Bkm Wealth Management, LLC Portfolio Holdings

Bkm Wealth Management, LLC

  • $233 Billion
  • Q1 2024

Bkm Wealth Management, LLC has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $233 Billion distributed in 196 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Value ETF with a value of $11.9B, Microsoft Corp with a value of $10.2B, Vanguard Ftse Developed Market with a value of $9.24B, Ishares S&P 500 Growth ETF with a value of $8.85B, and Xtrackers Russell Us Multifact with a value of $8.24B.

Examining the 13F form we can see an decrease of $2.03B in the current position value, from $235B to 233B.

Bkm Wealth Management, LLC is based out at Brookfield, WI

Below you can find more details about Bkm Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $233 Billion
ETFs: $110 Billion
Technology: $30.3 Billion
Industrials: $18.1 Billion
Financial Services: $15.5 Billion
Healthcare: $14.5 Billion
Consumer Defensive: $12.7 Billion
Consumer Cyclical: $8.29 Billion
Energy: $7.47 Billion
Other: $11.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.9 Billion 5.13% of portfolio
63,882
Q1 2024 Added 2.9%
$3.43T
$10.2 Billion 4.41% of portfolio
24,358
Q1 2024 Reduced 0.18%
$0
$9.24 Billion 3.97% of portfolio
184,114
Q1 2024 Reduced 41.11%
$0
$8.85 Billion 3.8% of portfolio
104,775
Q1 2024 Added 2.32%
$0
$8.24 Billion 3.54% of portfolio
157,975
Q1 2024 Reduced 2.0%
$3.68T
$7.72 Billion 3.32% of portfolio
45,006
Q1 2024 Added 2.61%
$0
$4.84 Billion 2.08% of portfolio
40,926
Q1 2024 Added 3.82%
$0
$4.67 Billion 2.01% of portfolio
18,673
Q1 2024 Added 1.16%
$0
$4.15 Billion 1.78% of portfolio
9,341
Q1 2024 Added 42.24%
$0
$3.99 Billion 1.71% of portfolio
43,652
Q1 2024 Reduced 0.29%
$0
$3.88 Billion 1.67% of portfolio
182,458
Q1 2024 Added 5,634.07%
$0
$3.87 Billion 1.67% of portfolio
37,696
Q1 2024 Added 3.54%
$0
$3.85 Billion 1.66% of portfolio
75,758
Q1 2024 Reduced 99.14%
$0
$3.62 Billion 1.56% of portfolio
86,695
Q1 2024 Reduced 6.27%
$134B
$3.37 Billion 1.45% of portfolio
13,241
Q1 2024 Reduced 0.41%
$0
$2.99 Billion 1.29% of portfolio
22,858
Q1 2024 Added 0.21%
$121B
$2.81 Billion 1.21% of portfolio
3,375
Q1 2024 Reduced 0.65%
$393B
$2.8 Billion 1.2% of portfolio
17,248
Q1 2024 Added 7.06%
$63.9B
$2.62 Billion 1.13% of portfolio
16,064
Q1 2024 Added 3.67%
$460B
$2.55 Billion 1.1% of portfolio
5,157
Q1 2024 Added 34.68%
$0
$2.39 Billion 1.03% of portfolio
14,697
Q1 2024 Added 1.86%
$181B
$2.35 Billion 1.01% of portfolio
8,332
Q1 2024 Added 5.34%
$384B
$2.29 Billion 0.98% of portfolio
14,473
Q1 2024 Added 16.27%
$299B
$2.13 Billion 0.92% of portfolio
13,499
Q1 2024 Added 27.21%
$0
$2.11 Billion 0.91% of portfolio
117,788
Q1 2024 Reduced 34.1%
Linde PLC New
-
$2.08 Billion 0.89% of portfolio
-
Q1 2024 Added 9.32%
$178B
$2.04 Billion 0.88% of portfolio
17,951
Q1 2024 Added 0.52%
$119B
$2 Billion 0.86% of portfolio
10,123
Q1 2024 Added 3.67%
$0
$1.99 Billion 0.86% of portfolio
11,770
Q1 2024 Reduced 26.46%
$71.9B
$1.98 Billion 0.85% of portfolio
7,381
Q1 2024 Added 9.2%
$188B
$1.97 Billion 0.85% of portfolio
5,690
Q1 2024 Added 16.89%
$97.5B
$1.91 Billion 0.82% of portfolio
7,655
Q1 2024 Added 13.37%
$223B
$1.86 Billion 0.8% of portfolio
10,635
Q1 2024 Added 9.83%
$56.2B
$1.84 Billion 0.79% of portfolio
21,409
Q1 2024 Added 13.37%
$0
$1.81 Billion 0.78% of portfolio
31,214
Q1 2024 Reduced 1.46%
$1.29B
$1.8 Billion 0.78% of portfolio
82,103
Q1 2024 Added 4.06%
$0
$1.78 Billion 0.77% of portfolio
5,171
Q1 2024 Reduced 2.27%
$158B
$1.74 Billion 0.75% of portfolio
9,129
Q1 2024 Added 1.15%
$169B
$1.69 Billion 0.72% of portfolio
5,928
Q1 2024 Added 16.85%
$0
$1.66 Billion 0.71% of portfolio
26,102
Q1 2024 Reduced 4.3%
$49.5B
$1.61 Billion 0.69% of portfolio
6,318
Q1 2024 Added 10.47%
$76.7B
$1.59 Billion 0.68% of portfolio
5,636
Q1 2024 Added 18.25%
$188B
$1.57 Billion 0.67% of portfolio
31,432
Q1 2024 Added 20.09%
$105B
$1.51 Billion 0.65% of portfolio
5,830
Q1 2024 Added 6.25%
$0
$1.44 Billion 0.62% of portfolio
16,653
Q1 2024 Added 11.42%
$42.2B
$1.44 Billion 0.62% of portfolio
11,696
Q1 2024 Added 13.34%
$393B
$1.41 Billion 0.61% of portfolio
1,923
Q1 2024 Reduced 1.54%
$24.6B
$1.41 Billion 0.61% of portfolio
17,162
Q1 2024 Reduced 12.01%
$190B
$1.38 Billion 0.6% of portfolio
23,015
Q1 2024 Added 189.79%

Summary

  • Portfolio
  • No. of Stocks 196
  • Current Value $233 Billion
  • Prior Value $235 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 18, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 132 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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