Bkm Wealth Management, LLC Incresed Positions in Q4 2024

Bkm Wealth Management, LLC

  • $244 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.27%
$385.02 - $431.37 $770 - $863
750 $292M
RODM
Hartford Multifactor Developed

ETFs
140
+ 1.71%
$28.36 - $30.42 $3.97K - $4.26K
8.32K $236M
EMB
Ishares Tr

ETFs
382
+ 3.59%
$88.94 - $93.46 $34K - $35.7K
11K $983M
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
1.69K
+ 7.72%
$29.53 - $32.06 $49.8K - $54.1K
23.6K $696M
CVX
Chevron Corp

Energy
89
+ 0.63%
$141.15 - $162.53 $12.6K - $14.5K
14.2K $2.06B
SLB
Schlumberger Limited

Energy
558
+ 4.24%
$36.83 - $45.59 $20.6K - $25.4K
13.7K $525M
EFA
Ishares Tr Msci Eafe ETF

ETFs
30
+ 0.85%
$75.1 - $82.99 $2.25K - $2.49K
3.57K $270M
CMCSA
Comcast Corp

Communication Services
1.71K
+ 7.83%
$37.39 - $45.14 $63.9K - $77.1K
23.5K $882M
ASML
Asml Holding Nv

Technology
150
+ 15.63%
$658.43 - $872.27 $98.8K - $131K
1.11K $769M
PPG
Ppg Industries Inc

Basic Materials
210
+ 4.64%
$119.09 - $131.37 $25K - $27.6K
4.73K $565M
KO
Coca Cola CO

Consumer Defensive
301
+ 4.65%
$61.74 - $71.71 $18.6K - $21.6K
6.77K $422M
PG
Procter & Gamble CO

Consumer Defensive
36
+ 0.36%
$161.05 - $179.7 $5.8K - $6.47K
10.1K $1.68B
AEP
American Electric Power CO Inc

Utilities
26
+ 0.5%
$90.91 - $102.21 $2.36K - $2.66K
5.25K $484M
ING
Ing Groep Nv

Financial Services
1.94K
+ 5.85%
$15.1 - $17.73 $29.2K - $34.3K
35K $549M
JPEM
Jp Morgan Diversified Return

ETFs
465
+ 2.33%
$51.88 - $57.84 $24.1K - $26.9K
20.4K $1.06B
AZN
Astrazeneca PLC

Healthcare
24
+ 0.37%
$63.2 - $79.58 $1.52K - $1.91K
6.57K $431M
Canadian Pacific Kansas City
158
+ 2.22%
N/A
7.27K $526M
OMC
Omnicom Group Inc.

Communication Services
1.13K
+ 8.87%
$85.82 - $105.47 $97.3K - $120K
13.9K $1.2B
AFL
Aflac Inc

Financial Services
402
+ 1.71%
$100.37 - $115.27 $40.3K - $46.3K
23.9K $2.47B
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
46
+ 0.08%
$23.41 - $25.88 $1.08K - $1.19K
58.8K $1.38B
ZTS
Zoetis Inc.

Healthcare
584
+ 7.48%
$162.24 - $194.42 $94.7K - $114K
8.39K $1.37B
LHX
L3 Harris Technologies, Inc.

Industrials
20
+ 0.3%
$208.94 - $264.22 $4.18K - $5.28K
6.68K $1.41B
UNH
Unitedhealth Group Inc

Healthcare
454
+ 8.3%
$485.52 - $625.25 $220K - $284K
5.93K $3B
Linde PLC
181
+ 3.75%
N/A
5.01K $2.1B
JNJ
Johnson & Johnson

Healthcare
212
+ 1.48%
$143.34 - $165.86 $30.4K - $35.2K
14.5K $2.1B
AMGN
Amgen Inc

Healthcare
454
+ 6.92%
$258.78 - $328.31 $117K - $149K
7.02K $1.83B
DGS
Wisdomtree Emerging Markets Sm

ETFs
967
+ 1.24%
$48.87 - $53.53 $47.3K - $51.8K
78.8K $3.86B
VEA
Vanguard Ftse Developed Market

ETFs
3.84K
+ 2.01%
$47.57 - $52.44 $183K - $201K
195K $9.34B
Activity Summary
Buys All Purchases 89 New Holdings 10 Increased Positions 79 Sells All Sells 58 Reductions 58 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