BXM Wealth LLC
Net buyer this quarter
$184M
100
+$23.4M
31.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 QQQ | $24.8M | 13.48% | Not reported | +16.7% | Q4 2024 |
 AAPL | $7.18M | 3.90% | 0.00% | +5.4% | Q4 2024 |
 AVGO | $7.07M | 3.84% | 0.00% | +25.8% | Q4 2024 |
 GOOGL | $4.58M | 2.49% | 0.00% | +17.6% | Q4 2024 |
 NVDA | $3.78M | 2.05% | 0.00% | +44.5% | Q4 2024 |
 JPM | $2.51M | 1.36% | 0.00% | +14.8% | Q4 2024 |
 MSFT | $2.46M | 1.34% | 0.00% | +31.7% | Q4 2024 |
 CVX | $1.91M | 1.04% | 0.00% | +37.0% | Q4 2024 |
 IDEV | $1.79M | 0.97% | Not reported | -1.6% | Q1 2025 |
 CSCO | $1.72M | 0.94% | 0.00% | +32.5% | Q4 2024 |
 AMZN | $1.55M | 0.84% | 0.00% | +6.7% | Q4 2024 |
 TSM | $1.46M | 0.79% | 0.00% | +34.4% | Q4 2025 |
 KLAC | $1.42M | 0.77% | 0.00% | +210.5% | Q4 2024 |
 TXN | $1.39M | 0.76% | 0.00% | +16.7% | Q4 2024 |
 COST | $1.39M | 0.76% | 0.00% | Not reported | Q4 2024 |
 JNJ | $1.38M | 0.75% | 0.00% | +26.9% | Q4 2024 |
 IBM | $1.35M | 0.73% | 0.00% | +14.4% | Q4 2024 |
 ABBV | $1.3M | 0.71% | 0.00% | +37.0% | Q4 2024 |
 ORCL | $1.23M | 0.67% | 0.00% | +17.7% | Q4 2024 |
 RTX | $1.22M | 0.66% | 0.00% | +16.2% | Q4 2024 |
 WMT | $1.16M | 0.63% | 0.00% | +15.9% | Q4 2024 |
 META | $1.16M | 0.63% | Not reported | +36.4% | Q4 2024 |
 OUSA | $1.13M | 0.62% | Not reported | +78.0% | Q3 2025 |
 CAT | $979K | 0.53% | 0.00% | -1.6% | Q4 2024 |
 AMD | $927K | 0.50% | 0.00% | New | Q2 2026 |
 FTNT | $845K | 0.46% | 0.00% | +12.2% | Q4 2024 |
 PG | $813K | 0.44% | 0.00% | +20.4% | Q4 2024 |
 MA | $806K | 0.44% | 0.00% | Not reported | Q4 2024 |
 ITW | $805K | 0.44% | 0.00% | +11.8% | Q4 2024 |
 DELL | $804K | 0.44% | 0.00% | +8.8% | Q3 2025 |
| IAU | $778K | 0.42% | 0.00% | Not reported | Q1 2025 |
 PLTR | $770K | 0.42% | 0.00% | +32.5% | Q1 2025 |
 NVS | $758K | 0.41% | 0.00% | Not reported | Q4 2024 |
 TSLA | $743K | 0.40% | 0.00% | +20.5% | Q4 2024 |
 QCOM | $711K | 0.39% | 0.00% | +2.7% | Q4 2024 |
 V | $709K | 0.39% | 0.00% | +71.5% | Q4 2024 |
 XOM | $706K | 0.38% | 0.00% | +22.8% | Q4 2024 |
 LOW | $701K | 0.38% | 0.00% | -1.6% | Q4 2024 |
 PANW | $671K | 0.37% | 0.00% | +12.8% | Q1 2025 |
 DDOG | $634K | 0.35% | 0.00% | New | Q2 2026 |
 MPWR | $622K | 0.34% | 0.00% | Not reported | Q4 2024 |
 PH | $619K | 0.34% | 0.00% | +35.3% | Q4 2024 |
 AXP | $614K | 0.33% | 0.00% | +118.7% | Q2 2025 |
 KMI | $599K | 0.33% | 0.00% | +52.3% | Q4 2024 |
 SMH | $586K | 0.32% | Not reported | -6.8% | Q2 2025 |
 AMGN | $577K | 0.31% | 0.00% | +42.5% | Q4 2024 |
 EMR | $572K | 0.31% | 0.00% | +31.0% | Q4 2024 |
 AMAT | $570K | 0.31% | 0.00% | New | Q2 2026 |
 MU | $531K | 0.29% | 0.00% | New | Q2 2026 |
 MS | $524K | 0.29% | 0.00% | +99.6% | Q3 2025 |
| Q1 2026 | |||||
| QQQ | $16.6M | 12.82% | Not reported | -86.9% | Q4 2024 |
| AAPL | $5.97M | 4.60% | 0.00% | -88.4% | Q4 2024 |
| AVGO | $4.6M | 3.54% | 0.00% | -89.7% | Q4 2024 |
| GOOGL | $3.13M | 2.41% | 0.00% | -92.6% | Q4 2024 |
| NVDA | $2.28M | 1.75% | 0.00% | -90.4% | Q4 2024 |
| JPM | $1.96M | 1.51% | 0.00% | -88.5% | Q4 2024 |
| MSFT | $1.85M | 1.43% | 0.00% | -95.7% | Q4 2024 |
| CVX | $1.74M | 1.34% | 0.00% | -92.7% | Q4 2024 |
| IDEV | $1.71M | 1.31% | Not reported | 0.0% | Q1 2025 |
| COST | $1.48M | 1.14% | 0.00% | -84.0% | Q4 2024 |
| AMZN | $1.27M | 0.98% | 0.00% | -93.7% | Q4 2024 |
| WMT | $1.1M | 0.85% | 0.00% | -89.9% | Q4 2024 |
| RTX | $1.06M | 0.82% | 0.00% | -91.1% | Q4 2024 |
| ORCL | $1.05M | 0.81% | 0.00% | -91.4% | Q4 2024 |
| JNJ | $1.05M | 0.80% | 0.00% | -94.1% | Q4 2024 |
| IBM | $1.01M | 0.78% | 0.00% | -92.1% | Q4 2024 |
| IAU | $908K | 0.70% | 0.00% | Not reported | Q1 2025 |
| META | $864K | 0.67% | Not reported | -92.9% | Q4 2024 |
| CSCO | $859K | 0.66% | 0.00% | -64.5% | Q4 2024 |
| ABBV | $822K | 0.63% | 0.00% | -49.3% | Q4 2024 |
| MA | $785K | 0.60% | 0.00% | Not reported | Q4 2024 |
| TXN | $778K | 0.60% | 0.00% | -91.5% | Q4 2024 |
| TSM | $766K | 0.59% | 0.00% | -94.6% | Q4 2025 |
| LOW | $763K | 0.59% | 0.00% | -90.3% | Q4 2024 |
| NVS | $739K | 0.57% | 0.00% | -88.7% | Q4 2024 |
| PLTR | $729K | 0.56% | 0.00% | -63.6% | Q1 2025 |
| XOM | $714K | 0.55% | 0.00% | -2.9% | Q4 2024 |
| ITW | $693K | 0.53% | 0.00% | -87.8% | Q4 2024 |
| PG | $665K | 0.51% | 0.00% | -92.2% | Q4 2024 |
| CAT | $662K | 0.51% | 0.00% | -97.7% | Q4 2024 |
| OUSA | $607K | 0.47% | Not reported | +9.0% | Q3 2025 |
| TSLA | $545K | 0.42% | 0.00% | -79.9% | Q4 2024 |
| MPWR | $492K | 0.38% | 0.00% | Not reported | Q4 2024 |
| QCOM | $483K | 0.37% | 0.00% | -91.1% | Q4 2024 |
 SYK | $465K | 0.36% | 0.00% | -1.5% | Q4 2024 |
 WMB | $447K | 0.34% | 0.00% | Not reported | Q4 2024 |
 AFL | $425K | 0.33% | 0.00% | Not reported | Q4 2024 |
| PH | $419K | 0.32% | 0.00% | -99.3% | Q4 2024 |
| KMI | $412K | 0.32% | 0.00% | Not reported | Q4 2024 |
| FTNT | $400K | 0.31% | 0.00% | Not reported | Q4 2024 |
| EMR | $400K | 0.31% | 0.00% | Not reported | Q4 2024 |
| AMGN | $394K | 0.30% | 0.00% | -95.9% | Q4 2024 |
 COP | $392K | 0.30% | 0.00% | -92.6% | Q4 2024 |
 CSX | $370K | 0.29% | 0.00% | New | Q1 2026 |
 MRK | $370K | 0.28% | 0.00% | -61.9% | Q4 2024 |
| SMH | $367K | 0.28% | Not reported | -98.0% | Q2 2025 |
| V | $364K | 0.28% | 0.00% | -96.4% | Q4 2024 |
| DUK | $364K | 0.28% | 0.00% | -55.7% | Q4 2024 |
 MTB | $331K | 0.25% | 0.00% | Not reported | Q4 2024 |
 BRK.B | $315K | 0.24% | Not reported | -3.4% | Q4 2024 |
| Q4 2025 | |||||
| QQQ | $18.1M | 13.99% | Not reported | +1744.9% | Q4 2024 |
| AAPL | $6.24M | 4.81% | 0.00% | +829.5% | Q4 2024 |
| AVGO | $5.02M | 3.87% | 0.00% | +701.6% | Q4 2024 |
| GOOGL | $3.27M | 2.52% | 0.00% | +1155.2% | Q4 2024 |
| NVDA | $2.28M | 1.76% | 0.00% | +720.2% | Q4 2024 |
| MSFT | $2.22M | 1.71% | 0.00% | +2616.9% | Q4 2024 |
| JPM | $2.05M | 1.58% | 0.00% | +757.8% | Q4 2024 |
| IDEV | $1.68M | 1.30% | Not reported | +258.1% | Q1 2025 |
| COST | $1.35M | 1.04% | 0.00% | +558.9% | Q4 2024 |
| ORCL | $1.33M | 1.02% | 0.00% | +980.0% | Q4 2024 |
| AMZN | $1.31M | 1.01% | 0.00% | +1568.8% | Q4 2024 |
| IBM | $1.22M | 0.94% | 0.01% | +1028.6% | Q4 2024 |
| CVX | $1.19M | 0.92% | 0.01% | +1081.3% | Q4 2024 |
| META | $1M | 0.77% | Not reported | +1635.1% | Q4 2024 |
| WMT | $996K | 0.77% | 0.00% | +755.4% | Q4 2024 |
| RTX | $965K | 0.74% | 0.00% | +918.3% | Q4 2024 |
| MA | $896K | 0.69% | 0.00% | +5.3% | Q4 2024 |
| ABBV | $867K | 0.67% | 0.00% | +50.6% | Q4 2024 |
| PLTR | $851K | 0.66% | 0.00% | +145.1% | Q1 2025 |
| CSCO | $841K | 0.65% | 0.00% | +109.2% | Q4 2024 |
| IAU | $836K | 0.64% | 0.00% | +14.4% | Q1 2025 |
| JNJ | $817K | 0.63% | 0.00% | +1361.8% | Q4 2024 |
| LOW | $749K | 0.58% | 0.01% | +1015.1% | Q4 2024 |
| TSM | $683K | 0.53% | 0.00% | New | Q4 2025 |
| NVS | $676K | 0.52% | 0.00% | +726.9% | Q4 2024 |
| TXN | $653K | 0.50% | 0.01% | +862.1% | Q4 2024 |
| TSLA | $648K | 0.50% | 0.00% | +345.4% | Q4 2024 |
| QCOM | $637K | 0.49% | 0.00% | +870.6% | Q4 2024 |
| ITW | $636K | 0.49% | 0.01% | +632.3% | Q4 2024 |
| PG | $606K | 0.47% | 0.00% | +851.4% | Q4 2024 |
| OUSA | $577K | 0.44% | Not reported | +300.0% | Q3 2025 |
| XOM | $521K | 0.40% | 0.00% | -18.7% | Q4 2024 |
| CAT | $506K | 0.39% | 0.01% | +4699.2% | Q4 2024 |
| SYK | $505K | 0.39% | 0.00% | +8.9% | Q4 2024 |
| AFL | $427K | 0.33% | 0.00% | +11.5% | Q4 2024 |
 CRM | $414K | 0.32% | 0.00% | -33.7% | Q4 2024 |
| MPWR | $408K | 0.31% | 0.00% | Not reported | Q4 2024 |
| EMR | $405K | 0.31% | 0.00% | -16.3% | Q4 2024 |
 ACN | $405K | 0.31% | 0.00% | -48.0% | Q4 2024 |
| FTNT | $389K | 0.30% | 0.00% | -10.9% | Q4 2024 |
| V | $380K | 0.29% | 0.00% | +2111.7% | Q4 2024 |
| WMB | $369K | 0.28% | 0.00% | -1.7% | Q4 2024 |
 ABT | $356K | 0.27% | 0.00% | +612.7% | Q4 2024 |
| PH | $349K | 0.27% | 0.05% | +9401.2% | Q4 2024 |
 DIS | $348K | 0.27% | 0.00% | +95.2% | Q4 2024 |
| AMGN | $345K | 0.27% | 0.01% | +1718.4% | Q4 2024 |
 MCD | $344K | 0.27% | 0.00% | +1075.4% | Q4 2024 |
| BRK.B | $342K | 0.26% | Not reported | +3.5% | Q4 2024 |
 MMM | $339K | 0.26% | 0.00% | -17.7% | Q4 2024 |
| KMI | $338K | 0.26% | 0.00% | -34.3% | Q4 2024 |
| Q3 2025 | |||||
| AVGO | $5.94M | 5.63% | 0.00% | +25.0% | Q4 2024 |
| QQQ | $5.91M | 5.60% | Not reported | +57.2% | Q4 2024 |
| AAPL | $5.54M | 5.24% | 0.00% | +3.8% | Q4 2024 |
| NVDA | $3.08M | 2.92% | 0.00% | +45.8% | Q4 2024 |
| GOOGL | $2.83M | 2.68% | 0.00% | +9.4% | Q4 2024 |
| MSFT | $2.22M | 2.10% | 0.00% | +23.4% | Q4 2024 |
| ORCL | $2.17M | 2.05% | 0.00% | +16.6% | Q4 2024 |
| JPM | $2.13M | 2.02% | 0.00% | +17.8% | Q4 2024 |
| CVX | $1.51M | 1.43% | 0.00% | +13.6% | Q4 2024 |
| IBM | $1.33M | 1.26% | 0.00% | +14.6% | Q4 2024 |
| COST | $1.31M | 1.24% | 0.00% | +1.5% | Q4 2024 |
| AMZN | $1.28M | 1.21% | 0.00% | -4.0% | Q4 2024 |
| ABBV | $1.15M | 1.09% | 0.00% | +34.5% | Q4 2024 |
| WMT | $1.05M | 1.00% | 0.00% | +15.1% | Q4 2024 |
| CSCO | $1.02M | 0.97% | 0.00% | +52.7% | Q4 2024 |
| PLTR | $1.02M | 0.96% | 0.00% | +21.2% | Q1 2025 |
| RTX | $1.02M | 0.96% | 0.00% | +17.2% | Q4 2024 |
| PG | $948K | 0.90% | 0.00% | +16.2% | Q4 2024 |
| JNJ | $916K | 0.87% | 0.00% | +34.2% | Q4 2024 |
| META | $903K | 0.85% | Not reported | -1.6% | Q4 2024 |
| TXN | $900K | 0.85% | 0.00% | +25.8% | Q4 2024 |
| MA | $848K | 0.80% | 0.00% | Not reported | Q4 2024 |
| ITW | $776K | 0.74% | 0.00% | +11.8% | Q4 2024 |
| LOW | $749K | 0.71% | 0.00% | Not reported | Q4 2024 |
| TSLA | $728K | 0.69% | 0.00% | -9.4% | Q4 2024 |
| QCOM | $724K | 0.69% | 0.00% | +19.7% | Q4 2024 |
| ACN | $715K | 0.68% | 0.00% | +27.0% | Q4 2024 |
| NVS | $664K | 0.63% | 0.00% | +5.1% | Q4 2024 |
| IAU | $655K | 0.62% | 0.00% | -11.9% | Q1 2025 |
 BMNR | $650K | 0.62% | 0.01% | New | Q3 2025 |
| XOM | $601K | 0.57% | 0.00% | +17.2% | Q4 2024 |
| MCD | $574K | 0.54% | 0.00% | +50.7% | Q4 2024 |
| ABT | $541K | 0.51% | 0.00% | +27.4% | Q4 2024 |
| KMI | $530K | 0.50% | 0.00% | +43.0% | Q4 2024 |
| CRM | $515K | 0.49% | 0.00% | Not reported | Q4 2024 |
| V | $509K | 0.48% | 0.00% | +52.7% | Q4 2024 |
| DUK | $503K | 0.48% | 0.00% | +46.4% | Q4 2024 |
| PH | $501K | 0.47% | 0.00% | +78.2% | Q4 2024 |
| SYK | $488K | 0.46% | 0.00% | Not reported | Q4 2024 |
| COP | $478K | 0.45% | 0.00% | +57.7% | Q4 2024 |
| EMR | $478K | 0.45% | 0.00% | +35.0% | Q4 2024 |
| AXP | $470K | 0.45% | 0.00% | +73.5% | Q2 2025 |
| FTNT | $462K | 0.44% | 0.00% | +19.6% | Q4 2024 |
| KLAC | $458K | 0.43% | 0.00% | Not reported | Q4 2024 |
| IDEV | $457K | 0.43% | Not reported | Not reported | Q1 2025 |
 HD | $456K | 0.43% | 0.00% | +61.1% | Q4 2024 |
 GPC | $447K | 0.42% | 0.00% | +23.7% | Q4 2024 |
 SHOP | $442K | 0.42% | 0.00% | +32.5% | Q2 2025 |
| AMGN | $423K | 0.40% | 0.00% | +50.1% | Q4 2024 |
 PM | $422K | 0.40% | 0.00% | Not reported | Q4 2024 |