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Home > Institutional Investor > Bxm Wealth Llc > Profile

Instuitional Investor - Bxm Wealth Llc

Fund Profile
Filing Period:
Fund Name: Bxm Wealth Llc
Portfolio Value $129,686,799
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 219,962 $18,138,426 13.99%
2.
Apple Inc.
 AAPL 202,094 $6,236,766 4.81%
3.
Broadcom Inc.
 AVGO 144,289 $5,019,297 3.87%
4.
Tidal Trust I
 372,557 $4,003,655 3.09%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 59,424 $3,837,009 2.96%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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