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CIK: 0002007263
Total reported value
$282.4M
$282.4M
160 檔
19.7%
The Q4 2024 SEC filing reveals that BKM Wealth Management, LLC held a total portfolio value of $282.4M, covering 160 public equity positions.
During Q4 2024, BKM Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.13% | +0.36% | +9.85% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 5.04% | -0.07% | -0.51% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.64% | +0.05% | +8.81% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.23% | +0.37% | -1.94% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.83% | -0.19% | +2.01% | |
| 6 | DEUS | Xtrackers Russell US Multi | ETF-Other | 3.39% | +0.02% | -2.26% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.20% | +0.12% | +11.06% | |
| 8 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 2.14% | +0.04% | -1.41% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.93% | +0.10% | -3.05% | |
| 10 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.75% | +0.08% | -1.17% | |
| 11 | CCRVUSD | Ishares Comm Curve Carry Str | ETF-Other | 1.66% | — | +3.95% | |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.64% | +0.08% | -0.93% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.61% | +0.34% | +6.09% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.60% | -0.04% | -0.58% | |
| 15 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 1.58% | -0.08% | +1.24% | |
| 16 | BLK | Blackrock Inc | Stock-Financials | 1.48% | -0.10% | — | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.43% | -0.15% | -0.89% | |
| 18 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.28% | +0.13% | -1.02% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.23% | — | +8.30% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.17% | +0.31% | +36.29% | |
| 21 | ACN | Accenture plc | Stock-Tech | 1.16% | -0.45% | EXIT | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 1.15% | -0.35% | -1.25% | |
| 23 | ADI | Analog Devices Inc | Stock-Tech | 1.04% | +0.27% | +10.02% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.02% | -0.03% | -1.14% | |
| 25 | AFL | Aflac Inc | Stock-Financials | 1.01% | -0.01% | +1.71% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.94% | -0.01% | +296.91% | |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.94% | -0.11% | +454.84% | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.92% | -0.18% | -4.25% | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 0.90% | -0.68% | -2.26% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | +0.32% | +1.48% | |
| 31 | LIN | Linde plc | Stock-Materials | 0.86% | -0.09% | +3.75% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.85% | +0.03% | +0.63% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.83% | +0.01% | +4.69% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.82% | -0.04% | -6.36% | |
| 35 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.82% | +0.03% | +11.65% | |
| 36 | CB | Chubb Limited | Stock-Financials | 0.77% | +0.02% | -1.18% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.75% | -0.08% | +6.92% | |
| 38 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.74% | -0.38% | +6.03% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.73% | +0.12% | -6.35% | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.73% | -0.10% | +2.93% | |
| 41 | NEE | Nextera Energy Inc | Stock-Utilities | 0.70% | +0.03% | +17.41% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.69% | +0.02% | +0.36% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.68% | +0.45% | +5.97% | |
| 44 | GD | General Dynamics CORP | Stock-Industrials | 0.68% | -0.14% | -3.58% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.67% | -0.06% | — | |
| 46 | SPGI | S&p Global Inc | Stock-Financials | 0.67% | +0.02% | +6.95% | |
| 47 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.66% | — | -0.84% | |
| 48 | EMR | Emerson Electric Co | Stock-Industrials | 0.64% | -0.09% | +17.29% | |
| 49 | GWW | Ww Grainger Inc | Stock-Industrials | 0.63% | +0.37% | +1.31% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | +0.05% | -5.29% |
According to official SEC Form 13F filings, BKM Wealth Management, LLC reported a total U.S. public equity portfolio value of $282.4M across 160 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVE, MSFT) accounted for 19.7% of total reported equity market value during Q4 2024.
During Q4 2024, BKM Wealth Management, LLC's top holdings by market value included AAPL (5.1%)、IVE (5.0%)、MSFT (4.6%). The largest single position, AAPL, represented 5.1% of total portfolio value.
In Q4 2024, BKM Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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