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
$3.66T
$12.5 Billion 5.13% of portfolio
49,889
Q4 2024 Added 9.85%
$0
$12.3 Billion 5.04% of portfolio
64,306
Q4 2024 Reduced 0.51%
$3.06T
$11.3 Billion 4.64% of portfolio
26,822
Q4 2024 Added 8.81%
$0
$10.3 Billion 4.23% of portfolio
101,621
Q4 2024 Reduced 1.94%
$0
$9.34 Billion 3.83% of portfolio
195,252
Q4 2024 Added 2.01%
$0
$8.25 Billion 3.39% of portfolio
153,681
Q4 2024 Reduced 2.26%
$0
$5.37 Billion 2.2% of portfolio
10,505
Q4 2024 Added 11.06%
$0
$5.2 Billion 2.14% of portfolio
41,647
Q4 2024 Reduced 1.41%
$0
$4.7 Billion 1.93% of portfolio
17,792
Q4 2024 Reduced 3.05%
$0
$4.27 Billion 1.75% of portfolio
39,344
Q4 2024 Reduced 1.17%
$0
$4.04 Billion 1.66% of portfolio
201,957
Q4 2024 Added 3.95%
$0
$4 Billion 1.64% of portfolio
43,977
Q4 2024 Reduced 0.93%
$783B
$3.92 Billion 1.61% of portfolio
16,335
Q4 2024 Added 6.09%
$0
$3.89 Billion 1.6% of portfolio
88,386
Q4 2024 Reduced 0.58%
$0
$3.86 Billion 1.58% of portfolio
78,837
Q4 2024 Added 1.24%
Blackrock Inc
-
$3.62 Billion 1.48% of portfolio
-
Q4 2024 New
$0
$3.13 Billion 1.28% of portfolio
23,106
Q4 2024 Reduced 1.02%
$513B
$3 Billion 1.23% of portfolio
5,927
Q4 2024 Added 8.3%
$88.2B
$2.84 Billion 1.17% of portfolio
12,258
Q4 2024 Added 36.29%
$243B
$2.83 Billion 1.16% of portfolio
8,056
Q4 2024 Added 2.81%
$0
$2.8 Billion 1.15% of portfolio
16,524
Q4 2024 Reduced 1.25%
$106B
$2.54 Billion 1.04% of portfolio
11,948
Q4 2024 Added 10.02%
$213B
$2.49 Billion 1.02% of portfolio
8,584
Q4 2024 Reduced 1.14%
$67.4B
$2.47 Billion 1.01% of portfolio
23,887
Q4 2024 Added 1.71%
$0
$2.29 Billion 0.94% of portfolio
83,736
Q4 2024 Added 296.91%
$0
$2.28 Billion 0.94% of portfolio
29,029
Q4 2024 Added 454.84%
$0
$2.24 Billion 0.92% of portfolio
5,448
Q4 2024 Reduced 4.25%
$225B
$2.19 Billion 0.9% of portfolio
19,395
Q4 2024 Reduced 2.26%
Linde PLC
-
$2.1 Billion 0.86% of portfolio
-
Q4 2024 Added 3.75%
$397B
$2.1 Billion 0.86% of portfolio
14,524
Q4 2024 Added 1.48%
$292B
$2.06 Billion 0.85% of portfolio
14,238
Q4 2024 Added 0.63%
$0
$2.03 Billion 0.83% of portfolio
11,600
Q4 2024 Added 4.69%
$0
$2.01 Billion 0.82% of portfolio
29,723
Q4 2024 Added 11.65%
$445B
$2.01 Billion 0.82% of portfolio
2,193
Q4 2024 Reduced 6.36%
$114B
$1.88 Billion 0.77% of portfolio
6,789
Q4 2024 Reduced 1.18%
$155B
$1.83 Billion 0.75% of portfolio
7,016
Q4 2024 Added 6.92%
$31.7B
$1.8 Billion 0.74% of portfolio
19,180
Q4 2024 Added 6.03%
$0
$1.77 Billion 0.73% of portfolio
30,787
Q4 2024 Added 2.93%
$234B
$1.79 Billion 0.73% of portfolio
8,132
Q4 2024 Reduced 6.35%
$140B
$1.71 Billion 0.7% of portfolio
23,872
Q4 2024 Added 17.41%
$400B
$1.68 Billion 0.69% of portfolio
10,050
Q4 2024 Added 0.36%
$251B
$1.67 Billion 0.68% of portfolio
28,142
Q4 2024 Added 5.97%
$70.4B
$1.66 Billion 0.68% of portfolio
6,296
Q4 2024 Reduced 3.58%
$0
$1.63 Billion 0.67% of portfolio
18,348
Q3 2024 Reduced 0.42%
$169B
$1.63 Billion 0.67% of portfolio
3,264
Q4 2024 Added 6.95%
$58B
$1.6 Billion 0.66% of portfolio
6,836
Q4 2024 Reduced 0.84%
$75.6B
$1.57 Billion 0.64% of portfolio
12,645
Q4 2024 Added 17.29%
$52.9B
$1.55 Billion 0.63% of portfolio
1,467
Q4 2024 Added 1.31%
$0
$1.51 Billion 0.62% of portfolio
5,202
Q4 2024 Added 0.02%

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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