HoldingsChannel.com
| 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 | $1,385 |
See Full List: All Stocks Held By BKM Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By BKM Wealth Management LLC
|
Size ($ 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 |
