Bkm Wealth Management, LLC Incresed Positions in Q1 2025

Bkm Wealth Management, LLC

  • $243 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
1.77K
+ 0.9%
$47.4 - $52.99 $83.7K - $93.5K
197K $10B
ABT
Abbott Laboratories

Healthcare
1.35K
+ 6.97%
$111.1 - $140.22 $150K - $190K
20.7K $2.75B
CVX
Chevron Corp

Energy
948
+ 6.66%
$146.71 - $167.97 $139K - $159K
15.2K $2.54B
COST
Costco Wholesale Corp

Consumer Defensive
412
+ 18.79%
$890.62 - $1076.86 $367K - $444K
2.61K $2.46B
GLD
Spdr Gold Trust

ETFs
525
+ 8.99%
$243.19 - $288.14 $128K - $151K
6.36K $1.83B
JNJ
Johnson & Johnson

Healthcare
629
+ 4.33%
$142.06 - $167.7 $89.4K - $105K
15.2K $2.51B
AFL
Aflac Inc

Financial Services
2.02K
+ 8.44%
$100.99 - $111.19 $203K - $224K
25.9K $2.88B
AMGN
Amgen Inc

Healthcare
119
+ 1.7%
$258.59 - $327.36 $30.8K - $39K
7.14K $2.22B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.6K
+ 13.88%
$27.01 - $28.54 $314K - $332K
95.4K $2.67B
CB
Chubb LTD

Financial Services
671
+ 9.88%
$257.71 - $301.99 $173K - $203K
7.46K $2.25B
JPM
Jpmorgan Chase & CO

Financial Services
961
+ 5.88%
$225.19 - $279.95 $216K - $269K
17.3K $4.24B
Linde PLC
118
+ 2.35%
N/A
5.13K $2.39B
SPGI
S&P Global Inc.

Financial Services
504
+ 15.44%
$478.26 - $543.77 $241K - $274K
3.77K $1.91B
ADP
Automatic Data Processing Inc

Industrials
690
+ 13.41%
$286.85 - $318.64 $198K - $220K
5.84K $1.78B
Wns Hldgs LTD
1.41K
+ 11.09%
N/A
14.1K $867M
MCD
Mcdonalds Corp

Consumer Cyclical
215
+ 2.5%
$279.74 - $321.29 $60.1K - $69.1K
8.8K $2.75B
PEP
Pepsico Inc

Consumer Defensive
1.82K
+ 19.61%
$142.64 - $156.42 $260K - $285K
11.1K $1.67B
GD
General Dynamics Corp

Industrials
678
+ 10.77%
$241.94 - $272.58 $164K - $185K
6.97K $1.9B
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.62K
+ 14.15%
$56.12 - $68.15 $90.7K - $110K
13K $885M
CL
Colgate Palmolive CO

Consumer Defensive
1.9K
+ 22.92%
$85.68 - $97.5 $163K - $185K
10.2K $955M
Liberty Global LTD
19.5K
+ 67.46%
N/A
48.4K $557M
WMT
Walmart Inc.

Consumer Defensive
2.55K
+ 15.17%
$84.5 - $105.05 $216K - $268K
19.4K $1.7B
CCRV
Ishares U S ETF Tr Commodity C

ETFs
4.48K
+ 2.22%
$19.55 - $20.85 $87.5K - $93.3K
206K $4.22B
OMC
Omnicom Group Inc.

Communication Services
2.56K
+ 18.42%
$79.43 - $88.34 $204K - $227K
16.5K $1.37B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.15K
+ 1.3%
$42.5 - $46.71 $48.9K - $53.7K
89.5K $4.05B
SNN
Smith & Nephew PLC

Healthcare
2.94K
+ 15.41%
$23.89 - $30.34 $70.1K - $89.1K
22K $624M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
4.22K
+ 7.18%
$23.18 - $24.68 $97.9K - $104K
63.1K $1.53B
VTV
Vanguard Value ETF

ETFs
527
+ 3.19%
$167.73 - $179.21 $88.4K - $94.4K
17.1K $2.95B
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
2.72K
+ 11.54%
$29.14 - $32.97 $79.2K - $89.6K
26.3K $840M
LHX
L3 Harris Technologies, Inc.

Industrials
699
+ 10.46%
$194.65 - $222.86 $136K - $156K
7.38K $1.55B
SLB
Schlumberger Limited

Energy
2.07K
+ 15.09%
$38.4 - $43.74 $79.4K - $90.5K
15.8K $659M
CMS
Cms Energy Corp

Utilities
659
+ 6.62%
$64.99 - $75.11 $42.8K - $49.5K
10.6K $797M
SHEL
Shell PLC

Energy
374
+ 3.75%
$62.84 - $73.29 $23.5K - $27.4K
10.3K $757M
AZN
Astrazeneca PLC

Healthcare
843
+ 12.82%
$65.37 - $77.96 $55.1K - $65.7K
7.42K $545M
SNY
Sanofi

Healthcare
813
+ 8.52%
$48.15 - $59.42 $39.1K - $48.3K
10.4K $574M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
1.8K
+ 2.83%
$21.48 - $22.98 $38.7K - $41.4K
65.5K $1.47B
CSCO
Cisco Systems, Inc.

Technology
636
+ 2.26%
$58.74 - $64.87 $37.4K - $41.3K
28.8K $1.78B
VOE
Vanguard Mid Cap Value Index F

ETFs
725
+ 10.38%
$156.61 - $168.02 $114K - $122K
7.71K $1.24B
GE
General Electric CO

Industrials
72
+ 2.62%
$168.59 - $212.13 $12.1K - $15.3K
2.82K $565M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
124
+ 1.61%
$73.71 - $87.55 $9.14K - $10.9K
7.83K $682M
MPC
Marathon Petroleum Corp

Energy
300
+ 4.63%
$134.72 - $159.03 $40.4K - $47.7K
6.78K $987M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
1.05K
+ 12.64%
$60.44 - $69.57 $63.7K - $73.3K
9.39K $626M
LOW
Lowes Companies Inc

Consumer Cyclical
1.17K
+ 8.24%
$222.66 - $268.42 $259K - $313K
15.3K $3.57B
RTX
Raytheon Technologies Corp

Industrials
21
+ 0.46%
$114.1 - $135.66 $2.4K - $2.85K
4.62K $612M
VNQ
Vanguard Specialized Funds Van

ETFs
547
+ 2.98%
$85.55 - $94.34 $46.8K - $51.6K
18.9K $1.71B
UL
Unilever PLC

Consumer Defensive
682
+ 5.46%
$54.72 - $60.29 $37.3K - $41.1K
13.2K $784M
KO
Coca Cola CO

Consumer Defensive
159
+ 2.35%
$60.81 - $72.32 $9.67K - $11.5K
6.93K $496M
ZTS
Zoetis Inc.

Healthcare
358
+ 4.27%
$156.48 - $175.67 $56K - $62.9K
8.75K $1.44B
JPEM
Jp Morgan Diversified Return

ETFs
1.05K
+ 5.13%
$50.81 - $54.04 $53.2K - $56.6K
21.5K $1.13B
Activity Summary
Buys All Purchases 88 New Holdings 6 Increased Positions 82 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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