Bkm Wealth Management, LLC Portfolio Holdings

Bkm Wealth Management, LLC

  • $243 Billion
  • Q1 2025

Bkm Wealth Management, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $243 Billion distributed in 158 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 $12.2B, Apple Inc. with a value of $11.4B, Microsoft Corp with a value of $10.1B, Vanguard Ftse Developed Market with a value of $10B, and Ishares S&P 500 Growth ETF with a value of $9.13B.

Examining the 13F form we can see an decrease of $875M in the current position value, from $244B to 243B.

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 $243 Billion
ETFs: $118 Billion
Technology: $36.8 Billion
Financial Services: $16.1 Billion
Healthcare: $14.3 Billion
Industrials: $12.8 Billion
Consumer Defensive: $11.9 Billion
Consumer Cyclical: $7.57 Billion
Utilities: $5.71 Billion
Other: $11 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$264B
$565 Million 0.23% of portfolio
2,821
Q1 2025 Added 2.62%
Liberty Global LTD
-
$557 Million 0.23% of portfolio
-
Q1 2025 Added 67.46%
Canadian Pacific Kansas City
-
$537 Million 0.22% of portfolio
-
Q1 2025 Added 5.22%
$229B
$545 Million 0.22% of portfolio
7,417
Q1 2025 Added 12.82%
$0
$524 Million 0.22% of portfolio
5,299
Q1 2025 Reduced 19.41%
$0
$527 Million 0.22% of portfolio
1,460
Q1 2025 Reduced 3.5%
$27B
$530 Million 0.22% of portfolio
4,847
Q1 2025 Added 2.43%
Proshares Tr
-
$545 Million 0.22% of portfolio
-
Q1 2025 Added 13.95%
$0
$510 Million 0.21% of portfolio
9,307
Q1 2025 Reduced 3.08%
$313B
$496 Million 0.2% of portfolio
6,929
Q1 2025 Added 2.35%
$0
$480 Million 0.2% of portfolio
7,766
Q1 2025 Added 10.23%
$53.2B
$450 Million 0.19% of portfolio
7,629
Q4 2024 Reduced 59.4%
$80.2B
$386 Million 0.16% of portfolio
2,626
Q1 2025 Added 1.08%
$89.6B
$386 Million 0.16% of portfolio
3,163
Q1 2025 Reduced 0.03%
$152B
$387 Million 0.16% of portfolio
1,826
Q1 2025 Reduced 13.01%
$20.2B
$399 Million 0.16% of portfolio
5,141
Q1 2025 Added 25.33%
$0
$354 Million 0.15% of portfolio
5,843
Q1 2024 Reduced 92.76%
$447B
$369 Million 0.15% of portfolio
3,105
Q1 2025 Reduced 10.23%
$206B
$349 Million 0.14% of portfolio
3,892
Q1 2025 Reduced 0.59%
$2.22T
$349 Million 0.14% of portfolio
1,836
Q1 2025 Reduced 14.04%
$19.6B
$349 Million 0.14% of portfolio
1,024
Q1 2025 Added 13.15%
$767B
$347 Million 0.14% of portfolio
420
Q1 2025 Reduced 12.5%
$0
$312 Million 0.13% of portfolio
10,622
Q1 2025 Added 2.08%
$1.5T
$307 Million 0.13% of portfolio
533
Q1 2025 Reduced 2.38%
$335B
$304 Million 0.13% of portfolio
1,449
Q1 2025 Reduced 20.17%
$0
$305 Million 0.13% of portfolio
1,185
Q4 2024 Reduced 6.99%
$70.9B
$280 Million 0.12% of portfolio
3,500
Q1 2025 Reduced 3.02%
$58.6B
$294 Million 0.12% of portfolio
1,243
Q1 2025 Reduced 81.82%
$23.4B
$303 Million 0.12% of portfolio
2,048
Q4 2024 New
$3.25B
$283 Million 0.12% of portfolio
4,000
Q3 2024 New
$57.1B
$278 Million 0.11% of portfolio
2,252
Q1 2025 Reduced 35.16%
$377B
$277 Million 0.11% of portfolio
755
Q1 2025 Added 0.67%
$129B
$256 Million 0.11% of portfolio
943
Q4 2024 Added 26.92%
$37.5B
$263 Million 0.11% of portfolio
1,018
Q1 2025 Added 2.0%
$136B
$258 Million 0.11% of portfolio
10,190
Q1 2025 Reduced 0.03%
$0
$244 Million 0.1% of portfolio
7,876
Q1 2025 Reduced 5.28%
$0
$236 Million 0.1% of portfolio
1,063
Q4 2024 Reduced 2.12%
$0
$232 Million 0.1% of portfolio
1,900
Q1 2025 Reduced 20.44%
$0
$253 Million 0.1% of portfolio
4,960
Q1 2024 Reduced 5.88%
$15.3B
$247 Million 0.1% of portfolio
3,838
Q1 2025 Added 3.51%
$606B
$244 Million 0.1% of portfolio
697
Q1 2025 Reduced 24.07%
$223B
$238 Million 0.1% of portfolio
2,037
Q1 2025 Reduced 0.05%
$139B
$234 Million 0.1% of portfolio
992
Q3 2024 New
$156B
$212 Million 0.09% of portfolio
451
Q1 2025 New
$993B
$223 Million 0.09% of portfolio
1,440
Q1 2025 New
$0
$215 Million 0.09% of portfolio
1,039
Q4 2024 Added 11.12%
Ge Vernova Inc
-
$209 Million 0.09% of portfolio
-
Q4 2024 New
$60B
$218 Million 0.09% of portfolio
3,433
Q3 2024 New
$0
$206 Million 0.08% of portfolio
5,498
Q1 2025 Reduced 0.47%

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $243 Billion
  • Prior Value $244 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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