Bkm Wealth Management, LLC Purchases and Sells in Q4 2024

Bkm Wealth Management, LLC

$244 Billion
Q4 2024

Top Buys

Incresed Positions

79 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	4.47K + 9.85%	$221.69 - $259.02 $992K - $1.16M	49.9K $12.5B
HYG	23.8K + 454.84%	$78.09 - $80.04 $1.86M - $1.9M	29K $2.28B
AVGO	3.26K + 36.29%	$159.67 - $250.0 $521K - $816K	12.3K $2.84B
QQQ	1.05K + 11.06%	$481.22 - $538.17 $503K - $563K	10.5K $5.37B
MSFT	2.17K + 8.81%	$406.35 - $454.46 $883K - $987K	26.8K $11.3B
JPM	938 + 6.09%	$205.18 - $250.29 $192K - $235K	16.3K $3.92B

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BLACKROCK INC	3.53K New	N/A	3.53K $3.62B
BROOKFIELD RENEWABLE CORP	17.9K New	N/A	17.9K $494M
CSL	905 New	$368.67 - $480.91 $334K - $435K	905 $334M
CINF	2.05K New	$132.86 - $160.16 $272K - $328K	2.05K $294M
V	918 New	$273.87 - $320.91 $251K - $295K	918 $290M
SUNRISE COMMUNICATIONS AG	5.4K New	N/A	5.4K $233M

Top Sells

Reduced Positions

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	-9.89K - 60.07%	$96.64 - $101.23 $956K - $1M	6.58K $637M
IAU	-11.2K - 59.4%	$48.37 - $52.65 $540K - $588K	7.63K $378M
IVE	-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	-22.9K - 30.54%	$17.93 - $18.8 $411K - $431K	52.1K $949M
LOW	-127 - 0.89%	$244.52 - $284.07 $31.1K - $36.1K	14.1K $3.49B

Activity Summary All Purchases 89 New Holdings 10 Increased Positions 79 All Sells 58 Reductions 58 Sold out 0 Calls 0 Puts 0

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