BXM Wealth LLC
Top Portfolio Positions
79 positions ·
$71,995,902 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 SGMO
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,087 | 12,350 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,229 | 12,450 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $8,341 | 12,450 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $6,777 | 12,550 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $8,283 | 12,550 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $18,921 | 18,550 | Shares | Sole | 2025-01-30 | |
| No 13F history on record for this holder in this stock. | ||||||