BW

BKM Wealth Management, LLC

13F
BKM Wealth Management, LLC
Last update 2025-05-05 158 Stocks (6 new)
Value $243.00 Mil Turnover 4 %
Countries:
Top Holdings: IVE(5.01%)AAPL(4.68%)MSFT(4.16%)VEA(4.12%)IVW(3.76%)
Summary Stock Picks Current Portfolio
BKM Wealth Management, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVE
iShares S&P 500 Value ETF
63,789
12,157.0
-0.80%
5.010
-0.04%
0.030
+9.38%
+4.08%
39,420.7
 
AAPL
Apple Inc
51,199
11,372.9
+2.63%
4.680
+0.12%
0.000
+4.95%
-16.57%
3,112,999.5
Hardware
MSFT
Microsoft Corp
26,885
10,092.7
+0.23%
4.160
+0.01%
0.000
+28.49%
+19.27%
3,722,292.3
Software
VEA
Vanguard FTSE Developed Markets ETF
197,017
10,014.4
+0.90%
4.120
+0.04%
0.010
+17.53%
+21.14%
158,237.2
 
IVW
iShares S&P 500 Growth ETF
98,359
9,130.7
-3.21%
3.760
-0.14%
0.020
+19.99%
+9.23%
60,945.8
 
DEUS
Xtrackers Russell US Multifactor ETF
Xtrackers Russell US Multifactor ETF
153,768
8,249.1
+0.06%
3.400
0%
4.960
+10.29%
+6.02%
175.1
 
IJJ
iShares S&P Mid-Cap 400 Value ETF
41,273
4,941.6
-0.90%
2.030
-0.02%
0.070
+13.17%
+2.72%
7,920.0
 
QQQ
INVESCO QQQ Trust
10,039
4,707.5
-4.44%
1.940
-0.10%
0.000
+19.14%
+8.76%
356,179.0
 
VO
Vanguard Mid-Cap ETF
17,323
4,480.1
-2.64%
1.840
-0.05%
0.010
+14.94%
+7.83%
79,445.0
 
JPM
JPMorgan Chase & Co
17,296
4,242.7
+5.88%
1.750
+0.10%
0.000
+21.65%
+20.28%
788,456.9
Banks

BKM Wealth Management, LLC's Historical Top Holdings Breakdowns

BKM Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NSC
Norfolk Southern Corp
2025-03-31
Reduce
Reduce
-0.54%
●
227.69 ($243.68) 259.76
$260.88
7.06%
Reduce -81.82%
1,243
-5,593
SBUX
Starbucks Corp
2025-03-31
Sold Out
Sold Out
-0.41%
●
92.17 ($103.37) 115.81
$95.28
-7.83%
Sold Out
0
-10,926
TGT
Target Corp
2025-03-31
Sold Out
Sold Out
-0.38%
●
103.65 ($124.98) 142.5
$102.50
-17.98%
Sold Out
0
-6,912
AVGO
Broadcom Inc
2025-03-31
Add
Add
+0.31%
●
167.43 ($211.65) 244.7
$277.66
31.19%
Add 36.25%
16,702
4,444
UNH
UnitedHealth Group Inc
2025-03-31
Reduce
Reduce
-0.31%
●
461.52 ($511.2) 548.18
$302.12
-40.90%
Reduce -25.26%
4,430
-1,497
ING
ING Groep NV
2025-03-31
Sold Out
Sold Out
-0.23%
●
15.51 ($17.76) 20.74
$23.20
30.60%
Sold Out
0
-35,034
COST
Costco Wholesale Corp
2025-03-31
Add
Add
+0.16%
●
890.62 ($974.97) 1076.86
$975.85
0.09%
Add 18.79%
2,605
412
SHW
Sherwin-Williams Co
2025-03-31
Add
Add
+0.14%
●
330.16 ($350.95) 365.55
$347.08
-1.10%
Add 61.69%
2,621
1,000
IVW
iShares S&P 500 Growth ETF
2025-03-31
Reduce
Reduce
-0.14%
●
92.45 ($100.81) 106.69
$110.65
9.77%
Reduce -3.21%
98,359
-3,262
SCHD
Schwab US Dividend Equity ETF
2025-03-31
Add
Add
+0.13%
●
27.01 ($27.88) 28.54
$27.20
-2.46%
Add 13.88%
95,359
11,623

BKM Wealth Management, LLC Total Holding History ($B)

To

BKM Wealth Management, LLC's Asset Allocation

To

BKM Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BKM Wealth Management, LLC's Hypothetical Growth since 2025-03-31

BKM Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

BKM Wealth Management, LLC's Holdings Heat Map

Size field:

BKM Wealth Management, LLC's Holdings Bubble Chart

BKM Wealth Management, LLC News

  • 1

Discussions on BKM Wealth Management, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.