Bxm-Wealth

Filing Details

13F-HR2025-03-31
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
Manager Name
Bxm-Wealth
Data Enrichment
80% identified
82 identified21 unidentified

Holdings

103 positions • $83.2M total value
Manager:
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Page 6 of 6
Apollo Global Management, Inc.
Shares:1.5K
Value:$205.4K
% of Portfolio:0.2% ($205.4K/$83.2M)
CAVA GROUP, INC.
Shares:2.4K
Value:$203.5K
% of Portfolio:0.2% ($203.5K/$83.2M)
SANGAMO THERAPEUTICS, INC
Shares:12.6K
Value:$8.2K
% of Portfolio:0.0% ($8.2K/$83.2M)