Filer Name: BXM WEALTH LLC
CIK: 2052379
Period: 2024-12-31
Filed At: 2025-01-30
Number of Holdings: 96
Portfolio Value: $0.07B

Bxm Wealth Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AAPL US APPLE INC 19,746 $5M 6.92% - -
AVGO US BROADCOM INC 14,862 $3M 4.82% - -
QQQ US INVESCO QQQ TRUST SERIES 1 5,754 $3M 4.12% - -
TQQQ US PROSHARES ULTRAPRO QQQ 27,814 $2M 3.08% - -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 4,803 $2M 3.05% - -
BRK/A US BERKSHIRE HATHAWAY INC-CL A 3 $2M 2.86% - -
VUG US VANGUARD GROWTH ETF 4,794 $2M 2.75% - -
IGM US ISHARES EXPANDED TECH SECTOR 18,582 $2M 2.66% - -
VOO US VANGUARD S&P 500 ETF 3,218 $2M 2.43% - -
NVDA US NVIDIA CORP 12,917 $2M 2.43% - -
VB US VANGUARD SMALL-CAP ETF 6,869 $2M 2.31% - -
GOOGL US ALPHABET INC-CL A 8,630 $2M 2.29% - -
SPXL US DIREXION DLY S&P 500 BULL 3X 8,265 $1M 1.95% - -
JPM US JPMORGAN CHASE & CO 5,700 $1M 1.91% - -
MSFT US MICROSOFT CORP 3,194 $1M 1.88% - -
CVX US CHEVRON CORP 9,030 $1M 1.83% - -
SCHD US SCHWAB US DVD EQUITY ETF 45,203 $1M 1.73% - -
COST US COSTCO WHOLESALE CORP 1,324 $1M 1.70% - -
TNA US DIREXION DLY SM CAP BULL 3X 28,915 $1M 1.70% - -
BOXX US ALPHA ARCHITECT 1-3 MNTH BOX 10,260 $1M 1.58% - -
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