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

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%
$3.18T
$10.6 Billion 4.31% of portfolio
24,650
Q3 2024 Added 181.17%
$3.67T
$10.6 Billion 4.3% of portfolio
45,416
Q3 2024 Added 98.2%
$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%
$168B
$3.86 Billion 1.57% of portfolio
14,264
Q3 2024 Added 36.09%
$158B
$3.35 Billion 1.36% of portfolio
3,524
Q3 2024 Reduced 2.41%
$709B
$3.25 Billion 1.32% of portfolio
15,397
Q3 2024 Added 28.47%
$555B
$3.2 Billion 1.3% of portfolio
5,473
Q3 2024 Added 10.32%
$0
$2.92 Billion 1.19% of portfolio
16,733
Q3 2024 Added 3.96%
$228B
$2.77 Billion 1.13% of portfolio
7,836
Q3 2024 Added 10.32%
$220B
$2.64 Billion 1.08% of portfolio
8,683
Q3 2024 Reduced 2.62%
$69.3B
$2.63 Billion 1.07% of portfolio
23,485
Q3 2024 Added 8.79%
$109B
$2.5 Billion 1.02% of portfolio
10,860
Q3 2024 Added 18.73%
$397B
$2.32 Billion 0.94% of portfolio
14,312
Q3 2024 Added 0.55%
Linde PLC
-
$2.3 Billion 0.94% of portfolio
-
Q3 2024 Added 12.58%
$201B
$2.26 Billion 0.92% of portfolio
19,843
Q3 2024 Added 6.41%
$0
$2.18 Billion 0.89% of portfolio
5,690
Q3 2024 Added 2.91%
$158B
$2.11 Billion 0.86% of portfolio
6,562
Q3 2024 Added 3.05%
$317B
$2.08 Billion 0.85% of portfolio
14,149
Q3 2024 Added 5.89%
$409B
$2.08 Billion 0.84% of portfolio
2,342
Q3 2024 Added 17.87%
$0
$1.99 Billion 0.81% of portfolio
11,080
Q3 2024 Reduced 4.52%
$119B
$1.98 Billion 0.81% of portfolio
6,870
Q3 2024 Added 6.05%
$80.3B
$1.97 Billion 0.8% of portfolio
6,530
Q3 2024 Added 12.82%
$187B
$1.92 Billion 0.78% of portfolio
8,683
Q3 2024 Added 22.99%
$0
$1.79 Billion 0.73% of portfolio
18,348
Q3 2024 Reduced 0.42%
$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%
$396B
$1.73 Billion 0.71% of portfolio
10,014
Q3 2024 Reduced 43.21%
$228B
$1.75 Billion 0.71% of portfolio
10,293
Q3 2024 Added 14.46%
$30.3B
$1.74 Billion 0.71% of portfolio
18,089
Q3 2024 Added 42.74%
$148B
$1.72 Billion 0.7% of portfolio
20,333
Q3 2024 Added 16.96%
$61.3B
$1.71 Billion 0.7% of portfolio
6,894
Q3 2024 Added 6.67%
$0
$1.67 Billion 0.68% of portfolio
16,468
Q3 2024 Reduced 0.64%
$166B
$1.58 Billion 0.64% of portfolio
3,052
Q3 2024 Reduced 1.01%
$47.5B
$1.58 Billion 0.64% of portfolio
6,663
Q3 2024 Added 5.18%
$125B
$1.56 Billion 0.63% of portfolio
5,631
Q3 2024 Added 16.66%
$69B
$1.55 Billion 0.63% of portfolio
8,994
Q3 2024 New
$81.8B
$1.53 Billion 0.62% of portfolio
7,809
Q3 2024 Added 57.31%

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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