Bkm Wealth Management, LLC Reduced Holdings in Q3 2025

Bkm Wealth Management, LLC

  • $271 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AFL
Aflac Inc

Financial Services
-22.1K
- 85.9%
$98.09 - $111.7 $2.17M - $2.47M
3.63K $405M
ADP
Automatic Data Processing Inc

Industrials
-937
- 38.34%
$288.69 - $310.94 $271K - $291K
1.51K $442M
CMS
Cms Energy Corp

Utilities
-3.4K
- 32.95%
$69.37 - $74.67 $236K - $254K
6.91K $506M
SHEL
Shell PLC

Energy
-2.99K
- 28.99%
$69.82 - $73.93 $209K - $221K
7.32K $524M
COST
Costco Wholesale Corp

Consumer Defensive
-37
- 1.43%
$915.95 - $994.57 $33.9K - $36.8K
2.55K $2.36B
ZTS
Zoetis Inc.

Healthcare
-783
- 8.96%
$141.13 - $159.19 $111K - $125K
7.95K $1.16B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-3.13K
- 9.59%
$55.61 - $57.37 $174K - $179K
29.5K $1.68B
SLB
Schlumberger Limited

Energy
-4.94K
- 27.42%
$32.37 - $37.31 $160K - $184K
13.1K $449M
ABT
Abbott Laboratories

Healthcare
-586
- 2.88%
$120.51 - $136.62 $70.6K - $80.1K
19.8K $2.65B
CSCO
Cisco Systems, Inc.

Technology
-1.04K
- 3.58%
$66.2 - $71.79 $69.1K - $74.9K
28.1K $1.92B
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.44K
- 24.45%
$66.38 - $71.68 $95.5K - $103K
4.45K $317M
NSC
Norfolk Southern Corp

Industrials
-430
- 35.04%
$259.49 - $300.41 $112K - $129K
797 $239M
HON
Honeywell International Inc

Industrials
-149
- 7.71%
$207.7 - $240.4 $30.9K - $35.8K
1.78K $375M
V
Visa Inc.

Financial Services
-139
- 20.12%
$332.09 - $358.86 $46.2K - $49.9K
552 $188M
LLY
Eli Lilly & CO

Healthcare
-61
- 14.52%
$625.65 - $812.69 $38.2K - $49.6K
359 $274M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-272
- 15.93%
$420.11 - $472.68 $114K - $129K
1.44K $672M
RPM
Rpm International Inc

Basic Materials
-796
- 13.66%
$110.07 - $128.23 $87.6K - $102K
5.03K $593M
CSL
Carlisle Companies Inc

Industrials
-11
- 1.17%
$327.52 - $435.11 $3.6K - $4.79K
928 $305M
SPY
Spdr S&P 500 ETF Trust

ETFs
-174
- 10.98%
$617.65 - $666.84 $107K - $116K
1.41K $940M
AZN
Astrazeneca PLC

Healthcare
-1.11K
- 15.42%
$68.72 - $82.11 $75.9K - $90.7K
6.06K $465M
EMR
Emerson Electric CO

Industrials
-31
- 0.23%
$128.6 - $149.63 $3.99K - $4.64K
13.6K $1.78B
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-57
- 0.62%
$61.86 - $71.34 $3.53K - $4.07K
9.11K $584M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-20
- 0.3%
$86.67 - $100.17 $1.73K - $2K
6.66K $602M
PFE
Pfizer Inc

Healthcare
-953
- 9.53%
$23.29 - $25.88 $22.2K - $24.7K
9.05K $231M
MRK
Merck & Co., Inc.

Healthcare
-254
- 7.18%
$77.6 - $87.37 $19.7K - $22.2K
3.28K $275M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-949
- 19.21%
$224.68 - $282.71 $213K - $268K
3.99K $1.11B
FSMD
Fidelity Covington Tr Small Mi

ETFs
-200
- 3.58%
$41.29 - $44.71 $8.26K - $8.94K
5.39K $237M
PSX
Phillips 66

Energy
-232
- 10.27%
$118.37 - $139.46 $27.5K - $32.4K
2.03K $276M
AMGN
Amgen Inc

Healthcare
-56
- 0.76%
$271.18 - $309.22 $15.2K - $17.3K
7.35K $2.07B
MS
Morgan Stanley

Financial Services
-185
- 9.1%
$139.09 - $161.16 $25.7K - $29.8K
1.85K $294M
RODM
Hartford Multifactor Developed

ETFs
-87
- 1.17%
$33.53 - $35.95 $2.92K - $3.13K
7.35K $261M
IWD
Ishares Russell 1000 Val ETF

ETFs
-130
- 3.44%
$192.76 - $203.86 $25.1K - $26.5K
3.64K $742M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-10
- 0.51%
$115.08 - $126.88 $1.15K - $1.27K
1.93K $242M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-41
- 0.73%
$39.37 - $44.24 $1.61K - $1.81K
5.59K $245M
HD
Home Depot, Inc.

Consumer Cyclical
-19
- 2.52%
$357.4 - $423.42 $6.79K - $8.04K
736 $298M
MSFT
Microsoft Corp

Technology
-956
- 3.79%
$491.09 - $535.64 $469K - $512K
24.3K $12.6B
PEP
Pepsico Inc

Consumer Defensive
-488
- 4.4%
$133.81 - $152.16 $65.3K - $74.3K
10.6K $1.49B
VV
Vanguard Large Cap ETF

ETFs
-1
- 0.08%
$285.05 - $309.14 $285 - $309
1.18K $365M
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
-108
- 0.42%
$34.97 - $37.43 $3.78K - $4.04K
25.3K $941M
DGRO
Ishares Core Dividend Growth E

ETFs
-10
- 0.14%
$64.12 - $68.08 $641 - $681
7K $476M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-318
- 4.41%
$108.46 - $120.63 $34.5K - $38.4K
6.89K $818M
Wns Hldgs LTD
-1.09K
- 10.47%
N/A
9.35K $713M
SNN
Smith & Nephew PLC

Healthcare
-1.63K
- 7.84%
$29.33 - $38.7 $47.7K - $62.9K
19.1K $694M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-1.38K
- 1.75%
$54.85 - $58.99 $75.9K - $81.6K
77.8K $4.44B
NEE
Nextera Energy Inc

Utilities
-932
- 4.07%
$69.77 - $77.54 $65K - $72.3K
22K $1.66B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-1.19K
- 4.81%
$68.27 - $75.58 $81.2K - $89.9K
23.5K $1.75B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-15
- 0.13%
$181.56 - $190.33 $2.72K - $2.85K
11.7K $2.22B
VTI
Vanguard Total Stock Market Et

ETFs
-6
- 0.12%
$303.93 - $329.86 $1.82K - $1.98K
5.19K $1.7B
C
Citigroup Inc

Financial Services
-700
- 5.64%
$85.57 - $103.49 $59.9K - $72.4K
11.7K $1.19B
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
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