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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.3 Billion 5.04% of portfolio
64,306
Q4 2024 Reduced 0.51%
$0
$10.3 Billion 4.23% of portfolio
101,621
Q4 2024 Reduced 1.94%
$0
$9.34 Billion 3.83% of portfolio
195,252
Q4 2024 Added 2.01%
$0
$8.25 Billion 3.39% of portfolio
153,681
Q4 2024 Reduced 2.26%
$0
$5.37 Billion 2.2% of portfolio
10,505
Q4 2024 Added 11.06%
$0
$5.2 Billion 2.14% of portfolio
41,647
Q4 2024 Reduced 1.41%
$0
$4.7 Billion 1.93% of portfolio
17,792
Q4 2024 Reduced 3.05%
$0
$4.27 Billion 1.75% of portfolio
39,344
Q4 2024 Reduced 1.17%
$0
$4.04 Billion 1.66% of portfolio
201,957
Q4 2024 Added 3.95%
$0
$4 Billion 1.64% of portfolio
43,977
Q4 2024 Reduced 0.93%
$0
$3.89 Billion 1.6% of portfolio
88,386
Q4 2024 Reduced 0.58%
$0
$3.86 Billion 1.58% of portfolio
78,837
Q4 2024 Added 1.24%
$0
$3.13 Billion 1.28% of portfolio
23,106
Q4 2024 Reduced 1.02%
$0
$2.8 Billion 1.15% of portfolio
16,524
Q4 2024 Reduced 1.25%
$0
$2.29 Billion 0.94% of portfolio
83,736
Q4 2024 Added 296.91%
$0
$2.28 Billion 0.94% of portfolio
29,029
Q4 2024 Added 454.84%
$0
$2.03 Billion 0.83% of portfolio
11,600
Q4 2024 Added 4.69%
$0
$2.01 Billion 0.82% of portfolio
29,723
Q4 2024 Added 11.65%
$0
$1.77 Billion 0.73% of portfolio
30,787
Q4 2024 Added 2.93%
$0
$1.63 Billion 0.67% of portfolio
18,348
Q3 2024 Reduced 0.42%
$0
$1.51 Billion 0.62% of portfolio
5,202
Q4 2024 Added 0.02%
$89.2B
$1.41 Billion 0.58% of portfolio
5,838
Q4 2024 Added 5.93%
$0
$1.38 Billion 0.57% of portfolio
58,840
Q4 2024 Added 0.08%
$3.46B
$1.36 Billion 0.56% of portfolio
63,667
Q4 2024 Added 5.18%
$0
$1.13 Billion 0.46% of portfolio
6,984
Q4 2024 Reduced 1.69%
$0
$1.06 Billion 0.43% of portfolio
20,415
Q4 2024 Added 2.33%
$0
$983 Million 0.4% of portfolio
11,035
Q4 2024 Added 3.59%
$0
$949 Million 0.39% of portfolio
52,093
Q4 2024 Reduced 30.54%
$0
$922 Million 0.38% of portfolio
1,573
Q4 2024 Reduced 9.49%
$0
$886 Million 0.36% of portfolio
3,492
Q4 2024 Reduced 3.67%
$0
$865 Million 0.36% of portfolio
4,366
Q4 2024 Reduced 1.8%
$0
$829 Million 0.34% of portfolio
7,197
Q4 2024 Added 5.76%
$1.53B
$797 Million 0.33% of portfolio
30,786
Q4 2024 Reduced 16.58%
$0
$766 Million 0.31% of portfolio
2,734
Q4 2024 Reduced 4.17%
$0
$745 Million 0.31% of portfolio
11,963
Q4 2024 Added 0.08%
$0
$696 Million 0.29% of portfolio
23,556
Q4 2024 Added 7.72%
$0
$637 Million 0.26% of portfolio
6,575
Q4 2024 Reduced 60.07%
$0
$608 Million 0.25% of portfolio
1,513
Q4 2024 Added 12.57%
$0
$611 Million 0.25% of portfolio
3,301
Q4 2024 Added 8.98%
$0
$587 Million 0.24% of portfolio
27,599
Q4 2024 Added 5.8%
$0
$585 Million 0.24% of portfolio
10,350
Q4 2024 Reduced 7.53%
$0
$542 Million 0.22% of portfolio
9,603
Q3 2024 Reduced 0.16%
$0
$432 Million 0.18% of portfolio
7,045
Q4 2024 Reduced 4.19%
$44.8B
$378 Million 0.15% of portfolio
7,629
Q4 2024 Reduced 59.4%
$0
$335 Million 0.14% of portfolio
5,843
Q1 2024 Reduced 92.76%
$0
$308 Million 0.13% of portfolio
2,388
Q4 2023 New
$0
$320 Million 0.13% of portfolio
1,185
Q4 2024 Reduced 6.99%
$0
$295 Million 0.12% of portfolio
10,406
Q4 2024 Added 16.19%
$0
$270 Million 0.11% of portfolio
3,572
Q4 2024 Added 0.85%

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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