Fund HoldingsBKM Wealth Management, LLC

Total Portfolio Value
$207.96M
Total Bought
$14.06M
Total Sold
$37.40M
Net Transaction
-$23.34M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
S&P GLOBAL INC(SPGI)03,083+3,08301,3750.66%+1,375
ISHARES TR104,775106,301+1,5268,8479,8374.73%+990
ZOETIS INC(ZTS)04,964+4,96408610.41%+861
STARBUCKS CORP(SBUX)2,14511,421+9,2761968890.43%+693
WNS HLDGS LTD010,674+10,67405600.27%+560
ISHARES GOLD TR(IAU)018,789+18,78908250.40%+825
PIMCO EQUITY SER
RAFI DYN MULTI
017,032+17,03205150.25%+515
ISHARES TR0998+99803640.17%+364
INVESCO QQQ TR9,3419,387+464,1474,4972.16%+350
AMGEN INC(AMGN)5,9286,368+4401,6851,9900.96%+304
ISHARES TR13,36916,574+3,2051,3091,6090.77%+299
VANGUARD INTL EQUITY INDEX F089,512+89,51203,9171.88%+3,917
VANGUARD INDEX FDS5,1715,529+3581,7802,0680.99%+288
COSTCO WHSL CORP NEW(COST)1,9231,987+641,4091,6890.81%+280
J P MORGAN EXCHANGE TRADED F
DIV RTN EM EQT
017,902+17,90209680.47%+968
SUMITOMO MITSUI FINL GROUP I(SMFG)53,01064,369+11,3596248630.42%+239
VANGUARD TAX-MANAGED FDS184,114191,561+7,4479,2379,4674.55%+230
SPDR SER TR
ST STR AGGRE ETF
08,934+8,93402240.11%+224
AT&T INC(T)012,646+12,64603060.15%+306
DIREXION SHS ETF TR06,950+6,95002010.10%+201
INVESCO DB COMMDY INDX TRCK(DBC)49,49557,516+8,0211,1371,3360.64%+199
VANGUARD INDEX FDS14,69716,096+1,3992,3942,5821.24%+188
ACCENTURE PLC IRELAND
SHS CLASS A
5,6907,103+1,4131,9722,1551.04%+183
L3HARRIS TECHNOLOGIES INC(LHX)5,8636,335+4721,2491,4230.68%+173
COLGATE PALMOLIVE CO(CL)8,3819,543+1,1627559260.45%+171
SCHWAB STRATEGIC TR07,962+7,96206190.30%+619
ISHARES U S ETF TR182,458185,779+3,3213,8774,0301.94%+152
WISDOMTREE TR(WT)077,861+77,86104,0051.93%+4,005
BROOKFIELD RENEWABLE CORP(BEPC)019,064+19,06405410.26%+541
VERIZON COMMUNICATIONS INC(VZ)02,880+2,88003020.15%+302
CHUBB LIMITED
COM
5,8306,478+6481,5111,6520.79%+142
SPDR S&P 500 ETF TR(SPY)01,740+1,74009470.46%+947
SONY GROUP CORP(SONY)08,700+8,70007390.36%+739
INVESCO EXCH TRADED FD TR II55,06460,808+5,7441,3151,4330.69%+118
PROCTER AND GAMBLE CO(PG)17,24817,634+3862,7982,9081.40%+110
ENBRIDGE INC(ENB)17,18020,456+3,2766227280.35%+106
VANGUARD INDEX FDS16,65318,426+1,7731,4401,5430.74%+103
ASTRAZENECA PLC(AZN)6,21239,935+33,7234215240.25%+103
LIBERTY GLOBAL LTD(LBTYA)032,433+32,43305650.27%+565
TAIWAN SEMICONDUCTOR MFG LTD(TSM)4,3543,940-4145926850.33%+92
PFIZER INC(PFE)05,595+5,59503540.17%+354
AFLAC INC(AFL)21,40921,588+1791,8381,9280.93%+90
GENERAL DYNAMICS CORP(GD)5,6365,788+1521,5921,6790.81%+87
NOVARTIS AG(NVS)5,2975,625+3285125990.29%+86
ANALOG DEVICES INC(ADI)09,147+9,14702,0881.00%+2,088
ISHARES TR63,88265,985+2,10311,93412,0105.78%+76
ARES CAPITAL CORP(ARCC)042,797+42,79708920.43%+892
BANK AMERICA CORP05,207+5,20702690.13%+269
SAP SE(SAP)2,6132,848+2355105740.28%+65
UNILEVER PLC(UL)13,70513,667-386887520.36%+64
ISHARES TR02,317+2,31704040.19%+404
VANGUARD INDEX FDS6,3136,923+6109841,0410.50%+57
INTERNATIONAL FLAVORS&FRAGRA(IFF)4,0033,567-4363443980.19%+53
SANOFI(SNY)8,3144,314-4,0004044560.22%+52
VANGUARD INDEX FDS03,427+3,42707870.38%+787
VANGUARD INDEX FDS02,639+2,63906600.32%+660
RESTAURANT BRANDS INTL INC(QSR)5,7406,985+1,2454564980.24%+42
VANGUARD INDEX FDS04,138+4,13807550.36%+755
VANGUARD INDEX FDS05,206+5,20601,3930.67%+1,393
SHELL PLC(SHEL)8,4458,328-1175666010.29%+35
VISA INC(V)07,330+7,33002340.11%+234
GRAINGER W W INC(GWW)1,2001,389+1891,2211,2530.60%+32
ISHARES TR22,85823,509+6512,9883,0191.45%+31
BLACKROCK INC(BLK)03,611+3,61102,8431.37%+2,843
ISHARES TR03,653+3,65302860.14%+286
ISHARES TR40,92642,847+1,9214,8414,8612.34%+20
CITIGROUP INC(C)13,57413,772+1988588740.42%+16
ISHARES TR05,134+5,13403960.19%+396
VANGUARD INDEX FDS01,286+1,28603210.15%+321
SPDR GOLD TR(GLD)05,735+5,73501,2330.59%+1,233
ISHARES TR
ESG AWR MSCI USA
02,388+2,38802850.14%+285
SMITH & NEPHEW PLC(SNN)07,079+7,07904720.23%+472
COCA-COLA EUROPACIFIC PARTNE
SHS
7,15211,815+4,6635005090.24%+9
FIDELITY COVINGTON TRUST04,960+4,96002180.10%+218
HSBC HLDGS PLC(HSBC)12,9366,714-6,2225095140.25%+5
PACER FDS TR
DATA AND INFRAST
021,121+21,12105770.28%+577
ISHARES TR37,69639,839+2,1433,8743,8751.86%+1
EXXON MOBIL CORP011,755+11,75503320.16%+332
VANGUARD INTL EQUITY INDEX F05,843+5,84303430.16%+343
ISHARES TR
CORE DIV GRWTH
07,347+7,34704230.20%+423
LATTICE STRATEGIES TR08,671+8,67102400.12%+240
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
07,585+7,58503830.18%+383
FIRST TR MID CAP CORE ALPHAD
COM SHS
01,880+1,88002040.10%+204
EMERSON ELEC CO(EMR)10,74710,967+2201,2191,2080.58%-11
MONDELEZ INTL INC(MDLZ)9,1879,662+4756436320.30%-11
VANGUARD INDEX FDS01,086+1,08602370.11%+237
US BANCORP NEW(USB)000000
GENERAL MILLS INC(GIS)000000
MGE ENERGY INC(MGEE)000000
ISHARES TR06,761+6,76107210.35%+721
UNITEDHEALTH GROUP INC(UNH)5,1574,961-1962,5512,5261.21%-25
ISHARES TR010,481+10,48109270.45%+927
ULTA BEAUTY INC(ULTA)000000
ISHARES TR012,484+12,48407310.35%+731
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
031,361+31,36101,7780.85%+1,778
PACER FDS TR
US SM CAP CA ETF
05,338+5,33802330.11%+233
ALPS ETF TR
SECTR DIV DOGS
011,373+11,37306010.29%+601
PACER FDS TR
US CASH COWS 100
09,618+9,61805240.25%+524
ISHARES TR43,65244,860+1,2083,9863,9531.90%-34
PPG INDS INC(PPG)4,3494,712+3636305930.29%-37
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