Bkm Wealth Management, LLC Purchases in Q1 2025

Bkm Wealth Management, LLC

  • $243 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
21
+ 0.46%
$114.1 - $135.66 $2.4K - $2.85K
4.62K $612M
VNQ
Vanguard Specialized Funds Van

ETFs
547
+ 2.98%
$85.55 - $94.34 $46.8K - $51.6K
18.9K $1.71B
UL
Unilever PLC

Consumer Defensive
682
+ 5.46%
$54.72 - $60.29 $37.3K - $41.1K
13.2K $784M
KO
Coca Cola CO

Consumer Defensive
159
+ 2.35%
$60.81 - $72.32 $9.67K - $11.5K
6.93K $496M
ZTS
Zoetis Inc.

Healthcare
358
+ 4.27%
$156.48 - $175.67 $56K - $62.9K
8.75K $1.44B
JPEM
Jp Morgan Diversified Return

ETFs
1.05K
+ 5.13%
$50.81 - $54.04 $53.2K - $56.6K
21.5K $1.13B
Brookfield Renewable Corp
2.09K
+ 11.71%
N/A
20K $557M
IFF
International Flavors & Fragrances Inc

Basic Materials
1.04K
+ 25.33%
$76.48 - $87.72 $79.5K - $91.1K
5.14K $399M
MMM
3 M CO

Industrials
28
+ 1.08%
$129.7 - $155.12 $3.63K - $4.34K
2.63K $386M
IWD
Ishares Russell 1000 Val ETF

ETFs
206
+ 6.24%
$182.82 - $196.21 $37.7K - $40.4K
3.51K $660M
Proshares Tr
1.58K
+ 13.95%
N/A
12.9K $545M
EMB
Ishares Tr

ETFs
250
+ 2.27%
$88.64 - $92.03 $22.2K - $23K
11.3K $1.02B
VOT
Vanguard Mid Cap Growth Index

ETFs
261
+ 7.47%
$237.72 - $276.98 $62K - $72.3K
3.75K $918M
VBR
Vanguard Small Cap Value ETF

ETFs
448
+ 10.26%
$183.02 - $207.75 $82K - $93.1K
4.81K $897M
RSP
Invesco S&P 500 Equal Weight E

ETFs
308
+ 2.66%
$169.43 - $182.84 $52.2K - $56.3K
11.9K $2.06B
JEPI
J P Morgan Exchange Traded Fd

ETFs
708
+ 2.3%
$56.17 - $59.71 $39.8K - $42.3K
31.5K $1.8B
LNT
Alliant Energy Corp

Utilities
130
+ 3.51%
$56.66 - $66.04 $7.37K - $8.59K
3.84K $247M
ASML
Asml Holding Nv

Technology
91
+ 8.2%
$662.63 - $776.99 $60.3K - $70.7K
1.2K $796M
DGS
Wisdomtree Emerging Markets Sm

ETFs
1.42K
+ 1.8%
$47.4 - $50.24 $67.3K - $71.3K
80.3K $3.88B
COM
Direxion Shs ETF Tr Auspice Br

ETFs
216
+ 2.08%
$28.37 - $29.61 $6.13K - $6.4K
10.6K $312M
CSL
Carlisle Companies Inc

Industrials
119
+ 13.15%
$326.43 - $408.24 $38.8K - $48.6K
1.02K $349M
Canadian Pacific Kansas City
379
+ 5.22%
N/A
7.65K $537M
RPM
Rpm International Inc

Basic Materials
312
+ 6.46%
$114.03 - $128.31 $35.6K - $40K
5.14K $594M
DEUS
Xtrackers Russell Us Multifact

ETFs
87
+ 0.06%
$52.01 - $56.04 $4.52K - $4.88K
154K $8.25B
VBK
Vanguard Small Cap Growth ETF

ETFs
290
+ 10.61%
$247.97 - $296.33 $71.9K - $85.9K
3.02K $761M
BAC
Bank Of America Corp

Financial Services
10
+ 0.21%
$39.61 - $47.74 $396 - $477
4.88K $204M
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.67%
$347.25 - $424.87 $1.74K - $2.12K
755 $277M
ROK
Rockwell Automation, Inc

Industrials
20
+ 2.0%
$255.29 - $303.75 $5.11K - $6.08K
1.02K $263M
PPG
Ppg Industries Inc

Basic Materials
115
+ 2.43%
$107.44 - $124.29 $12.4K - $14.3K
4.85K $530M
GWW
W.W. Grainger, Inc.

Industrials
53
+ 3.61%
$953.54 - $1132.42 $50.5K - $60K
1.52K $1.5B
AVGO
Broadcom Inc.

Technology
4.44K
+ 36.25%
$167.43 - $244.7 $744K - $1.09M
16.7K $2.8B
EMR
Emerson Electric CO

Industrials
1.23K
+ 9.75%
$108.64 - $131.17 $134K - $162K
13.9K $1.52B
Blackrock Inc
189
+ 5.35%
N/A
3.72K $3.52B
ACN
Accenture PLC

Technology
697
+ 8.65%
$300.91 - $398.25 $210K - $278K
8.75K $2.73B
VUG
Vanguard Growth ETF

ETFs
204
+ 3.74%
$369.1 - $427.61 $75.3K - $87.2K
5.65K $2.1B
AAPL
Apple Inc.

Technology
1.31K
+ 2.63%
$209.68 - $247.1 $275K - $324K
51.2K $11.4B
MSFT
Microsoft Corp

Technology
63
+ 0.23%
$375.39 - $447.2 $23.6K - $28.2K
26.9K $10.1B
Activity Summary
Buys All Purchases 88 New Holdings 6 Increased Positions 82 Sells All Sells 56 Reductions 56 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