Fund HoldingsBKM Wealth Management, LLC

Total Portfolio Value
$245.92M
Total Bought
$43.12M
Total Sold
$18.09M
Net Transaction
+$25.03M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
MICROSOFT CORP(MSFT)024,650+24,650010,6074.31%+10,607
APPLE INC(AAPL)045,416+45,416010,5824.30%+10,582
LOWES COS INC(LOW)014,264+14,26403,8631.57%+3,863
BROADCOM INC(AVGO)08,994+8,99401,5510.63%+1,551
OMNICOM GROUP INC(OMC)012,782+12,78201,3220.54%+1,322
SCHWAB STRATEGIC TR7,96221,097+13,1356191,7830.73%+1,164
BERKSHIRE HATHAWAY INC DEL02,131+2,13109810.40%+981
JPMORGAN CHASE & CO.(JPM)015,397+15,39703,2471.32%+3,247
WEC ENERGY GROUP INC(WEC)018,089+18,08901,7400.71%+1,740
ISHARES TR65,98564,634-1,35112,01012,7445.18%+734
DBX ETF TR0157,231+157,23108,6113.50%+8,611
INTERNATIONAL BUSINESS MACHS(IBM)08,683+8,68301,9200.78%+1,920
AFLAC INC(AFL)21,58823,485+1,8971,9282,6261.07%+698
UNITEDHEALTH GROUP INC(UNH)4,9615,473+5122,5263,2001.30%+674
NVIDIA CORPORATION(NVDA)05,540+5,54006730.27%+673
ZOETIS INC(ZTS)4,9647,809+2,8458611,5260.62%+665
VANGUARD TAX-MANAGED FDS191,561191,412-1499,46710,1084.11%+642
SHERWIN WILLIAMS CO(SHW)01,621+1,62106190.25%+619
ACCENTURE PLC IRELAND
SHS CLASS A
7,1037,836+7332,1552,7701.13%+615
RTX CORPORATION(RTX)04,637+4,63705620.23%+562
SCHLUMBERGER LTD(SLB)013,147+13,14705520.22%+552
AMERICAN ELEC PWR CO INC05,221+5,22105360.22%+536
GE AEROSPACE(GE)02,749+2,74905180.21%+518
BLACKROCK INC(BLK)3,6113,524-872,8433,3461.36%+503
NEXTERA ENERGY INC(NEE)020,333+20,33301,7190.70%+1,719
LINDE PLC(LIN)04,831+4,83102,3040.94%+2,304
ANALOG DEVICES INC(ADI)9,14710,860+1,7132,0882,5001.02%+412
ISHARES TR39,83939,811-283,8754,2861.74%+411
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
08,044+8,04404080.17%+408
AUTOMATIC DATA PROCESSING IN05,631+5,63101,5580.63%+1,558
COSTCO WHSL CORP NEW(COST)1,9872,342+3551,6892,0760.84%+387
HONEYWELL INTL INC(HON)01,845+1,84503810.16%+381
MCDONALDS CORP(MCD)08,683+8,68302,6441.08%+2,644
ISHARES TR42,84742,241-6064,8615,2222.12%+361
VANGUARD INDEX FDS16,09616,733+6372,5822,9211.19%+339
VANGUARD INTL EQUITY INDEX F89,51288,904-6083,9174,2541.73%+337
VANGUARD INDEX FDS018,352+18,35204,8421.97%+4,842
CHUBB LIMITED
COM
6,4786,870+3921,6521,9810.81%+329
NORFOLK SOUTHN CORP(NSC)06,894+6,89401,7130.70%+1,713
ABBOTT LABS019,843+19,84302,2620.92%+2,262
WALMART INC(WMT)017,759+17,75901,4340.58%+1,434
BRADY CORP(BRC)04,000+4,00003070.12%+307
HOME DEPOT INC(HD)0748+74803030.12%+303
ABBVIE INC(ABBV)01,509+1,50902980.12%+298
DUKE ENERGY CORP NEW(DUK)02,577+2,57702970.12%+297
GENERAL DYNAMICS CORP(GD)5,7886,530+7421,6791,9730.80%+294
META PLATFORMS INC(META)0511+51102930.12%+293
PHILIP MORRIS INTL INC(PM)02,398+2,39802910.12%+291
3M CO(MMM)02,120+2,12002900.12%+290
JOHNSON CTLS INTL PLC
SHS
03,609+3,60902800.11%+280
CARRIER GLOBAL CORPORATION(CARR)03,433+3,43302760.11%+276
ROCKWELL AUTOMATION INC(ROK)0998+99802680.11%+268
MONDELEZ INTL INC(MDLZ)9,66212,209+2,5476328990.37%+267
PEPSICO INC(PEP)010,293+10,29301,7500.71%+1,750
BADGER METER INC01,200+1,20002620.11%+262
GRAINGER W W INC(GWW)1,3891,448+591,2531,5040.61%+251
EATON CORP PLC(ETN)0743+74302460.10%+246
LOCKHEED MARTIN CORP(LMT)0420+42002460.10%+246
UNION PAC CORP(UNP)0992+99202450.10%+245
VANGUARD INDEX FDS18,42618,348-781,5431,7870.73%+244
JOHNSON & JOHNSON(JNJ)014,312+14,31202,3190.94%+2,319
ISHARES TR23,50923,343-1663,0193,2561.32%+237
ELI LILLY & CO(LLY)0259+25902290.09%+229
CISCO SYS INC(CSCO)026,557+26,55701,4130.57%+1,413
MORGAN STANLEY(MS)02,130+2,13002220.09%+222
SELECT SECTOR SPDR TR
ST STR MATER ETF
02,280+2,28002200.09%+220
STARBUCKS CORP(SBUX)11,42111,359-628891,1070.45%+218
FIDELITY MERRIMACK STR TR04,621+4,62102160.09%+216
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0935+93502110.09%+211
S&P GLOBAL INC(SPGI)3,0833,052-311,3751,5770.64%+202
PIMCO EQUITY SER
RAFI DYN MULTI
17,03221,868+4,8365157110.29%+195
ISHARES TR
US SML CAP EQT
026,621+26,62101,7660.72%+1,766
WISDOMTREE TR(WT)77,86177,870+94,0054,1821.70%+177
MARATHON PETE CORP(MPC)05,169+5,16908420.34%+842
ISHARES TR2,3173,029+7124045750.23%+171
CANADIAN PACIFIC KANSAS CITY(CP)07,109+7,10906080.25%+608
L3HARRIS TECHNOLOGIES INC(LHX)6,3356,663+3281,4231,5850.64%+162
J P MORGAN EXCHANGE TRADED F
DIV RTN EM EQT
17,90219,950+2,0489681,1300.46%+162
ING GROEP N.V.(ING)033,097+33,09706010.24%+601
COCA-COLA EUROPACIFIC PARTNE
SHS
11,8158,442-3,3735096650.27%+156
SMITH & NEPHEW PLC(SNN)7,07920,057+12,9784726250.25%+153
VANGUARD INDEX FDS6,9237,104+1811,0411,1910.48%+150
SANOFI(SNY)4,31410,386+6,0724565990.24%+142
ISHARES TR9981,344+3463645050.21%+141
VANGUARD INDEX FDS4,1384,446+3087558930.36%+138
COCA COLA CO(KO)06,469+6,46904650.19%+465
RPM INTL INC(RPM)04,940+4,94005980.24%+598
FACTSET RESH SYS INC(FDS)02,071+2,07109520.39%+952
ISHARES TR44,86044,392-4683,9534,0811.66%+128
AMGEN INC(AMGN)6,3686,562+1941,9902,1140.86%+125
SAP SE(SAP)2,8483,050+2025746990.28%+124
INVESCO QQQ TR9,3879,459+724,4974,6171.88%+119
VANGUARD INDEX FDS5,5295,690+1612,0682,1850.89%+117
HSBC HLDGS PLC(HSBC)6,71413,873+7,1595146270.25%+113
CMS ENERGY CORP(CMS)09,423+9,42306660.27%+666
ISHARES GOLD TR(IAU)18,78918,78908259340.38%+108
TAIWAN SEMICONDUCTOR MFG LTD(TSM)3,9404,562+6226857920.32%+107
SPDR GOLD TR(GLD)5,7355,511-2241,2331,3400.54%+106
VANGUARD INDEX FDS2,6392,853+2146607630.31%+103
INVESCO EXCH TRADED FD TR II60,80858,794-2,0141,4331,5340.62%+101
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