BXM Wealth LLC
Top Portfolio Positions
79 positions ·
$71,995,902 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
28,844 | $16,648,179 | 23.12% |
| AAPL |
Apple Inc.
Technology
|
23,538 | $5,973,709 | 8.30% |
| AVGO |
Broadcom Inc.
Technology
|
14,877 | $4,604,580 | 6.40% |
| GOOGL |
Alphabet Inc.
Communication Services
|
10,902 | $3,134,979 | 4.35% |
| NVDA |
Nvidia Corp
Technology
|
13,059 | $2,277,489 | 3.16% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
6,674 | $1,963,223 | 2.73% |
| MSFT |
Microsoft Corp
Technology
|
5,001 | $1,851,220 | 2.57% |
| CVX |
Chevron Corp
Energy
|
8,427 | $1,743,546 | 2.42% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
1,489 | $1,483,684 | 2.06% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,094 | $1,269,197 | 1.76% |
Portfolio Trend
Holdings in FCRS
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $250,373 | 24,888 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $251,368 | 24,888 | Shares | Sole | 2026-01-20 | |
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