Bkm Wealth Management, LLC Incresed Positions in Q3 2025

Bkm Wealth Management, LLC

  • $271 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
12.9K
+ 894.86%
$174.36 - $254.72 $2.25M - $3.28M
14.3K $3.48B
META
Meta Platforms, Inc.

Communication Services
3.23K
+ 605.07%
$695.21 - $791.73 $2.24M - $2.55M
3.76K $2.76B
VEA
Vanguard Ftse Developed Market

ETFs
5.13K
+ 2.66%
$56.02 - $60.3 $287K - $309K
198K $11.9B
IVE
Ishares S&P 500 Value ETF

ETFs
480
+ 0.76%
$194.44 - $206.51 $93.3K - $99.1K
63.9K $13.2B
JPM
Jpmorgan Chase & CO

Financial Services
536
+ 3.09%
$282.78 - $316.06 $152K - $169K
17.9K $5.64B
DEUS
Xtrackers Russell Us Multifact

ETFs
4.95K
+ 2.97%
$55.9 - $58.67 $277K - $290K
172K $9.98B
GE
General Electric CO

Industrials
921
+ 12.4%
$244.75 - $305.63 $225K - $281K
8.35K $2.51B
QQQ
Invesco Qqq Trust, Series 1

ETFs
78
+ 0.81%
$546.99 - $602.2 $42.7K - $47K
9.75K $5.86B
IJS
Ishares S&P Smallcap 600 Value

ETFs
345
+ 0.88%
$98.99 - $112.2 $34.2K - $38.7K
39.8K $4.4B
LOW
Lowes Companies Inc

Consumer Cyclical
11
+ 0.07%
$215.01 - $273.02 $2.37K - $3K
15.4K $3.86B
VUG
Vanguard Growth ETF

ETFs
229
+ 3.92%
$433.97 - $484.08 $99.4K - $111K
6.07K $2.91B
OMC
Omnicom Group Inc.

Communication Services
1.89K
+ 10.26%
$70.41 - $81.53 $133K - $154K
20.3K $1.66B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.75K
+ 7.18%
$26.38 - $27.95 $204K - $217K
116K $3.16B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
282
+ 0.69%
$122.57 - $132.57 $34.6K - $37.4K
41.4K $5.38B
BAR
Granite Shares Gold Trust

ETFs
1.83K
+ 6.4%
$32.23 - $38.06 $58.8K - $69.5K
30.4K $1.16B
WEC
Wec Energy Group, Inc.

Utilities
15
+ 0.08%
$103.66 - $114.59 $1.55K - $1.72K
19.1K $2.18B
NVDA
Nvidia Corp

Technology
131
+ 2.28%
$153.3 - $186.58 $20.1K - $24.4K
5.88K $1.1B
VNQ
Vanguard Specialized Funds Van

ETFs
1.23K
+ 6.48%
$88.47 - $93.24 $109K - $115K
20.2K $1.85B
VBR
Vanguard Small Cap Value ETF

ETFs
361
+ 7.15%
$195.41 - $212.37 $70.5K - $76.7K
5.41K $1.13B
VOE
Vanguard Mid Cap Value Index F

ETFs
367
+ 4.66%
$164.63 - $174.58 $60.4K - $64.1K
8.24K $1.44B
IAU
Ishares Gold Trust

ETFs
800
+ 10.43%
$61.62 - $72.77 $49.3K - $58.2K
8.47K $616M
JPEM
Jp Morgan Diversified Return

ETFs
1.42K
+ 7.56%
$56.25 - $59.87 $80.1K - $85.3K
20.3K $1.2B
Linde PLC
202
+ 3.91%
N/A
5.37K $2.55B
WMT
Walmart Inc.

Consumer Defensive
189
+ 0.98%
$94.4 - $104.27 $17.8K - $19.7K
19.4K $2B
VBK
Vanguard Small Cap Growth ETF

ETFs
179
+ 5.58%
$276.51 - $305.12 $49.5K - $54.6K
3.39K $1.01B
ADI
Analog Devices Inc

Technology
105
+ 0.87%
$220.68 - $255.63 $23.2K - $26.8K
12.1K $2.98B
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
3.17K
+ 4.89%
$21.62 - $22.81 $68.4K - $72.2K
67.8K $1.53B
HYG
Ishares Tr

ETFs
1.22K
+ 4.19%
$79.85 - $81.32 $97.2K - $99K
30.3K $2.46B
RTX
Raytheon Technologies Corp

Industrials
26
+ 0.57%
$144.19 - $167.33 $3.75K - $4.35K
4.55K $762M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
1.13K
+ 10.59%
$56.63 - $60.72 $63.7K - $68.3K
11.8K $708M
PEY
Invesco Exchange Traded Fd Tr

ETFs
3.05K
+ 11.37%
$20.38 - $21.7 $62.1K - $66.1K
29.8K $629M
EMB
Ishares Tr

ETFs
515
+ 4.18%
$91.52 - $95.59 $47.1K - $49.2K
12.8K $1.22B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
3.41K
+ 4.49%
$16.46 - $17.1 $56.2K - $58.4K
79.4K $1.35B
VOT
Vanguard Mid Cap Growth Index

ETFs
144
+ 3.77%
$282.75 - $294.19 $40.7K - $42.4K
3.97K $1.16B
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.06%
$291.67 - $316.99 $1.17K - $1.27K
6.21K $1.89B
Proshares Tr
229
+ 1.18%
N/A
19.7K $888M
Ge Vernova Inc
3
+ 0.43%
N/A
703 $432M
SPGI
S&P Global Inc.

Financial Services
422
+ 11.74%
$484.94 - $564.15 $205K - $238K
4.02K $1.95B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
462
+ 8.81%
$97.75 - $100.75 $45.2K - $46.5K
5.71K $572M
AEP
American Electric Power CO Inc

Utilities
4
+ 0.08%
$103.26 - $115.0 $413 - $460
5.25K $590M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
745
+ 1.46%
$25.72 - $27.0 $19.2K - $20.1K
51.9K $1.38B
SNY
Sanofi

Healthcare
1.19K
+ 12.09%
$45.07 - $51.35 $53.5K - $61K
11K $520M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
12
+ 0.56%
$459.11 - $506.91 $5.51K - $6.08K
2.15K $1.08B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
25
+ 0.21%
$62.09 - $66.51 $1.55K - $1.66K
11.8K $767M
BAC
Bank Of America Corp

Financial Services
269
+ 5.2%
$44.92 - $52.42 $12.1K - $14.1K
5.44K $281M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
68
+ 0.72%
$55.15 - $58.11 $3.75K - $3.95K
9.45K $543M
JCI
Johnson Controls International PLC

Industrials
10
+ 0.29%
$103.24 - $111.73 $1.03K - $1.12K
3.51K $386M
EFA
Ishares Tr Msci Eafe ETF

ETFs
67
+ 2.76%
$87.29 - $93.61 $5.85K - $6.27K
2.49K $233M
AMZN
Amazon Com Inc

Consumer Cyclical
52
+ 2.82%
$211.65 - $238.24 $11K - $12.4K
1.89K $416M
Activity Summary
Buys All Purchases 72 New Holdings 10 Increased Positions 62 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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