Bkm Wealth Management, LLC Reduced Holdings in Q1 2025

Bkm Wealth Management, LLC

  • $243 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NSC
Norfolk Southern Corp

Industrials
-5.59K
- 81.82%
$227.69 - $259.76 $1.27M - $1.45M
1.24K $294M
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.26K
- 3.21%
$92.45 - $106.69 $302K - $348K
98.4K $9.13B
UNH
Unitedhealth Group Inc

Healthcare
-1.5K
- 25.26%
$461.52 - $548.18 $691K - $821K
4.43K $2.32B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-466
- 4.44%
$468.34 - $539.52 $218K - $251K
10K $4.71B
IJS
Ishares S&P Smallcap 600 Value

ETFs
-342
- 0.87%
$96.3 - $112.23 $32.9K - $38.4K
39K $3.8B
IJK
Ishares S&P Midcap 400 Growth

ETFs
-254
- 0.58%
$81.62 - $96.63 $20.7K - $24.5K
43.7K $3.64B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-338
- 1.46%
$121.0 - $142.28 $40.9K - $48.1K
22.8K $2.83B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-374
- 0.9%
$117.4 - $131.02 $43.9K - $49K
41.3K $4.94B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-1.35K
- 4.55%
$60.91 - $71.4 $82.4K - $96.5K
28.4K $1.76B
VO
Vanguard Mid Cap ETF

ETFs
-469
- 2.64%
$251.87 - $277.95 $118K - $130K
17.3K $4.48B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-343
- 7.98%
$165.25 - $224.62 $56.7K - $77K
3.96K $657M
ADI
Analog Devices Inc

Technology
-110
- 0.92%
$201.56 - $243.82 $22.2K - $26.8K
11.8K $2.39B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-2.69K
- 5.17%
$16.57 - $18.85 $44.6K - $50.7K
49.4K $822M
AMZN
Amazon Com Inc

Consumer Cyclical
-300
- 14.04%
$190.26 - $242.06 $57.1K - $72.6K
1.84K $349M
IVE
Ishares S&P 500 Value ETF

ETFs
-517
- 0.8%
$185.78 - $198.58 $96K - $103K
63.8K $12.2B
PSX
Phillips 66

Energy
-1.22K
- 35.16%
$113.93 - $131.55 $139K - $161K
2.25K $278M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.28K
- 19.41%
$95.85 - $99.25 $122K - $127K
5.3K $524M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-208
- 2.89%
$102.49 - $119.96 $21.3K - $25K
6.99K $731M
HON
Honeywell International Inc

Industrials
-273
- 13.01%
$202.75 - $226.52 $55.4K - $61.8K
1.83K $387M
VTI
Vanguard Total Stock Market Et

ETFs
-13
- 0.25%
$271.18 - $303.12 $3.53K - $3.94K
5.19K $1.43B
BAR
Granite Shares Gold Trust

ETFs
-7.57K
- 24.59%
$26.01 - $30.84 $197K - $233K
23.2K $716M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-53
- 3.5%
$360.07 - $417.26 $19.1K - $22.1K
1.46K $527M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-488
- 20.44%
$120.24 - $134.3 $58.7K - $65.5K
1.9K $232M
SPY
Spdr S&P 500 ETF Trust

ETFs
-60
- 3.81%
$551.42 - $612.93 $33.1K - $36.8K
1.51K $847M
NEE
Nextera Energy Inc

Utilities
-594
- 2.49%
$66.96 - $76.16 $39.8K - $45.2K
23.3K $1.65B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-216
- 1.81%
$57.21 - $65.8 $12.4K - $14.2K
11.7K $685M
V
Visa Inc.

Financial Services
-221
- 24.07%
$306.92 - $362.71 $67.8K - $80.2K
697 $244M
ITW
Illinois Tool Works Inc

Industrials
-152
- 16.07%
$244.9 - $274.48 $37.2K - $41.7K
794 $197M
MRK
Merck & Co., Inc.

Healthcare
-23
- 0.59%
$83.01 - $101.02 $1.91K - $2.32K
3.89K $349M
PG
Procter & Gamble CO

Consumer Defensive
-396
- 3.94%
$158.56 - $176.26 $62.8K - $69.8K
9.65K $1.65B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-26
- 0.47%
$36.64 - $45.76 $953 - $1.19K
5.5K $206M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-296
- 3.08%
$53.6 - $58.97 $15.9K - $17.5K
9.31K $510M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-157
- 8.0%
$105.28 - $121.93 $16.5K - $19.1K
1.81K $197M
SAP
Sap Se

Technology
-338
- 11.81%
$241.4 - $293.69 $81.6K - $99.3K
2.52K $677M
CMCSA
Comcast Corp

Communication Services
-323
- 1.37%
$33.19 - $38.23 $10.7K - $12.3K
23.2K $856M
LLY
Eli Lilly & CO

Healthcare
-60
- 12.5%
$725.72 - $929.72 $43.5K - $55.8K
420 $347M
ABBV
Abb Vie Inc.

Healthcare
-366
- 20.17%
$169.2 - $216.66 $61.9K - $79.3K
1.45K $304M
MS
Morgan Stanley

Financial Services
-1
- 0.05%
$111.68 - $141.08 $112 - $141
2.04K $238M
HYG
Ishares Tr

ETFs
-302
- 1.04%
$78.51 - $80.11 $23.7K - $24.2K
28.7K $2.27B
META
Meta Platforms, Inc.

Communication Services
-13
- 2.38%
$576.36 - $736.67 $7.49K - $9.58K
533 $307M
PFE
Pfizer Inc

Healthcare
-3
- 0.03%
$25.01 - $27.13 $75 - $81.4
10.2K $258M
C
Citigroup Inc

Financial Services
-242
- 1.88%
$67.23 - $84.63 $16.3K - $20.5K
12.6K $897M
JCI
Johnson Controls International PLC

Industrials
-109
- 3.02%
$76.12 - $90.6 $8.3K - $9.88K
3.5K $280M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-437
- 1.58%
$20.82 - $22.08 $9.1K - $9.65K
27.2K $583M
XOM
Exxon Mobil Corp

Energy
-354
- 10.23%
$105.44 - $118.93 $37.3K - $42.1K
3.11K $369M
ARCC
Ares Capital Corp

Financial Services
-267
- 0.63%
$21.28 - $23.81 $5.68K - $6.36K
42.1K $933M
RODM
Hartford Multifactor Developed

ETFs
-439
- 5.28%
$28.07 - $31.56 $12.3K - $13.9K
7.88K $244M
HSBC
Hsbc Holdings PLC

Financial Services
-1.62K
- 11.84%
$48.68 - $61.58 $78.6K - $99.5K
12K $690M
DUK
Duke Energy Corp

Utilities
-1
- 0.03%
$105.87 - $121.97 $106 - $122
3.16K $386M
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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