Bkm Wealth Management, LLC Sells in Q3 2024

Bkm Wealth Management, LLC

  • $246 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
-10.3K
- 69.77%
$125.0 - $147.17 $1.29M - $1.52M
4.46K $587M
PG
Procter & Gamble CO

Consumer Defensive
-7.62K
- 43.21%
$160.76 - $177.82 $1.22M - $1.35M
10K $1.73B
BAR
Granite Shares Gold Trust

ETFs
-39K
- 51.38%
$23.01 - $26.37 $897K - $1.03M
36.9K $958M
ITW
Illinois Tool Works Inc

Industrials
-3.25K
- 66.93%
$233.14 - $263.97 $757K - $857K
1.6K $420M
PAYX
Paychex Inc

Industrials
-5.78K
- 75.74%
$116.17 - $135.19 $672K - $782K
1.85K $249M
APD
Air Products & Chemicals, Inc.

Basic Materials
-2.07K
- 70.49%
$247.34 - $300.11 $511K - $620K
865 $258M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-21.4K
- 22.17%
$16.42 - $18.12 $351K - $387K
75K $1.35B
Proshares Tr
-4.05K
- 16.6%
N/A
20.3K $912M
TGT
Target Corp

Consumer Defensive
-967
- 11.62%
$133.47 - $159.25 $129K - $154K
7.36K $1.15B
C
Citigroup Inc

Financial Services
-707
- 5.13%
$56.11 - $67.61 $39.7K - $47.8K
13.1K $818M
EMR
Emerson Electric CO

Industrials
-186
- 1.7%
$98.19 - $118.87 $18.3K - $22.1K
10.8K $1.18B
ARCC
Ares Capital Corp

Financial Services
-1.18K
- 2.75%
$19.8 - $21.28 $23.3K - $25K
41.6K $872M
AZN
Astrazeneca PLC

Healthcare
-33.4K
- 83.6%
$76.67 - $87.62 $2.56M - $2.93M
6.55K $510M
XOM
Exxon Mobil Corp

Energy
-8.91K
- 75.81%
$109.72 - $119.0 $978K - $1.06M
2.84K $333M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.45K
- 4.62%
$54.98 - $59.51 $79.7K - $86.2K
29.9K $1.78B
PPG
Ppg Industries Inc

Basic Materials
-190
- 4.03%
$118.32 - $134.55 $22.5K - $25.6K
4.52K $599M
CL
Colgate Palmolive CO

Consumer Defensive
-542
- 5.68%
$95.54 - $108.77 $51.8K - $59K
9K $934M
RODM
Hartford Multifactor Developed

ETFs
-496
- 5.72%
$27.35 - $30.82 $13.6K - $15.3K
8.18K $249M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-111
- 3.04%
$75.32 - $84.37 $8.36K - $9.37K
3.54K $296M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-531
- 4.25%
$57.32 - $62.65 $30.4K - $33.3K
12K $745M
VV
Vanguard Large Cap ETF

ETFs
-12
- 0.93%
$236.92 - $263.4 $2.84K - $3.16K
1.27K $335M
CMCSA
Comcast Corp

Communication Services
-1.08K
- 4.7%
$37.33 - $41.78 $40.2K - $45K
21.8K $911M
SONY
Sony Group Corp

Technology
-777
- 8.93%
$81.61 - $98.65 $63.4K - $76.7K
7.92K $765M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-15
- 0.16%
$53.41 - $57.9 $801 - $869
9.6K $555M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-996
- 3.68%
$19.4 - $21.93 $19.3K - $21.8K
26.1K $572M
BEPC
Brookfield Renewable Corp

Utilities
-1.04K
- 5.48%
$26.92 - $32.89 $28.1K - $34.3K
18K $589M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2
- 0.11%
$517.38 - $573.86 $1.03K - $1.15K
1.74K $997M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-106
- 0.64%
$96.25 - $101.98 $10.2K - $10.8K
16.5K $1.67B
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-180
- 1.58%
$52.25 - $58.97 $9.41K - $10.6K
11.2K $660M
UL
Unilever PLC

Consumer Defensive
-1.1K
- 8.02%
$54.7 - $65.59 $60K - $71.9K
12.6K $817M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
-993
- 4.7%
$27.19 - $32.45 $27K - $32.2K
20.1K $647M
AMZN
Amazon Com Inc

Consumer Cyclical
-14.2K
- 88.91%
$161.02 - $200.0 $2.29M - $2.85M
1.78K $331M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-524
- 4.52%
$162.83 - $179.16 $85.3K - $93.9K
11.1K $1.99B
VTI
Vanguard Total Stock Market Et

ETFs
-5
- 0.1%
$255.18 - $283.2 $1.28K - $1.42K
5.2K $1.47B
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.67K
- 2.51%
$84.77 - $97.13 $227K - $260K
104K $9.92B
Liberty Global LTD
-1.1K
- 3.39%
N/A
31.3K $661M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-2.01K
- 3.31%
$23.54 - $26.35 $47.4K - $53.1K
58.8K $1.53B
GLD
Spdr Gold Trust

ETFs
-224
- 3.91%
$215.56 - $246.98 $48.3K - $55.3K
5.51K $1.34B
IJK
Ishares S&P Midcap 400 Growth

ETFs
-468
- 1.04%
$84.81 - $93.54 $39.7K - $43.8K
44.4K $4.08B
RPM
Rpm International Inc

Basic Materials
-14.1K
- 74.06%
$103.91 - $125.03 $1.47M - $1.76M
4.94K $598M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-3.37K
- 28.55%
$72.22 - $81.88 $244K - $276K
8.44K $665M
ING
Ing Groep Nv

Financial Services
-8.76K
- 20.93%
$16.55 - $18.66 $145K - $163K
33.1K $601M
Canadian Pacific Kansas City
-18.7K
- 72.42%
N/A
7.11K $608M
SPGI
S&P Global Inc.

Financial Services
-31
- 1.01%
$446.32 - $527.38 $13.8K - $16.3K
3.05K $1.58B
SBUX
Starbucks Corp

Consumer Cyclical
-62
- 0.54%
$72.51 - $98.6 $4.5K - $6.11K
11.4K $1.11B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-166
- 0.71%
$127.29 - $141.5 $21.1K - $23.5K
23.3K $3.26B
VNQ
Vanguard Specialized Funds Van

ETFs
-78
- 0.42%
$82.97 - $98.97 $6.47K - $7.72K
18.3K $1.79B
VO
Vanguard Mid Cap ETF

ETFs
-283
- 1.52%
$237.84 - $263.83 $67.3K - $74.7K
18.4K $4.84B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-608
- 0.68%
$41.9 - $48.26 $25.5K - $29.3K
88.9K $4.25B
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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