Bkm Wealth Management, LLC Portfolio Holdings

Bkm Wealth Management, LLC

  • $244 Billion
  • Q4 2024

Bkm Wealth Management, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $244 Billion distributed in 160 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.5B, Ishares S&P 500 Value ETF with a value of $12.3B, Microsoft Corp with a value of $11.3B, Ishares S&P 500 Growth ETF with a value of $10.3B, and Vanguard Ftse Developed Market with a value of $9.34B.

Examining the 13F form we can see an decrease of $2.17B in the current position value, from $246B to 244B.

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 $244 Billion
ETFs: $119 Billion
Technology: $39.7 Billion
Financial Services: $15.2 Billion
Industrials: $13.5 Billion
Healthcare: $13.2 Billion
Consumer Defensive: $11 Billion
Consumer Cyclical: $8.28 Billion
Utilities: $5.22 Billion
Other: $9.58 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$238B
$1.52 Billion 0.62% of portfolio
16,820
Q4 2024 Reduced 5.29%
$127B
$1.51 Billion 0.62% of portfolio
5,146
Q4 2024 Reduced 8.61%
$207B
$1.41 Billion 0.58% of portfolio
9,290
Q4 2024 Reduced 9.74%
$40.1B
$1.41 Billion 0.58% of portfolio
6,683
Q4 2024 Added 0.3%
$99.4B
$1.41 Billion 0.58% of portfolio
5,838
Q4 2024 Added 5.93%
$0
$1.38 Billion 0.57% of portfolio
58,840
Q4 2024 Added 0.08%
$3.49B
$1.36 Billion 0.56% of portfolio
63,667
Q4 2024 Added 5.18%
$77.1B
$1.37 Billion 0.56% of portfolio
8,393
Q4 2024 Added 7.48%
$16.9B
$1.2 Billion 0.49% of portfolio
13,916
Q4 2024 Added 8.87%
$0
$1.13 Billion 0.46% of portfolio
6,984
Q4 2024 Reduced 1.69%
$0
$1.06 Billion 0.43% of portfolio
20,415
Q4 2024 Added 2.33%
$683B
$1.03 Billion 0.42% of portfolio
2,271
Q4 2024 Added 6.57%
$112B
$997 Million 0.41% of portfolio
10,926
Q4 2024 Reduced 3.81%
$0
$983 Million 0.4% of portfolio
11,035
Q4 2024 Added 3.59%
$0
$949 Million 0.39% of portfolio
52,093
Q4 2024 Reduced 30.54%
$48B
$934 Million 0.38% of portfolio
6,912
Q4 2024 Reduced 6.04%
$0
$922 Million 0.38% of portfolio
1,573
Q4 2024 Reduced 9.49%
$137B
$906 Million 0.37% of portfolio
12,878
Q4 2024 Reduced 1.43%
$72.6B
$903 Million 0.37% of portfolio
6,475
Q4 2024 Added 25.27%
$0
$886 Million 0.36% of portfolio
3,492
Q4 2024 Reduced 3.67%
$0
$865 Million 0.36% of portfolio
4,366
Q4 2024 Reduced 1.8%
$162B
$882 Million 0.36% of portfolio
23,510
Q4 2024 Added 7.83%
$31.4B
$847 Million 0.35% of portfolio
40,034
Q4 2024 Added 405.29%
$861B
$849 Million 0.35% of portfolio
4,300
Q4 2024 Reduced 5.74%
$0
$829 Million 0.34% of portfolio
7,197
Q4 2024 Added 5.76%
$270B
$810 Million 0.33% of portfolio
6,035
Q4 2024 Added 8.94%
$1.68B
$797 Million 0.33% of portfolio
30,786
Q4 2024 Reduced 16.58%
$263B
$769 Million 0.32% of portfolio
1,110
Q4 2024 Added 15.63%
$78.2B
$754 Million 0.31% of portfolio
8,291
Q4 2024 Reduced 7.89%
$0
$766 Million 0.31% of portfolio
2,734
Q4 2024 Reduced 4.17%
$0
$745 Million 0.31% of portfolio
11,963
Q4 2024 Added 0.08%
$0
$696 Million 0.29% of portfolio
23,556
Q4 2024 Added 7.72%
$314B
$704 Million 0.29% of portfolio
2,861
Q4 2024 Reduced 6.2%
$151B
$708 Million 0.29% of portfolio
12,489
Q4 2024 Reduced 0.65%
$229B
$675 Million 0.28% of portfolio
13,637
Q4 2024 Reduced 1.7%
$93B
$683 Million 0.28% of portfolio
11,429
Q4 2024 Reduced 6.39%
$21.8B
$664 Million 0.27% of portfolio
9,958
Q4 2024 Added 5.68%
$259B
$624 Million 0.26% of portfolio
9,962
Q4 2024 Added 5.74%
$0
$637 Million 0.26% of portfolio
6,575
Q4 2024 Reduced 60.07%
$0
$608 Million 0.25% of portfolio
1,513
Q4 2024 Added 12.57%
Wns Hldgs LTD
-
$601 Million 0.25% of portfolio
-
Q4 2024 Added 15.63%
$0
$611 Million 0.25% of portfolio
3,301
Q4 2024 Added 8.98%
$0
$587 Million 0.24% of portfolio
27,599
Q4 2024 Added 5.8%
$14.9B
$594 Million 0.24% of portfolio
4,826
Q4 2024 Reduced 2.31%
$0
$585 Million 0.24% of portfolio
10,350
Q4 2024 Reduced 7.53%
$39.8B
$592 Million 0.24% of portfolio
7,710
Q4 2024 Reduced 8.67%
$25.7B
$565 Million 0.23% of portfolio
4,732
Q4 2024 Added 4.64%
$90.5B
$551 Million 0.23% of portfolio
1,621
Q3 2024 New
$73.8B
$549 Million 0.23% of portfolio
35,034
Q4 2024 Added 5.85%

Summary

  • Portfolio
  • No. of Stocks 160
  • Current Value $244 Billion
  • Prior Value $246 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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