• 13F History

BXM Wealth LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 30, 2025
Value $
$71.4M
Signature - Title
Camaron Barta - Investment Advisor Representative
Location
Englewood, CO
Summary
This page shows a list of all the recent 13F filings made by BXM Wealth LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BXM Wealth LLC reported 96 stock holdings with total value $71.4M as of Q4 2024. Top holdings included AAPL, AVGO, QQQ, TQQQ, and BRKB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 96 $71.4M $0 $0 AAPL, AVGO, QQQ, TQQQ, BRKB 13F-HR 1/30/2025, 12:26 PM