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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.4B
$543 Million 0.22% of portfolio
8,338
Q4 2024 Added 3.23%
$195B
$532 Million 0.22% of portfolio
4,601
Q4 2024 Reduced 0.78%
$59.3B
$525 Million 0.22% of portfolio
13,705
Q4 2024 Added 4.24%
Canadian Pacific Kansas City
-
$526 Million 0.22% of portfolio
-
Q4 2024 Added 2.22%
$0
$542 Million 0.22% of portfolio
9,603
Q3 2024 Reduced 0.16%
Proshares Tr
-
$503 Million 0.21% of portfolio
-
Q4 2024 Reduced 44.18%
Brookfield Renewable Corp
-
$494 Million 0.2% of portfolio
-
Q4 2024 New
$56.1B
$484 Million 0.2% of portfolio
5,247
Q4 2024 Added 0.5%
$12.4B
$468 Million 0.19% of portfolio
19,055
Q4 2024 Reduced 5.0%
$142B
$474 Million 0.19% of portfolio
2,099
Q4 2024 Added 13.77%
$1.94T
$469 Million 0.19% of portfolio
2,136
Q4 2024 Added 20.27%
$139B
$460 Million 0.19% of portfolio
9,545
Q4 2024 Reduced 8.1%
$219B
$459 Million 0.19% of portfolio
2,749
Q3 2024 New
$228B
$431 Million 0.18% of portfolio
6,574
Q4 2024 Added 0.37%
$0
$432 Million 0.18% of portfolio
7,045
Q4 2024 Reduced 4.19%
$310B
$422 Million 0.17% of portfolio
6,770
Q4 2024 Added 4.65%
$227B
$389 Million 0.16% of portfolio
3,915
Q4 2024 Added 11.51%
$785B
$371 Million 0.15% of portfolio
480
Q4 2024 Added 85.33%
Liberty Global LTD
-
$368 Million 0.15% of portfolio
-
Q4 2024 Reduced 7.84%
$496B
$372 Million 0.15% of portfolio
3,459
Q4 2024 Added 21.67%
$50B
$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%
$17.6B
$334 Million 0.14% of portfolio
905
Q4 2024 New
$81.2B
$335 Million 0.14% of portfolio
2,598
Q4 2024 Added 22.55%
$19.8B
$347 Million 0.14% of portfolio
4,102
Q4 2024 Reduced 3.16%
$93.9B
$341 Million 0.14% of portfolio
3,164
Q4 2024 Added 22.78%
$370B
$323 Million 0.13% of portfolio
1,815
Q4 2024 Added 20.28%
$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%
$1.3T
$320 Million 0.13% of portfolio
546
Q4 2024 Added 6.85%
$108B
$313 Million 0.13% of portfolio
943
Q4 2024 Added 26.92%
$29.8B
$285 Million 0.12% of portfolio
998
Q3 2024 New
$573B
$290 Million 0.12% of portfolio
918
Q4 2024 New
$375B
$292 Million 0.12% of portfolio
750
Q4 2024 Added 0.27%
$23.5B
$294 Million 0.12% of portfolio
2,048
Q4 2024 New
$3.26B
$295 Million 0.12% of portfolio
4,000
Q3 2024 New
$246B
$298 Million 0.12% of portfolio
2,479
Q4 2024 Added 3.38%
$0
$295 Million 0.12% of portfolio
10,406
Q4 2024 Added 16.19%
$55.2B
$285 Million 0.12% of portfolio
3,609
Q3 2024 New
$198B
$256 Million 0.11% of portfolio
2,038
Q4 2024 Reduced 4.32%
$142B
$270 Million 0.11% of portfolio
10,193
Q4 2024 Reduced 7.76%
$0
$270 Million 0.11% of portfolio
3,572
Q4 2024 Added 0.85%
$0
$236 Million 0.1% of portfolio
8,315
Q4 2024 Added 1.71%
$0
$242 Million 0.1% of portfolio
1,039
Q4 2024 Added 11.12%
$0
$242 Million 0.1% of portfolio
4,960
Q1 2024 Reduced 5.88%
$0
$243 Million 0.1% of portfolio
5,524
Q4 2024 Added 2.71%
$0
$255 Million 0.1% of portfolio
1,063
Q4 2024 Reduced 2.12%
$65.4B
$245 Million 0.1% of portfolio
843
Q4 2024 Reduced 2.54%
$5.57B
$255 Million 0.1% of portfolio
1,200
Q3 2024 New

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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