Bkm Wealth Management, LLC Purchases in Q3 2025

Bkm Wealth Management, LLC

  • $271 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SDCI
Uscf ETF Tr Summerhaven Dynami
226K
New
N/A
226K $5.21B
GOOGL
Alphabet Inc.

Communication Services
12.9K
+ 894.86%
$174.36 - $254.72 $2.25M - $3.28M
14.3K $3.48B
META
Meta Platforms, Inc.

Communication Services
3.23K
+ 605.07%
$695.21 - $791.73 $2.24M - $2.55M
3.76K $2.76B
VEA
Vanguard Ftse Developed Market

ETFs
5.13K
+ 2.66%
$56.02 - $60.3 $287K - $309K
198K $11.9B
IVE
Ishares S&P 500 Value ETF

ETFs
480
+ 0.76%
$194.44 - $206.51 $93.3K - $99.1K
63.9K $13.2B
BCS
Barclays PLC

Financial Services
33.4K
New
$17.88 - $21.05 $596K - $702K
33.4K $689M
JPM
Jpmorgan Chase & CO

Financial Services
536
+ 3.09%
$282.78 - $316.06 $152K - $169K
17.9K $5.64B
DEUS
Xtrackers Russell Us Multifact

ETFs
4.95K
+ 2.97%
$55.9 - $58.67 $277K - $290K
172K $9.98B
GE
General Electric CO

Industrials
921
+ 12.4%
$244.75 - $305.63 $225K - $281K
8.35K $2.51B
NGG
National Grid PLC

Utilities
8.07K
New
$67.98 - $74.38 $548K - $600K
8.07K $586M
IJS
Ishares S&P Smallcap 600 Value

ETFs
345
+ 0.88%
$98.99 - $112.2 $34.2K - $38.7K
39.8K $4.4B
LOW
Lowes Companies Inc

Consumer Cyclical
11
+ 0.07%
$215.01 - $273.02 $2.37K - $3K
15.4K $3.86B
VTV
Vanguard Value ETF

ETFs
1.37K
+ 7.91%
$175.51 - $186.57 $241K - $256K
18.7K $3.49B
VUG
Vanguard Growth ETF

ETFs
229
+ 3.92%
$433.97 - $484.08 $99.4K - $111K
6.07K $2.91B
OMC
Omnicom Group Inc.

Communication Services
1.89K
+ 10.26%
$70.41 - $81.53 $133K - $154K
20.3K $1.66B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.75K
+ 7.18%
$26.38 - $27.95 $204K - $217K
116K $3.16B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
476
New
$567.77 - $614.76 $270K - $293K
476 $291M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
282
+ 0.69%
$122.57 - $132.57 $34.6K - $37.4K
41.4K $5.38B
ORCL
Oracle Corp

Technology
832
New
$218.96 - $328.33 $182K - $273K
832 $234M
BAR
Granite Shares Gold Trust

ETFs
1.83K
+ 6.4%
$32.23 - $38.06 $58.8K - $69.5K
30.4K $1.16B
GOOG
Alphabet Inc.

Communication Services
853
New
$175.16 - $255.24 $149K - $218K
853 $208M
BK
Bank Of New York Mellon Corp

Financial Services
1.89K
New
$90.65 - $109.75 $171K - $207K
1.89K $206M
SIVR
Abrdn Silver ETF Trust

ETFs
4.59K
New
$34.34 - $44.62 $157K - $205K
4.59K $204M
WEC
Wec Energy Group, Inc.

Utilities
15
+ 0.08%
$103.66 - $114.59 $1.55K - $1.72K
19.1K $2.18B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.87K
New
$50.47 - $50.74 $196K - $197K
3.87K $197M
NVDA
Nvidia Corp

Technology
131
+ 2.28%
$153.3 - $186.58 $20.1K - $24.4K
5.88K $1.1B
PLTR
Palantir Technologies Inc.

Technology
1.03K
New
$130.68 - $186.97 $135K - $193K
1.03K $188M
VNQ
Vanguard Specialized Funds Van

ETFs
1.23K
+ 6.48%
$88.47 - $93.24 $109K - $115K
20.2K $1.85B
VBR
Vanguard Small Cap Value ETF

ETFs
361
+ 7.15%
$195.41 - $212.37 $70.5K - $76.7K
5.41K $1.13B
VOE
Vanguard Mid Cap Value Index F

ETFs
367
+ 4.66%
$164.63 - $174.58 $60.4K - $64.1K
8.24K $1.44B
IAU
Ishares Gold Trust

ETFs
800
+ 10.43%
$61.62 - $72.77 $49.3K - $58.2K
8.47K $616M
JPEM
Jp Morgan Diversified Return

ETFs
1.42K
+ 7.56%
$56.25 - $59.87 $80.1K - $85.3K
20.3K $1.2B
Linde PLC
202
+ 3.91%
N/A
5.37K $2.55B
WMT
Walmart Inc.

Consumer Defensive
189
+ 0.98%
$94.4 - $104.27 $17.8K - $19.7K
19.4K $2B
VBK
Vanguard Small Cap Growth ETF

ETFs
179
+ 5.58%
$276.51 - $305.12 $49.5K - $54.6K
3.39K $1.01B
ADI
Analog Devices Inc

Technology
105
+ 0.87%
$220.68 - $255.63 $23.2K - $26.8K
12.1K $2.98B
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
3.17K
+ 4.89%
$21.62 - $22.81 $68.4K - $72.2K
67.8K $1.53B
HYG
Ishares Tr

ETFs
1.22K
+ 4.19%
$79.85 - $81.32 $97.2K - $99K
30.3K $2.46B
RTX
Raytheon Technologies Corp

Industrials
26
+ 0.57%
$144.19 - $167.33 $3.75K - $4.35K
4.55K $762M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
1.13K
+ 10.59%
$56.63 - $60.72 $63.7K - $68.3K
11.8K $708M
PEY
Invesco Exchange Traded Fd Tr

ETFs
3.05K
+ 11.37%
$20.38 - $21.7 $62.1K - $66.1K
29.8K $629M
EMB
Ishares Tr

ETFs
515
+ 4.18%
$91.52 - $95.59 $47.1K - $49.2K
12.8K $1.22B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
3.41K
+ 4.49%
$16.46 - $17.1 $56.2K - $58.4K
79.4K $1.35B
VOT
Vanguard Mid Cap Growth Index

ETFs
144
+ 3.77%
$282.75 - $294.19 $40.7K - $42.4K
3.97K $1.16B
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.06%
$291.67 - $316.99 $1.17K - $1.27K
6.21K $1.89B
Proshares Tr
229
+ 1.18%
N/A
19.7K $888M
Ge Vernova Inc
3
+ 0.43%
N/A
703 $432M
SPGI
S&P Global Inc.

Financial Services
422
+ 11.74%
$484.94 - $564.15 $205K - $238K
4.02K $1.95B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
462
+ 8.81%
$97.75 - $100.75 $45.2K - $46.5K
5.71K $572M
Activity Summary
Buys All Purchases 72 New Holdings 10 Increased Positions 62 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bkm Wealth Management, LLC Portfolio

Follow Bkm Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bkm Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bkm Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email