Bkm Wealth Management, LLC Reduced Holdings in Q2 2025

Bkm Wealth Management, LLC

  • $256 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-862
- 1.68%
$172.42 - $223.89 $149K - $193K
50.3K $10.3B
ADP
Automatic Data Processing Inc

Industrials
-3.39K
- 58.12%
$276.76 - $326.81 $939K - $1.11M
2.44K $754M
MCD
Mcdonalds Corp

Consumer Cyclical
-2.59K
- 29.45%
$285.55 - $321.23 $740K - $832K
6.21K $1.81B
CMCSA
Comcast Corp

Communication Services
-14.8K
- 63.68%
$32.84 - $36.72 $485K - $542K
8.42K $301M
JNJ
Johnson & Johnson

Healthcare
-121
- 0.8%
$146.36 - $159.82 $17.7K - $19.3K
15K $2.3B
Wns Hldgs LTD
-3.65K
- 25.92%
N/A
10.4K $660M
PEP
Pepsico Inc

Consumer Defensive
-15
- 0.13%
$128.02 - $151.37 $1.92K - $2.27K
11.1K $1.47B
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-11.9K
- 18.9%
$22.61 - $26.12 $269K - $311K
51.1K $1.34B
ACN
Accenture PLC

Technology
-218
- 2.49%
$279.23 - $323.21 $60.9K - $70.5K
8.54K $2.55B
AFL
Aflac Inc

Financial Services
-186
- 0.72%
$99.77 - $112.45 $18.6K - $20.9K
25.7K $2.71B
PG
Procter & Gamble CO

Consumer Defensive
-134
- 1.39%
$157.66 - $172.39 $21.1K - $23.1K
9.52K $1.52B
SNY
Sanofi

Healthcare
-537
- 5.18%
$47.62 - $55.44 $25.6K - $29.8K
9.82K $474M
SONY
Sony Group Corp

Technology
-4.66K
- 12.72%
$21.24 - $26.88 $98.9K - $125K
31.9K $832M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-3.68K
- 12.96%
$54.28 - $67.95 $200K - $250K
24.7K $1.68B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.18K
- 9.03%
$63.54 - $68.5 $74.9K - $80.7K
11.9K $800M
CMS
Cms Energy Corp

Utilities
-309
- 2.91%
$68.57 - $75.51 $21.2K - $23.3K
10.3K $714M
ZTS
Zoetis Inc.

Healthcare
-14
- 0.16%
$144.41 - $170.3 $2.02K - $2.38K
8.74K $1.36B
MRK
Merck & Co., Inc.

Healthcare
-356
- 9.15%
$73.47 - $87.12 $26.2K - $31K
3.54K $280M
JPEM
Jp Morgan Diversified Return

ETFs
-2.62K
- 12.2%
$48.41 - $56.7 $127K - $148K
18.8K $1.06B
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-802
- 1.22%
$20.16 - $23.26 $16.2K - $18.7K
64.7K $1.41B
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-1.15K
- 14.72%
$81.84 - $93.53 $94.4K - $108K
6.68K $619M
NEE
Nextera Energy Inc

Utilities
-387
- 1.66%
$64.11 - $75.0 $24.8K - $29K
22.9K $1.59B
CL
Colgate Palmolive CO

Consumer Defensive
-339
- 3.33%
$87.57 - $96.0 $29.7K - $32.5K
9.85K $896M
AZN
Astrazeneca PLC

Healthcare
-252
- 3.4%
$64.87 - $75.0 $16.3K - $18.9K
7.17K $501M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-363
- 1.34%
$18.68 - $21.54 $6.78K - $7.82K
26.8K $547M
ABBV
Abb Vie Inc.

Healthcare
-1
- 0.07%
$170.16 - $206.27 $170 - $206
1.45K $269M
XOM
Exxon Mobil Corp

Energy
-2
- 0.06%
$99.93 - $119.04 $200 - $238
3.1K $335M
CINF
Cincinnati Financial Corp

Financial Services
-248
- 12.11%
$126.6 - $151.6 $31.4K - $37.6K
1.8K $268M
DGRO
Ishares Core Dividend Growth E

ETFs
-758
- 9.76%
$55.22 - $63.94 $41.9K - $48.5K
7.01K $448M
SHEL
Shell PLC

Energy
-23
- 0.22%
$59.75 - $73.05 $1.37K - $1.68K
10.3K $726M
HSBC
Hsbc Holdings PLC

Financial Services
-1.08K
- 8.99%
$46.68 - $61.09 $50.5K - $66K
10.9K $665M
SPGI
S&P Global Inc.

Financial Services
-174
- 4.62%
$438.31 - $527.29 $76.3K - $91.7K
3.59K $1.9B
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-228
- 2.43%
$60.03 - $72.0 $13.7K - $16.4K
9.16K $607M
PFE
Pfizer Inc

Healthcare
-185
- 1.82%
$21.59 - $24.84 $3.99K - $4.6K
10K $243M
ARCC
Ares Capital Corp

Financial Services
-252
- 0.6%
$18.91 - $22.43 $4.77K - $5.65K
41.9K $919M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-53
- 1.0%
$96.84 - $99.46 $5.13K - $5.27K
5.25K $520M
V
Visa Inc.

Financial Services
-6
- 0.86%
$308.27 - $373.31 $1.85K - $2.24K
691 $245M
CSL
Carlisle Companies Inc

Industrials
-85
- 8.3%
$317.1 - $408.5 $27K - $34.7K
939 $351M
XLB
Select Sector Spdr Fd Material

ETFs
-5
- 0.22%
$74.27 - $88.92 $371 - $445
2.28K $200M
RODM
Hartford Multifactor Developed

ETFs
-435
- 5.52%
$28.23 - $34.22 $12.3K - $14.9K
7.44K $254M
SNN
Smith & Nephew PLC

Healthcare
-1.24K
- 5.63%
$24.97 - $30.63 $30.9K - $37.9K
20.8K $636M
DE
Deere & CO

Industrials
-1
- 0.22%
$412.99 - $531.48 $413 - $531
450 $229M
ABT
Abbott Laboratories

Healthcare
-382
- 1.84%
$123.95 - $138.08 $47.3K - $52.7K
20.4K $2.77B
NSC
Norfolk Southern Corp

Industrials
-16
- 1.29%
$206.34 - $257.46 $3.3K - $4.12K
1.23K $314M
SAP
Sap Se

Technology
-187
- 7.41%
$237.53 - $309.8 $44.4K - $57.9K
2.34K $710M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-13
- 0.11%
$51.16 - $62.02 $665 - $806
11.7K $728M
XLK
Technology Sector Spdr

ETFs
-15
- 1.44%
$179.73 - $253.23 $2.7K - $3.8K
1.02K $259M
RTX
Raytheon Technologies Corp

Industrials
-96
- 2.08%
$113.75 - $148.48 $10.9K - $14.3K
4.53K $661M
MS
Morgan Stanley

Financial Services
-4
- 0.2%
$99.83 - $140.86 $399 - $563
2.03K $286M
Activity Summary
Buys All Purchases 64 New Holdings 3 Increased Positions 61 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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