Bkm Wealth Management, LLC Purchases and Sells in Q1 2025

Bkm Wealth Management, LLC

$243 Billion
Q1 2025

Top Buys

Incresed Positions

82 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	1.77K + 0.9%	$47.4 - $52.99 $83.7K - $93.5K	197K $10B
ABT	1.35K + 6.97%	$111.1 - $140.22 $150K - $190K	20.7K $2.75B
CVX	948 + 6.66%	$146.71 - $167.97 $139K - $159K	15.2K $2.54B
COST	412 + 18.79%	$890.62 - $1076.86 $367K - $444K	2.61K $2.46B
GLD	525 + 8.99%	$243.19 - $288.14 $128K - $151K	6.36K $1.83B
JNJ	629 + 4.33%	$142.06 - $167.7 $89.4K - $105K	15.2K $2.51B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	1.44K New	$154.33 - $206.19 $222K - $297K	1.44K $223M
DE	451 New	$408.57 - $509.27 $184K - $230K	451 $212M
MO	3.41K New	$50.81 - $60.02 $173K - $205K	3.41K $205M
XLB	2.28K New	$83.19 - $90.99 $190K - $207K	2.28K $196M
VZ	4.22K New	$37.81 - $46.49 $160K - $196K	4.22K $192M
XLV	1.3K New	$137.61 - $149.68 $179K - $194K	1.3K $190M

Top Sells

Reduced Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NSC	-5.59K - 81.82%	$227.69 - $259.76 $1.27M - $1.45M	1.24K $294M
IVW	-3.26K - 3.21%	$92.45 - $106.69 $302K - $348K	98.4K $9.13B
UNH	-1.5K - 25.26%	$461.52 - $548.18 $691K - $821K	4.43K $2.32B
QQQ	-466 - 4.44%	$468.34 - $539.52 $218K - $251K	10K $4.71B
IJS	-342 - 0.87%	$96.3 - $112.23 $32.9K - $38.4K	39K $3.8B
IJK	-254 - 0.58%	$81.62 - $96.63 $20.7K - $24.5K	43.7K $3.64B

Activity Summary All Purchases 88 New Holdings 6 Increased Positions 82 All Sells 56 Reductions 56 Sold out 0 Calls 0 Puts 0

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