Bkm Wealth Management, LLC Portfolio Holdings

Bkm Wealth Management, LLC

  • $246 Billion
  • Q3 2024

Bkm Wealth Management, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $246 Billion distributed in 160 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Value ETF with a value of $12.7B, Microsoft Corp with a value of $10.6B, Apple Inc. with a value of $10.6B, Vanguard Ftse Developed Market with a value of $10.1B, and Ishares S&P 500 Growth ETF with a value of $9.92B.

Examining the 13F form we can see an increase of $38B in the current position value, from $208B to 246B.

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 $246 Billion
ETFs: $123 Billion
Technology: $35.3 Billion
Financial Services: $17.8 Billion
Healthcare: $14.4 Billion
Industrials: $13.8 Billion
Consumer Defensive: $12.2 Billion
Consumer Cyclical: $8.83 Billion
Utilities: $5.55 Billion
Other: $10.3 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 160
  • Current Value $246 Billion
  • Prior Value $208 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 29 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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