Bkm Wealth Management, LLC Portfolio Holdings

Bkm Wealth Management, LLC

  • $243 Billion
  • Q1 2025

Bkm Wealth Management, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $243 Billion distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Value ETF with a value of $12.2B, Apple Inc. with a value of $11.4B, Microsoft Corp with a value of $10.1B, Vanguard Ftse Developed Market with a value of $10B, and Ishares S&P 500 Growth ETF with a value of $9.13B.

Examining the 13F form we can see an decrease of $875M in the current position value, from $244B to 243B.

Bkm Wealth Management, LLC is based out at Brookfield, WI

Below you can find more details about Bkm Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $243 Billion
ETFs: $118 Billion
Technology: $36.8 Billion
Financial Services: $16.1 Billion
Healthcare: $14.3 Billion
Industrials: $12.8 Billion
Consumer Defensive: $11.9 Billion
Consumer Cyclical: $7.57 Billion
Utilities: $5.71 Billion
Other: $11 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$11.4 Billion 4.68% of portfolio
51,199
Q1 2025 Added 2.63%
$3.81T
$10.1 Billion 4.16% of portfolio
26,885
Q1 2025 Added 0.23%
$850B
$4.24 Billion 1.75% of portfolio
17,296
Q1 2025 Added 5.88%
$136B
$3.57 Billion 1.47% of portfolio
15,302
Q1 2025 Added 8.24%
$64.1B
$2.88 Billion 1.19% of portfolio
25,902
Q1 2025 Added 8.44%
$116B
$2.8 Billion 1.15% of portfolio
16,702
Q1 2025 Added 36.25%
$221B
$2.75 Billion 1.13% of portfolio
8,799
Q1 2025 Added 2.5%
$211B
$2.75 Billion 1.13% of portfolio
20,747
Q1 2025 Added 6.97%
$178B
$2.73 Billion 1.12% of portfolio
8,753
Q1 2025 Added 8.65%
$296B
$2.54 Billion 1.05% of portfolio
15,186
Q1 2025 Added 6.66%
$426B
$2.51 Billion 1.03% of portfolio
15,153
Q1 2025 Added 4.33%
$422B
$2.46 Billion 1.01% of portfolio
2,605
Q1 2025 Added 18.79%
$124B
$2.39 Billion 0.98% of portfolio
11,838
Q1 2025 Reduced 0.92%
$269B
$2.32 Billion 0.96% of portfolio
4,430
Q1 2025 Reduced 25.26%
$114B
$2.25 Billion 0.93% of portfolio
7,460
Q1 2025 Added 9.88%
$160B
$2.22 Billion 0.92% of portfolio
7,135
Q1 2025 Added 1.7%
$253B
$1.99 Billion 0.82% of portfolio
8,009
Q1 2025 Reduced 1.51%
$171B
$1.91 Billion 0.79% of portfolio
3,768
Q1 2025 Added 15.44%
$82.4B
$1.9 Billion 0.78% of portfolio
6,974
Q1 2025 Added 10.77%
$280B
$1.78 Billion 0.73% of portfolio
28,778
Q1 2025 Added 2.26%
$125B
$1.78 Billion 0.73% of portfolio
5,836
Q1 2025 Added 13.41%
$258B
$1.7 Billion 0.7% of portfolio
19,372
Q1 2025 Added 15.17%
$200B
$1.67 Billion 0.69% of portfolio
11,112
Q1 2025 Added 19.61%
$148B
$1.65 Billion 0.68% of portfolio
23,278
Q1 2025 Reduced 2.49%
$369B
$1.65 Billion 0.68% of portfolio
9,654
Q1 2025 Reduced 3.94%
$50.8B
$1.55 Billion 0.64% of portfolio
7,382
Q1 2025 Added 10.46%
$85.4B
$1.52 Billion 0.63% of portfolio
13,878
Q1 2025 Added 9.75%
$51.6B
$1.5 Billion 0.62% of portfolio
1,520
Q1 2025 Added 3.61%
$70.2B
$1.44 Billion 0.59% of portfolio
8,751
Q1 2025 Added 4.27%
$14.4B
$1.37 Billion 0.56% of portfolio
16,480
Q1 2025 Added 18.42%
$631B
$1.13 Billion 0.47% of portfolio
2,131
Q1 2025 Reduced 6.16%
$86.8B
$987 Million 0.41% of portfolio
6,775
Q1 2025 Added 4.63%
$72.8B
$955 Million 0.39% of portfolio
10,191
Q1 2025 Added 22.92%
$30.2B
$929 Million 0.38% of portfolio
36,604
Q1 2025 Reduced 8.57%
$88.1B
$915 Million 0.38% of portfolio
2,621
Q1 2025 Added 61.69%
$0
$933 Million 0.38% of portfolio
42,121
Q1 2025 Reduced 0.63%
$180B
$897 Million 0.37% of portfolio
12,636
Q1 2025 Reduced 1.88%
$95.7B
$885 Million 0.36% of portfolio
13,046
Q1 2025 Added 14.15%
$153B
$856 Million 0.35% of portfolio
23,187
Q1 2025 Reduced 1.37%
$20.6B
$797 Million 0.33% of portfolio
10,617
Q1 2025 Added 6.62%
$296B
$796 Million 0.33% of portfolio
1,201
Q1 2025 Added 8.2%
$152B
$784 Million 0.32% of portfolio
13,171
Q1 2025 Added 5.46%
$256B
$757 Million 0.31% of portfolio
10,336
Q1 2025 Added 3.75%
$361B
$677 Million 0.28% of portfolio
2,523
Q1 2025 Reduced 11.81%
$253B
$690 Million 0.28% of portfolio
12,022
Q1 2025 Reduced 11.84%
$43.9B
$682 Million 0.28% of portfolio
7,834
Q1 2025 Added 1.61%
$49.2B
$659 Million 0.27% of portfolio
15,773
Q1 2025 Added 15.09%
$1.27T
$657 Million 0.27% of portfolio
3,957
Q1 2025 Reduced 7.98%
$21.3B
$626 Million 0.26% of portfolio
9,392
Q1 2025 Added 12.64%

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $243 Billion
  • Prior Value $244 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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