Bkm Wealth Management, LLC Portfolio Holdings

Bkm Wealth Management, LLC has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $208 Billion distributed in 139 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 $12B, Ishares S&P 500 Growth ETF with a value of $9.84B, Vanguard Ftse Developed Market with a value of $9.47B, Xtrackers Russell Us Multifact with a value of $7.88B, and Ishares S&P Midcap 400 Value E with a value of $4.86B.

Examining the 13F form we can see an decrease of $24.6B in the current position value, from $233B to 208B.

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.