Household & Personal Products Consumer Defensive | $947.7K 0.924% | +$132.3K Bought | 0.0% 6.2K shares | 5.3K → 6.2K +$132.3K | +16.22% | $359.62B Mega Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $916.4K 0.894% | +$233.6K Bought | 0.0% 4.9K shares | 3.7K → 4.9K +$233.6K | +34.22% | $446.55B Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $902.6K 0.88% | -$14.7K Sold | 0.0% 1.2K shares | 1.2K → 1.2K −$14.7K | -1.6% | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $900.1K 0.878% | +$184.6K Bought | 0.001% 4.9K shares | 3.9K → 4.9K +$184.6K | +25.81% | $167.04B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $891.4K 0.869% | — | — 16.0K shares | — | — | — — | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $848.1K 0.827% | — | 0.0% 1.5K shares | — | — | $514.21B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $802.0K 0.782% | -$10.4K Sold | — 21.1K shares | 21.4K → 21.1K −$10.4K | -1.28% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $786.1K 0.766% | — | — 2.6K shares | — | — | — — | Q4 2024 Held for 11 months | |
Industrial - Machinery Industrials | $776.0K 0.757% | +$82.1K Bought | 0.001% 3.0K shares | 2.7K → 3.0K +$82.1K | +11.84% | $76.0B Large Cap | Q4 2024 Held for 11 months | |
Home Improvement Consumer Cyclical | $749.4K 0.731% | — | 0.001% 3.0K shares | — | — | $140.94B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $732.9K 0.715% | — | — 16.4K shares | — | — | — — | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $727.6K 0.709% | -$75.6K Sold | 0.0% 1.6K shares | 1.8K → 1.6K −$75.6K | -9.41% | $1.48T Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $723.5K 0.705% | +$119.0K Bought | 0.0% 4.3K shares | 3.6K → 4.3K +$119.0K | +19.68% | $179.50B Large Cap | Q4 2024 Held for 11 months | |
Information Technology Services Technology | $715.1K 0.697% | +$152.2K Bought | 0.0% 2.9K shares | 2.3K → 2.9K +$152.2K | +27.03% | $153.39B Large Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $664.0K 0.647% | +$32.4K Bought | — 5.2K shares | 4.9K → 5.2K +$32.4K | +5.14% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $654.9K 0.639% | -$88.2K Sold | — 9.0K shares | 10.2K → 9.0K −$88.2K | -11.87% | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $650.4K 0.634% | +$650.4K New | — 12.5K shares | 0 → 12.5K +$650.4K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $647.9K 0.632% | — | — 33.5K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $608.6K 0.593% | +$73.5K Bought | — 7.5K shares | 6.6K → 7.5K +$73.5K | +13.73% | — — | Q4 2024 Held for 11 months | |
Oil & Gas Integrated Energy | $600.7K 0.586% | +$88.3K Bought | 0.0% 5.3K shares | 4.5K → 5.3K +$88.3K | +17.23% | $480.68B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $598.6K 0.584% | +$598.6K New | — 15.4K shares | 0 → 15.4K +$598.6K | New | — — | Q3 2025 Held for 2 months | |
Restaurants Consumer Cyclical | $574.4K 0.56% | +$193.3K Bought | 0.0% 1.9K shares | 1.3K → 1.9K +$193.3K | +50.72% | $216.86B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $551.6K 0.538% | — | — 4.6K shares | — | — | — — | Q1 2025 Held for 8 months | |
Medical - Devices Healthcare | $540.7K 0.527% | +$116.3K Bought | 0.0% 4.0K shares | 3.2K → 4.0K +$116.3K | +27.39% | $233.12B Mega Cap | Q4 2024 Held for 11 months |
