BXM Wealth LLC
132 holdingsFiling period: 2026-03-31Current AUM: $150.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 28.8K | $16.6M | $19.8M | 13.20% | -191,118 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 23.5K | $6.0M | $7.3M | 4.84% | -178,556 | 2026-03-31 |
| 3 | AVGO | BROADCOM INC | 14.9K | $4.6M | $5.8M | 3.85% | -129,412 | 2026-03-31 |
| 4 | GRNY | TIDAL TRUST I | 185.1K | $4.4M | $5.0M | 3.33% | -187,423 | 2026-03-31 |
| 5 | VOO | VANGUARD INDEX FDS | 7.1K | $4.2M | $4.9M | 3.24% | -52,336 | 2026-03-31 |
| 6 | SCHD | SCHWAB STRATEGIC TR | 129.7K | $4.0M | $4.3M | 2.89% | -4,952 | 2026-03-31 |
| 7 | BOXX | EA SERIES TRUST | 28.5K | $3.3M | $3.4M | 2.23% | -266,177 | 2026-03-31 |
| 8 | GOOGL | ALPHABET INC | 10.9K | $3.1M | $3.9M | 2.58% | -135,381 | 2026-03-31 |
| 9 | MOAT | VANECK ETF TRUST | 29.9K | $2.9M | $3.2M | 2.15% | -69,163 | 2026-03-31 |
| 10 | TQQQ | PROSHARES TR | 69.3K | $2.9M | $4.5M | 2.98% | -47,875 | 2026-03-31 |
| 11 | IJR | ISHARES TR | 19.1K | $2.4M | $2.8M | 1.85% | +2 | 2026-03-31 |
| 12 | UJAN | INNOVATOR ETFS TRUST | 55.2K | $2.3M | $2.5M | 1.67% | -- | 2026-03-31 |
| 13 | VUG | VANGUARD INDEX FDS | 5.2K | $2.3M | $2.7M | 1.78% | +335 | 2026-03-31 |
| 14 | NVDA | NVIDIA CORPORATION | 13.1K | $2.3M | $2.6M | 1.74% | -122,265 | 2026-03-31 |
| 15 | IGM | ISHARES TR | 17.6K | $2.1M | $2.7M | 1.80% | -1,475 | 2026-03-31 |
| 16 | JPM | JPMORGAN CHASE & CO | 6.7K | $2.0M | $2.3M | 1.56% | -51,233 | 2026-03-31 |
| 17 | MSFT | MICROSOFT CORP | 5.0K | $1.9M | $2.3M | 1.55% | -111,309 | 2026-03-31 |
| 18 | UPRO | PROSHARES TR | 18.8K | $1.8M | $2.6M | 1.75% | -182,824 | 2026-03-31 |
| 19 | CVX | CHEVRON CORPORATION | 8.4K | $1.7M | $1.7M | 1.10% | -106,540 | 2026-03-31 |
| 20 | IDEV | ISHARES TR | 20.4K | $1.7M | $1.8M | 1.23% | +6 | 2026-03-31 |
| 21 | QQQM | INVESCO EXCH TRADED FD TR II | 6.6K | $1.6M | $1.9M | 1.25% | +11 | 2026-03-31 |
| 22 | COST | COSTCO WHOLESALE CORPORATION | 1.5K | $1.5M | $1.4M | 0.94% | -7,834 | 2026-03-31 |
| 23 | USMV | ISHARES TR | 15.1K | $1.4M | $1.5M | 0.98% | -- | 2026-03-31 |
| 24 | GRNJ | TIDAL TRUST III | 51.6K | $1.3M | $1.5M | 0.97% | +17.1K | 2026-03-31 |
| 25 | AMZN | AMAZON COM INC | 6.1K | $1.3M | $1.7M | 1.10% | -90,966 | 2026-03-31 |
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