BKM Wealth Management, LLC Q1 2025 Filing

Filed May 5, 2025

Portfolio Value

$242.9B

Holdings

158

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (158 positions)

#StockSharesValue% PortfolioType
101
BEPCBROOKFIELD RENEWABLE CORP
19,966$557.5M0.23%
102
LBTYALIBERTY GLOBAL LTD
48,358$556.6M0.23%
103
AZNASTRAZENECA PLC
7,417$545.2M0.22%
104
ISPYPROSHARES TR
12,937$544.5M0.22%
105
CPCANADIAN PACIFIC KANSAS CITY
7,646$536.8M0.22%
106
PPGPPG INDS INC
4,847$530.0M0.22%
107
IWFISHARES TR
1,460$527.2M0.22%
108
AGGISHARES TR
5,299$524.2M0.22%
109
COWZPACER FDS TR
9,307$509.7M0.21%
110
KOCOCA COLA CO
6,929$496.3M0.20%
111
DGROISHARES TR
7,766$479.8M0.20%
112
IAU*ISHARES GOLD TR
7,629$449.8M0.19%
113
IFFINTERNATIONAL FLAVORS&FRAGRA
5,141$399.0M0.16%
114
4I1PHILIP MORRIS INTL INC
2,463$391.0M0.16%
115
HONHONEYWELL INTL INC
1,826$386.7M0.16%
116
DUKDUKE ENERGY CORP NEW
3,163$385.9M0.16%
117
MMM3M CO
2,626$385.7M0.16%
118
XOMEXXON MOBIL CORP
3,105$369.3M0.15%
119
VEUVANGUARD INTL EQUITY INDEX F
5,843$354.4M0.15%
120
MRKMERCK & CO INC
3,892$349.3M0.14%
121
AMZNAMAZON COM INC
1,836$349.3M0.14%
122
CSLCARLISLE COS INC
1,024$348.7M0.14%
123
LLYELI LILLY & CO
420$346.9M0.14%
124
COMDIREXION SHS ETF TR
10,622$311.6M0.13%
125
METAMETA PLATFORMS INC
533$307.2M0.13%
126
VVVANGUARD INDEX FDS
1,185$304.6M0.13%
127
ABBVABBVIE INC
1,449$303.6M0.13%
128
CINFCINCINNATI FINL CORP
2,048$302.5M0.12%
129
NSCNORFOLK SOUTHN CORP
1,243$294.4M0.12%
130
BRCBRADY CORP
4,000$282.6M0.12%
131
JCIJOHNSON CTLS INTL PLC
3,500$280.4M0.12%
132
PSXPHILLIPS 66
2,252$278.1M0.11%
133
HDHOME DEPOT INC
755$276.7M0.11%
134
ROKROCKWELL AUTOMATION INC
1,018$263.0M0.11%
135
PFEPFIZER INC
10,190$258.2M0.11%
136
ETNEATON CORP PLC
943$256.3M0.11%
137
FUTYFIDELITY COVINGTON TRUST
4,960$252.7M0.10%
138
LNTALLIANT ENERGY CORP
3,838$247.0M0.10%
139
VVISA INC
697$244.3M0.10%
140
RODMLATTICE STRATEGIES TR
7,876$244.1M0.10%
141
DWDMORGAN STANLEY
2,037$237.7M0.10%
142
VBVANGUARD INDEX FDS
1,063$235.7M0.10%
143
UNPUNION PAC CORP
992$234.3M0.10%
144
ESGUISHARES TR
1,900$231.6M0.10%
145
GOOGLALPHABET INC
1,440$222.7M0.09%
146
CARRCARRIER GLOBAL CORPORATION
3,433$217.7M0.09%
147
XLKSELECT SECTOR SPDR TR
1,039$214.7M0.09%
148
DEDEERE & CO
451$211.7M0.09%
149
GEVGE VERNOVA INC
686$209.4M0.09%
150
CALFPACER FDS TR
5,498$206.2M0.08%
151
MOALTRIA GROUP INC
3,410$204.7M0.08%
152
BACBANK AMERICA CORP
4,878$203.6M0.08%
153
UI2KEMPER CORP
3,040$203.2M0.08%
154
ITWILLINOIS TOOL WKS INC
794$196.9M0.08%
155
FNXFIRST TR MID CAP CORE ALPHAD
1,806$196.8M0.08%
156
XLBSELECT SECTOR SPDR TR
2,280$196.0M0.08%
157
BACVERIZON COMMUNICATIONS INC
4,224$191.6M0.08%
158
XLVSELECT SECTOR SPDR TR
1,299$189.7M0.08%
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