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| Name: |
BKM Wealth Management LLC |
| City: |
BROOKFIELD |
| State: |
WI |
| Zip: |
53045 |
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data |
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| Holdings
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
PEY |
Invesco High Yield Eq Div A... |
94 |
- |
$20.62 |
$592,000 |
28,653 |
0.25% |
-14,000 |
0 |
0.068 |
Closed - End Fund - Debt |
|
|
NVDA |
NVIDIA Corporation |
109 |
- |
$946.30 |
$498,000 |
551 |
0.21% |
225,000 |
0 |
0 |
Semiconductor - Speci... |
|
|
ESGU |
Ishares Msci Usa Esg Optimized |
135 |
- |
$0.00 |
$275,000 |
2,388 |
0.12% |
24,000 |
0 |
0 |
N/A |
|
|
FB |
Meta Platforms Inc |
144 |
- |
$481.54 |
$248,000 |
511 |
0.11% |
67,000 |
0 |
0 |
Internet Service Prov... |
|
|
BMI |
Badger Meter Inc |
159 |
- |
$195.98 |
$194,000 |
1,200 |
0.08% |
9,000 |
0 |
0.004 |
Scientific & Technica... |
|
|
GOOG |
Alphabet Inc |
162 |
- |
$173.88 |
$189,000 |
1,240 |
0.08% |
14,000 |
0 |
0 |
Search Engines & Info... |
|
|
F |
Ford Motor Co |
175 |
- |
$12.50 |
$125,000 |
9,423 |
0.05% |
10,000 |
0 |
0 |
Auto Manufacturers |
|
|
ORCL |
Oracle Corp |
181 |
- |
$121.63 |
$101,000 |
808 |
0.04% |
16,000 |
0 |
0 |
Application Software |
|
|
EXAS |
Exact Sciences Corp |
186 |
- |
$53.34 |
$69,000 |
1,005 |
0.03% |
-5,000 |
0 |
0.001 |
Biotechnology |
|
|
CINF |
Cincinnati Financial Corp |
191 |
- |
$117.29 |
$37,000 |
300 |
0.02% |
6,000 |
0 |
0 |
Property & Casualty I... |
|
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MGEE |
MGE Energy Inc |
193 |
- |
$80.40 |
$24,000 |
300 |
0.01% |
2,000 |
0 |
0.001 |
Multi Utilities |
|
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GIS |
General Mills Inc |
194 |
- |
$69.83 |
$20,000 |
280 |
0.01% |
2,000 |
0 |
0 |
Food - Major Diversified |
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