Bkm Wealth Management, LLC Portfolio Holdings

Bkm Wealth Management, LLC

  • $244 Billion
  • Q4 2024

Bkm Wealth Management, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $244 Billion distributed in 160 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.5B, Ishares S&P 500 Value ETF with a value of $12.3B, Microsoft Corp with a value of $11.3B, Ishares S&P 500 Growth ETF with a value of $10.3B, and Vanguard Ftse Developed Market with a value of $9.34B.

Examining the 13F form we can see an decrease of $2.17B in the current position value, from $246B to 244B.

Bkm Wealth Management, LLC is based out at Brookfield, WI

Below you can find more details about Bkm Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $244 Billion
ETFs: $119 Billion
Technology: $39.7 Billion
Financial Services: $15.2 Billion
Industrials: $13.5 Billion
Healthcare: $13.2 Billion
Consumer Defensive: $11 Billion
Consumer Cyclical: $8.28 Billion
Utilities: $5.22 Billion
Other: $9.58 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.79T
$12.5 Billion 5.13% of portfolio
49,889
Q4 2024 Added 9.85%
$3.09T
$11.3 Billion 4.64% of portfolio
26,822
Q4 2024 Added 8.81%
$784B
$3.92 Billion 1.61% of portfolio
16,335
Q4 2024 Added 6.09%
$161B
$3.49 Billion 1.43% of portfolio
14,137
Q4 2024 Reduced 0.89%
$507B
$3 Billion 1.23% of portfolio
5,927
Q4 2024 Added 8.3%
$89.6B
$2.84 Billion 1.17% of portfolio
12,258
Q4 2024 Added 36.29%
$243B
$2.83 Billion 1.16% of portfolio
8,056
Q4 2024 Added 2.81%
$109B
$2.54 Billion 1.04% of portfolio
11,948
Q4 2024 Added 10.02%
$212B
$2.49 Billion 1.02% of portfolio
8,584
Q4 2024 Reduced 1.14%
$67.9B
$2.47 Billion 1.01% of portfolio
23,887
Q4 2024 Added 1.71%
$224B
$2.19 Billion 0.9% of portfolio
19,395
Q4 2024 Reduced 2.26%
$398B
$2.1 Billion 0.86% of portfolio
14,524
Q4 2024 Added 1.48%
$292B
$2.06 Billion 0.85% of portfolio
14,238
Q4 2024 Added 0.63%
$434B
$2.01 Billion 0.82% of portfolio
2,193
Q4 2024 Reduced 6.36%
$113B
$1.88 Billion 0.77% of portfolio
6,789
Q4 2024 Reduced 1.18%
$153B
$1.83 Billion 0.75% of portfolio
7,016
Q4 2024 Added 6.92%
$229B
$1.79 Billion 0.73% of portfolio
8,132
Q4 2024 Reduced 6.35%
$141B
$1.71 Billion 0.7% of portfolio
23,872
Q4 2024 Added 17.41%
$393B
$1.68 Billion 0.69% of portfolio
10,050
Q4 2024 Added 0.36%
$249B
$1.67 Billion 0.68% of portfolio
28,142
Q4 2024 Added 5.97%
$70.6B
$1.66 Billion 0.68% of portfolio
6,296
Q4 2024 Reduced 3.58%
$170B
$1.63 Billion 0.67% of portfolio
3,264
Q4 2024 Added 6.95%
$59.1B
$1.6 Billion 0.66% of portfolio
6,836
Q4 2024 Reduced 0.84%
$76.8B
$1.57 Billion 0.64% of portfolio
12,645
Q4 2024 Added 17.29%
$53.7B
$1.55 Billion 0.63% of portfolio
1,467
Q4 2024 Added 1.31%
$266B
$1.52 Billion 0.62% of portfolio
16,820
Q4 2024 Reduced 5.29%
$126B
$1.51 Billion 0.62% of portfolio
5,146
Q4 2024 Reduced 8.61%
$208B
$1.41 Billion 0.58% of portfolio
9,290
Q4 2024 Reduced 9.74%
$40.6B
$1.41 Billion 0.58% of portfolio
6,683
Q4 2024 Added 0.3%
$80B
$1.37 Billion 0.56% of portfolio
8,393
Q4 2024 Added 7.48%
$17.7B
$1.2 Billion 0.49% of portfolio
13,916
Q4 2024 Added 8.87%
$610B
$1.03 Billion 0.42% of portfolio
2,271
Q4 2024 Added 6.57%
$124B
$997 Million 0.41% of portfolio
10,926
Q4 2024 Reduced 3.81%
$63.5B
$934 Million 0.38% of portfolio
6,912
Q4 2024 Reduced 6.04%
$0
$928 Million 0.38% of portfolio
42,388
Q4 2024 Added 1.84%
$158B
$906 Million 0.37% of portfolio
12,878
Q4 2024 Reduced 1.43%
$72.7B
$903 Million 0.37% of portfolio
6,475
Q4 2024 Added 25.27%
$148B
$882 Million 0.36% of portfolio
23,510
Q4 2024 Added 7.83%
$27.3B
$847 Million 0.35% of portfolio
40,034
Q4 2024 Added 405.29%
$1.09T
$849 Million 0.35% of portfolio
4,300
Q4 2024 Reduced 5.74%
$299B
$810 Million 0.33% of portfolio
6,035
Q4 2024 Added 8.94%
$294B
$769 Million 0.32% of portfolio
1,110
Q4 2024 Added 15.63%
$72.3B
$754 Million 0.31% of portfolio
8,291
Q4 2024 Reduced 7.89%
$323B
$704 Million 0.29% of portfolio
2,861
Q4 2024 Reduced 6.2%
$145B
$708 Million 0.29% of portfolio
12,489
Q4 2024 Reduced 0.65%
$209B
$675 Million 0.28% of portfolio
13,637
Q4 2024 Reduced 1.7%
$79.5B
$683 Million 0.28% of portfolio
11,429
Q4 2024 Reduced 6.39%
$19.2B
$664 Million 0.27% of portfolio
9,958
Q4 2024 Added 5.68%
$234B
$624 Million 0.26% of portfolio
9,962
Q4 2024 Added 5.74%

Summary

  • Portfolio
  • No. of Stocks 160
  • Current Value $244 Billion
  • Prior Value $246 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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