Bkm Wealth Management, LLC Incresed Positions in Q3 2024

Bkm Wealth Management, LLC

  • $246 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
15.9K
+ 181.17%
$395.15 - $467.56 $6.28M - $7.43M
24.7K $10.6B
AAPL
Apple Inc.

Technology
22.5K
+ 98.2%
$207.23 - $234.82 $4.66M - $5.28M
45.4K $10.6B
LOW
Lowes Companies Inc

Consumer Cyclical
3.78K
+ 36.09%
$213.3 - $270.78 $807K - $1.02M
14.3K $3.86B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13.1K
+ 164.97%
$77.02 - $85.06 $1.01M - $1.12M
21.1K $1.78B
JPM
Jpmorgan Chase & CO

Financial Services
3.41K
+ 28.47%
$194.9 - $224.8 $665K - $767K
15.4K $3.25B
WEC
Wec Energy Group, Inc.

Utilities
5.42K
+ 42.74%
$77.68 - $96.19 $421K - $521K
18.1K $1.74B
DEUS
Xtrackers Russell Us Multifact

ETFs
860
+ 0.55%
$50.01 - $54.76 $43K - $47.1K
157K $8.61B
IBM
International Business Machines Corp

Technology
1.62K
+ 22.99%
$175.1 - $223.38 $284K - $363K
8.68K $1.92B
AFL
Aflac Inc

Financial Services
1.9K
+ 8.79%
$88.52 - $111.8 $168K - $212K
23.5K $2.63B
UNH
Unitedhealth Group Inc

Healthcare
512
+ 10.32%
$488.01 - $604.18 $250K - $309K
5.47K $3.2B
ACN
Accenture PLC

Technology
733
+ 10.32%
$295.44 - $355.81 $217K - $261K
7.84K $2.77B
NEE
Nextera Energy Inc

Utilities
2.95K
+ 16.96%
$69.9 - $84.97 $206K - $251K
20.3K $1.72B
Linde PLC
540
+ 12.58%
N/A
4.83K $2.3B
ADI
Analog Devices Inc

Technology
1.71K
+ 18.73%
$200.56 - $243.33 $344K - $417K
10.9K $2.5B
ADP
Automatic Data Processing Inc

Industrials
804
+ 16.66%
$233.44 - $279.45 $188K - $225K
5.63K $1.56B
COST
Costco Wholesale Corp

Consumer Defensive
355
+ 17.87%
$801.83 - $917.05 $285K - $326K
2.34K $2.08B
VTV
Vanguard Value ETF

ETFs
637
+ 3.96%
$159.75 - $174.57 $102K - $111K
16.7K $2.92B
CB
Chubb LTD

Financial Services
392
+ 6.05%
$252.51 - $292.2 $99K - $115K
6.87K $1.98B
NSC
Norfolk Southern Corp

Industrials
431
+ 6.67%
$213.75 - $259.69 $92.1K - $112K
6.89K $1.71B
ABT
Abbott Laboratories

Healthcare
1.2K
+ 6.41%
$100.07 - $118.13 $120K - $141K
19.8K $2.26B
WMT
Walmart Inc.

Consumer Defensive
1.37K
+ 8.33%
$66.91 - $81.4 $91.3K - $111K
17.8K $1.43B
GD
General Dynamics Corp

Industrials
742
+ 12.82%
$279.51 - $308.09 $207K - $229K
6.53K $1.97B
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.55K
+ 26.36%
$64.35 - $75.71 $164K - $193K
12.2K $899M
PEP
Pepsico Inc

Consumer Defensive
1.3K
+ 14.46%
$161.9 - $179.3 $210K - $233K
10.3K $1.75B
GWW
W.W. Grainger, Inc.

Industrials
59
+ 4.25%
$896.19 - $1044.18 $52.9K - $61.6K
1.45K $1.5B
JNJ
Johnson & Johnson

Healthcare
78
+ 0.55%
$145.48 - $167.38 $11.3K - $13.1K
14.3K $2.32B
CSCO
Cisco Systems, Inc.

Technology
1.55K
+ 6.18%
$44.74 - $53.22 $69.2K - $82.3K
26.6K $1.41B
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
4.84K
+ 28.39%
$29.2 - $32.84 $141K - $159K
21.9K $711M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
774
+ 2.99%
$60.1 - $66.57 $46.5K - $51.5K
26.6K $1.77B
DGS
Wisdomtree Emerging Markets Sm

ETFs
9
+ 0.01%
$48.46 - $54.37 $436 - $489
77.9K $4.18B
MPC
Marathon Petroleum Corp

Energy
1.32K
+ 34.22%
$158.61 - $180.75 $209K - $238K
5.17K $842M
IWD
Ishares Russell 1000 Val ETF

ETFs
712
+ 30.73%
$173.36 - $189.8 $123K - $135K
3.03K $575M
LHX
L3 Harris Technologies, Inc.

Industrials
328
+ 5.18%
$221.96 - $243.27 $72.8K - $79.8K
6.66K $1.58B
JPEM
Jp Morgan Diversified Return

ETFs
2.05K
+ 11.44%
$52.23 - $56.96 $107K - $117K
20K $1.13B
SNN
Smith & Nephew PLC

Healthcare
13K
+ 183.33%
$24.51 - $31.64 $318K - $411K
20.1K $625M
VOE
Vanguard Mid Cap Value Index F

ETFs
181
+ 2.61%
$149.02 - $167.67 $27K - $30.3K
7.1K $1.19B
SNY
Sanofi

Healthcare
6.07K
+ 140.75%
$48.54 - $58.53 $295K - $355K
10.4K $599M
IWF
Ishares Russell 1000 Gr ETF

ETFs
346
+ 34.67%
$332.02 - $382.76 $115K - $132K
1.34K $505M
VBR
Vanguard Small Cap Value ETF

ETFs
308
+ 7.44%
$179.99 - $201.6 $55.4K - $62.1K
4.45K $893M
KO
Coca Cola CO

Consumer Defensive
2.29K
+ 54.91%
$62.69 - $73.01 $144K - $167K
6.47K $465M
FDS
Factset Research Systems Inc

Financial Services
61
+ 3.03%
$397.04 - $469.48 $24.2K - $28.6K
2.07K $952M
AMGN
Amgen Inc

Healthcare
194
+ 3.05%
$309.38 - $337.38 $60K - $65.5K
6.56K $2.11B
SAP
Sap Se

Technology
202
+ 7.09%
$197.21 - $231.0 $39.8K - $46.7K
3.05K $699M
QQQ
Invesco Qqq Trust, Series 1

ETFs
72
+ 0.77%
$434.77 - $502.96 $31.3K - $36.2K
9.46K $4.62B
VUG
Vanguard Growth ETF

ETFs
161
+ 2.91%
$341.08 - $391.94 $54.9K - $63.1K
5.69K $2.18B
HSBC
Hsbc Holdings PLC

Financial Services
7.16K
+ 106.63%
$40.42 - $45.91 $289K - $329K
13.9K $627M
CMS
Cms Energy Corp

Utilities
115
+ 1.24%
$58.7 - $70.62 $6.75K - $8.12K
9.42K $666M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
622
+ 15.79%
$147.95 - $191.05 $92K - $119K
4.56K $792M
VBK
Vanguard Small Cap Growth ETF

ETFs
214
+ 8.11%
$240.48 - $267.94 $51.5K - $57.3K
2.85K $763M
Activity Summary
Buys All Purchases 99 New Holdings 29 Increased Positions 70 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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