Stock Taper

BXM WEALTH LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Novartis AGNVS4.84K$758.48K
Bank of America CorporationBAC5.09K$290.04K
Exxon Mobil CorporationXOM5.17K$706.42K
AbbVie Inc.ABBV5.18K$1.3M
Bristol-Myers Squibb CompanyBMY5.35K$308.27K
Johnson & JohnsonJNJ5.43K$1.38M
Fortinet, Inc.FTNT5.5K$844.91K
The Procter & Gamble CompanyPG5.55K$813.26K
Citizens Financial Group, Inc.CFG5.84K$409.56K
Fifth Third BancorpFITB5.88K$331.17K
RTX CorporationRTX6.41K$1.22M
The Williams Companies, Inc.WMB6.43K$477.93K
Amazon.com, Inc.AMZN6.5K$1.55M
Microsoft CorporationMSFT6.59K$2.46M
Palantir Technologies Inc.PLTR6.6K$770.37K
JPMorgan Chase & Co.JPM7.66K$2.51M
Enphase Energy, Inc.ENPH7.76K$382.35K
Oracle CorporationORCL8.38K$1.23M
Opendoor Technologies Inc.OPEN10K$46.2K
CION Investment CorporationCION10.19K$63.48K