BKM Wealth Management, LLC Portfolio Holdings
Q3 2025•155 long positions•$271.2M portfolio value
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Holding167 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $13.2M 4.87% | +$99.1K Bought | — 63.9K shares | 63.4K → 63.9K +$99.1K | +0.76% | — — | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $12.6M 4.64% | -$495.2K Sold | 0.0% 24.3K shares | 25.3K → 24.3K −$495.2K | -3.79% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
Consumer Electronics Technology | $11.9M 4.4% | -$887.1K Sold | 0.0% 46.9K shares | 50.3K → 46.9K −$887.1K | -6.92% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $11.9M 4.37% | +$307.2K Bought | — 197.9K shares | 192.8K → 197.9K +$307.2K | +2.66% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $11.5M 4.23% | -$156.5K Sold | — 95.0K shares | 96.3K → 95.0K −$156.5K | -1.35% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $10.0M 3.68% | +$287.5K Bought | — 171.7K shares | 166.8K → 171.7K +$287.5K | +2.97% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.9M 2.16% | +$46.8K Bought | — 9.8K shares | 9.7K → 9.8K +$46.8K | +0.81% | — — | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $5.6M 2.08% | +$169.1K Bought | 0.001% 17.9K shares | 17.3K → 17.9K +$169.1K | +3.09% | $867.35B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.6M 2.05% | -$8.2K Sold | — 19.0K shares | 19.0K → 19.0K −$8.2K | -0.15% | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $5.4M 2.0% | -$103.6K Sold | 0.0% 16.5K shares | 16.8K → 16.5K −$103.6K | -1.87% | $1.56T Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $5.4M 1.98% | +$36.6K Bought | — 41.4K shares | 41.2K → 41.4K +$36.6K | +0.69% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.2M 1.92% | +$5.2M New | — 226.4K shares | 0 → 226.4K +$5.2M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $4.7M 1.74% | -$89.6K Sold | — 87.1K shares | 88.7K → 87.1K −$89.6K | -1.86% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.4M 1.64% | -$79.0K Sold | — 77.8K shares | 79.2K → 77.8K −$79.0K | -1.75% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.4M 1.62% | +$38.2K Bought | — 39.8K shares | 39.4K → 39.8K +$38.2K | +0.88% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.2M 1.54% | -$23.0K Sold | — 43.4K shares | 43.7K → 43.4K −$23.0K | -0.55% | — — | Q4 2023 Held for 1y 11m | |
Asset Management Financial Services | $4.0M 1.49% | -$160.9K Sold | 0.002% 3.5K shares | 3.6K → 3.5K −$160.9K | -3.83% | $180.54B Large Cap | Q4 2023 Held for 1y 11m | |
Home Improvement Consumer Cyclical | $3.9M 1.42% | +$2.8K Bought | 0.003% 15.4K shares | 15.4K → 15.4K +$2.8K | +0.07% | $140.94B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.5M 1.29% | +$255.9K Bought | — 18.7K shares | 17.3K → 18.7K +$255.9K | +7.91% | — — | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $3.5M 1.28% | +$3.1M Bought | 0.0% 14.3K shares | 1.4K → 14.3K +$3.1M | +894.86% | $2.95T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $3.2M 1.18% | -$24.3K Sold | — 22.5K shares | 22.7K → 22.5K −$24.3K | -0.76% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.2M 1.17% | +$211.6K Bought | — 115.8K shares | 108.0K → 115.8K +$211.6K | +7.18% | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $3.0M 1.1% | +$25.8K Bought | 0.002% 12.1K shares | 12.0K → 12.1K +$25.8K | +0.87% | $120.87B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.9M 1.07% | +$109.8K Bought | — 6.1K shares | 5.8K → 6.1K +$109.8K | +3.92% | — — | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $2.8M 1.02% | +$2.4M Bought | 0.0% 3.8K shares | 533.0 → 3.8K +$2.4M | +605.07% | $1.84T Mega Cap | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $2.7M 0.991% | -$98.8K Sold | 0.001% 14.5K shares | 15.0K → 14.5K −$98.8K | -3.55% | $446.55B Mega Cap | Q4 2023 Held for 1y 11m | |
Medical - Devices Healthcare | $2.6M 0.977% | -$78.5K Sold | 0.001% 19.8K shares | 20.4K → 19.8K −$78.5K | -2.88% | $233.12B Mega Cap | Q4 2023 Held for 1y 11m | |
Chemicals - Specialty Basic Materials | $2.5M 0.94% | +$96.0K Bought | 0.001% 5.4K shares | 5.2K → 5.4K +$96.0K | +3.91% | $222.73B Mega Cap | Q4 2023 Held for 1y 11m | |
Aerospace & Defense Industrials | $2.5M 0.926% | +$277.1K Bought | 0.001% 8.4K shares | 7.4K → 8.4K +$277.1K | +12.4% | $319.00B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.5M 0.906% | +$98.8K Bought | — 30.3K shares | 29.0K → 30.3K +$98.8K | +4.19% | — — | Q4 2023 Held for 1y 11m | |
Oil & Gas Integrated Energy | $2.4M 0.874% | -$18.0K Sold | 0.001% 15.3K shares | 15.4K → 15.3K −$18.0K | -0.75% | $312.88B Mega Cap | Q4 2023 Held for 1y 11m | |
Discount Stores Consumer Defensive | $2.4M 0.87% | -$34.2K Sold | 0.001% 2.5K shares | 2.6K → 2.5K −$34.2K | -1.43% | $410.27B Mega Cap | Q4 2023 Held for 1y 11m | |
Aerospace & Defense Industrials | $2.3M 0.845% | -$74.0K Sold | 0.002% 6.7K shares | 6.9K → 6.7K −$74.0K | -3.13% | $91.7B Large Cap | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $2.3M 0.842% | -$3.9K Sold | — 6.4K shares | 6.4K → 6.4K −$3.9K | -0.17% | — — | Q4 2023 Held for 1y 11m | |
Information Technology Services Technology | $2.3M 0.836% | +$41.5K Bought | 0.001% 8.0K shares | 7.9K → 8.0K +$41.5K | +1.86% | $262.84B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.2M 0.82% | -$2.8K Sold | — 11.7K shares | 11.7K → 11.7K −$2.8K | -0.13% | — — | Q4 2023 Held for 1y 11m | |
Aerospace & Defense Industrials | $2.2M 0.814% | -$18.0K Sold | — 7.2K shares | 7.3K → 7.2K −$18.0K | -0.81% | — — | Q4 2023 Held for 1y 11m | |
Regulated Electric Utilities | $2.2M 0.805% | +$1.7K Bought | 0.006% 19.1K shares | 19.0K → 19.1K +$1.7K | +0.08% | $36.9B Large Cap | Q4 2023 Held for 1y 11m | |
Information Technology Services Technology | $2.1M 0.784% | +$21.7K Bought | 0.001% 8.6K shares | 8.5K → 8.6K +$21.7K | +1.03% | $153.39B Large Cap | Q4 2023 Held for 1y 11m | |
Insurance - Property & Casualty Financial Services | $2.1M 0.768% | +$42.1K Bought | 0.002% 7.4K shares | 7.2K → 7.4K +$42.1K | +2.06% | $112.53B Large Cap | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $2.1M 0.764% | -$15.8K Sold | 0.001% 7.3K shares | 7.4K → 7.3K −$15.8K | -0.76% | $151.93B Large Cap | Q4 2023 Held for 1y 11m | |
Discount Stores Consumer Defensive | $2.0M 0.737% | +$19.5K Bought | 0.0% 19.4K shares | 19.2K → 19.4K +$19.5K | +0.98% | $821.68B Mega Cap | Q4 2023 Held for 1y 11m | |
Financial - Data & Stock Exchanges Financial Services | $2.0M 0.721% | +$205.4K Bought | 0.001% 4.0K shares | 3.6K → 4.0K +$205.4K | +11.74% | $148.59B Large Cap | Q4 2023 Held for 1y 11m | |
Communication Equipment Technology | $1.9M 0.709% | -$71.4K Sold | 0.001% 28.1K shares | 29.1K → 28.1K −$71.4K | -3.58% | $270.48B Mega Cap | Q4 2023 Held for 1y 11m | |
Restaurants Consumer Cyclical | $1.9M 0.696% | +$1.2K Bought | 0.001% 6.2K shares | 6.2K → 6.2K +$1.2K | +0.06% | $216.86B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.8M 0.681% | +$112.4K Bought | — 20.2K shares | 19.0K → 20.2K +$112.4K | +6.48% | — — | Q4 2023 Held for 1y 11m | |
Industrial - Machinery Industrials | $1.8M 0.657% | -$4.1K Sold | 0.002% 13.6K shares | 13.6K → 13.6K −$4.1K | -0.23% | $73.8B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.7M 0.644% | -$88.4K Sold | — 23.5K shares | 24.7K → 23.5K −$88.4K | -4.81% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.7M 0.628% | -$2.0K Sold | — 5.2K shares | 5.2K → 5.2K −$2.0K | -0.12% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.7M 0.621% | -$178.6K Sold | — 29.5K shares | 32.6K → 29.5K −$178.6K | -9.59% | — — | Q4 2023 Held for 1y 11m |
