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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
INTCIntel Corp
Recent Activity
Exited
0%
$1.102M
35,592 shares@ $30.97 avg price
NKENike Inc
Recent Activity
Exited
0%
$1.033M
13,709 shares@ $75.37 avg price
SMFGSumitomo Mitsui Finl Group I
Recent Activity
Exited
0%
$863,188
64,369 shares@ $13.41 avg price
ENBEnbridge Inc
Recent Activity
Exited
0%
$728,035
20,456 shares@ $35.6 avg price
NVSNovartis Ag
Recent Activity
Exited
0%
$598,841
5,625 shares@ $106.47 avg price
TAt&t Inc
Recent Activity
Exited
0%
$305,928
12,646 shares@ $24.2 avg price
BACBank America Corp
Recent Activity
Exited
0%
$268,606
5,207 shares@ $51.59 avg price
VVisa Inc
Recent Activity
Exited
0%
$234,123
7,330 shares@ $31.95 avg price