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 Market Cap. of $10 Billions to $200 Billions
