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Steven JE Manders

@Bkm Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$245.917MTotal holdings160
Assets growth rate18.26%Assets growth rate (2-Q avg)3.85%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Bkm Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 160 positions.

Assets under management

The assets under management (AUM) of Bkm Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 245.917M in assets, with a quarterly growth rate of 18.26% and a 2-quarter average growth rate of 3.85%. The portfolio is managed by Steven JE Manders, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AVGOBroadcom Inc
Recent Activity
New Position
0.64%
$1.551M
8,994 shares@ $172.5 avg price
OMCOmnicom Group Inc
Recent Activity
New Position
0.54%
$1.322M
12,782 shares@ $103.39 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
New Position
0.4%
$980,814
2,131 shares@ $460.26 avg price
NVDANvidia Corporation
Recent Activity
New Position
0.28%
$672,777
5,540 shares@ $121.44 avg price
SHWSherwin Williams Co
Recent Activity
New Position
0.26%
$618,687
1,621 shares@ $381.67 avg price
RTXRtx Corporation
Recent Activity
New Position
0.23%
$561,818
4,637 shares@ $121.16 avg price
SLBSchlumberger Ltd
Recent Activity
New Position
0.23%
$551,516
13,147 shares@ $41.95 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
New Position
0.22%
$535,674
5,221 shares@ $102.6 avg price
GEGe Aerospace
Recent Activity
New Position
0.22%
$518,406
2,749 shares@ $188.58 avg price
HONHoneywell Intl Inc
Recent Activity
New Position
0.16%
$381,379
1,845 shares@ $206.71 avg price