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 Market Cap. of $300 Millions to $2 Billions

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

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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