13F HOLDINGS REPORT
BXM Wealth LLC
Quarter ended Q2 2025 · Filed July 29, 2025 · Accession 0001667731-25-001000
Total Value
$84.2M
Positions
108
Other Managers
0
Confidential Omitted
No
Holdings (108)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 20,951 | $4.3M | 5.11% |
| 2 | INVESCO QQQ TR | IVZ | 7,587 | $4.1M | 4.91% |
| 3 | BROADCOM INC | AVGO | 14,396 | $4.0M | 4.72% |
| 4 | PROSHARES TR | 74347X831 | 40,692 | $3.4M | 4.01% |
| 5 | DIREXION SHS ETF TR | 25459W862 | 15,372 | $2.7M | 3.17% |
| 6 | VANECK ETF TRUST | 92189F643 | 26,174 | $2.5M | 2.92% |
| 7 | ISHARES TR | 464287549 | 19,322 | $2.2M | 2.58% |
| 8 | VANGUARD INDEX FDS | 922908736 | 4,794 | $2.1M | 2.50% |
| 9 | ALPHABET INC | GOOG | 10,654 | $1.9M | 2.22% |
| 10 | NVIDIA CORPORATION | NVDA | 11,319 | $1.8M | 2.12% |
| 11 | MICROSOFT CORP | MSFT | 3,469 | $1.7M | 2.05% |
| 12 | JPMORGAN CHASE & CO. | VYLD | 5,731 | $1.7M | 1.97% |
| 13 | VANGUARD INDEX FDS | 922908363 | 2,831 | $1.6M | 1.91% |
| 14 | SCHWAB STRATEGIC TR | 808524797 | 57,276 | $1.5M | 1.80% |
| 15 | INVESCO EXCH TRADED FD TR II | IVZ | 6,605 | $1.5M | 1.78% |
| 16 | TIDAL TRUST I | 886364231 | 65,970 | $1.5M | 1.77% |
| 17 | ISHARES TR | 46429B697 | 15,674 | $1.5M | 1.75% |
| 18 | ORACLE CORP | ORCL-PD | 6,607 | $1.4M | 1.72% |
| 19 | COSTCO WHSL CORP NEW | 22160K105 | 1,394 | $1.4M | 1.64% |
| 20 | AMAZON COM INC | AMZN | 6,056 | $1.3M | 1.57% |
| 21 | CHEVRON CORP NEW | CVX | 8,570 | $1.2M | 1.46% |
| 22 | INTERNATIONAL BUSINESS MACHS | INTR | 4,121 | $1.2M | 1.44% |
| 23 | META PLATFORMS INC | META | 1,249 | $921,874 | 1.10% |
| 24 | DIREXION SHS ETF TR | 25459W847 | 26,775 | $898,034 | 1.07% |
| 25 | WALMART INC | WMT | 8,877 | $867,993 | 1.03% |
| 26 | PROCTER AND GAMBLE CO | 742718109 | 5,307 | $859,850 | 1.02% |
| 27 | MASTERCARD INCORPORATED | MA | 1,491 | $837,853 | 1.00% |
| 28 | FIDELITY COVINGTON TRUST | 316092139 | 21,405 | $835,009 | 0.99% |
| 29 | FIDELITY COVINGTON TRUST | 316092840 | 16,000 | $832,320 | 0.99% |
| 30 | TEXAS INSTRS INC | 882508104 | 3,894 | $808,472 | 0.96% |
| 31 | VANGUARD INDEX FDS | 922908751 | 3,173 | $769,711 | 0.91% |
| 32 | RTX CORPORATION | RTX | 5,189 | $757,698 | 0.90% |
| 33 | EA SERIES TRUST | 02072L565 | 6,590 | $742,561 | 0.88% |
| 34 | VANGUARD SCOTTSDALE FDS | 92206C730 | 2,600 | $730,236 | 0.87% |
| 35 | ABBVIE INC | ABBV | 3,681 | $683,267 | 0.81% |
| 36 | ACCENTURE PLC IRELAND | ACN | 2,283 | $682,366 | 0.81% |
| 37 | CISCO SYS INC | CSCO | 9,763 | $677,357 | 0.80% |
| 38 | INVESCO EXCHANGE TRADED FD T | IVZ | 16,441 | $670,464 | 0.80% |
| 39 | LOWES COS INC | 548661107 | 2,982 | $661,616 | 0.79% |
| 40 | ILLINOIS TOOL WKS INC | 452308109 | 2,661 | $657,932 | 0.78% |
| 41 | ISHARES GOLD TR | IAU | 10,212 | $636,820 | 0.76% |
| 42 | FIRST TR EXCH TRADED FD III | 33739P855 | 33,500 | $636,165 | 0.76% |
| 43 | PALANTIR TECHNOLOGIES INC | PLTR | 4,605 | $627,754 | 0.75% |
| 44 | VANECK ETF TRUST | 92189H664 | 19,338 | $605,860 | 0.72% |
| 45 | NOVARTIS AG | NVSEF | 4,925 | $595,974 | 0.71% |
| 46 | SALESFORCE INC | CRM | 2,172 | $592,283 | 0.70% |
| 47 | QUALCOMM INC | QCOM | 3,634 | $578,751 | 0.69% |
| 48 | JOHNSON & JOHNSON | JNJ | 3,682 | $572,354 | 0.68% |
| 49 | TESLA INC | TSLA | 1,806 | $564,164 | 0.67% |
| 50 | AMERICAN CENTY ETF TR | 025072810 | 5,105 | $557,761 | 0.66% |
| 51 | ISHARES INC | 464286525 | 4,600 | $545,422 | 0.65% |
| 52 | STRYKER CORPORATION | SYK | 1,319 | $521,836 | 0.62% |
| 53 | J P MORGAN EXCHANGE TRADED F | 46641Q159 | 12,685 | $518,089 | 0.62% |
| 54 | EXXON MOBIL CORP | XOM | 4,545 | $489,951 | 0.58% |
| 55 | FORTINET INC | FTNT | 4,600 | $486,312 | 0.58% |
| 56 | INVESCO EXCH TRD SLF IDX FD | IVZ | 20,384 | $475,553 | 0.57% |
| 57 | ISHARES TR | 464287614 | 1,111 | $471,708 | 0.56% |
| 58 | ISHARES TR | 46435G326 | 5,700 | $433,428 | 0.52% |
| 59 | VANECK ETF TRUST | 92189H409 | 8,603 | $431,957 | 0.51% |
| 60 | ABBOTT LABS | ABLZF | 3,169 | $431,016 | 0.51% |
| 61 | DISNEY WALT CO | 254687106 | 3,153 | $391,004 | 0.46% |
| 62 | KINDER MORGAN INC DEL | EP-PC | 13,096 | $385,022 | 0.46% |
| 63 | WILLIAMS COS INC | 969457100 | 5,935 | $372,777 | 0.44% |
| 64 | MCDONALDS CORP | MCD | 1,254 | $366,381 | 0.44% |
| 65 | AFLAC INC | AFL | 3,472 | $366,157 | 0.44% |
| 66 | EMERSON ELEC CO | EMR | 2,700 | $359,991 | 0.43% |
| 67 | INVESCO EXCH TRD SLF IDX FD | IVZ | 15,571 | $353,542 | 0.42% |
| 68 | SPDR SERIES TRUST | 78464A763 | 2,570 | $348,826 | 0.41% |
| 69 | VISA INC | V | 977 | $346,884 | 0.41% |
| 70 | CATERPILLAR INC | CAT | 874 | $339,296 | 0.40% |
| 71 | 3M CO | MMM | 2,225 | $338,734 | 0.40% |
| 72 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 666 | $335,667 | 0.40% |
| 73 | MONOLITHIC PWR SYS INC | 609839105 | 450 | $329,121 | 0.39% |
| 74 | DUKE ENERGY CORP NEW | DUKB | 2,777 | $327,686 | 0.39% |
| 75 | INVESCO EXCH TRD SLF IDX FD | IVZ | 14,082 | $324,867 | 0.39% |
| 76 | GENUINE PARTS CO | GPC | 2,606 | $316,134 | 0.38% |
| 77 | M & T BK CORP | 55261F104 | 1,600 | $310,384 | 0.37% |
| 78 | PACER FDS TR | 69374H709 | 8,075 | $306,608 | 0.36% |
| 79 | CVS HEALTH CORP | CVS | 4,183 | $288,522 | 0.34% |
| 80 | CONOCOPHILLIPS | COP | 3,205 | $287,617 | 0.34% |
| 81 | WELLS FARGO CO NEW | 949746101 | 3,545 | $284,025 | 0.34% |
| 82 | AMGEN INC | AMGN | 998 | $278,652 | 0.33% |
| 83 | PALO ALTO NETWORKS INC | PANW | 1,340 | $274,218 | 0.33% |
| 84 | PHILLIPS 66 | PSX | 2,280 | $272,004 | 0.32% |
| 85 | ISHARES TR | 464287200 | 435 | $270,092 | 0.32% |
| 86 | AMERICAN EXPRESS CO | AXP | 816 | $260,288 | 0.31% |
| 87 | PARKER-HANNIFIN CORP | PH | 371 | $259,132 | 0.31% |
| 88 | SHOPIFY INC | SHOP | 2,245 | $258,961 | 0.31% |
| 89 | NETFLIX INC | NFLX | 200 | $257,113 | 0.31% |
| 90 | REGIONS FINANCIAL CORP NEW | RF-PF | 10,925 | $256,956 | 0.31% |
| 91 | HOME DEPOT INC | HD | 699 | $256,281 | 0.30% |
| 92 | VANECK ETF TRUST | 92189F676 | 908 | $253,223 | 0.30% |
| 93 | NRG ENERGY INC | NRG | 1,525 | $244,885 | 0.29% |
| 94 | PFIZER INC | PFE | 9,855 | $238,885 | 0.28% |
| 95 | NIKE INC | NKE | 3,243 | $233,935 | 0.28% |
| 96 | SPDR SERIES TRUST | 78464A284 | 9,393 | $232,759 | 0.28% |
| 97 | BRITISH AMERN TOB PLC | 110448107 | 4,825 | $228,367 | 0.27% |
| 98 | INVESCO EXCH TRD SLF IDX FD | IVZ | 10,025 | $221,040 | 0.26% |
| 99 | COCA COLA CO | KO | 3,090 | $218,618 | 0.26% |
| 100 | APOLLO GLOBAL MGMT INC | 03769M106 | 1,500 | $212,805 | 0.25% |
| 101 | SOUTHERN CO | SOMN | 2,250 | $206,618 | 0.25% |
| 102 | ANALOG DEVICES INC | ADI | 850 | $202,317 | 0.24% |
| 103 | BHP GROUP LTD | BHPLF | 4,205 | $202,218 | 0.24% |
| 104 | SCHWAB STRATEGIC TR | 808524672 | 7,385 | $201,980 | 0.24% |
| 105 | MARVELL TECHNOLOGY INC | MRVL | 2,595 | $200,861 | 0.24% |
| 106 | KINROSS GOLD CORP | KGCRF | 12,450 | $194,594 | 0.23% |
| 107 | SIBANYE STILLWATER LTD | SBYSF | 12,290 | $88,734 | 0.11% |
| 108 | SANGAMO THERAPEUTICS INC | SGMO | 12,550 | $6,793 | 0.01% |