BKM Wealth Management, LLC Q2 2025 Filing

Filed July 29, 2025

Portfolio Value

$256.0B

Holdings

157

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (157 positions)

#StockSharesValue% PortfolioType
101
AEPAMERICAN ELEC PWR CO INC
5,243$544.0M0.21%
102
LBTYALIBERTY GLOBAL LTD
53,990$540.4M0.21%
103
AGGISHARES TR
5,246$520.4M0.20%
104
COWZPACER FDS TR
9,382$517.0M0.20%
105
AZNASTRAZENECA PLC
7,165$500.7M0.20%
106
KOCOCA COLA CO
6,929$490.2M0.19%
107
IAU*ISHARES GOLD TR
7,670$478.3M0.19%
108
SNYSANOFI
9,821$474.5M0.19%
109
HONHONEYWELL INTL INC
1,932$449.9M0.18%
110
4I1PHILIP MORRIS INTL INC
2,463$448.6M0.18%
111
DGROISHARES TR
7,008$448.1M0.18%
112
AMZNAMAZON COM INC
1,841$403.9M0.16%
113
IFFINTERNATIONAL FLAVORS&FRAGRA
5,490$403.8M0.16%
114
MMM3M CO
2,626$399.8M0.16%
115
VEUVANGUARD INTL EQUITY INDEX F
5,886$395.7M0.15%
116
METAMETA PLATFORMS INC
533$393.4M0.15%
117
DUKDUKE ENERGY CORP NEW
3,163$373.3M0.15%
118
GEVGE VERNOVA INC
700$370.4M0.14%
119
JCIJOHNSON CTLS INTL PLC
3,500$369.7M0.14%
120
CSLCARLISLE COS INC
939$350.6M0.14%
121
ROKROCKWELL AUTOMATION INC
1,018$338.1M0.13%
122
VVVANGUARD INDEX FDS
1,185$338.1M0.13%
123
ETNEATON CORP PLC
942$336.3M0.13%
124
XOMEXXON MOBIL CORP
3,103$334.5M0.13%
125
LLYELI LILLY & CO
420$327.4M0.13%
126
NSCNORFOLK SOUTHN CORP
1,227$314.1M0.12%
127
CMCSACOMCAST CORP NEW
8,421$300.5M0.12%
128
COMDIREXION SHS ETF TR
10,649$294.6M0.12%
129
DWDMORGAN STANLEY
2,033$286.4M0.11%
130
MRKMERCK & CO INC
3,536$279.9M0.11%
131
HDHOME DEPOT INC
755$276.8M0.11%
132
BRCBRADY CORP
4,000$271.9M0.11%
133
PSXPHILLIPS 66
2,259$269.5M0.11%
134
ABBVABBVIE INC
1,448$268.8M0.11%
135
CINFCINCINNATI FINL CORP
1,800$268.1M0.10%
136
FUTYFIDELITY COVINGTON TRUST
4,960$260.9M0.10%
137
XLKSELECT SECTOR SPDR TR
1,024$259.4M0.10%
138
ESGUISHARES TR
1,900$257.1M0.10%
139
GOOGLALPHABET INC
1,440$253.8M0.10%
140
RODMLATTICE STRATEGIES TR
7,441$253.7M0.10%
141
VBVANGUARD INDEX FDS
1,063$251.9M0.10%
142
CARRCARRIER GLOBAL CORPORATION
3,433$251.3M0.10%
143
VVISA INC
691$245.3M0.10%
144
BACBANK AMERICA CORP
5,172$244.8M0.10%
145
PFEPFIZER INC
10,005$242.5M0.09%
146
LNTALLIANT ENERGY CORP
3,838$232.1M0.09%
147
FSMDFIDELITY COVINGTON TRUST
5,587$231.7M0.09%
148
DEDEERE & CO
450$228.8M0.09%
149
UNPUNION PAC CORP
992$228.2M0.09%
150
CALFPACER FDS TR
5,633$224.3M0.09%
151
FNXFIRST TR EXCHANGE-TRADED ALP
1,942$223.0M0.09%
152
EFAISHARES TR
2,425$216.8M0.08%
153
MOALTRIA GROUP INC
3,410$199.9M0.08%
154
XLBSELECT SECTOR SPDR TR
2,275$199.8M0.08%
155
ITWILLINOIS TOOL WKS INC
800$197.8M0.08%
156
UI2KEMPER CORP
3,040$196.2M0.08%
157
ENBENBRIDGE INC
4,238$192.1M0.08%
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