Bkm Wealth Management, LLC Reduced Holdings in Q4 2024

Bkm Wealth Management, LLC

  • $244 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-9.89K
- 60.07%
$96.64 - $101.23 $956K - $1M
6.58K $637M
IAU
Ishares Gold Trust

ETFs
-11.2K
- 59.4%
$48.37 - $52.65 $540K - $588K
7.63K $378M
IVE
Ishares S&P 500 Value ETF

ETFs
-328
- 0.51%
$189.5 - $206.17 $62.2K - $67.6K
64.3K $12.3B
Proshares Tr
-8.99K
- 44.18%
N/A
11.4K $503M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-22.9K
- 30.54%
$17.93 - $18.8 $411K - $431K
52.1K $949M
LOW
Lowes Companies Inc

Consumer Cyclical
-127
- 0.89%
$244.52 - $284.07 $31.1K - $36.1K
14.1K $3.49B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-518
- 0.58%
$44.04 - $49.49 $22.8K - $25.6K
88.4K $3.89B
DEUS
Xtrackers Russell Us Multifact

ETFs
-3.55K
- 2.26%
$53.65 - $58.19 $190K - $207K
154K $8.25B
PEP
Pepsico Inc

Consumer Defensive
-1K
- 9.74%
$151.29 - $176.1 $152K - $177K
9.29K $1.41B
GD
General Dynamics Corp

Industrials
-234
- 3.58%
$260.28 - $314.03 $60.9K - $73.5K
6.3K $1.66B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-780
- 6.39%
$59.25 - $72.99 $46.2K - $56.9K
11.4K $683M
TGT
Target Corp

Consumer Defensive
-444
- 6.04%
$121.59 - $160.69 $54K - $71.3K
6.91K $934M
PSX
Phillips 66

Energy
-990
- 22.18%
$110.35 - $138.93 $109K - $138K
3.47K $396M
CL
Colgate Palmolive CO

Consumer Defensive
-710
- 7.89%
$90.22 - $102.31 $64.1K - $72.6K
8.29K $754M
ITW
Illinois Tool Works Inc

Industrials
-658
- 41.02%
$253.56 - $278.5 $167K - $183K
946 $240M
BAR
Granite Shares Gold Trust

ETFs
-6.12K
- 16.58%
$25.3 - $27.51 $155K - $168K
30.8K $797M
SNN
Smith & Nephew PLC

Healthcare
-1K
- 5.0%
$24.29 - $30.81 $24.3K - $30.9K
19.1K $468M
MCD
Mcdonalds Corp

Consumer Cyclical
-99
- 1.14%
$288.47 - $316.54 $28.6K - $31.3K
8.58K $2.49B
VO
Vanguard Mid Cap ETF

ETFs
-560
- 3.05%
$261.5 - $284.63 $146K - $159K
17.8K $4.7B
SNY
Sanofi

Healthcare
-841
- 8.1%
$45.89 - $57.31 $38.6K - $48.2K
9.55K $460M
IBM
International Business Machines Corp

Technology
-551
- 6.35%
$204.9 - $238.04 $113K - $131K
8.13K $1.79B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-237
- 1.02%
$134.53 - $150.65 $31.9K - $35.7K
23.1K $3.13B
VTV
Vanguard Value ETF

ETFs
-209
- 1.25%
$168.32 - $181.87 $35.2K - $38K
16.5K $2.8B
SBUX
Starbucks Corp

Consumer Cyclical
-433
- 3.81%
$87.44 - $102.5 $37.9K - $44.4K
10.9K $997M
NSC
Norfolk Southern Corp

Industrials
-58
- 0.84%
$230.6 - $277.0 $13.4K - $16.1K
6.84K $1.6B
UL
Unilever PLC

Consumer Defensive
-82
- 0.65%
$56.7 - $64.64 $4.65K - $5.3K
12.5K $708M
CB
Chubb LTD

Financial Services
-81
- 1.18%
$271.57 - $301.89 $22K - $24.5K
6.79K $1.88B
IFF
International Flavors & Fragrances Inc

Basic Materials
-134
- 3.16%
$83.96 - $106.19 $11.3K - $14.2K
4.1K $347M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-415
- 0.93%
$90.66 - $99.46 $37.6K - $41.3K
44K $4B
SPY
Spdr S&P 500 ETF Trust

ETFs
-165
- 9.49%
$567.81 - $607.81 $93.7K - $100K
1.57K $922M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-843
- 7.53%
$55.73 - $61.23 $47K - $51.6K
10.4K $585M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-732
- 8.67%
$74.71 - $79.24 $54.7K - $58K
7.71K $592M
ABT
Abbott Laboratories

Healthcare
-448
- 2.26%
$111.93 - $119.39 $50.1K - $53.5K
19.4K $2.19B
COST
Costco Wholesale Corp

Consumer Defensive
-149
- 6.36%
$873.59 - $994.69 $130K - $148K
2.19K $2.01B
VOE
Vanguard Mid Cap Value Index F

ETFs
-120
- 1.69%
$160.89 - $176.18 $19.3K - $21.1K
6.98K $1.13B
ADP
Automatic Data Processing Inc

Industrials
-485
- 8.61%
$280.08 - $307.97 $136K - $149K
5.15K $1.51B
PFE
Pfizer Inc

Healthcare
-857
- 7.76%
$24.8 - $30.19 $21.3K - $25.9K
10.2K $270M
LMT
Lockheed Martin Corp

Industrials
-5
- 1.19%
$479.66 - $614.62 $2.4K - $3.07K
415 $202M
RTX
Raytheon Technologies Corp

Industrials
-36
- 0.78%
$114.45 - $127.21 $4.12K - $4.58K
4.6K $532M
DGRO
Ishares Core Dividend Growth E

ETFs
-308
- 4.19%
$60.73 - $64.94 $18.7K - $20K
7.05K $432M
VBR
Vanguard Small Cap Value ETF

ETFs
-80
- 1.8%
$197.36 - $217.3 $15.8K - $17.4K
4.37K $865M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-594
- 1.41%
$121.89 - $135.52 $72.4K - $80.5K
41.6K $5.2B
VV
Vanguard Large Cap ETF

ETFs
-89
- 6.99%
$260.27 - $280.65 $23.2K - $25K
1.19K $320M
APD
Air Products & Chemicals, Inc.

Basic Materials
-22
- 2.54%
$285.5 - $335.62 $6.28K - $7.38K
843 $245M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-467
- 1.17%
$104.59 - $118.05 $48.8K - $55.1K
39.3K $4.27B
RPM
Rpm International Inc

Basic Materials
-114
- 2.31%
$120.09 - $140.26 $13.7K - $16K
4.83K $594M
VB
Vanguard Small Cap ETF

ETFs
-23
- 2.12%
$233.76 - $261.58 $5.38K - $6.02K
1.06K $255M
VBK
Vanguard Small Cap Growth ETF

ETFs
-119
- 4.17%
$264.18 - $304.19 $31.4K - $36.2K
2.73K $766M
VOT
Vanguard Mid Cap Growth Index

ETFs
-133
- 3.67%
$241.48 - $274.89 $32.1K - $36.6K
3.49K $886M
Activity Summary
Buys All Purchases 89 New Holdings 10 Increased Positions 79 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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