Bkm Wealth Management, LLC Portfolio Holdings

Bkm Wealth Management, LLC

  • $246 Billion
  • Q3 2024

Bkm Wealth Management, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $246 Billion distributed in 160 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 $12.7B, Microsoft Corp with a value of $10.6B, Apple Inc. with a value of $10.6B, Vanguard Ftse Developed Market with a value of $10.1B, and Ishares S&P 500 Growth ETF with a value of $9.92B.

Examining the 13F form we can see an increase of $38B in the current position value, from $208B to 246B.

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 $246 Billion
ETFs: $123 Billion
Technology: $35.3 Billion
Financial Services: $17.8 Billion
Healthcare: $14.4 Billion
Industrials: $13.8 Billion
Consumer Defensive: $12.2 Billion
Consumer Cyclical: $8.83 Billion
Utilities: $5.55 Billion
Other: $10.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19.5B
$666 Million 0.27% of portfolio
9,423
Q3 2024 Added 1.24%
$180B
$627 Million 0.25% of portfolio
13,873
Q3 2024 Added 106.63%
$244B
$621 Million 0.25% of portfolio
9,421
Q3 2024 Added 13.12%
$10.6B
$625 Million 0.25% of portfolio
20,057
Q3 2024 Added 183.33%
$100B
$619 Million 0.25% of portfolio
1,621
Q3 2024 New
$17.4B
$598 Million 0.24% of portfolio
4,940
Q3 2024 Reduced 74.06%
$129B
$599 Million 0.24% of portfolio
10,386
Q3 2024 Added 140.75%
$20.8B
$583 Million 0.24% of portfolio
8,077
Q3 2024 Added 15.63%
$60.8B
$587 Million 0.24% of portfolio
4,463
Q3 2024 Reduced 69.77%
$5.39B
$589 Million 0.24% of portfolio
18,020
Q3 2024 Reduced 5.48%
$29.5B
$599 Million 0.24% of portfolio
4,522
Q3 2024 Reduced 4.03%
$60.3B
$601 Million 0.24% of portfolio
33,097
Q3 2024 Reduced 20.93%
$182B
$562 Million 0.23% of portfolio
4,637
Q3 2024 New
$49.5B
$536 Million 0.22% of portfolio
5,221
Q3 2024 New
$61.2B
$552 Million 0.22% of portfolio
13,147
Q3 2024 New
$200B
$510 Million 0.21% of portfolio
6,550
Q3 2024 Reduced 83.6%
$276B
$465 Million 0.19% of portfolio
6,469
Q3 2024 Added 54.91%
$23.5B
$444 Million 0.18% of portfolio
4,236
Q3 2024 Added 18.76%
$83.5B
$420 Million 0.17% of portfolio
1,604
Q3 2024 Reduced 66.93%
$148B
$381 Million 0.16% of portfolio
1,845
Q3 2024 New
$261B
$399 Million 0.16% of portfolio
3,511
Q3 2024 Reduced 62.65%
$505B
$333 Million 0.14% of portfolio
2,843
Q3 2024 Reduced 75.81%
$150B
$320 Million 0.13% of portfolio
11,050
Q3 2024 Added 97.5%
$2.12T
$331 Million 0.13% of portfolio
1,776
Q3 2024 Reduced 88.91%
$3.56B
$307 Million 0.12% of portfolio
4,000
Q3 2024 New
$416B
$303 Million 0.12% of portfolio
748
Q3 2024 New
$196B
$291 Million 0.12% of portfolio
2,398
Q3 2024 New
$74.3B
$290 Million 0.12% of portfolio
2,120
Q3 2024 New
$1.33T
$293 Million 0.12% of portfolio
511
Q3 2024 New
$87.2B
$297 Million 0.12% of portfolio
2,577
Q3 2024 New
$353B
$298 Million 0.12% of portfolio
1,509
Q3 2024 New
$58.3B
$280 Million 0.11% of portfolio
3,609
Q3 2024 New
$6.54B
$262 Million 0.11% of portfolio
1,200
Q3 2024 New
$64.1B
$276 Million 0.11% of portfolio
3,433
Q3 2024 New
$31.4B
$268 Million 0.11% of portfolio
998
Q3 2024 New
$53.5B
$249 Million 0.1% of portfolio
1,853
Q3 2024 Reduced 75.74%
$69.4B
$258 Million 0.1% of portfolio
865
Q3 2024 Reduced 70.49%
$146B
$246 Million 0.1% of portfolio
743
Q3 2024 New
$148B
$246 Million 0.1% of portfolio
420
Q3 2024 New
$148B
$245 Million 0.1% of portfolio
992
Q3 2024 New
$219B
$222 Million 0.09% of portfolio
2,130
Q3 2024 New
$790B
$229 Million 0.09% of portfolio
259
Q3 2024 New
$170B
$220 Million 0.09% of portfolio
4,889
Q3 2024 Added 69.76%

Summary

  • Portfolio
  • No. of Stocks 160
  • Current Value $246 Billion
  • Prior Value $208 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 29 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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