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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$46.8B
$1.55 Billion 0.64% of portfolio
7,382
Q1 2025 Added 10.46%
$0
$1.53 Billion 0.63% of portfolio
63,063
Q1 2025 Added 7.18%
$75.1B
$1.52 Billion 0.63% of portfolio
13,878
Q1 2025 Added 9.75%
$54.8B
$1.5 Billion 0.62% of portfolio
1,520
Q1 2025 Added 3.61%
$3.41B
$1.47 Billion 0.61% of portfolio
65,470
Q1 2025 Added 2.83%
$78.2B
$1.44 Billion 0.59% of portfolio
8,751
Q1 2025 Added 4.27%
$0
$1.43 Billion 0.59% of portfolio
5,189
Q1 2025 Reduced 0.25%
$14.9B
$1.37 Billion 0.56% of portfolio
16,480
Q1 2025 Added 18.42%
$0
$1.24 Billion 0.51% of portfolio
7,709
Q1 2025 Added 10.38%
$648B
$1.13 Billion 0.47% of portfolio
2,131
Q1 2025 Reduced 6.16%
$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%
$81.1B
$987 Million 0.41% of portfolio
6,775
Q1 2025 Added 4.63%
$76.7B
$955 Million 0.39% of portfolio
10,191
Q1 2025 Added 22.92%
$0
$918 Million 0.38% of portfolio
3,753
Q1 2025 Added 7.47%
$32.4B
$929 Million 0.38% of portfolio
36,604
Q1 2025 Reduced 8.57%
$0
$933 Million 0.38% of portfolio
42,121
Q1 2025 Reduced 0.63%
$0
$897 Million 0.37% of portfolio
4,814
Q1 2025 Added 10.26%
$151B
$897 Million 0.37% of portfolio
12,636
Q1 2025 Reduced 1.88%
$92.2B
$885 Million 0.36% of portfolio
13,046
Q1 2025 Added 14.15%
Wns Hldgs LTD
-
$867 Million 0.36% of portfolio
-
Q1 2025 Added 11.09%
$157B
$856 Million 0.35% of portfolio
23,187
Q1 2025 Reduced 1.37%
$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%
$20.4B
$797 Million 0.33% of portfolio
10,617
Q1 2025 Added 6.62%
$312B
$796 Million 0.33% of portfolio
1,201
Q1 2025 Added 8.2%
$160B
$784 Million 0.32% of portfolio
13,171
Q1 2025 Added 5.46%
$0
$761 Million 0.31% of portfolio
3,024
Q1 2025 Added 10.61%
$242B
$757 Million 0.31% of portfolio
10,336
Q1 2025 Added 3.75%
$0
$731 Million 0.3% of portfolio
6,989
Q1 2025 Reduced 2.89%
$1.83B
$716 Million 0.29% of portfolio
23,217
Q1 2025 Reduced 24.59%
$356B
$677 Million 0.28% of portfolio
2,523
Q1 2025 Reduced 11.81%
$238B
$690 Million 0.28% of portfolio
12,022
Q1 2025 Reduced 11.84%
$42.4B
$682 Million 0.28% of portfolio
7,834
Q1 2025 Added 1.61%
$0
$685 Million 0.28% of portfolio
11,747
Q1 2025 Reduced 1.81%
$50.4B
$659 Million 0.27% of portfolio
15,773
Q1 2025 Added 15.09%
$0
$660 Million 0.27% of portfolio
3,507
Q1 2025 Added 6.24%
$1.1T
$657 Million 0.27% of portfolio
3,957
Q1 2025 Reduced 7.98%
$21.2B
$626 Million 0.26% of portfolio
9,392
Q1 2025 Added 12.64%
$13.1B
$624 Million 0.26% of portfolio
21,991
Q1 2025 Added 15.41%
$0
$601 Million 0.25% of portfolio
10,350
Q4 2024 Reduced 7.53%
$359B
$616 Million 0.25% of portfolio
5,685
Q1 2025 Reduced 5.8%
$204B
$612 Million 0.25% of portfolio
4,622
Q1 2025 Added 0.46%
$15B
$594 Million 0.24% of portfolio
5,138
Q1 2025 Added 6.46%
$125B
$574 Million 0.24% of portfolio
10,358
Q1 2025 Added 8.52%
$52.3B
$573 Million 0.24% of portfolio
5,240
Q1 2025 Reduced 0.13%
$0
$583 Million 0.24% of portfolio
27,162
Q1 2025 Reduced 1.58%
Brookfield Renewable Corp
-
$557 Million 0.23% of portfolio
-
Q1 2025 Added 11.71%

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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