13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002052379
Total reported value
$183.8M
$183.8M
96 檔
8.5%
In Q4 2024, BXM Wealth LLC's U.S. equity holdings reached a combined market value of $183.8M, distributed across 96 disclosed stock positions.
During Q4 2024, BXM Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AVGO, QQQ) accounted for 8.5% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.92% | -0.70% | — | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 4.82% | +0.30% | — | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.12% | +0.66% | — | |
| 4 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 3.08% | -0.58% | — | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.05% | -0.06% | — | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.86% | — | — | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 2.75% | -0.30% | — | |
| 8 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.66% | -0.05% | — | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.43% | +0.30% | — | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.43% | +0.79% | — | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 2.31% | -0.14% | — | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.29% | +0.08% | — | |
| 13 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 1.95% | -0.03% | — | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.91% | -0.15% | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.88% | -0.09% | — | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.83% | -0.30% | — | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.73% | -0.82% | — | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.70% | -0.38% | — | |
| 19 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 1.70% | — | — | |
| 20 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 1.58% | -1.21% | — | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 1.54% | -0.14% | — | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 1.23% | -0.05% | — | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 1.20% | -0.22% | — | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.18% | -0.07% | — | |
| 25 | SPYU | Max S&p 500 4x Leveraged Etn | ETF-Large Cap & Growth | 1.15% | — | — | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.12% | -0.05% | — | |
| 27 | FDVV | Fidelity High Dividend ETF | ETF-Other | 1.12% | -0.16% | — | |
| 28 | COP | Conocophillips | Stock-Energy | 1.09% | -0.03% | — | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 1.08% | -0.16% | — | |
| 30 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.08% | — | — | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | -0.14% | — | |
| 32 | VONE | Vanguard Russell 1000 | ETF-Other | 1.00% | -0.12% | — | |
| 33 | TXN | Texas Instruments Inc | Stock-Tech | 1.00% | +0.16% | — | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.96% | -0.21% | — | |
| 35 | ITW | Illinois Tool Works | Stock-Industrials | 0.95% | -0.09% | — | |
| 36 | QCOM | Qualcomm Inc | Stock-Tech | 0.89% | +0.02% | — | |
| 37 | FPEI | First Trust Institutional Pr | ETF-Other | 0.88% | -0.11% | — | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.85% | +0.08% | — | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.84% | -0.16% | — | |
| 40 | ACN | Accenture plc | Stock-Tech | 0.80% | — | — | |
| 41 | FDG | American Century Focused Dyn | ETF-Other | 0.78% | — | — | |
| 42 | FTNT | Fortinet Inc | Stock-Tech | 0.77% | +0.15% | — | |
| 43 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.74% | +0.01% | — | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.73% | +0.28% | — | |
| 45 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.68% | -0.16% | — | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.67% | +0.01% | — | |
| 47 | SYK | Stryker CORP | Stock-Healthcare | 0.65% | -0.12% | — | |
| 48 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.63% | -0.09% | — | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.62% | -0.06% | — | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.17% | — |
According to official SEC Form 13F filings, BXM Wealth LLC reported a total U.S. public equity portfolio value of $183.8M across 96 disclosed positions in Q4 2024.
During Q4 2024, BXM Wealth LLC's top holdings by market value included AAPL (6.9%)、AVGO (4.8%)、QQQ (4.1%). The largest single position, AAPL, represented 6.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q4 2024, BXM Wealth LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.