Bxm-Wealth
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "MPWR", "KTOS", "RF", null, "ACN", null, "MMM", "ABT", "ABBV", null, "GOOGL", null, "CAT", "AVGO", "LOW", "DUK", null, "SGMO", "HD", null, null, "MCD", null, "QCOM", "ITW", "EMR", "META", null, null, null, null, "KGC", "KMI", "MRVL", "MA", "MSFT", "GPC", "NVS", null, "ORCL", null, "IWF", "PANW", "IVV", "AAPL", null, "NVDA", "PLTR", "PFE", "PG", "MRK", "AMGN", "RIO", "RTX", "IBM", "SYK", "TXN", "ACWV", null, null, null, "VIG", "AFL", "SDY", "AJG", "FTNT", null, "AMZN", "VUG", "VONE", "VB", "VOO", "V", "WMT", "WFC", "WMB", "SCHD", "SO", "PSX", "CRM", "BRK-A", "BRK-B", null, "CAVA", "CVX", "CSCO", "KO", "COP", "COST", "CVS", "DHR", "DVN", "USMV", "QQQ", "DIS", "XOM", "JNJ", "TSLA", "PM", "PH", "APO", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-30
- Total Holdings
- 103
- Total Value
- 83236795
- Accession Number
- 0001667731-25-000555
- Form Type
- 13F-HR
- CIK
- bxm-wealth
- Manager Name
- Bxm-Wealth
Data Enrichment
80% identified82 identified21 unidentified
Holdings
103 positions • $83.2M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
1.5K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $205.4K | 0.2% ($205.4K/$83.2M) | YoY- | |
2.4K | QoQ NEW(+2.4K) YoY- | All Managers (Combined) | $203.5K | 0.2% ($203.5K/$83.2M) | QoQ NEW(+$203.5K) YoY- | |
12.6K | YoY- | All Managers (Combined) | $8.2K | 0.0% ($8.2K/$83.2M) | YoY- |