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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 $71,430,205
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 19,746 $4,944,793 6.92%
2.
Broadcom Inc.
 AVGO 14,862 $3,445,606 4.82%
3.
Invesco Qqq Tr
 5,754 $2,941,617 4.11%
4.
Proshares Tr
 27,814 $2,200,922 3.08%
5.
Berkshire Hathaway Inc
 BRK.A 4,803 $2,177,104 3.04%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)