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
$0
$12.2 Billion 5.01% of portfolio
63,789
Q1 2025 Reduced 0.8%
$3.26T
$11.4 Billion 4.68% of portfolio
51,199
Q1 2025 Added 2.63%
$3.51T
$10.1 Billion 4.16% of portfolio
26,885
Q1 2025 Added 0.23%
$0
$10 Billion 4.12% of portfolio
197,017
Q1 2025 Added 0.9%
$0
$9.13 Billion 3.76% of portfolio
98,359
Q1 2025 Reduced 3.21%
$0
$8.25 Billion 3.4% of portfolio
153,768
Q1 2025 Added 0.06%
$0
$4.94 Billion 2.03% of portfolio
41,273
Q1 2025 Reduced 0.9%
$0
$4.71 Billion 1.94% of portfolio
10,039
Q1 2025 Reduced 4.44%
$0
$4.48 Billion 1.84% of portfolio
17,323
Q1 2025 Reduced 2.64%
$788B
$4.24 Billion 1.75% of portfolio
17,296
Q1 2025 Added 5.88%
$0
$4.22 Billion 1.74% of portfolio
206,433
Q1 2025 Added 2.22%
$0
$4.05 Billion 1.67% of portfolio
89,536
Q1 2025 Added 1.3%
$0
$3.88 Billion 1.6% of portfolio
80,256
Q1 2025 Added 1.8%
$0
$3.8 Billion 1.57% of portfolio
39,002
Q1 2025 Reduced 0.87%
$0
$3.64 Billion 1.5% of portfolio
43,723
Q1 2025 Reduced 0.58%
$140B
$3.57 Billion 1.47% of portfolio
15,302
Q1 2025 Added 8.24%
$0
$2.95 Billion 1.21% of portfolio
17,051
Q1 2025 Added 3.19%
$64.6B
$2.88 Billion 1.19% of portfolio
25,902
Q1 2025 Added 8.44%
$0
$2.83 Billion 1.17% of portfolio
22,768
Q1 2025 Reduced 1.46%
$99.1B
$2.8 Billion 1.15% of portfolio
16,702
Q1 2025 Added 36.25%
$221B
$2.75 Billion 1.13% of portfolio
8,799
Q1 2025 Added 2.5%
$235B
$2.75 Billion 1.13% of portfolio
20,747
Q1 2025 Added 6.97%
$202B
$2.73 Billion 1.12% of portfolio
8,753
Q1 2025 Added 8.65%
$0
$2.67 Billion 1.1% of portfolio
95,359
Q1 2025 Added 13.88%
$281B
$2.54 Billion 1.05% of portfolio
15,186
Q1 2025 Added 6.66%
$409B
$2.51 Billion 1.03% of portfolio
15,153
Q1 2025 Added 4.33%
$446B
$2.46 Billion 1.01% of portfolio
2,605
Q1 2025 Added 18.79%
$120B
$2.39 Billion 0.98% of portfolio
11,838
Q1 2025 Reduced 0.92%
Linde PLC
-
$2.39 Billion 0.98% of portfolio
-
Q1 2025 Added 2.35%
$284B
$2.32 Billion 0.96% of portfolio
4,430
Q1 2025 Reduced 25.26%
$119B
$2.25 Billion 0.93% of portfolio
7,460
Q1 2025 Added 9.88%
$0
$2.27 Billion 0.93% of portfolio
28,727
Q1 2025 Reduced 1.04%
$157B
$2.22 Billion 0.92% of portfolio
7,135
Q1 2025 Added 1.7%
$0
$2.1 Billion 0.86% of portfolio
5,652
Q1 2025 Added 3.74%
$33.3B
$2.06 Billion 0.85% of portfolio
18,875
Q1 2025 Reduced 1.59%
$0
$2.06 Billion 0.85% of portfolio
11,908
Q1 2025 Added 2.66%
$248B
$1.99 Billion 0.82% of portfolio
8,009
Q1 2025 Reduced 1.51%
$167B
$1.91 Billion 0.79% of portfolio
3,768
Q1 2025 Added 15.44%
$76.2B
$1.9 Billion 0.78% of portfolio
6,974
Q1 2025 Added 10.77%
$106B
$1.83 Billion 0.75% of portfolio
6,363
Q1 2025 Added 8.99%
$0
$1.8 Billion 0.74% of portfolio
31,495
Q1 2025 Added 2.3%
$0
$1.76 Billion 0.73% of portfolio
28,371
Q1 2025 Reduced 4.55%
$268B
$1.78 Billion 0.73% of portfolio
28,778
Q1 2025 Added 2.26%
$131B
$1.78 Billion 0.73% of portfolio
5,836
Q1 2025 Added 13.41%
$0
$1.71 Billion 0.7% of portfolio
18,895
Q1 2025 Added 2.98%
$264B
$1.7 Billion 0.7% of portfolio
19,372
Q1 2025 Added 15.17%
$182B
$1.67 Billion 0.69% of portfolio
11,112
Q1 2025 Added 19.61%
$143B
$1.65 Billion 0.68% of portfolio
23,278
Q1 2025 Reduced 2.49%
$386B
$1.65 Billion 0.68% of portfolio
9,654
Q1 2025 Reduced 3.94%

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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