Long-term investor
Bxm Wealth LLC @bxmwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002052379).
Record
- Tracked since 2025-06-30 (441 days), 210 trades recorded
- Returns: week n/a · month n/a · 90 days +14.4% · 6 months n/a · 1 year +18.3% · all +18.3%
- Max drawdown n/a · win rate 10% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 13.5% · long · since 2025-06-30
- GRNY · 4.3% · long · since 2025-06-30
- VOO · 4.1% · long · since 2025-06-30
- AAPL · 3.9% · long · since 2025-06-30
- AVGO · 3.8% · long · since 2025-06-30
- GOOGL · 2.5% · long · since 2025-06-30
- SCHD · 2.2% · long · since 2025-06-30
- NVDA · 2.1% · long · since 2025-06-30
- MOAT · 1.9% · long · since 2025-06-30
- TQQQ · 1.6% · long · since 2025-06-30
- IJR · 1.6% · long · since 2025-12-31
- IGM · 1.6% · long · since 2025-06-30