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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.2 Billion 5.01% of portfolio
63,789
Q1 2025 Reduced 0.8%
$0
$10 Billion 4.12% of portfolio
197,017
Q1 2025 Added 0.9%
$0
$9.13 Billion 3.76% of portfolio
98,359
Q1 2025 Reduced 3.21%
$0
$8.25 Billion 3.4% of portfolio
153,768
Q1 2025 Added 0.06%
$0
$4.94 Billion 2.03% of portfolio
41,273
Q1 2025 Reduced 0.9%
$0
$4.71 Billion 1.94% of portfolio
10,039
Q1 2025 Reduced 4.44%
$0
$4.48 Billion 1.84% of portfolio
17,323
Q1 2025 Reduced 2.64%
$0
$4.22 Billion 1.74% of portfolio
206,433
Q1 2025 Added 2.22%
$0
$4.05 Billion 1.67% of portfolio
89,536
Q1 2025 Added 1.3%
$0
$3.88 Billion 1.6% of portfolio
80,256
Q1 2025 Added 1.8%
$0
$3.8 Billion 1.57% of portfolio
39,002
Q1 2025 Reduced 0.87%
$0
$3.64 Billion 1.5% of portfolio
43,723
Q1 2025 Reduced 0.58%
$0
$2.95 Billion 1.21% of portfolio
17,051
Q1 2025 Added 3.19%
$0
$2.83 Billion 1.17% of portfolio
22,768
Q1 2025 Reduced 1.46%
$0
$2.67 Billion 1.1% of portfolio
95,359
Q1 2025 Added 13.88%
$0
$2.27 Billion 0.93% of portfolio
28,727
Q1 2025 Reduced 1.04%
$0
$2.06 Billion 0.85% of portfolio
11,908
Q1 2025 Added 2.66%
$106B
$1.83 Billion 0.75% of portfolio
6,363
Q1 2025 Added 8.99%
$0
$1.8 Billion 0.74% of portfolio
31,495
Q1 2025 Added 2.3%
$0
$1.76 Billion 0.73% of portfolio
28,371
Q1 2025 Reduced 4.55%
$0
$1.71 Billion 0.7% of portfolio
18,895
Q1 2025 Added 2.98%
$0
$1.53 Billion 0.63% of portfolio
63,063
Q1 2025 Added 7.18%
$3.52B
$1.47 Billion 0.61% of portfolio
65,470
Q1 2025 Added 2.83%
$0
$1.43 Billion 0.59% of portfolio
5,189
Q1 2025 Reduced 0.25%
$0
$1.24 Billion 0.51% of portfolio
7,709
Q1 2025 Added 10.38%
$0
$1.13 Billion 0.47% of portfolio
21,462
Q1 2025 Added 5.13%
$0
$1.02 Billion 0.42% of portfolio
11,285
Q1 2025 Added 2.27%
$0
$918 Million 0.38% of portfolio
3,753
Q1 2025 Added 7.47%
$0
$897 Million 0.37% of portfolio
4,814
Q1 2025 Added 10.26%
$0
$847 Million 0.35% of portfolio
1,513
Q1 2025 Reduced 3.81%
$0
$840 Million 0.35% of portfolio
26,275
Q1 2025 Added 11.54%
$0
$822 Million 0.34% of portfolio
49,401
Q1 2025 Reduced 5.17%
$0
$761 Million 0.31% of portfolio
3,024
Q1 2025 Added 10.61%
$0
$731 Million 0.3% of portfolio
6,989
Q1 2025 Reduced 2.89%
$1.82B
$716 Million 0.29% of portfolio
23,217
Q1 2025 Reduced 24.59%
$0
$685 Million 0.28% of portfolio
11,747
Q1 2025 Reduced 1.81%
$0
$660 Million 0.27% of portfolio
3,507
Q1 2025 Added 6.24%
$0
$601 Million 0.25% of portfolio
10,350
Q4 2024 Reduced 7.53%
$0
$583 Million 0.24% of portfolio
27,162
Q1 2025 Reduced 1.58%
$0
$524 Million 0.22% of portfolio
5,299
Q1 2025 Reduced 19.41%
$0
$527 Million 0.22% of portfolio
1,460
Q1 2025 Reduced 3.5%
$0
$510 Million 0.21% of portfolio
9,307
Q1 2025 Reduced 3.08%
$0
$480 Million 0.2% of portfolio
7,766
Q1 2025 Added 10.23%
$53.5B
$450 Million 0.19% of portfolio
7,629
Q4 2024 Reduced 59.4%
$0
$354 Million 0.15% of portfolio
5,843
Q1 2024 Reduced 92.76%
$0
$312 Million 0.13% of portfolio
10,622
Q1 2025 Added 2.08%
$0
$305 Million 0.13% of portfolio
1,185
Q4 2024 Reduced 6.99%
$0
$244 Million 0.1% of portfolio
7,876
Q1 2025 Reduced 5.28%
$0
$236 Million 0.1% of portfolio
1,063
Q4 2024 Reduced 2.12%

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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