Bkm Wealth Management, LLC Purchases in Q4 2025

Bkm Wealth Management, LLC

  • $274 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
13.7K
New
$242.67 - $261.79 $3.32M - $3.58M
13.7K $3.46B
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
50.2K
+ 96.66%
$26.1 - $27.38 $1.31M - $1.37M
102K $2.8B
AVGO
Broadcom Inc.

Technology
3.19K
+ 19.35%
$324.63 - $385.98 $1.03M - $1.23M
19.7K $6.8B
GOOGL
Alphabet Inc.

Communication Services
1.08K
+ 7.55%
$236.57 - $291.31 $256K - $315K
15.4K $4.82B
ADI
Analog Devices Inc

Technology
2.42K
+ 19.99%
$225.32 - $246.37 $546K - $597K
14.5K $3.94B
VEA
Vanguard Ftse Developed Market

ETFs
5.68K
+ 2.87%
$59.18 - $62.09 $336K - $353K
204K $12.7B
JNJ
Johnson & Johnson

Healthcare
2.64K
+ 18.23%
$185.98 - $199.58 $492K - $527K
17.1K $3.55B
JPM
Jpmorgan Chase & CO

Financial Services
1.76K
+ 9.87%
$294.11 - $320.41 $519K - $565K
19.6K $6.33B
JPEM
Jp Morgan Diversified Return

ETFs
10K
+ 49.53%
$57.59 - $61.34 $578K - $616K
30.3K $1.84B
IVE
Ishares S&P 500 Value ETF

ETFs
652
+ 1.02%
$202.52 - $212.07 $132K - $138K
64.6K $13.7B
Blackrock Inc
686
+ 19.78%
N/A
4.16K $4.45B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
19.2K
+ 24.2%
$16.88 - $17.5 $324K - $336K
98.6K $1.74B
LHX
L3 Harris Technologies, Inc.

Industrials
1.46K
+ 20.17%
$283.87 - $306.76 $414K - $447K
8.68K $2.55B
VUG
Vanguard Growth ETF

ETFs
590
+ 9.73%
$470.44 - $504.26 $278K - $298K
6.66K $3.25B
GLD
Spdr Gold Trust

ETFs
137
+ 2.13%
$354.79 - $403.15 $48.6K - $55.2K
6.56K $2.6B
DEUS
Xtrackers Russell Us Multifact

ETFs
4.78K
+ 2.78%
$56.66 - $58.32 $271K - $279K
177K $10.3B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.8K
+ 8.47%
$26.44 - $27.53 $259K - $270K
126K $3.44B
Proshares Tr
5.56K
+ 28.24%
N/A
25.2K $1.15B
ABT
Abbott Laboratories

Healthcare
3.33K
+ 16.85%
$123.62 - $134.59 $412K - $449K
23.1K $2.9B
VBR
Vanguard Small Cap Value ETF

ETFs
910
+ 16.83%
$201.42 - $211.15 $183K - $192K
6.32K $1.34B
VLUE
Ishares Msci Usa Value Factor

ETFs
1.48K
New
$122.29 - $132.67 $181K - $196K
1.48K $202M
VBK
Vanguard Small Cap Growth ETF

ETFs
552
+ 16.29%
$291.71 - $309.36 $161K - $171K
3.94K $1.19B
LLY
Eli Lilly & CO

Healthcare
60
+ 16.71%
$799.57 - $1025.28 $48K - $61.5K
419 $450M
VOE
Vanguard Mid Cap Value Index F

ETFs
858
+ 10.41%
$169.53 - $176.53 $145K - $151K
9.1K $1.61B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
535
+ 1.29%
$125.45 - $131.1 $67.1K - $70.1K
42K $5.52B
IAU
Ishares Gold Trust

ETFs
837
+ 9.88%
$72.65 - $82.5 $60.8K - $69.1K
9.31K $755M
GE
General Electric CO

Industrials
249
+ 2.98%
$291.49 - $314.28 $72.6K - $78.3K
8.6K $2.65B
DGS
Wisdomtree Emerging Markets Sm

ETFs
1.85K
+ 2.38%
$55.31 - $57.46 $102K - $106K
79.7K $4.56B
PG
Procter & Gamble CO

Consumer Defensive
1.34K
+ 13.95%
$145.5 - $153.18 $195K - $205K
11K $1.57B
ARCC
Ares Capital Corp

Financial Services
4.6K
+ 10.86%
$18.9 - $20.61 $87K - $94.9K
47K $951M
SAP
Sap Se

Technology
547
+ 22.79%
$238.9 - $280.46 $131K - $153K
2.95K $716M
CL
Colgate Palmolive CO

Consumer Defensive
1.04K
+ 10.46%
$74.98 - $79.86 $77.6K - $82.7K
10.9K $864M
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
926
+ 3.66%
$36.33 - $37.89 $33.6K - $35.1K
26.2K $1.01B
IJK
Ishares S&P Midcap 400 Growth

ETFs
243
+ 0.56%
$93.11 - $97.9 $22.6K - $23.8K
43.7K $4.23B
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.03K
+ 3.49%
$56.0 - $57.6 $57.6K - $59.3K
30.5K $1.75B
VNQ
Vanguard Specialized Funds Van

ETFs
1.37K
+ 6.77%
$88.13 - $92.69 $120K - $127K
21.6K $1.91B
IFF
International Flavors & Fragrances Inc

Basic Materials
357
+ 6.49%
$59.55 - $67.43 $21.3K - $24.1K
5.85K $395M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
2.92K
+ 4.3%
$22.07 - $23.3 $64.4K - $68K
70.8K $1.58B
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
487
+ 7.31%
$86.2 - $93.3 $42K - $45.4K
7.15K $648M
VOT
Vanguard Mid Cap Growth Index

ETFs
368
+ 9.28%
$279.76 - $298.12 $103K - $110K
4.33K $1.21B
QSR
Restaurant Brands International Inc.

Consumer Cyclical
92
+ 1.01%
$65.69 - $70.41 $6.04K - $6.48K
9.2K $628M
IWD
Ishares Russell 1000 Val ETF

ETFs
82
+ 2.25%
$199.44 - $208.01 $16.4K - $17.1K
3.73K $784M
VTI
Vanguard Total Stock Market Et

ETFs
9
+ 0.17%
$321.8 - $337.95 $2.9K - $3.04K
5.2K $1.74B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
83
+ 0.88%
$55.63 - $58.98 $4.62K - $4.9K
9.53K $574M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
334
+ 2.84%
$58.18 - $60.69 $19.4K - $20.3K
12.1K $731M
META
Meta Platforms, Inc.

Communication Services
455
+ 12.11%
$609.01 - $751.67 $277K - $342K
4.21K $2.78B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
197
+ 0.87%
$136.54 - $144.07 $26.9K - $28.4K
22.7K $3.21B
EMB
Ishares Tr

ETFs
63
+ 0.49%
$94.63 - $97.03 $5.96K - $6.11K
12.9K $1.24B
NVDA
Nvidia Corp

Technology
75
+ 1.28%
$179.83 - $207.04 $13.5K - $15.5K
5.95K $1.11B
Activity Summary
Buys All Purchases 66 New Holdings 2 Increased Positions 64 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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