Bkm Wealth Management, LLC Incresed Positions in Q4 2024

Bkm Wealth Management, LLC

  • $244 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
4.47K
+ 9.85%
$221.69 - $259.02 $992K - $1.16M
49.9K $12.5B
HYG
Ishares Tr

ETFs
23.8K
+ 454.84%
$78.09 - $80.04 $1.86M - $1.9M
29K $2.28B
AVGO
Broadcom Inc.

Technology
3.26K
+ 36.29%
$159.67 - $250.0 $521K - $816K
12.3K $2.84B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.05K
+ 11.06%
$481.22 - $538.17 $503K - $563K
10.5K $5.37B
MSFT
Microsoft Corp

Technology
2.17K
+ 8.81%
$406.35 - $454.46 $883K - $987K
26.8K $11.3B
JPM
Jpmorgan Chase & CO

Financial Services
938
+ 6.09%
$205.18 - $250.29 $192K - $235K
16.3K $3.92B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
62.6K
+ 296.91%
$26.93 - $84.95 $1.69M - $5.32M
83.7K $2.29B
EMR
Emerson Electric CO

Industrials
1.86K
+ 17.29%
$108.13 - $134.33 $202K - $250K
12.6K $1.57B
CSCO
Cisco Systems, Inc.

Technology
1.59K
+ 5.97%
$52.45 - $60.02 $83.1K - $95.1K
28.1K $1.67B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
3.1K
+ 11.65%
$65.31 - $74.15 $203K - $230K
29.7K $2.01B
AMZN
Amazon Com Inc

Consumer Cyclical
360
+ 20.27%
$180.88 - $232.93 $65.1K - $83.9K
2.14K $469M
NVDA
Nvidia Corp

Technology
495
+ 8.94%
$117.0 - $148.88 $57.9K - $73.7K
6.04K $810M
IWF
Ishares Russell 1000 Gr ETF

ETFs
169
+ 12.57%
$370.24 - $418.94 $62.6K - $70.8K
1.51K $608M
HON
Honeywell International Inc

Industrials
254
+ 13.77%
$202.84 - $236.0 $51.5K - $59.9K
2.1K $474M
SONY
Sony Group Corp

Technology
32.1K
+ 405.29%
$17.53 - $96.8 $563K - $3.11M
40K $847M
GLD
Spdr Gold Trust

ETFs
327
+ 5.93%
$236.59 - $257.5 $77.4K - $84.2K
5.84K $1.41B
ETN
Eaton Corp PLC

Industrials
200
+ 26.92%
$326.96 - $377.52 $65.4K - $75.5K
943 $313M
ACN
Accenture PLC

Technology
220
+ 2.81%
$343.9 - $376.86 $75.7K - $82.9K
8.06K $2.83B
WEC
Wec Energy Group, Inc.

Utilities
1.09K
+ 6.03%
$92.94 - $101.82 $101K - $111K
19.2K $1.8B
MPC
Marathon Petroleum Corp

Energy
1.31K
+ 25.27%
$131.65 - $174.84 $172K - $228K
6.48K $903M
ARCC
Ares Capital Corp

Financial Services
767
+ 1.84%
$20.74 - $22.27 $15.9K - $17.1K
42.4K $928M
SPGI
S&P Global Inc.

Financial Services
212
+ 6.95%
$480.36 - $529.17 $102K - $112K
3.26K $1.63B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
140
+ 6.57%
$442.29 - $483.08 $61.9K - $67.6K
2.27K $1.03B
RSP
Invesco S&P 500 Equal Weight E

ETFs
520
+ 4.69%
$174.22 - $187.62 $90.6K - $97.6K
11.6K $2.03B
MMM
3 M CO

Industrials
478
+ 22.55%
$124.74 - $137.12 $59.6K - $65.5K
2.6K $335M
DUK
Duke Energy Corp

Utilities
587
+ 22.78%
$105.76 - $120.76 $62.1K - $70.9K
3.16K $341M
GWW
W.W. Grainger, Inc.

Industrials
19
+ 1.31%
$1023.06 - $1220.93 $19.4K - $23.2K
1.47K $1.55B
XOM
Exxon Mobil Corp

Energy
616
+ 21.67%
$105.51 - $125.37 $65K - $77.2K
3.46K $372M
ADI
Analog Devices Inc

Technology
1.09K
+ 10.02%
$206.35 - $236.48 $225K - $257K
11.9K $2.54B
COM
Direxion Shs ETF Tr Auspice Br

ETFs
1.45K
+ 16.19%
$28.24 - $29.18 $40.9K - $42.3K
10.4K $295M
IWD
Ishares Russell 1000 Val ETF

ETFs
272
+ 8.98%
$183.23 - $199.79 $49.8K - $54.3K
3.3K $611M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.02%
$280.04 - $302.45 $280 - $302
5.2K $1.51B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
392
+ 5.76%
$113.92 - $127.38 $44.7K - $49.9K
7.2K $829M
XLK
Technology Sector Spdr

ETFs
104
+ 11.12%
$220.26 - $241.44 $22.9K - $25.1K
1.04K $242M
META
Meta Platforms, Inc.

Communication Services
35
+ 6.85%
$554.08 - $632.68 $19.4K - $22.1K
546 $320M
ABBV
Abb Vie Inc.

Healthcare
306
+ 20.28%
$164.99 - $203.87 $50.5K - $62.4K
1.82K $323M
Wns Hldgs LTD
1.72K
+ 15.63%
N/A
12.7K $601M
PEY
Invesco Exchange Traded Fd Tr

ETFs
1.51K
+ 5.8%
$21.1 - $23.08 $31.9K - $34.9K
27.6K $587M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
3.14K
+ 5.18%
$20.92 - $23.57 $65.6K - $73.9K
63.7K $1.36B
PM
Philip Morris International Inc.

Consumer Defensive
81
+ 3.38%
$118.38 - $133.06 $9.59K - $10.8K
2.48K $298M
CCRV
Ishares U S ETF Tr Commodity C

ETFs
7.67K
+ 3.95%
$19.65 - $21.86 $151K - $168K
202K $4.04B
SHEL
Shell PLC

Energy
541
+ 5.74%
$60.63 - $70.23 $32.8K - $38K
9.96K $624M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10
+ 0.08%
$61.68 - $67.87 $617 - $679
12K $745M
CMS
Cms Energy Corp

Utilities
535
+ 5.68%
$65.76 - $71.94 $35.2K - $38.5K
9.96K $664M
FNX
First Tr Mid Cap Core Alphadex

ETFs
7
+ 0.36%
$114.77 - $127.28 $803 - $891
1.96K $227M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
146
+ 2.71%
$43.84 - $48.76 $6.4K - $7.12K
5.52K $243M
NEE
Nextera Energy Inc

Utilities
3.54K
+ 17.41%
$69.77 - $85.43 $247K - $302K
23.9K $1.71B
JEPI
J P Morgan Exchange Traded Fd

ETFs
875
+ 2.93%
$57.53 - $60.83 $50.3K - $53.2K
30.8K $1.77B
MRK
Merck & Co., Inc.

Healthcare
404
+ 11.51%
$96.31 - $114.76 $38.9K - $46.4K
3.92K $389M
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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