Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Bxm Wealth Llc > Profile

Instuitional Investor - Bxm Wealth Llc

Fund Profile
Filing Period:
Fund Name: Bxm Wealth Llc
Portfolio Value $83,236,795
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 10,407 $4,874,364 5.86%
2.
Apple Inc.
 AAPL 21,277 $4,717,280 5.67%
3.
Vaneck Etf Trust
 31,189 $2,742,789 3.3%
4.
Broadcom Inc.
 AVGO 15,413 $2,590,539 3.11%
5.
Berkshire Hathaway Inc
 BRK.A 4,813 $2,563,250 3.08%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)