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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.7 Billion 5.18% of portfolio
64,634
Q3 2024 Reduced 2.05%
$0
$10.1 Billion 4.11% of portfolio
191,412
Q3 2024 Reduced 0.08%
$0
$9.92 Billion 4.03% of portfolio
103,628
Q3 2024 Reduced 2.51%
$0
$8.61 Billion 3.5% of portfolio
157,231
Q3 2024 Added 0.55%
$0
$5.22 Billion 2.12% of portfolio
42,241
Q3 2024 Reduced 1.41%
$0
$4.84 Billion 1.97% of portfolio
18,352
Q3 2024 Reduced 1.52%
$0
$4.62 Billion 1.88% of portfolio
9,459
Q3 2024 Added 0.77%
$0
$4.29 Billion 1.74% of portfolio
39,811
Q3 2024 Reduced 0.07%
$0
$4.25 Billion 1.73% of portfolio
88,904
Q3 2024 Reduced 0.68%
$0
$4.18 Billion 1.7% of portfolio
77,870
Q3 2024 Added 0.01%
$0
$4.08 Billion 1.66% of portfolio
44,392
Q3 2024 Reduced 1.04%
$0
$4.04 Billion 1.64% of portfolio
194,290
Q3 2024 Added 4.58%
$0
$3.26 Billion 1.32% of portfolio
23,343
Q3 2024 Reduced 0.71%
$0
$2.92 Billion 1.19% of portfolio
16,733
Q3 2024 Added 3.96%
$0
$2.18 Billion 0.89% of portfolio
5,690
Q3 2024 Added 2.91%
$0
$1.99 Billion 0.81% of portfolio
11,080
Q3 2024 Reduced 4.52%
$0
$1.78 Billion 0.73% of portfolio
21,097
Q3 2024 Added 164.97%
$0
$1.78 Billion 0.72% of portfolio
29,912
Q3 2024 Reduced 4.62%
$0
$1.77 Billion 0.72% of portfolio
26,621
Q3 2024 Added 2.99%
$0
$1.67 Billion 0.68% of portfolio
16,468
Q3 2024 Reduced 0.64%
$0
$1.53 Billion 0.62% of portfolio
58,794
Q3 2024 Reduced 3.31%
$0
$1.47 Billion 0.6% of portfolio
5,201
Q3 2024 Reduced 0.1%
$3.45B
$1.35 Billion 0.55% of portfolio
60,530
Q3 2024 Added 5.24%
$0
$1.35 Billion 0.55% of portfolio
74,994
Q3 2024 Reduced 22.17%
$82.6B
$1.34 Billion 0.54% of portfolio
5,511
Q3 2024 Reduced 3.91%
$0
$1.19 Billion 0.48% of portfolio
7,104
Q3 2024 Added 2.61%
$0
$1.13 Billion 0.46% of portfolio
19,950
Q3 2024 Added 11.44%
$0
$997 Million 0.41% of portfolio
1,738
Q3 2024 Reduced 0.11%
$0
$997 Million 0.41% of portfolio
10,653
Q3 2024 Added 1.64%
$1.44B
$958 Million 0.39% of portfolio
36,903
Q3 2024 Reduced 51.38%
$41.5B
$934 Million 0.38% of portfolio
18,789
Q2 2024 Added 185.81%
$0
$893 Million 0.36% of portfolio
4,446
Q3 2024 Added 7.44%
$0
$883 Million 0.36% of portfolio
3,625
Q3 2024 Added 5.78%
$0
$796 Million 0.32% of portfolio
6,805
Q3 2024 Added 0.65%
$0
$763 Million 0.31% of portfolio
2,853
Q3 2024 Added 8.11%
$0
$745 Million 0.3% of portfolio
11,953
Q3 2024 Reduced 4.25%
$0
$711 Million 0.29% of portfolio
21,868
Q3 2024 Added 28.39%
$0
$660 Million 0.27% of portfolio
11,193
Q3 2024 Reduced 1.58%
$0
$647 Million 0.26% of portfolio
20,128
Q3 2024 Reduced 4.7%
$0
$555 Million 0.23% of portfolio
9,603
Q3 2024 Reduced 0.16%
$0
$575 Million 0.23% of portfolio
3,029
Q3 2024 Added 30.73%
$0
$572 Million 0.23% of portfolio
26,087
Q3 2024 Reduced 3.68%
$0
$505 Million 0.21% of portfolio
1,344
Q3 2024 Added 34.67%
$0
$461 Million 0.19% of portfolio
7,353
Q3 2024 Added 0.08%
$0
$420 Million 0.17% of portfolio
5,232
Q3 2024 Added 1.91%
$0
$408 Million 0.17% of portfolio
8,044
Q3 2024 Added 6.05%
$0
$368 Million 0.15% of portfolio
5,843
Q1 2024 Reduced 92.76%
$0
$335 Million 0.14% of portfolio
1,274
Q3 2024 Reduced 0.93%
$0
$296 Million 0.12% of portfolio
3,542
Q3 2024 Reduced 3.04%

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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