Bka Wealth Consulting, Inc. Purchases in Q2 2025

Bka Wealth Consulting, Inc.

  • $99.9 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
169K
+ 1358.12%
$20.84 - $24.54 $3.53M - $4.15M
182K $4.46M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
14.2K
+ 8.97%
$71.28 - $83.74 $1.01M - $1.19M
172K $14.4M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
13.8K
New
$82.32 - $112.47 $1.13M - $1.55M
13.8K $1.55M
NVDA
Nvidia Corp

Technology
657
+ 2.59%
$94.31 - $157.99 $62K - $104K
26K $4.11M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.99K
+ 123.13%
$456.74 - $568.03 $909K - $1.13M
3.61K $2.05M
MGV
Vanguard Mega Cap Value

ETFs
8.5K
New
$114.87 - $131.25 $976K - $1.12M
8.5K $1.11M
LVHI
Franklin International Low Vol

ETFs
17.3K
+ 8.94%
$28.91 - $33.28 $501K - $577K
211K $6.87M
TSLA
Tesla, Inc.

Consumer Cyclical
1.04K
+ 86.31%
$221.86 - $362.89 $231K - $377K
2.25K $713K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
5.12K
New
$56.84 - $65.5 $291K - $335K
5.12K $335K
DFAI
Dimensional ETF Tr

ETFs
4.46K
+ 10.41%
$28.02 - $34.71 $125K - $155K
47.3K $1.63M
AVGO
Broadcom Inc.

Technology
1.05K
New
$146.29 - $275.65 $154K - $291K
1.05K $290K
MSFT
Microsoft Corp

Technology
433
New
$354.56 - $497.45 $154K - $215K
433 $215K
IBM
International Business Machines Corp

Technology
724
New
$221.03 - $294.78 $160K - $213K
724 $213K
SPY
Spdr S&P 500 ETF Trust

ETFs
340
New
$496.48 - $617.85 $169K - $210K
340 $210K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
3.69K
+ 16.86%
$48.46 - $50.2 $179K - $185K
25.6K $1.27M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
4.17K
+ 25.35%
$45.9 - $48.26 $191K - $201K
20.6K $961K
AMZN
Amazon Com Inc

Consumer Cyclical
205
+ 4.99%
$167.32 - $223.3 $34.3K - $45.8K
4.32K $947K
FTC
First Tr Lge Cap Growth

ETFs
601
+ 17.57%
$116.97 - $150.97 $70.3K - $90.7K
4.02K $607K
GOOGL
Alphabet Inc.

Communication Services
187
+ 4.52%
$144.7 - $178.6 $27.1K - $33.4K
4.32K $761K
FPX
First Trust Us Equity Opportun

ETFs
26
+ 0.74%
$99.2 - $144.91 $2.58K - $3.77K
3.54K $512K
SCHG
Schwab Strategic Tr Us Large C

ETFs
767
+ 3.94%
$22.27 - $29.21 $17.1K - $22.4K
20.2K $591K
AVUV
American Centy ETF Tr Avantis

ETFs
730
+ 12.11%
$75.17 - $91.21 $54.9K - $66.6K
6.76K $615K
FPE
First Tr Pfd Secs & Income ETF

ETFs
3.61K
+ 12.35%
$16.93 - $17.81 $61.1K - $64.3K
32.8K $584K
FNDA
Schwab Fundamental U S Small C

ETFs
1.55K
+ 13.11%
$23.85 - $28.69 $36.9K - $44.4K
13.4K $382K
DFUS
Dimensional ETF Tr U S Equity

ETFs
20
+ 0.23%
$53.65 - $67.02 $1.07K - $1.34K
8.69K $582K
GTLS
Chart Industries Inc

Industrials
50
+ 2.2%
$115.08 - $175.5 $5.75K - $8.78K
2.33K $382K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
827
+ 10.26%
$23.4 - $29.68 $19.4K - $24.5K
8.89K $263K
GLDM
World Gold Trust

ETFs
378
+ 8.9%
$58.96 - $67.97 $22.3K - $25.7K
4.62K $302K
ONEO
Spdr Russell 1000 Momentum Foc

ETFs
83
+ 3.8%
$102.34 - $123.45 $8.49K - $10.2K
2.27K $279K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.7K
+ 7.42%
$24.32 - $27.87 $65.6K - $75.1K
39K $1.03M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
76
+ 1.92%
$90.85 - $102.31 $6.9K - $7.78K
4.04K $406K
Dimensional ETF Trust
982
+ 18.92%
N/A
6.17K $0
AFLG
First Tr Exchange Traded Fd Vi
10.2K
+ 23.33%
N/A
53.8K $0
DFSU
Dimensional ETF Tr Dimen Us Su
157
+ 2.37%
N/A
6.78K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
9.7K
+ 17.44%
N/A
65.3K $0
FCEF
First Tr Exchange Traded Fd Vi
9.1K
+ 30.96%
N/A
38.5K $0
Goldman Sachs ETF Tr
7.7K
+ 13.94%
N/A
62.9K $0
SHW
Sherwin Williams CO

Basic Materials
3
+ 0.17%
$313.51 - $363.51 $941 - $1.09K
1.77K $608K
AWK
American Water Works Company, Inc.

Utilities
9
+ 0.58%
$133.82 - $151.96 $1.2K - $1.37K
1.57K $217K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.21K
+ 4.5%
$45.07 - $52.57 $54.6K - $63.7K
28.1K $1.37M
ABBV
Abb Vie Inc.

Healthcare
11
+ 0.88%
$170.16 - $206.27 $1.87K - $2.27K
1.26K $234K
AAPL
Apple Inc.

Technology
87
+ 0.9%
$172.42 - $223.89 $15K - $19.5K
9.7K $1.99M
Activity Summary
Buys All Purchases 43 New Holdings 7 Increased Positions 36 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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