Bkm Wealth Management, LLC Top Holdings and 13F Report (2024)

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About Bkm Wealth Management, LLC

Investment Activity

Bkm Wealth Management, LLC has $232.54 million in total holdings as of March 31, 2024.
Bkm Wealth Management, LLC owns shares of 196 different stocks, but just 70 companies or ETFs make up 80% of its holdings.
Approximately 7.80% of the portfolio was purchased this quarter.
About 210.34% of the portfolio was sold this quarter.
This quarter, Bkm Wealth Management, LLC has purchased 630 new stocks and bought additional shares in 110 stocks.
Bkm Wealth Management, LLC sold shares of 73 stocks and completely divested from 435 stocks this quarter.

Largest Holdings

iShares S&P 500 Value ETF: $11,933,842
Microsoft: $10,248,132
Vanguard FTSE Developed Markets ETF: $9,237,033
iShares S&P 500 Growth ETF: $8,847,275
Xtrackers Russell US Multifactor ETF: $8,240,906

Largest New Holdings this Quarter

PROSHARES TR: $1,345,674 Holding

Largest Purchases this Quarter

iShares Commodity Curve Carry Strategy ETF: 179,276 shares (about $3.81M)
PROSHARES TR: 31,441 shares (about $1.35M)
Invesco QQQ: 2,774 shares (about $1.23M)
Walmart: 15,016 shares (about $903.52K)
iShares Core S&P Mid-Cap ETF: 9,861 shares (about $598.99K)

Largest Sales this Quarter

WisdomTree Emerging Markets SmallCap Dividend Fund: 8,748,890 shares (about $444.97M)
Vanguard FTSE Developed Markets ETF: 128,669 shares (about $6.46M)
Vanguard FTSE All-World ex-US ETF: 74,913 shares (about $4.39M)
Global X Nasdaq 100 Covered Call ETF: 60,945 shares (about $1.09M)
Invesco S&P 500 Equal Weight ETF: 4,235 shares (about $717.28K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVE iShares S&P 500 Value ETF	$11,933,842	$286,754 ▲	2.5%	63,882	5.1%	ETF
MSFT Microsoft	$10,248,132	$503,613 ▼	-4.7%	24,358	4.4%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$9,237,033	$6,455,347 ▼	-41.1%	184,114	4.0%	ETF
IVW iShares S&P 500 Growth ETF	$8,847,275	$163,308 ▲	1.9%	104,775	3.8%	ETF
DEUS Xtrackers Russell US Multifactor ETF	$8,240,906	$167,922 ▼	-2.0%	157,975	3.5%	ETF
AAPL Apple	$7,717,767	$277,803 ▼	-3.5%	45,006	3.3%	Computer and Technology
IJJ iShares S&P Mid-Cap 400 Value ETF	$4,841,213	$140,531 ▲	3.0%	40,926	2.1%	ETF
VO Vanguard Mid-Cap ETF	$4,665,648	$48,473 ▲	1.0%	18,673	2.0%	ETF
QQQ Invesco QQQ	$4,147,497	$1,231,684 ▲	42.2%	9,341	1.8%	Finance
IJK iShares S&P Mid-Cap 400 Growth ETF	$3,986,110	$44,197 ▼	-1.1%	43,652	1.7%	ETF
CCRV iShares Commodity Curve Carry Strategy ETF	$3,877,232	$3,809,615 ▲	5,634.1%	182,458	1.7%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$3,873,695	$128,657 ▲	3.4%	37,696	1.7%	ETF
DGS WisdomTree Emerging Markets SmallCap Dividend Fund	$3,853,057	$444,969,137 ▼	-99.1%	75,758	1.7%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$3,621,251	$256,384 ▼	-6.6%	86,695	1.6%	ETF
LOW Lowe's Companies	$3,372,881	$96,033 ▼	-2.8%	13,241	1.5%	Retail/Wholesale
IJT iShares S&P Small-Cap 600 Growth ETF	$2,988,255	$2,222 ▲	0.1%	22,858	1.3%	ETF
JPM JPMorgan Chase & Co.	$2,936,399	$30,446 ▼	-1.0%	14,660	1.3%	Finance
BLK BlackRock	$2,813,795	$70,866 ▼	-2.5%	3,375	1.2%	Finance
PG Procter & Gamble	$2,798,488	$88,264 ▲	3.3%	17,248	1.2%	Consumer Staples
PSX Phillips 66	$2,623,894	$6,534 ▲	0.2%	16,064	1.1%	Oils/Energy
UNH UnitedHealth Group	$2,551,170	$346,785 ▲	15.7%	5,157	1.1%	Medical
VTV Vanguard Value ETF	$2,393,668	$43,649 ▲	1.9%	14,697	1.0%	ETF
MCD McDonald's	$2,349,484	$49,911 ▲	2.2%	8,332	1.0%	Retail/Wholesale
JNJ Johnson & Johnson	$2,289,484	$133,671 ▲	6.2%	14,473	1.0%	Medical
CVX Chevron	$2,129,333	$335,671 ▲	18.7%	13,499	0.9%	Oils/Energy
QYLD Global X Nasdaq 100 Covered Call ETF	$2,109,592	$1,091,530 ▼	-34.1%	117,788	0.9%	Manufacturing
LINDE PLC NEW	$2,075,046	$132,796 ▲	6.8%	4,469	0.9%	SHS
ABT Abbott Laboratories	$2,040,311	$139,688 ▼	-6.4%	17,951	0.9%	Medical
ADI Analog Devices	$2,002,228	$16,614 ▼	-0.8%	10,123	0.9%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$1,993,484	$717,282 ▼	-26.5%	11,770	0.9%	ETF
ITW Illinois Tool Works	$1,980,543	$100,624 ▲	5.4%	7,381	0.9%	Industrial Products
ACN Accenture	$1,972,210	$103,290 ▼	-5.0%	5,690	0.8%	Business Services
ADP Automatic Data Processing	$1,911,759	$159,334 ▲	9.1%	7,655	0.8%	Business Services
PEP PepsiCo	$1,861,290	$29,578 ▲	1.6%	10,635	0.8%	Consumer Staples
AFL Aflac	$1,838,177	$177,559 ▲	10.7%	21,409	0.8%	Finance
JEPI JPMorgan Equity Premium Income ETF	$1,806,042	$26,789 ▼	-1.5%	31,214	0.8%	ETF
BAR Graniteshares Gold Trust	$1,802,981	$70,316 ▲	4.1%	82,103	0.8%	Finance
VUG Vanguard Growth ETF	$1,779,978	$41,307 ▼	-2.3%	5,171	0.8%	ETF
IBM International Business Machines	$1,743,452	$3,247 ▲	0.2%	9,129	0.7%	Computer and Technology
AMGN Amgen	$1,685,451	$183,102 ▲	12.2%	5,928	0.7%	Medical
SMLF iShares U.S. Small Cap Equity Factor ETF	$1,659,566	$74,579 ▼	-4.3%	26,102	0.7%	ETF
NSC Norfolk Southern	$1,610,269	$53,778 ▲	3.5%	6,318	0.7%	Transportation
GD General Dynamics	$1,592,113	$184,466 ▲	13.1%	5,636	0.7%	Aerospace
CSCO Cisco Systems	$1,568,772	$109,702 ▲	7.5%	31,432	0.7%	Computer and Technology
CB Chubb	$1,510,727	$97,433 ▼	-6.1%	5,830	0.6%	Finance
VNQ Vanguard Real Estate ETF	$1,440,176	$147,624 ▲	11.4%	16,653	0.6%	ETF
PAYX Paychex	$1,436,269	$137,045 ▲	10.5%	11,696	0.6%	Business Services
WEC WEC Energy Group	$1,409,344	$400,746 ▼	-22.1%	17,162	0.6%	Utilities
COST Costco Wholesale	$1,408,847	$195,612 ▼	-12.2%	1,923	0.6%	Retail/Wholesale
WMT Walmart	$1,384,817	$903,516 ▲	187.7%	23,015	0.6%	Retail/Wholesale
NEE NextEra Energy	$1,368,633	$139,835 ▲	11.4%	21,415	0.6%	Utilities
VTI Vanguard Total Stock Market ETF	$1,356,074	$277,869 ▼	-17.0%	5,217	0.6%	ETF
PROSHARES TR	$1,345,674	$1,345,674 ▲	New Holding	31,441	0.6%	S&P 500 HIGH INC
RTX RTX	$1,344,061	$374,905 ▲	38.7%	13,781	0.6%	Aerospace
INTC Intel	$1,319,622	$3,136 ▲	0.2%	29,876	0.6%	Computer and Technology
EELV Invesco S&P Emerging Markets Low Volatility ETF	$1,315,483	$251,395 ▲	23.6%	55,064	0.6%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$1,309,362	$449,056 ▲	52.2%	13,369	0.6%	Finance
FDS FactSet Research Systems	$1,293,193	$146,768 ▲	12.8%	2,846	0.6%	Business Services
TGT Target	$1,272,072	$56,355 ▲	4.6%	7,178	0.5%	Retail/Wholesale
CMCSA Comcast	$1,269,592	$167,028 ▲	15.1%	29,287	0.5%	Consumer Discretionary
LHX L3Harris Technologies	$1,249,406	$110,812 ▲	9.7%	5,863	0.5%	Aerospace
GLD SPDR Gold Shares	$1,221,770	$33,738 ▼	-2.7%	5,939	0.5%	Finance
GWW W.W. Grainger	$1,220,760	$57,986 ▲	5.0%	1,200	0.5%	Industrial Products
EMR Emerson Electric	$1,218,925	$131,454 ▲	12.1%	10,747	0.5%	Industrial Products
BDX Becton, Dickinson and Company	$1,210,277	$151,934 ▲	14.4%	4,891	0.5%	Medical
APD Air Products and Chemicals	$1,201,174	$159,414 ▲	15.3%	4,958	0.5%	Basic Materials
DBC Invesco DB Commodity Index Tracking Fund	$1,136,908	$70,174 ▲	6.6%	49,495	0.5%	Finance
NKE NIKE	$1,081,145	$186,362 ▲	20.8%	11,504	0.5%	Consumer Discretionary
MDT Medtronic	$1,057,565	$24,141 ▲	2.3%	12,135	0.5%	Medical
MPC Marathon Petroleum	$1,023,821	$92,891 ▼	-8.3%	5,081	0.4%	Oils/Energy
VOE Vanguard Mid-Cap Value ETF	$984,328	$34,614 ▲	3.6%	6,313	0.4%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$953,372	$50,036 ▲	5.5%	10,632	0.4%	ETF
BRK.B Berkshire Hathaway	$878,466	$315,390 ▲	56.0%	2,089	0.4%	Finance
ASML ASML	$865,659	$98,988 ▼	-10.3%	892	0.4%	Computer and Technology
C Citigroup	$858,419	$37,375 ▲	4.6%	13,574	0.4%	Finance
CMS CMS Energy	$828,287	$136,187 ▲	19.7%	13,727	0.4%	Utilities
ARCC Ares Capital	$817,414	$43,639 ▲	5.6%	39,261	0.4%	Finance
SPY SPDR S&P 500 ETF Trust	$810,504	$502,837 ▼	-38.3%	1,549	0.3%	Finance
ES Eversource Energy	$798,707	$151,457 ▲	23.4%	13,363	0.3%	Utilities
IJH iShares Core S&P Mid-Cap ETF	$758,932	$598,994 ▲	374.5%	12,494	0.3%	ETF
CL Colgate-Palmolive	$754,709	$90,230 ▲	13.6%	8,381	0.3%	Consumer Staples
IJR iShares Core S&P Small-Cap ETF	$745,816	$30,615 ▼	-3.9%	6,748	0.3%	ETF
VOT Vanguard Mid-Cap Growth ETF	$734,714	$19,813 ▲	2.8%	3,115	0.3%	ETF
VBR Vanguard Small-Cap Value ETF	$714,051	$14,009 ▲	2.0%	3,721	0.3%	ETF
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF	$700,998	$14,430 ▲	2.1%	13,116	0.3%	ETF
UL Unilever	$687,855	$177,924 ▲	34.9%	13,705	0.3%	Consumer Staples
MDLZ Mondelez International	$643,090	$141,050 ▲	28.1%	9,187	0.3%	Consumer Staples
SDOG ALPS Sector Dividend Dogs ETF	$630,459	$28,971 ▼	-4.4%	11,686	0.3%	ETF
PPG PPG Industries	$630,170	$98,532 ▲	18.5%	4,349	0.3%	Basic Materials
SMFG Sumitomo Mitsui Financial Group	$623,927	$153,457 ▲	32.6%	53,010	0.3%	Finance
ENB Enbridge	$621,575	$116,790 ▲	23.1%	17,180	0.3%	Oils/Energy
VBK Vanguard Small-Cap Growth ETF	$615,243	$19,821 ▲	3.3%	2,359	0.3%	ETF
SONY Sony Group	$613,469	$90,198 ▲	17.2%	7,155	0.3%	Consumer Discretionary
SHW Sherwin-Williams	$599,491		0.0%	1,726	0.3%	Construction
TSM Taiwan Semiconductor Manufacturing	$592,361	$69,113 ▲	13.2%	4,354	0.3%	Computer and Technology
PEY Invesco High Yield Equity Dividend Achievers ETF	$591,684		0.0%	28,653	0.3%	ETF
SRVR Pacer Data & Infrastructure Real Estate ETF	$575,608	$43,004 ▼	-7.0%	20,091	0.2%	ETF
SHEL Shell	$566,154	$195,020 ▲	52.5%	8,445	0.2%	Oils/Energy
CP Canadian Pacific Kansas City	$562,965	$122,821 ▲	27.9%	6,385	0.2%	Transportation
COWZ Pacer US Cash Cows 100 ETF	$556,398	$31,499 ▼	-5.4%	9,574	0.2%	ETF
MRK Merck & Co., Inc.	$543,501	$40,377 ▲	8.0%	4,119	0.2%	Medical
ING ING Groep	$519,682	$129,034 ▲	33.0%	31,515	0.2%	Finance
RPM RPM International	$515,529	$98,134 ▲	23.5%	4,334	0.2%	Construction
NVS Novartis	$512,378	$433,446 ▲	549.1%	5,297	0.2%	Medical
HON Honeywell International	$512,098	$1,231 ▲	0.2%	2,495	0.2%	Multi-Sector Conglomerates
SAP SAP	$509,613	$65,920 ▲	14.9%	2,613	0.2%	Computer and Technology
HSBC HSBC	$509,160	$149,213 ▲	41.5%	12,936	0.2%	Finance
KO Coca-Cola	$502,043	$11,991 ▼	-2.3%	8,206	0.2%	Consumer Staples
COCA-COLA EUROPACIFIC PARTNERS PLC	$500,282	$79,953 ▲	19.0%	7,152	0.2%	SHS
NVDA NVIDIA	$497,861		0.0%	551	0.2%	Computer and Technology
GE General Electric	$495,170	$12,638 ▲	2.6%	2,821	0.2%	Transportation
AEP American Electric Power	$467,953	$105,300 ▲	29.0%	5,435	0.2%	Utilities
LIBERTY GLOBAL LTD	$462,795	$73,196 ▲	18.8%	27,352	0.2%	COM CL A
SNN Smith & Nephew	$462,566	$59,266 ▲	14.7%	18,240	0.2%	Medical
QSR Restaurant Brands International	$456,044	$86,521 ▲	23.4%	5,740	0.2%	Retail/Wholesale
SCHD Schwab US Dividend Equity ETF	$449,109	$17,335 ▲	4.0%	5,570	0.2%	ETF
DGRO iShares Core Dividend Growth ETF	$424,302	$338,954 ▼	-44.4%	7,308	0.2%	ETF
AZN AstraZeneca	$420,864	$145,934 ▲	53.1%	6,212	0.2%	Medical
SNY Sanofi	$404,060	$158,630 ▲	64.6%	8,314	0.2%	Medical
BEPC Brookfield Renewable	$390,247	$68,723 ▲	21.4%	15,883	0.2%	Oils/Energy
JPST JPMorgan Ultra-Short Income ETF	$384,378	$493,905 ▼	-56.2%	7,619	0.2%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$381,677	$66,230 ▲	21.0%	4,910	0.2%	ETF
AMZN Amazon.com	$370,320	$248,564 ▼	-40.2%	2,053	0.2%	Retail/Wholesale
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF	$360,264	$22,350 ▼	-5.8%	11,735	0.2%	ETF
IWD iShares Russell 1000 Value ETF	$345,682	$44,777 ▲	14.9%	1,930	0.1%	ETF
IFF International Flavors & Fragrances	$344,218	$96,653 ▲	39.0%	4,003	0.1%	Consumer Staples
VEU Vanguard FTSE All-World ex-US ETF	$342,691	$4,393,635 ▼	-92.8%	5,843	0.1%	ETF
XOM Exxon Mobil	$330,238	$22,551 ▼	-6.4%	2,841	0.1%	Oils/Energy
ABBV AbbVie	$319,403	$140,945 ▼	-30.6%	1,754	0.1%	Medical
URI United Rentals	$314,403	$54,083 ▼	-14.7%	436	0.1%	Construction
HD Home Depot	$309,565	$79,022 ▼	-20.3%	807	0.1%	Retail/Wholesale
VV Vanguard Large-Cap ETF	$308,331	$328,950 ▼	-51.6%	1,286	0.1%	ETF
RSG Republic Services	$307,069	$19,144 ▼	-5.9%	1,604	0.1%	Business Services
ROK Rockwell Automation	$294,825		0.0%	1,012	0.1%	Industrial Products
IAU iShares Gold Trust	$276,173	$4,201 ▼	-1.5%	6,574	0.1%	Finance
ESGU iShares ESG Aware MSCI USA ETF	$274,524		0.0%	2,388	0.1%	Manufacturing
UNP Union Pacific	$272,244	$13,280 ▼	-4.7%	1,107	0.1%	Transportation
PM Philip Morris International	$272,155	$84,487 ▲	45.0%	2,970	0.1%	Consumer Staples
BMY Bristol-Myers Squibb	$267,028	$5,152 ▼	-1.9%	4,924	0.1%	Medical
PFE Pfizer	$261,960	$28,166 ▼	-9.7%	9,440	0.1%	Medical
CALF Pacer US Small Cap Cash Cows 100 ETF	$261,187	$63,121 ▼	-19.5%	5,313	0.1%	ETF
EFA iShares MSCI EAFE ETF	$260,328	$77,190 ▼	-22.9%	3,467	0.1%	Finance
GOOGL Alphabet	$255,524	$12,225 ▲	5.0%	1,693	0.1%	Computer and Technology
VB Vanguard Small-Cap ETF	$252,591	$104,465 ▼	-29.3%	1,105	0.1%	ETF
META Meta Platforms	$248,131	$13,596 ▼	-5.2%	511	0.1%	Computer and Technology
RODM Hartford Multifactor Developed Markets (ex-US) ETF	$240,940	$3,864 ▲	1.6%	8,605	0.1%	ETF
LMT Lockheed Martin	$237,897	$75,963 ▲	46.9%	523	0.1%	Aerospace
BRC Brady	$237,120	$59,280 ▼	-20.0%	4,000	0.1%	Industrial Products
JCI Johnson Controls International	$235,739	$77,143 ▲	48.6%	3,609	0.1%	Industrial Products
ETN Eaton	$232,320	$20,637 ▼	-8.2%	743	0.1%	Industrial Products
MMM 3M	$224,868	$38,503 ▼	-14.6%	2,120	0.1%	Multi-Sector Conglomerates
IWF iShares Russell 1000 Growth ETF	$224,475	$24,942 ▼	-10.0%	666	0.1%	ETF
FNX First Trust Mid Cap Core AlphaDEX Fund	$211,435	$10,430 ▲	5.2%	1,865	0.1%	Manufacturing
FUTY Fidelity MSCI Utilities Index ETF	$210,403	$13,150 ▼	-5.9%	4,960	0.1%	ETF
MS Morgan Stanley	$207,528	$11,958 ▲	6.1%	2,204	0.1%	Finance
CARR Carrier Global	$199,560	$5,813 ▼	-2.8%	3,433	0.1%	Computer and Technology
V Visa	$199,541	$291,358 ▼	-59.4%	715	0.1%	Business Services
BAC Bank of America	$198,848	$8,382 ▲	4.4%	5,243	0.1%	Finance
SBUX Starbucks	$196,031	$31,712 ▲	19.3%	2,145	0.1%	Retail/Wholesale
BMI Badger Meter	$194,172		0.0%	1,200	0.1%	Computer and Technology
GILD Gilead Sciences	$192,867	$4,322 ▲	2.3%	2,633	0.1%	Medical
KR Kroger	$191,614	$4,913 ▲	2.6%	3,354	0.1%	Retail/Wholesale
DE Deere & Company	$188,940	$411 ▲	0.2%	460	0.1%	Industrial Products
GOOG Alphabet	$188,802	$45,678 ▼	-19.5%	1,240	0.1%	Computer and Technology
LLY Eli Lilly and Company	$187,488	$7,002 ▼	-3.6%	241	0.1%	Medical
DUK Duke Energy	$177,076	$484 ▲	0.3%	1,831	0.1%	Utilities
OTIS Otis Worldwide	$174,119	$4,963 ▼	-2.8%	1,754	0.1%	Construction
AOS A. O. Smith	$169,079	$4,294 ▼	-2.5%	1,890	0.1%	Industrial Products
SYY Sysco	$159,518	$812 ▼	-0.5%	1,965	0.1%	Consumer Staples
VZ Verizon Communications	$155,894	$94,418 ▼	-37.7%	3,715	0.1%	Computer and Technology
LNT Alliant Energy	$151,300	$4,586 ▲	3.1%	3,002	0.1%	Utilities
MO Altria Group	$147,610	$73,849 ▲	100.1%	3,384	0.1%	Consumer Staples
WFC Wells Fargo & Company	$146,233	$98,416 ▼	-40.2%	2,523	0.1%	Finance
BP BP	$137,155	$39,639 ▼	-22.4%	3,640	0.1%	Oils/Energy
FI Fiserv	$134,088	$39,955 ▼	-23.0%	839	0.1%	Business Services
F Ford Motor	$125,137		0.0%	9,423	0.1%	Auto/Tires/Trucks
BA Boeing	$114,057	$772 ▲	0.7%	591	0.0%	Aerospace
UPS United Parcel Service	$113,107	$2,675 ▲	2.4%	761	0.0%	Transportation
KMB Kimberly-Clark	$109,947	$647 ▲	0.6%	850	0.0%	Consumer Staples
ORCL Oracle	$101,492		0.0%	808	0.0%	Computer and Technology
WM Waste Management	$101,246	$15,986 ▼	-13.6%	475	0.0%	Business Services
T AT&T	$101,245	$4,048 ▲	4.2%	5,752	0.0%	Computer and Technology
D Dominion Energy	$98,724	$36,745 ▲	59.3%	2,007	0.0%	Utilities
BMO Bank of Montreal	$87,130	$58,608 ▼	-40.2%	892	0.0%	Finance
QCOM QUALCOMM	$86,681	$1,185 ▲	1.4%	512	0.0%	Computer and Technology
CAT Caterpillar	$76,996	$108,528 ▼	-58.5%	210	0.0%	Industrial Products
EXAS Exact Sciences	$69,405		0.0%	1,005	0.0%	Medical
FIS Fidelity National Information Services	$64,388	$21,512 ▲	50.2%	868	0.0%	Business Services
XEL Xcel Energy	$64,070	$11,933 ▼	-15.7%	1,192	0.0%	Utilities
TEL TE Connectivity	$48,655	$726 ▼	-1.5%	335	0.0%	Computer and Technology
FANG Diamondback Energy	$38,841	$3,765 ▲	10.7%	196	0.0%	Oils/Energy
CINF Cincinnati Financial	$37,251		0.0%	300	0.0%	Finance
ULTA Ulta Beauty	$26,144	$4,706 ▼	-15.3%	50	0.0%	Retail/Wholesale
MGEE MGE Energy	$23,616		0.0%	300	0.0%	Utilities
GIS General Mills	$19,591		0.0%	280	0.0%	Consumer Staples
USB U.S. Bancorp	$18,461	$10,147 ▼	-35.5%	413	0.0%	Finance
DLN WisdomTree U.S. LargeCap Dividend Fund	$0	$4,408,996 ▼	-100.0%	0	0.0%	Finance
VOO Vanguard S&P 500 ETF	$0	$1,715,204 ▼	-100.0%	0	0.0%	ETF
XYLD Global X S&P 500 Covered Call ETF	$0	$1,551,293 ▼	-100.0%	0	0.0%	ETF
VYM Vanguard High Dividend Yield ETF	$0	$716,602 ▼	-100.0%	0	0.0%	ETF
XLB Materials Select Sector SPDR Fund	$0	$386,463 ▼	-100.0%	0	0.0%	ETF
WNS WNS	$0	$385,393 ▼	-100.0%	0	0.0%	Business Services
XLV Health Care Select Sector SPDR Fund	$0	$318,297 ▼	-100.0%	0	0.0%	ETF
XLU Utilities Select Sector SPDR Fund	$0	$266,965 ▼	-100.0%	0	0.0%	ETF
CHENIERE ENERGY INC NEW	$0	$257,772 ▼	-100.0%	0	0.0%	COM NEW
EG Everest Group	$0	$238,666 ▼	-100.0%	0	0.0%	Finance
KRE SPDR S&P Regional Banking ETF	$0	$193,466 ▼	-100.0%	0	0.0%	ETF
DEM WisdomTree Emerging Markets High Dividend Fund	$0	$184,911 ▼	-100.0%	0	0.0%	Finance
TJX TJX Companies	$0	$175,893 ▼	-100.0%	0	0.0%	Retail/Wholesale
XLK Technology Select Sector SPDR Fund	$0	$172,178 ▼	-100.0%	0	0.0%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$0	$164,348 ▼	-100.0%	0	0.0%	ETF
FTNT Fortinet	$0	$159,494 ▼	-100.0%	0	0.0%	Computer and Technology
VLUE iShares MSCI USA Value Factor ETF	$0	$159,428 ▼	-100.0%	0	0.0%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$0	$159,075 ▼	-100.0%	0	0.0%	Finance
SPAB SPDR Portfolio Aggregate Bond ETF	$0	$158,224 ▼	-100.0%	0	0.0%	ETF
RSPG Invesco S&P 500 Equal Weight Energy ETF	$0	$153,337 ▼	-100.0%	0	0.0%	ETF
XLE Energy Select Sector SPDR Fund	$0	$151,246 ▼	-100.0%	0	0.0%	ETF
KMPR Kemper	$0	$147,956 ▼	-100.0%	0	0.0%	Finance
IVV iShares Core S&P 500 ETF	$0	$146,716 ▼	-100.0%	0	0.0%	ETF
VGSH Vanguard Short-Term Treasury Index ETF	$0	$146,641 ▼	-100.0%	0	0.0%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$0	$143,242 ▼	-100.0%	0	0.0%	ETF
PANW Palo Alto Networks	$0	$143,016 ▼	-100.0%	0	0.0%	Computer and Technology
DVY iShares Select Dividend ETF	$0	$142,978 ▼	-100.0%	0	0.0%	ETF
FIRST TR EXCHNG TRADED FD VI	$0	$140,870 ▼	-100.0%	0	0.0%	ACTIVE GLOBAL
FBND Fidelity Total Bond ETF	$0	$131,674 ▼	-100.0%	0	0.0%	ETF
AIZ Assurant	$0	$126,367 ▼	-100.0%	0	0.0%	Finance
VGIT Vanguard Intermediate-Term Treasury Index ETF	$0	$124,749 ▼	-100.0%	0	0.0%	ETF
AVGO Broadcom	$0	$123,903 ▼	-100.0%	0	0.0%	Computer and Technology
TER Teradyne	$0	$123,712 ▼	-100.0%	0	0.0%	Computer and Technology
CHD Church & Dwight	$0	$121,982 ▼	-100.0%	0	0.0%	Consumer Staples
VEEV Veeva Systems	$0	$121,287 ▼	-100.0%	0	0.0%	Computer and Technology
EOG EOG Resources	$0	$118,289 ▼	-100.0%	0	0.0%	Oils/Energy
COP ConocoPhillips	$0	$118,043 ▼	-100.0%	0	0.0%	Oils/Energy
KBE SPDR S&P Bank ETF	$0	$117,581 ▼	-100.0%	0	0.0%	ETF
WDAY Workday	$0	$116,773 ▼	-100.0%	0	0.0%	Computer and Technology
EWJ iShares MSCI Japan ETF	$0	$113,784 ▼	-100.0%	0	0.0%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$0	$112,803 ▼	-100.0%	0	0.0%	ETF
FSTA Fidelity MSCI Consumer Staples Index ETF	$0	$111,128 ▼	-100.0%	0	0.0%	ETF
LRGF iShares U.S. Equity Factor ETF	$0	$108,845 ▼	-100.0%	0	0.0%	ETF
WMB Williams Companies	$0	$108,704 ▼	-100.0%	0	0.0%	Oils/Energy
OKE ONEOK	$0	$106,734 ▼	-100.0%	0	0.0%	Oils/Energy
COM Direxion Auspice Broad Commodity Strategy ETF	$0	$105,853 ▼	-100.0%	0	0.0%	ETF
NEM Newmont	$0	$102,854 ▼	-100.0%	0	0.0%	Basic Materials
RSPU Invesco S&P 500 Equal Weight Utilities ETF	$0	$102,675 ▼	-100.0%	0	0.0%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$0	$100,813 ▼	-100.0%	0	0.0%	ETF
BK Bank of New York Mellon	$0	$100,768 ▼	-100.0%	0	0.0%	Finance
NUSC Nuveen ESG Small-Cap ETF	$0	$99,118 ▼	-100.0%	0	0.0%	ETF
SPGI S&P Global	$0	$96,914 ▼	-100.0%	0	0.0%	Business Services
INTU Intuit	$0	$96,879 ▼	-100.0%	0	0.0%	Computer and Technology
AIVI WisdomTree International AI Enhanced Value Fund	$0	$95,333 ▼	-100.0%	0	0.0%	Finance
EVRG Evergy	$0	$95,265 ▼	-100.0%	0	0.0%	Utilities
ALB Albemarle	$0	$94,923 ▼	-100.0%	0	0.0%	Basic Materials
EIX Edison International	$0	$94,080 ▼	-100.0%	0	0.0%	Utilities
EEM iShares MSCI Emerging Markets ETF	$0	$93,857 ▼	-100.0%	0	0.0%	Finance
PXD Pioneer Natural Resources	$0	$93,325 ▼	-100.0%	0	0.0%	Oils/Energy
VFH Vanguard Financials ETF	$0	$92,260 ▼	-100.0%	0	0.0%	ETF
ASB Associated Banc	$0	$91,848 ▼	-100.0%	0	0.0%	Finance
FXH First Trust Health Care AlphaDEX Fund	$0	$90,712 ▼	-100.0%	0	0.0%	ETF
CVS CVS Health	$0	$88,435 ▼	-100.0%	0	0.0%	Retail/Wholesale
HOLX Hologic	$0	$86,454 ▼	-100.0%	0	0.0%	Medical
FE FirstEnergy	$0	$81,678 ▼	-100.0%	0	0.0%	Utilities
BND Vanguard Total Bond Market ETF	$0	$81,199 ▼	-100.0%	0	0.0%	ETF
AIVL WisdomTree U.S. AI Enhanced Value Fund	$0	$81,063 ▼	-100.0%	0	0.0%	Finance
TFC Truist Financial	$0	$79,784 ▼	-100.0%	0	0.0%	Finance
ARKG ARK Genomic Revolution ETF	$0	$77,694 ▼	-100.0%	0	0.0%	ETF
ARKQ ARK Autonomous Technology & Robotics ETF	$0	$76,741 ▼	-100.0%	0	0.0%	ETF
GPC Genuine Parts	$0	$75,621 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
HPQ HP	$0	$73,720 ▼	-100.0%	0	0.0%	Computer and Technology
MCHP Microchip Technology	$0	$73,045 ▼	-100.0%	0	0.0%	Computer and Technology
TXN Texas Instruments	$0	$72,956 ▼	-100.0%	0	0.0%	Computer and Technology
AMAT Applied Materials	$0	$71,472 ▼	-100.0%	0	0.0%	Computer and Technology
JPMB JPMorgan USD Emerging Markets Sovereign Bond ETF	$0	$71,410 ▼	-100.0%	0	0.0%	ETF
JNK SPDR Bloomberg High Yield Bond ETF	$0	$70,456 ▼	-100.0%	0	0.0%	Finance
GEHC GE HealthCare Technologies	$0	$69,278 ▼	-100.0%	0	0.0%	Medical
KSS Kohl's	$0	$68,258 ▼	-100.0%	0	0.0%	Retail/Wholesale
ETR Entergy	$0	$67,999 ▼	-100.0%	0	0.0%	Utilities
ADBE Adobe	$0	$65,029 ▼	-100.0%	0	0.0%	Computer and Technology
ATRO Astronics	$0	$64,454 ▼	-100.0%	0	0.0%	Aerospace
SHV iShares Short Treasury Bond ETF	$0	$64,095 ▼	-100.0%	0	0.0%	ETF
NVO Novo Nordisk A/S	$0	$62,690 ▼	-100.0%	0	0.0%	Medical
VDE Vanguard Energy ETF	$0	$61,572 ▼	-100.0%	0	0.0%	ETF
BSCO Invesco BulletShares 2024 Corporate Bond ETF	$0	$61,318 ▼	-100.0%	0	0.0%	ETF
ED Consolidated Edison	$0	$58,948 ▼	-100.0%	0	0.0%	Utilities
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF	$0	$56,537 ▼	-100.0%	0	0.0%	ETF
OMFS Invesco Russell 2000 Dynamic Multifactor ETF	$0	$55,173 ▼	-100.0%	0	0.0%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$0	$55,172 ▼	-100.0%	0	0.0%	ETF
GS The Goldman Sachs Group	$0	$55,165 ▼	-100.0%	0	0.0%	Finance
CSX CSX	$0	$55,159 ▼	-100.0%	0	0.0%	Transportation
PGR Progressive	$0	$54,314 ▼	-100.0%	0	0.0%	Finance
WSM Williams-Sonoma	$0	$54,278 ▼	-100.0%	0	0.0%	Retail/Wholesale
BSJO Invesco BulletShares 2024 High Yield Corporate Bond ETF	$0	$53,493 ▼	-100.0%	0	0.0%	ETF
IEFA iShares Core MSCI EAFE ETF	$0	$50,440 ▼	-100.0%	0	0.0%	ETF
PULS PGIM Ultra Short Bond ETF	$0	$49,390 ▼	-100.0%	0	0.0%	ETF
IWR iShares Russell Mid-Cap ETF	$0	$49,358 ▼	-100.0%	0	0.0%	ETF
EXPD Expeditors International of Washington	$0	$49,226 ▼	-100.0%	0	0.0%	Transportation
PKG Packaging Co. of America	$0	$48,873 ▼	-100.0%	0	0.0%	Industrial Products
CNHI CNH Industrial	$0	$48,720 ▼	-100.0%	0	0.0%	Industrial Products
AMD Advanced Micro Devices	$0	$48,350 ▼	-100.0%	0	0.0%	Computer and Technology
SCHW Charles Schwab	$0	$48,297 ▼	-100.0%	0	0.0%	Finance
GLTR Aberdeen Standard Physical Precious Metals Basket Shares ETF	$0	$48,240 ▼	-100.0%	0	0.0%	ETF
XHB SPDR S&P Homebuilders ETF	$0	$47,830 ▼	-100.0%	0	0.0%	ETF
BSX Boston Scientific	$0	$46,883 ▼	-100.0%	0	0.0%	Medical
BAH Booz Allen Hamilton	$0	$46,815 ▼	-100.0%	0	0.0%	Business Services
USMV iShares MSCI USA Min Vol Factor ETF	$0	$46,427 ▼	-100.0%	0	0.0%	ETF
SCHE Schwab Emerging Markets Equity ETF	$0	$45,737 ▼	-100.0%	0	0.0%	ETF
XLG Invesco S&P 500 Top 50 ETF	$0	$45,510 ▼	-100.0%	0	0.0%	ETF
SRE Sempra	$0	$44,838 ▼	-100.0%	0	0.0%	Utilities
BAX Baxter International	$0	$44,459 ▼	-100.0%	0	0.0%	Medical
XLP Consumer Staples Select Sector SPDR Fund	$0	$44,298 ▼	-100.0%	0	0.0%	ETF
WBA Walgreens Boots Alliance	$0	$44,291 ▼	-100.0%	0	0.0%	Retail/Wholesale
DIS Walt Disney	$0	$42,707 ▼	-100.0%	0	0.0%	Consumer Discretionary
VT Vanguard Total World Stock ETF	$0	$42,695 ▼	-100.0%	0	0.0%	ETF
RDVY First Trust NASDAQ Rising Dividend Achievers	$0	$42,524 ▼	-100.0%	0	0.0%	Manufacturing
KHC Kraft Heinz	$0	$41,454 ▼	-100.0%	0	0.0%	Consumer Staples
CLX Clorox	$0	$41,351 ▼	-100.0%	0	0.0%	Consumer Staples
AGR Avangrid	$0	$41,160 ▼	-100.0%	0	0.0%	Utilities
DRI Darden Restaurants	$0	$41,075 ▼	-100.0%	0	0.0%	Retail/Wholesale
DGX Quest Diagnostics	$0	$40,812 ▼	-100.0%	0	0.0%	Medical
SCHB Schwab US Broad Market ETF	$0	$40,639 ▼	-100.0%	0	0.0%	ETF
VGK Vanguard FTSE Europe ETF	$0	$40,622 ▼	-100.0%	0	0.0%	ETF
XLRE Real Estate Select Sector SPDR Fund	$0	$40,300 ▼	-100.0%	0	0.0%	ETF
EQT EQT	$0	$40,013 ▼	-100.0%	0	0.0%	Oils/Energy
TM Toyota Motor	$0	$39,426 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
PHO Invesco Water Resources ETF	$0	$39,254 ▼	-100.0%	0	0.0%	ETF
TTE TotalEnergies	$0	$38,204 ▼	-100.0%	0	0.0%	Oils/Energy
SLV iShares Silver Trust	$0	$37,897 ▼	-100.0%	0	0.0%	ETF
CTVA Corteva	$0	$37,808 ▼	-100.0%	0	0.0%	Consumer Staples
CME CME Group	$0	$37,697 ▼	-100.0%	0	0.0%	Finance
AXP American Express	$0	$37,655 ▼	-100.0%	0	0.0%	Finance
CIBR First Trust Nasdaq Cybersecurity ETF	$0	$37,580 ▼	-100.0%	0	0.0%	Manufacturing
BR Broadridge Financial Solutions	$0	$37,446 ▼	-100.0%	0	0.0%	Business Services
AON AON	$0	$36,959 ▼	-100.0%	0	0.0%	Finance
PCY Invesco Emerging Markets Sovereign Debt ETF	$0	$36,909 ▼	-100.0%	0	0.0%	ETF
ICLN iShares Global Clean Energy ETF	$0	$36,900 ▼	-100.0%	0	0.0%	ETF
BTI British American Tobacco	$0	$36,261 ▼	-100.0%	0	0.0%	Consumer Staples
RGLD Royal Gold	$0	$36,167 ▼	-100.0%	0	0.0%	Basic Materials
HOG Harley-Davidson	$0	$35,845 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
SO Southern	$0	$35,550 ▼	-100.0%	0	0.0%	Utilities
PFF iShares Preferred and Income Securities ETF	$0	$35,463 ▼	-100.0%	0	0.0%	ETF
CRM Salesforce	$0	$35,260 ▼	-100.0%	0	0.0%	Computer and Technology
OXY Occidental Petroleum	$0	$34,930 ▼	-100.0%	0	0.0%	Oils/Energy
RELX Relx	$0	$34,583 ▼	-100.0%	0	0.0%	Computer and Technology
FLR Fluor	$0	$33,529 ▼	-100.0%	0	0.0%	Construction
IWM iShares Russell 2000 ETF	$0	$32,916 ▼	-100.0%	0	0.0%	Finance
QCRH QCR	$0	$32,815 ▼	-100.0%	0	0.0%	Finance
CBOE Cboe Global Markets	$0	$32,676 ▼	-100.0%	0	0.0%	Financial Services
SNA Snap-on	$0	$32,638 ▼	-100.0%	0	0.0%	Consumer Discretionary
POR Portland General Electric	$0	$32,548 ▼	-100.0%	0	0.0%	Utilities
HYDB iShares High Yield Bond Factor ETF	$0	$32,524 ▼	-100.0%	0	0.0%	ETF
IQV IQVIA	$0	$32,393 ▼	-100.0%	0	0.0%	Medical
AXON Axon Enterprise	$0	$32,291 ▼	-100.0%	0	0.0%	Industrial Products
MTB M&T Bank	$0	$31,939 ▼	-100.0%	0	0.0%	Finance
GSK GSK	$0	$31,723 ▼	-100.0%	0	0.0%	Medical
WSO Watsco	$0	$31,706 ▼	-100.0%	0	0.0%	Construction
MCK McKesson	$0	$31,482 ▼	-100.0%	0	0.0%	Medical
MMC Marsh & McLennan Companies	$0	$31,452 ▼	-100.0%	0	0.0%	Finance
PII Polaris	$0	$31,274 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
ICE Intercontinental Exchange	$0	$31,208 ▼	-100.0%	0	0.0%	Finance
DOW DOW	$0	$31,203 ▼	-100.0%	0	0.0%	Basic Materials
CBSH Commerce Bancshares	$0	$31,191 ▼	-100.0%	0	0.0%	Finance
DBP Invesco DB Precious Metals Fund	$0	$30,619 ▼	-100.0%	0	0.0%	Finance
CAH Cardinal Health	$0	$30,240 ▼	-100.0%	0	0.0%	Medical
ROG Rogers	$0	$29,715 ▼	-100.0%	0	0.0%	Computer and Technology
XLF Financial Select Sector SPDR Fund	$0	$29,516 ▼	-100.0%	0	0.0%	ETF
ORI Old Republic International	$0	$29,400 ▼	-100.0%	0	0.0%	Finance
CASY Casey's General Stores	$0	$29,122 ▼	-100.0%	0	0.0%	Retail/Wholesale
WSBF Waterstone Financial	$0	$28,400 ▼	-100.0%	0	0.0%	Finance
STZ Constellation Brands	$0	$28,284 ▼	-100.0%	0	0.0%	Consumer Staples
GL Globe Life	$0	$27,873 ▼	-100.0%	0	0.0%	Finance
GNRC Generac	$0	$27,786 ▼	-100.0%	0	0.0%	Computer and Technology
OGS ONE Gas	$0	$27,718 ▼	-100.0%	0	0.0%	Utilities
EMLP First Trust North American Energy Infrastructure Fund	$0	$27,690 ▼	-100.0%	0	0.0%	ETF
SIRI Sirius XM	$0	$27,350 ▼	-100.0%	0	0.0%	Consumer Discretionary
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$0	$27,274 ▼	-100.0%	0	0.0%	ETF
DHR Danaher	$0	$27,066 ▼	-100.0%	0	0.0%	Multi-Sector Conglomerates
WRB W. R. Berkley	$0	$26,732 ▼	-100.0%	0	0.0%	Finance
HSY Hershey	$0	$26,474 ▼	-100.0%	0	0.0%	Consumer Staples
IT Gartner	$0	$26,164 ▼	-100.0%	0	0.0%	Business Services
VLO Valero Energy	$0	$26,000 ▼	-100.0%	0	0.0%	Oils/Energy
RCL Royal Caribbean Cruises	$0	$25,898 ▼	-100.0%	0	0.0%	Consumer Discretionary
PNC The PNC Financial Services Group	$0	$25,705 ▼	-100.0%	0	0.0%	Finance
SPYV SPDR Portfolio S&P 500 Value ETF	$0	$25,693 ▼	-100.0%	0	0.0%	ETF
TT Trane Technologies	$0	$25,365 ▼	-100.0%	0	0.0%	Business Services
IX ORIX	$0	$25,028 ▼	-100.0%	0	0.0%	Finance
GVI iShares Intermediate Government/Credit Bond ETF	$0	$24,932 ▼	-100.0%	0	0.0%	ETF
ZTS Zoetis	$0	$24,473 ▼	-100.0%	0	0.0%	Medical
AVY Avery Dennison	$0	$24,461 ▼	-100.0%	0	0.0%	Industrial Products
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$0	$23,944 ▼	-100.0%	0	0.0%	ETF
BWXT BWX Technologies	$0	$23,786 ▼	-100.0%	0	0.0%	Computer and Technology
SXT Sensient Technologies	$0	$23,760 ▼	-100.0%	0	0.0%	Basic Materials
MKC McCormick & Company, Incorporated	$0	$23,536 ▼	-100.0%	0	0.0%	Consumer Staples
PLTR Palantir Technologies	$0	$23,351 ▼	-100.0%	0	0.0%	Business Services
XLY Consumer Discretionary Select Sector SPDR Fund	$0	$22,988 ▼	-100.0%	0	0.0%	Finance
ESGD iShares ESG Aware MSCI EAFE ETF	$0	$22,964 ▼	-100.0%	0	0.0%	Manufacturing
MKL Markel Group	$0	$22,718 ▼	-100.0%	0	0.0%	Multi-Sector Conglomerates
FAF First American Financial	$0	$22,682 ▼	-100.0%	0	0.0%	Finance
DWAS Invesco Dorsey Wright SmallCap Momentum ETF	$0	$22,623 ▼	-100.0%	0	0.0%	Manufacturing
K Kellanova	$0	$22,419 ▼	-100.0%	0	0.0%	Consumer Discretionary
HUBB Hubbell	$0	$22,367 ▼	-100.0%	0	0.0%	Industrial Products
MFC Manulife Financial	$0	$22,100 ▼	-100.0%	0	0.0%	Finance
DTM DT Midstream	$0	$21,920 ▼	-100.0%	0	0.0%	Oils/Energy
OSK Oshkosh	$0	$21,682 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
BIV Vanguard Intermediate-Term Bond ETF	$0	$21,615 ▼	-100.0%	0	0.0%	ETF
AMP Ameriprise Financial	$0	$21,270 ▼	-100.0%	0	0.0%	Finance
DEO Diageo	$0	$21,266 ▼	-100.0%	0	0.0%	Consumer Staples
NOW ServiceNow	$0	$21,194 ▼	-100.0%	0	0.0%	Computer and Technology
ROOF IQ CBRE NextGen Real Estate ETF	$0	$21,002 ▼	-100.0%	0	0.0%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$0	$20,996 ▼	-100.0%	0	0.0%	ETF
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF	$0	$20,797 ▼	-100.0%	0	0.0%	ETF
HES Hess	$0	$20,759 ▼	-100.0%	0	0.0%	Oils/Energy
ET Energy Transfer	$0	$20,700 ▼	-100.0%	0	0.0%	Oils/Energy
MDU MDU Resources Group	$0	$20,473 ▼	-100.0%	0	0.0%	Utilities
DFS Discover Financial Services	$0	$20,232 ▼	-100.0%	0	0.0%	Finance
ADSK Autodesk	$0	$20,208 ▼	-100.0%	0	0.0%	Computer and Technology
SJM J. M. Smucker	$0	$19,841 ▼	-100.0%	0	0.0%	Consumer Staples
SSNC SS&C Technologies	$0	$19,738 ▼	-100.0%	0	0.0%	Computer and Technology
BSV Vanguard Short-Term Bond ETF	$0	$19,640 ▼	-100.0%	0	0.0%	ETF
TRP TC Energy	$0	$19,623 ▼	-100.0%	0	0.0%	Oils/Energy
PEG Public Service Enterprise Group	$0	$19,506 ▼	-100.0%	0	0.0%	Utilities
MSI Motorola Solutions	$0	$19,411 ▼	-100.0%	0	0.0%	Computer and Technology
BC Brunswick	$0	$19,350 ▼	-100.0%	0	0.0%	Consumer Discretionary
FERG Ferguson	$0	$19,113 ▼	-100.0%	0	0.0%	Industrial Products
VNT Vontier	$0	$19,071 ▼	-100.0%	0	0.0%	Business Services
ORLY O'Reilly Automotive	$0	$19,001 ▼	-100.0%	0	0.0%	Retail/Wholesale
DOV Dover	$0	$18,918 ▼	-100.0%	0	0.0%	Industrial Products
MLPX Global X MLP & Energy Infrastructure ETF	$0	$18,606 ▼	-100.0%	0	0.0%	ETF
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF	$0	$18,504 ▼	-100.0%	0	0.0%	ETF
USFD US Foods	$0	$18,481 ▼	-100.0%	0	0.0%	Consumer Staples
KDP Keurig Dr Pepper	$0	$18,425 ▼	-100.0%	0	0.0%	Consumer Staples
MRVL Marvell Technology	$0	$18,093 ▼	-100.0%	0	0.0%	Business Services
GOLD Barrick Gold	$0	$18,090 ▼	-100.0%	0	0.0%	Basic Materials
BIO Bio-Rad Laboratories	$0	$18,081 ▼	-100.0%	0	0.0%	Medical
SWKS Skyworks Solutions	$0	$17,987 ▼	-100.0%	0	0.0%	Computer and Technology
MUSA Murphy USA	$0	$17,828 ▼	-100.0%	0	0.0%	Oils/Energy
DKNG DraftKings	$0	$17,625 ▼	-100.0%	0	0.0%	Consumer Discretionary
KNF Knife River	$0	$17,074 ▼	-100.0%	0	0.0%	Construction
FCX Freeport-McMoRan	$0	$17,028 ▼	-100.0%	0	0.0%	Basic Materials
TECK Teck Resources	$0	$16,908 ▼	-100.0%	0	0.0%	Basic Materials
LYB LyondellBasell Industries	$0	$16,258 ▼	-100.0%	0	0.0%	Basic Materials
IWN iShares Russell 2000 Value ETF	$0	$15,972 ▼	-100.0%	0	0.0%	ETF
PFG Principal Financial Group	$0	$15,734 ▼	-100.0%	0	0.0%	Finance
VWOB Vanguard Emerging Markets Government Bond ETF	$0	$15,555 ▼	-100.0%	0	0.0%	ETF
TMO Thermo Fisher Scientific	$0	$15,392 ▼	-100.0%	0	0.0%	Medical
MA Mastercard	$0	$15,354 ▼	-100.0%	0	0.0%	Business Services
SPLK Splunk	$0	$15,235 ▼	-100.0%	0	0.0%	Computer and Technology
PIE Invesco DWA Emerging Markets Momentum ETF	$0	$14,964 ▼	-100.0%	0	0.0%	ETF
OMC Omnicom Group	$0	$14,879 ▼	-100.0%	0	0.0%	Business Services
APH Amphenol	$0	$14,869 ▼	-100.0%	0	0.0%	Computer and Technology
SLX VanEck Steel ETF	$0	$14,751 ▼	-100.0%	0	0.0%	ETF
INTF iShares International Equity Factor ETF	$0	$14,715 ▼	-100.0%	0	0.0%	ETF
NFLX Netflix	$0	$14,606 ▼	-100.0%	0	0.0%	Consumer Discretionary
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF	$0	$14,583 ▼	-100.0%	0	0.0%	Manufacturing
WAT Waters	$0	$14,486 ▼	-100.0%	0	0.0%	Medical
WCN Waste Connections	$0	$14,479 ▼	-100.0%	0	0.0%	Business Services
FTSM First Trust Enhanced Short Maturity ETF	$0	$14,318 ▼	-100.0%	0	0.0%	Manufacturing
EL Estée Lauder Companies	$0	$14,186 ▼	-100.0%	0	0.0%	Consumer Staples
BIP Brookfield Infrastructure Partners	$0	$14,170 ▼	-100.0%	0	0.0%	Finance
ISRG Intuitive Surgical	$0	$14,169 ▼	-100.0%	0	0.0%	Medical
IMMR Immersion	$0	$14,120 ▼	-100.0%	0	0.0%	Computer and Technology
LKQ LKQ	$0	$13,906 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
OEC Orion	$0	$13,865 ▼	-100.0%	0	0.0%	Basic Materials
CRL Charles River Laboratories International	$0	$13,711 ▼	-100.0%	0	0.0%	Medical
PPLT Aberdeen Standard Physical Platinum Shares ETF	$0	$13,674 ▼	-100.0%	0	0.0%	ETF
MAR Marriott International	$0	$13,530 ▼	-100.0%	0	0.0%	Consumer Discretionary
ICLR ICON Public	$0	$13,304 ▼	-100.0%	0	0.0%	Medical
NXPI NXP Semiconductors	$0	$13,091 ▼	-100.0%	0	0.0%	Computer and Technology
KMI Kinder Morgan	$0	$12,865 ▼	-100.0%	0	0.0%	Oils/Energy
NOC Northrop Grumman	$0	$12,639 ▼	-100.0%	0	0.0%	Aerospace
HAL Halliburton	$0	$12,616 ▼	-100.0%	0	0.0%	Oils/Energy
INDA iShares MSCI India ETF	$0	$12,592 ▼	-100.0%	0	0.0%	ETF
TROW T. Rowe Price Group	$0	$12,384 ▼	-100.0%	0	0.0%	Finance
AMJ JPMorgan Alerian MLP Index ETN	$0	$11,919 ▼	-100.0%	0	0.0%	Finance
PWV Invesco Large Cap Value ETF	$0	$11,619 ▼	-100.0%	0	0.0%	ETF
EWN iShares MSCI Netherlands ETF	$0	$11,597 ▼	-100.0%	0	0.0%	ETF
VRTX Vertex Pharmaceuticals	$0	$10,986 ▼	-100.0%	0	0.0%	Medical
PJUL Innovator U.S. Equity Power Buffer ETF - July	$0	$10,893 ▼	-100.0%	0	0.0%	ETF
BLBD Blue Bird	$0	$10,784 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
TMUS T-Mobile US	$0	$10,581 ▼	-100.0%	0	0.0%	Computer and Technology
SCHP Schwab U.S. TIPS ETF	$0	$10,440 ▼	-100.0%	0	0.0%	ETF
AZO AutoZone	$0	$10,342 ▼	-100.0%	0	0.0%	Retail/Wholesale
DKS DICK'S Sporting Goods	$0	$10,286 ▼	-100.0%	0	0.0%	Retail/Wholesale
RF Regions Financial	$0	$10,213 ▼	-100.0%	0	0.0%	Finance
BSCP Invesco BulletShares 2025 Corporate Bond ETF	$0	$9,920 ▼	-100.0%	0	0.0%	ETF
L Loews	$0	$9,533 ▼	-100.0%	0	0.0%	Finance
HAS Hasbro	$0	$9,497 ▼	-100.0%	0	0.0%	Consumer Discretionary
NG NovaGold Resources	$0	$9,350 ▼	-100.0%	0	0.0%	Basic Materials
TD Toronto-Dominion Bank	$0	$9,111 ▼	-100.0%	0	0.0%	Finance
ELV Elevance Health	$0	$8,959 ▼	-100.0%	0	0.0%	Medical
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF	$0	$8,947 ▼	-100.0%	0	0.0%	ETF
HLN Haleon	$0	$8,806 ▼	-100.0%	0	0.0%	Medical
ADNT Adient	$0	$8,726 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
DELL Dell Technologies	$0	$8,644 ▼	-100.0%	0	0.0%	Computer and Technology
RYAAY Ryanair	$0	$8,535 ▼	-100.0%	0	0.0%	Transportation
RWL Invesco S&P 500 Revenue ETF	$0	$8,534 ▼	-100.0%	0	0.0%	ETF
MUR Murphy Oil	$0	$8,532 ▼	-100.0%	0	0.0%	Oils/Energy
ACM AECOM	$0	$8,411 ▼	-100.0%	0	0.0%	Construction
STE STERIS	$0	$8,354 ▼	-100.0%	0	0.0%	Medical
VFC V.F.	$0	$8,272 ▼	-100.0%	0	0.0%	Consumer Discretionary
ITA iShares U.S. Aerospace & Defense ETF	$0	$8,229 ▼	-100.0%	0	0.0%	ETF
LPLA LPL Financial	$0	$8,194 ▼	-100.0%	0	0.0%	Finance
KTOS Kratos Defense & Security Solutions	$0	$8,116 ▼	-100.0%	0	0.0%	Aerospace
EPD Enterprise Products Partners	$0	$7,905 ▼	-100.0%	0	0.0%	Oils/Energy
ZS Zscaler	$0	$7,754 ▼	-100.0%	0	0.0%	Computer and Technology
SQ Block	$0	$7,735 ▼	-100.0%	0	0.0%	Business Services
PUK Prudential	$0	$7,498 ▼	-100.0%	0	0.0%	Finance
MET MetLife	$0	$7,472 ▼	-100.0%	0	0.0%	Finance
CGW Invesco S&P Global Water Index ETF	$0	$7,421 ▼	-100.0%	0	0.0%	ETF
ESPO VanEck Video Gaming and eSports ETF	$0	$7,374 ▼	-100.0%	0	0.0%	Manufacturing
SU Suncor Energy	$0	$7,369 ▼	-100.0%	0	0.0%	Oils/Energy
TOST Toast	$0	$7,304 ▼	-100.0%	0	0.0%	Computer and Technology
DOCS Doximity	$0	$7,290 ▼	-100.0%	0	0.0%	Medical
FPAY FlexShopper	$0	$7,181 ▼	-100.0%	0	0.0%	Finance
VRSK Verisk Analytics	$0	$7,165 ▼	-100.0%	0	0.0%	Business Services
U Unity Software	$0	$7,155 ▼	-100.0%	0	0.0%	Computer and Technology
IWS iShares Russell Mid-Cap Value ETF	$0	$7,093 ▼	-100.0%	0	0.0%	ETF
STLA Stellantis	$0	$6,902 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
J P MORGAN EXCHANGE TRADED F	$0	$6,871 ▼	-100.0%	0	0.0%	SUSTAINABLE MUNI
VTEB Vanguard Tax-Exempt Bond ETF	$0	$6,840 ▼	-100.0%	0	0.0%	ETF
TAK Takeda Pharmaceutical	$0	$6,792 ▼	-100.0%	0	0.0%	Medical
ARKK ARK Innovation ETF	$0	$6,703 ▼	-100.0%	0	0.0%	ETF
DECK Deckers Outdoor	$0	$6,684 ▼	-100.0%	0	0.0%	Retail/Wholesale
RSPH Invesco S&P 500 Equal Weight Health Care ETF	$0	$6,551 ▼	-100.0%	0	0.0%	ETF
QGEN Qiagen	$0	$6,514 ▼	-100.0%	0	0.0%	Medical
SAN Banco Santander	$0	$6,508 ▼	-100.0%	0	0.0%	Finance
TUR iShares MSCI Turkey ETF	$0	$6,456 ▼	-100.0%	0	0.0%	ETF
PBR Petróleo Brasileiro S.A. - Petrobras	$0	$6,388 ▼	-100.0%	0	0.0%	Oils/Energy
TPYP Tortoise North American Pipeline Fund	$0	$6,355 ▼	-100.0%	0	0.0%	ETF
VALE Vale	$0	$6,344 ▼	-100.0%	0	0.0%	Basic Materials
DOX Amdocs	$0	$6,328 ▼	-100.0%	0	0.0%	Computer and Technology
RTO Rentokil Initial	$0	$6,322 ▼	-100.0%	0	0.0%	Business Services
GLW Corning	$0	$6,090 ▼	-100.0%	0	0.0%	Computer and Technology
KNX Knight-Swift Transportation	$0	$5,995 ▼	-100.0%	0	0.0%	Transportation
BCE BCE	$0	$5,946 ▼	-100.0%	0	0.0%	Utilities
BABA Alibaba Group	$0	$5,813 ▼	-100.0%	0	0.0%	Retail/Wholesale
ALC Alcon	$0	$5,702 ▼	-100.0%	0	0.0%	Medical
TWLO Twilio	$0	$5,690 ▼	-100.0%	0	0.0%	Computer and Technology
CDW CDW	$0	$5,683 ▼	-100.0%	0	0.0%	Computer and Technology
GM General Motors	$0	$5,675 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
OGE OGE Energy	$0	$5,588 ▼	-100.0%	0	0.0%	Utilities
IBB iShares Biotechnology ETF	$0	$5,434 ▼	-100.0%	0	0.0%	Finance
OLN Olin	$0	$5,395 ▼	-100.0%	0	0.0%	Basic Materials
REGN Regeneron Pharmaceuticals	$0	$5,269 ▼	-100.0%	0	0.0%	Medical
PTC PTC	$0	$5,248 ▼	-100.0%	0	0.0%	Computer and Technology
KLAC KLA	$0	$5,231 ▼	-100.0%	0	0.0%	Computer and Technology
LYG Lloyds Banking Group	$0	$5,171 ▼	-100.0%	0	0.0%	Finance
TTWO Take-Two Interactive Software	$0	$5,150 ▼	-100.0%	0	0.0%	Consumer Discretionary
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$0	$5,028 ▼	-100.0%	0	0.0%	ETF
VIRT Virtu Financial	$0	$5,024 ▼	-100.0%	0	0.0%	Finance
GBDC Golub Capital BDC	$0	$4,877 ▼	-100.0%	0	0.0%	Finance
WBD Warner Bros. Discovery	$0	$4,847 ▼	-100.0%	0	0.0%	Consumer Discretionary
CTRA Coterra Energy	$0	$4,644 ▼	-100.0%	0	0.0%	Oils/Energy
IOVA Iovance Biotherapeutics	$0	$4,634 ▼	-100.0%	0	0.0%	Medical
WTW Willis Towers Watson Public	$0	$4,582 ▼	-100.0%	0	0.0%	Finance
EW Edwards Lifesciences	$0	$4,575 ▼	-100.0%	0	0.0%	Medical
PSO Pearson	$0	$4,510 ▼	-100.0%	0	0.0%	Consumer Discretionary
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF	$0	$4,491 ▼	-100.0%	0	0.0%	ETF
ALV Autoliv	$0	$4,407 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
DIVO Amplify YieldShares CWP Dividend & Option Income ETF	$0	$4,349 ▼	-100.0%	0	0.0%	ETF
JD JD.com	$0	$4,333 ▼	-100.0%	0	0.0%	Retail/Wholesale
RHI Robert Half	$0	$4,308 ▼	-100.0%	0	0.0%	Business Services
HEI HEICO	$0	$4,292 ▼	-100.0%	0	0.0%	Aerospace
FPE First Trust Preferred Securities and Income ETF	$0	$4,130 ▼	-100.0%	0	0.0%	ETF
BLD TopBuild	$0	$4,116 ▼	-100.0%	0	0.0%	Construction
AMCR Amcor	$0	$4,000 ▼	-100.0%	0	0.0%	Industrial Products
HYLS First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF	$0	$3,949 ▼	-100.0%	0	0.0%	Manufacturing
CRH PLC - ORD EUR 0.32	$0	$3,942 ▼	-100.0%	0	0.0%	ORD
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund	$0	$3,836 ▼	-100.0%	0	0.0%	ETF
SPOT Spotify Technology	$0	$3,758 ▼	-100.0%	0	0.0%	Business Services
G Genpact	$0	$3,609 ▼	-100.0%	0	0.0%	Business Services
CMA Comerica	$0	$3,516 ▼	-100.0%	0	0.0%	Finance
HDB HDFC Bank	$0	$3,489 ▼	-100.0%	0	0.0%	Finance
KMT Kennametal	$0	$3,481 ▼	-100.0%	0	0.0%	Industrial Products
ASLE AerSale	$0	$3,364 ▼	-100.0%	0	0.0%	Aerospace
EIDO iShares MSCI Indonesia ETF	$0	$3,348 ▼	-100.0%	0	0.0%	ETF
ALLY Ally Financial	$0	$3,282 ▼	-100.0%	0	0.0%	Finance
ITOT iShares Core S&P Total U.S. Stock Market ETF	$0	$3,262 ▼	-100.0%	0	0.0%	ETF
FINX Global X FinTech Thematic ETF	$0	$3,196 ▼	-100.0%	0	0.0%	Manufacturing
DBA Invesco DB Agriculture Fund	$0	$3,111 ▼	-100.0%	0	0.0%	Finance
REZI Resideo Technologies	$0	$3,086 ▼	-100.0%	0	0.0%	Industrial Products
EQNR Equinor ASA	$0	$3,037 ▼	-100.0%	0	0.0%	Oils/Energy
MONEYHERO LTD ORD SHS	$0	$3,010 ▼	-100.0%	0	0.0%	ORD SHS
TSLA Tesla	$0	$2,981 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
ANGL VanEck Fallen Angel High Yield Bond ETF	$0	$2,878 ▼	-100.0%	0	0.0%	Manufacturing
TRU TransUnion	$0	$2,748 ▼	-100.0%	0	0.0%	Business Services
AMR Alpha Metallurgical Resources	$0	$2,711 ▼	-100.0%	0	0.0%	Basic Materials
SNX TD SYNNEX	$0	$2,690 ▼	-100.0%	0	0.0%	Computer and Technology
RILY B. Riley Financial	$0	$2,686 ▼	-100.0%	0	0.0%	Business Services
NGG National Grid	$0	$2,651 ▼	-100.0%	0	0.0%	Utilities
VOD Vodafone Group Public	$0	$2,601 ▼	-100.0%	0	0.0%	Computer and Technology
BKR Baker Hughes	$0	$2,529 ▼	-100.0%	0	0.0%	Oils/Energy
VHT Vanguard Health Care ETF	$0	$2,507 ▼	-100.0%	0	0.0%	ETF
CNXC Concentrix	$0	$2,455 ▼	-100.0%	0	0.0%	Business Services
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	$0	$2,314 ▼	-100.0%	0	0.0%	Manufacturing
SLB Schlumberger	$0	$2,289 ▼	-100.0%	0	0.0%	Oils/Energy
PLUG Plug Power	$0	$2,250 ▼	-100.0%	0	0.0%	Industrial Products
FTI TechnipFMC	$0	$2,235 ▼	-100.0%	0	0.0%	Oils/Energy
FTV Fortive	$0	$2,135 ▼	-100.0%	0	0.0%	Computer and Technology
SE SEA	$0	$2,025 ▼	-100.0%	0	0.0%	Computer and Technology
GLIN VanEck India Growth Leaders ETF	$0	$1,981 ▼	-100.0%	0	0.0%	ETF
VNQI Vanguard Global ex-U.S. Real Estate ETF	$0	$1,916 ▼	-100.0%	0	0.0%	ETF
RIG Transocean	$0	$1,905 ▼	-100.0%	0	0.0%	Oils/Energy
APTV Aptiv	$0	$1,884 ▼	-100.0%	0	0.0%	Business Services
CCL Carnival Co. &	$0	$1,854 ▼	-100.0%	0	0.0%	Consumer Discretionary
NDSN Nordson	$0	$1,849 ▼	-100.0%	0	0.0%	Industrial Products
PYPL PayPal	$0	$1,842 ▼	-100.0%	0	0.0%	Computer and Technology
DOOO BRP	$0	$1,792 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
NNDM Nano Dimension	$0	$1,680 ▼	-100.0%	0	0.0%	Computer and Technology
DLTH Duluth	$0	$1,614 ▼	-100.0%	0	0.0%	Consumer Discretionary
PNR Pentair	$0	$1,599 ▼	-100.0%	0	0.0%	Industrial Products
VERALTO CORPORATION	$0	$1,562 ▼	-100.0%	0	0.0%	COM SHS
HBAN Huntington Bancshares	$0	$1,539 ▼	-100.0%	0	0.0%	Finance
HUM Humana	$0	$1,373 ▼	-100.0%	0	0.0%	Medical
WMG Warner Music Group	$0	$1,324 ▼	-100.0%	0	0.0%	Consumer Discretionary
NWSA News	$0	$1,301 ▼	-100.0%	0	0.0%	Consumer Discretionary
NVT nVent Electric	$0	$1,299 ▼	-100.0%	0	0.0%	Computer and Technology
TAL TAL Education Group	$0	$1,263 ▼	-100.0%	0	0.0%	Consumer Discretionary
KTB Kontoor Brands	$0	$1,248 ▼	-100.0%	0	0.0%	Consumer Discretionary
CM Canadian Imperial Bank of Commerce	$0	$1,203 ▼	-100.0%	0	0.0%	Finance
NMG Nouveau Monde Graphite	$0	$1,174 ▼	-100.0%	0	0.0%	Basic Materials
LCID Lucid Group	$0	$1,170 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund	$0	$1,020 ▼	-100.0%	0	0.0%	ETF
FTGC First Trust Global Tactical Commodity Strategy Fund	$0	$1,009 ▼	-100.0%	0	0.0%	Manufacturing
BLV Vanguard Long-Term Bond ETF	$0	$745 ▼	-100.0%	0	0.0%	ETF
MBB iShares MBS ETF	$0	$658 ▼	-100.0%	0	0.0%	ETF
XLC Communication Services Select Sector SPDR Fund	$0	$653 ▼	-100.0%	0	0.0%	ETF
EWQ iShares MSCI France ETF	$0	$391 ▼	-100.0%	0	0.0%	ETF
EWC iShares MSCI Canada ETF	$0	$366 ▼	-100.0%	0	0.0%	ETF
EWU iShares MSCI United Kingdom ETF	$0	$330 ▼	-100.0%	0	0.0%	ETF
EWA iShares MSCI Australia ETF	$0	$292 ▼	-100.0%	0	0.0%	Finance
EWL iShares MSCI Switzerland ETF	$0	$289 ▼	-100.0%	0	0.0%	ETF
PGX Invesco Preferred ETF	$0	$252 ▼	-100.0%	0	0.0%	ETF

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Bkm Wealth Management, LLC Top Holdings and 13F Report (2024)

About Bkm Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Bkm Wealth Management, LLC Top Holdings and 13F Report (2024)

About Bkm Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBkm Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information