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Size ($ in 1000's)
At 03/31/2024: $232,534 At 12/31/2023: $1,680,651
BKM Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from BKM Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the BKM Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by BKM Wealth Management LLC.
In the BKM Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by BKM Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the BKM Wealth Management LLC top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
ISHARES TR (IVE) |
63,882 |
+1,802 |
$11,934 | IVE | 63,882 | +1,802 | $11,934 | MICROSOFT CORP |
24,358 |
-44 |
$10,248 | MSFT | 24,358 | -44 | $10,248 | VANGUARD (VEA) |
184,114 |
-128,547 |
$9,237 | VEA | 184,114 | -128,547 | $9,237 | ISHARES TR (IVW) |
104,775 |
+2,375 |
$8,847 | IVW | 104,775 | +2,375 | $8,847 | DBX ETF TR (DEUS) |
157,975 |
-3,219 |
$8,241 | DEUS | 157,975 | -3,219 | $8,241 | APPLE INC |
45,006 |
+1,143 |
$7,718 | AAPL | 45,006 | +1,143 | $7,718 | ISHARES TR (IJJ) |
40,926 |
+1,505 |
$4,841 | IJJ | 40,926 | +1,505 | $4,841 | VANGUARD (VO) |
18,673 |
+215 |
$4,666 | VO | 18,673 | +215 | $4,666 | INVESCO QQQ TR |
9,341 |
+2,774 |
$4,147 | QQQ | 9,341 | +2,774 | $4,147 | ISHARES TR (IJK) |
43,652 |
-126 |
$3,986 | IJK | 43,652 | -126 | $3,986 | ISHARES U S ETF TR (CCRV) |
182,458 |
+179,276 |
$3,877 | CCRV | 182,458 | +179,276 | $3,877 | ISHARES TR (IJS) |
37,696 |
+1,290 |
$3,874 | IJS | 37,696 | +1,290 | $3,874 | WISDOMTREE TR |
75,758 |
-8,748,890 |
$3,853 | DGS | 75,758 | -8,748,890 | $3,853 | VANGUARD (VWO) |
86,695 |
-5,802 |
$3,621 | VWO | 86,695 | -5,802 | $3,621 | LOWES COMPANIES INC |
13,241 |
-55 |
$3,373 | LOW | 13,241 | -55 | $3,373 | ISHARES TR (IJT) |
22,858 |
+48 |
$2,988 | IJT | 22,858 | +48 | $2,988 | JPMORGAN CHASE & CO |
14,660 |
+297 |
$2,936 | JPM | 14,660 | +297 | $2,936 | BLACKROCK INC |
3,375 |
-22 |
$2,814 | BLK | 3,375 | -22 | $2,814 | PROCTER & GAMBLE CO |
17,248 |
+1,137 |
$2,798 | PG | 17,248 | +1,137 | $2,798 | PHILLIPS 66 |
16,064 |
+568 |
$2,624 | PSX | 16,064 | +568 | $2,624 | UNITEDHEALTH GROUP INC |
5,157 |
+1,328 |
$2,551 | UNH | 5,157 | +1,328 | $2,551 | VANGUARD (VTV) |
14,697 |
+268 |
$2,394 | VTV | 14,697 | +268 | $2,394 | MCDONALDS CORP |
8,332 |
+422 |
$2,349 | MCD | 8,332 | +422 | $2,349 | JOHNSON & JOHNSON |
14,473 |
+2,025 |
$2,289 | JNJ | 14,473 | +2,025 | $2,289 | CHEVRON CORPORATION |
13,499 |
+2,887 |
$2,129 | CVX | 13,499 | +2,887 | $2,129 | GLOBAL X FDS |
117,788 |
-60,945 |
$2,110 | QYLD | 117,788 | -60,945 | $2,110 | LINDE PLC NEW |
4,469 |
+381 |
$2,075 | LIN | 4,469 | +381 | $2,075 | ABBOTT LABORATORIES |
17,951 |
+93 |
$2,040 | ABT | 17,951 | +93 | $2,040 | ANALOG DEVICES INC |
10,123 |
+358 |
$2,002 | ADI | 10,123 | +358 | $2,002 | INVESCO EXCHANGE TRADED FD T (RSP) |
11,770 |
-4,235 |
$1,993 | RSP | 11,770 | -4,235 | $1,993 | ILLINOIS TOOL WORKS INC |
7,381 |
+622 |
$1,981 | ITW | 7,381 | +622 | $1,981 | ACCENTURE PLC IRELAND SHARES CLASS A (ACN) |
5,690 |
+822 |
$1,972 | ACN | 5,690 | +822 | $1,972 | AUTOMATIC DATA PROCESSING |
7,655 |
+903 |
$1,912 | ADP | 7,655 | +903 | $1,912 | PEPSICO INCORPORATED |
10,635 |
+952 |
$1,861 | PEP | 10,635 | +952 | $1,861 | AFLAC INC |
21,409 |
+2,525 |
$1,838 | AFL | 21,409 | +2,525 | $1,838 | J P MORGAN EXCHANGE TRADED F (JEPI) |
31,214 |
-463 |
$1,806 | JEPI | 31,214 | -463 | $1,806 | GRANITESHARES GOLD TR (BAR) |
82,103 |
+3,202 |
$1,803 | BAR | 82,103 | +3,202 | $1,803 | VANGUARD (VUG) |
5,171 |
-120 |
$1,780 | VUG | 5,171 | -120 | $1,780 | INTERNATIONAL BUSINESS MACHINE CORP |
9,129 |
+104 |
$1,743 | IBM | 9,129 | +104 | $1,743 | AMGEN INC |
5,928 |
+855 |
$1,685 | AMGN | 5,928 | +855 | $1,685 | ISHARES TR (SMLF) |
26,102 |
-1,173 |
$1,660 | SMLF | 26,102 | -1,173 | $1,660 | NORFOLK SOUTHERN CORP |
6,318 |
+599 |
$1,610 | NSC | 6,318 | +599 | $1,610 | GENL DYNAMICS CORP |
5,636 |
+870 |
$1,592 | GD | 5,636 | +870 | $1,592 | CISCO SYSTEMS INC |
31,432 |
+5,259 |
$1,569 | CSCO | 31,432 | +5,259 | $1,569 | CHUBB LTD |
5,830 |
+343 |
$1,511 | CB | 5,830 | +343 | $1,511 | VANGUARD (VNQ) |
16,653 |
+1,707 |
$1,440 | VNQ | 16,653 | +1,707 | $1,440 | PAYCHEX INC |
11,696 |
+1,377 |
$1,436 | PAYX | 11,696 | +1,377 | $1,436 | COSTCO WHSL CORP NEW COM |
1,923 |
-30 |
$1,409 | COST | 1,923 | -30 | $1,409 | WEC ENERGY GROUP INC |
17,162 |
-2,343 |
$1,409 | WEC | 17,162 | -2,343 | $1,409 | WALMART INC |
23,015 |
+15,073 |
$1,385 | WMT | 23,015 | +15,073 | $1,385 |
See Full List: All Stocks Held By BKM Wealth Management LLC
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By BKM Wealth Management LLC
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