Bkm Wealth Management, LLC Purchases in Q3 2024

Bkm Wealth Management, LLC

  • $246 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
78
+ 0.55%
$145.48 - $167.38 $11.3K - $13.1K
14.3K $2.32B
LLY
Eli Lilly & CO

Healthcare
259
New
$772.14 - $960.02 $200K - $249K
259 $229M
CSCO
Cisco Systems, Inc.

Technology
1.55K
+ 6.18%
$44.74 - $53.22 $69.2K - $82.3K
26.6K $1.41B
MS
Morgan Stanley

Financial Services
2.13K
New
$92.07 - $106.96 $196K - $228K
2.13K $222M
XLB
Select Sector Spdr Fd Material

ETFs
2.28K
New
$86.95 - $97.09 $198K - $221K
2.28K $220M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.62K
New
$44.65 - $47.21 $206K - $218K
4.62K $216M
XLK
Technology Sector Spdr

ETFs
935
New
$197.34 - $237.68 $185K - $222K
935 $211M
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
4.84K
+ 28.39%
$29.2 - $32.84 $141K - $159K
21.9K $711M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
774
+ 2.99%
$60.1 - $66.57 $46.5K - $51.5K
26.6K $1.77B
DGS
Wisdomtree Emerging Markets Sm

ETFs
9
+ 0.01%
$48.46 - $54.37 $436 - $489
77.9K $4.18B
IWD
Ishares Russell 1000 Val ETF

ETFs
712
+ 30.73%
$173.36 - $189.8 $123K - $135K
3.03K $575M
LHX
L3 Harris Technologies, Inc.

Industrials
328
+ 5.18%
$221.96 - $243.27 $72.8K - $79.8K
6.66K $1.58B
JPEM
Jp Morgan Diversified Return

ETFs
2.05K
+ 11.44%
$52.23 - $56.96 $107K - $117K
20K $1.13B
SNN
Smith & Nephew PLC

Healthcare
13K
+ 183.33%
$24.51 - $31.64 $318K - $411K
20.1K $625M
VOE
Vanguard Mid Cap Value Index F

ETFs
181
+ 2.61%
$149.02 - $167.67 $27K - $30.3K
7.1K $1.19B
SNY
Sanofi

Healthcare
6.07K
+ 140.75%
$48.54 - $58.53 $295K - $355K
10.4K $599M
IWF
Ishares Russell 1000 Gr ETF

ETFs
346
+ 34.67%
$332.02 - $382.76 $115K - $132K
1.34K $505M
VBR
Vanguard Small Cap Value ETF

ETFs
308
+ 7.44%
$179.99 - $201.6 $55.4K - $62.1K
4.45K $893M
KO
Coca Cola CO

Consumer Defensive
2.29K
+ 54.91%
$62.69 - $73.01 $144K - $167K
6.47K $465M
FDS
Factset Research Systems Inc

Financial Services
61
+ 3.03%
$397.04 - $469.48 $24.2K - $28.6K
2.07K $952M
AMGN
Amgen Inc

Healthcare
194
+ 3.05%
$309.38 - $337.38 $60K - $65.5K
6.56K $2.11B
SAP
Sap Se

Technology
202
+ 7.09%
$197.21 - $231.0 $39.8K - $46.7K
3.05K $699M
QQQ
Invesco Qqq Trust, Series 1

ETFs
72
+ 0.77%
$434.77 - $502.96 $31.3K - $36.2K
9.46K $4.62B
VUG
Vanguard Growth ETF

ETFs
161
+ 2.91%
$341.08 - $391.94 $54.9K - $63.1K
5.69K $2.18B
HSBC
Hsbc Holdings PLC

Financial Services
7.16K
+ 106.63%
$40.42 - $45.91 $289K - $329K
13.9K $627M
CMS
Cms Energy Corp

Utilities
115
+ 1.24%
$58.7 - $70.62 $6.75K - $8.12K
9.42K $666M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
622
+ 15.79%
$147.95 - $191.05 $92K - $119K
4.56K $792M
VBK
Vanguard Small Cap Growth ETF

ETFs
214
+ 8.11%
$240.48 - $267.94 $51.5K - $57.3K
2.85K $763M
VOT
Vanguard Mid Cap Growth Index

ETFs
198
+ 5.78%
$218.05 - $243.47 $43.2K - $48.2K
3.63K $883M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
1.09K
+ 15.63%
$66.55 - $74.93 $72.7K - $81.8K
8.08K $583M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
44
+ 0.65%
$105.53 - $118.34 $4.64K - $5.21K
6.81K $796M
EMB
Ishares Tr

ETFs
172
+ 1.64%
$87.75 - $93.74 $15.1K - $16.1K
10.7K $997M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
2.01K
+ 28.86%
$28.26 - $29.46 $56.7K - $59.1K
8.96K $257M
IFF
International Flavors & Fragrances Inc

Basic Materials
669
+ 18.76%
$93.14 - $105.12 $62.3K - $70.3K
4.24K $444M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.14K
+ 12.7%
$24.86 - $26.33 $28.2K - $29.9K
10.1K $263M
DGRO
Ishares Core Dividend Growth E

ETFs
6
+ 0.08%
$57.47 - $62.76 $345 - $377
7.35K $461M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
459
+ 6.05%
$50.25 - $50.74 $23.1K - $23.3K
8.04K $408M
FNX
First Tr Mid Cap Core Alphadex

ETFs
76
+ 4.04%
$106.85 - $117.19 $8.12K - $8.91K
1.96K $229M
HYG
Ishares Tr

ETFs
98
+ 1.91%
$76.72 - $80.36 $7.52K - $7.88K
5.23K $420M
ASML
Asml Holding Nv

Technology
198
+ 25.98%
$749.82 - $1098.95 $148K - $218K
960 $800M
SHEL
Shell PLC

Energy
1.09K
+ 13.12%
$65.65 - $73.28 $71.8K - $80.1K
9.42K $621M
Wns Hldgs LTD
298
+ 2.79%
N/A
11K $578M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
40
+ 0.75%
$42.22 - $48.62 $1.69K - $1.94K
5.38K $250M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
3.01K
+ 5.24%
$21.02 - $23.78 $63.4K - $71.7K
60.5K $1.35B
CCRV
Ishares U S ETF Tr Commodity C

ETFs
8.51K
+ 4.58%
$19.54 - $22.16 $166K - $189K
194K $4.04B
CVX
Chevron Corp

Energy
787
+ 5.89%
$137.88 - $161.97 $109K - $127K
14.1K $2.08B
PFE
Pfizer Inc

Healthcare
5.46K
+ 97.5%
$27.7 - $31.39 $151K - $171K
11.1K $320M
VZ
Verizon Communications Inc

Communication Services
2.01K
+ 69.76%
$38.89 - $45.0 $78.1K - $90.4K
4.89K $220M
Activity Summary
Buys All Purchases 99 New Holdings 29 Increased Positions 70 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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