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
$0
$197 Million 0.08% of portfolio
1,806
Q1 2025 Reduced 8.0%
$0
$196 Million 0.08% of portfolio
2,280
Q1 2025 New
$105B
$205 Million 0.08% of portfolio
3,410
Q1 2025 New
$362B
$204 Million 0.08% of portfolio
4,878
Q1 2025 Added 0.21%
$4.02B
$203 Million 0.08% of portfolio
3,040
Q4 2024 New
$76.5B
$197 Million 0.08% of portfolio
794
Q1 2025 Reduced 16.07%
$185B
$192 Million 0.08% of portfolio
4,224
Q1 2025 New
$0
$190 Million 0.08% of portfolio
1,299
Q1 2025 New

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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