Holdings of BXM Wealth LLC
116 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 44.1 % of the equity sleeve
Sector breakdown
- Technology 19.1 %
- Funds 7.7 %
- Financials 4.6 %
- Industrials 4.0 %
- Communication 3.9 %
- Health care 3.7 %
- Consumer staples 3.0 %
- Consumer discretionary 2.7 %
- Energy 1.9 %
- Utilities 0.7 %
- Materials 0.2 %
- Unattributed 48.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 98.9 %
- TW 0.6 %
- GB 0.2 %
- AU 0.2 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 113 | 116.9M $ | 98.90 % |
| 2 | TW | 1 | 766.5K $ | 0.65 % |
| 3 | GB | 1 | 282.1K $ | 0.24 % |
| 4 | AU | 1 | 245.5K $ | 0.21 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | Arista Networks Inc | 1,984 | 243.6K $ | |
| 102 | NRG Energy Inc | 1,662 | 242.9K $ | |
| 103 | Phillips 66 | 1,300 | 236.8K $ | |
| 104 | Alps Electrification Infrastructure Etf | 5,960 | 234.4K $ | |
| 105 | Fidelity Covington Trust | 5,355 | 230.5K $ | |
| 106 | Cava Group Inc | 2,830 | 228.9K $ | |
| 107 | KLA Corp | 152 | 223.8K $ | |
| 108 | Southern Co/The | 2,250 | 217.2K $ | |
| 109 | Fidelity Covington Trust | 8,690 | 213.5K $ | |
| 110 | BitMine Immersion Technologies Inc | 10,790 | 213.4K $ | |
| 111 | State Street SPDR Nuveen ICE High Yield Municipal Bond ETF | 8,578 | 212.7K $ | |
| 112 | Invesco S&P 500 Equal Weight ETF | 1,107 | 212.5K $ | |
| 113 | Morgan Stanley | 1,256 | 206.7K $ | |
| 114 | Opendoor Technologies Inc | 10,000 | 46.8K $ | |
| 115 | Eightco Holdings Inc | 12,850 | 12K $ | |
| 116 | Sangamo Therapeutics Inc | 12,350 | 3K $ |