Titelia

Portfolio von BXM Wealth LLC

116 gemeldete Positionen · zum 31.03.2026

Originalmeldung · Zehn größte Positionen: 44.1 % des Aktienteils

Aufteilung nach Branche

  • Technologie 19,1 %
  • Fonds 7,7 %
  • Finanzen 4,6 %
  • Industrie 4,0 %
  • Kommunikation 3,9 %
  • Gesundheit 3,7 %
  • Basiskonsum 3,0 %
  • Zyklischer Konsum 2,7 %
  • Energie 1,9 %
  • Versorger 0,7 %
  • Rohstoffe 0,2 %
  • Nicht zugeordnet 48,6 %

Einstufung von Titelia, Gesellschaft für Gesellschaft. Der nicht zugeordnete Anteil bleibt sichtbar.

Aufteilung nach Währung

  • USD 100,0 %

Die gemeldete Notierungswährung jeder Position.

Länderaufteilung

  • US 98,9 %
  • TW 0,6 %
  • GB 0,2 %
  • AU 0,2 %

Anteile berechnet auf den Aktienteil.

RangLandPositionenWertAnteil
1US113116,9 Mio. $98,90 %
2TW1766.471 $0,65 %
3GB1282.118 $0,24 %
4AU1245.498 $0,21 %

Positionen

RangGesellschaftStückeWertGewicht
1Invesco QQQ Trust Series 1 28.84416,6 Mio. $
2Apple Inc 23.5386 Mio. $
3Broadcom Inc 14.8774,6 Mio. $
4Tidal Trust I 185.1344,4 Mio. $
5Vanguard S&P 500 ETF 7.0884,2 Mio. $
6Schwab US Dividend Equity ETF 129.7464 Mio. $
7Alpha Architect 1-3 Month Box 28.4903,3 Mio. $
8Alphabet Inc 10.9023,1 Mio. $
9VanEck Morningstar Wide Moat ETF 29.9152,9 Mio. $
10ProShares Trust 69.3382,9 Mio. $
11iShares Core S&P Small-Cap ETF 19.1032,4 Mio. $
12Vanguard Growth ETF 5.2352,3 Mio. $
13NVIDIA Corp 13.0592,3 Mio. $
14iShares Expanded Tech Sector ETF 17.6222,1 Mio. $
15JPMorgan Chase & Co 6.6742 Mio. $
16Microsoft Corp 5.0011,9 Mio. $
17Chevron Corp 8.4271,7 Mio. $
18iShares Core MSCI International Developed Markets ETF 20.4181,7 Mio. $
19INVESCO EXCHANGE-TRADED FUND TRUST II 6.6181,6 Mio. $
20Costco Wholesale Corp 1.4891,5 Mio. $
21iShares MSCI USA Min Vol Factor ETF 15.1241,4 Mio. $
22Amazon.com Inc 6.0941,3 Mio. $
23VanEck Onchain Economy ETF 35.2241,1 Mio. $
24Walmart Inc 8.8441,1 Mio. $
25RTX Corp 5.5131,1 Mio. $
26Oracle Corp 7.1221 Mio. $
27Johnson & Johnson 4.2781 Mio. $
28International Business Machines Corp. 4.1871 Mio. $
29Fidelity Covington Trust 25.840954.000 $
30Pacer Funds Trust 20.215934.742 $
31Ishares Gold Trust 10.300908.048 $
32Vanguard Small-Cap ETF 3.460906.243 $
33Fidelity Covington Trust 16.000883.840 $
34Meta Platforms Inc 1.510863.948 $
35Cisco Systems, Inc. 11.076859.387 $
36AbbVie Inc 3.778821.677 $
37Vanguard Russell 1000 2.728805.087 $
38iShares Core S&P 500 ETF 1.211791.037 $
39Mastercard Inc 1.570784.502 $
40Texas Instruments Inc 4.006777.725 $
41Taiwan Semiconductor Manufacturing Co Ltd 2.268766.471 $
42Lowe's Cos Inc 3.231763.412 $
43Novartis AG 4.840739.266 $
44Palantir Technologies Inc 4.985729.206 $
45Exxon Mobil Corp 4.209714.109 $
46Illinois Tool Works Inc 2.661692.632 $
47Procter & Gamble Co/The 4.605665.146 $
48Caterpillar Inc 934661.702 $
49JPMorgan Income ETF 12.456573.844 $
50Tesla Inc 1.466544.986 $
51iShares Russell 1000 Growth ETF 1.166497.141 $
52Monolithic Power Systems Inc 450492.008 $
53QUALCOMM Inc 3.750482.871 $
54First Trust Exchange-Traded Fund III 25.000475.000 $
55Stryker Corp 1.415464.955 $
56Direxion Shares ETF Trust 2.492460.746 $
57Williams Cos Inc/The 6.146447.306 $
58BNY Mellon ETF Trust 9.875439.833 $
59VanEck High Yield Muni ETF 8.603431.354 $
60Aflac Inc 3.872424.797 $
61Parker-Hannifin Corp 468418.972 $
62Invesco S&P 500 Low Volatility 5.721418.434 $
63Vanguard Total Stock Market ETF 1.290413.845 $
64Kinder Morgan, Inc. 12.300412.419 $
65Fortinet Inc 4.900400.428 $
66Emerson Electric Co. 3.051399.742 $
67Amgen Inc 1.119393.720 $
68ConocoPhillips 2.972392.304 $
69State Street SPDR S&P Dividend ETF 2.570375.066 $
70CSX Corp 9.022370.356 $
71Merck & Co Inc 3.073369.651 $
72Schwab International Dividend Equity ETF 11.630368.206 $
73VanEck Semiconductor ETF 958367.297 $
74Visa Inc 1.205364.240 $
75Duke Energy Corp 2.777363.620 $
76M&T Bank Corp 1.600330.752 $
77VanEck Pharmaceutical ETF 3.120324.106 $
78Berkshire Hathaway Inc 658315.314 $
79Abbott Laboratories 3.044312.527 $
80Netflix Inc 3.090297.104 $
81Walt Disney Co/The 3.081296.947 $
823M Co 2.044296.850 $
83Vertiv Holdings Co 1.180295.684 $
84Home Depot Inc/The 894294.028 $
85Lockheed Martin Corp 474286.481 $
86Quanta Services Inc 520285.490 $
87McDonald's Corp. 917284.880 $
88British American Tobacco PLC 4.825282.118 $
89Dell Technologies Inc 1.712281.055 $
90Palo Alto Networks Inc 1.745279.758 $
91BJ's Wholesale Club Holdings Inc 2.750270.655 $
92Analog Devices Inc 850270.419 $
93Genuine Parts Co 2.556270.297 $
94SELECT SECTOR SPDR TRUST (THE) 2.003266.211 $
95Wells Fargo & Co 3.324264.654 $
96Regions Financial Corp 9.675252.711 $
97iShares Russell 2000 ETF 1.014251.424 $
98Goldman Sachs Group Inc/The 297251.259 $
99American Express Co 830251.058 $
100BHP Group Ltd 3.375245.498 $