Bka Wealth Consulting, Inc. Purchases in Q3 2025

Bka Wealth Consulting, Inc.

  • $107 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
19K
+ 196.27%
$202.38 - $256.87 $3.85M - $4.89M
28.8K $7.32M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
21.4K
+ 12.4%
$84.28 - $89.46 $1.8M - $1.91M
194K $17.2M
FNDX
Schwab Fundamental U S Large C

ETFs
43.2K
+ 23.78%
$24.38 - $26.34 $1.05M - $1.14M
225K $5.92M
FTC
First Tr Lge Cap Growth

ETFs
8.23K
+ 204.67%
$149.47 - $162.84 $1.23M - $1.34M
12.3K $1.97M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
8.5K
New
$82.22 - $96.68 $699K - $822K
8.5K $822K
FNDF
Schwab Fundamental Intl Large

ETFs
18.2K
New
$39.84 - $43.15 $724K - $785K
18.2K $781K
GOOGL
Alphabet Inc.

Communication Services
920
+ 21.29%
$174.36 - $254.72 $160K - $234K
5.24K $1.27M
IAU
Ishares Gold Trust

ETFs
2.28K
+ 8.97%
$61.62 - $72.77 $140K - $166K
27.7K $2.01M
AVGO
Broadcom Inc.

Technology
920
+ 87.29%
$264.74 - $369.57 $244K - $340K
1.97K $651K
TSLA
Tesla, Inc.

Consumer Cyclical
16
+ 0.71%
$293.94 - $444.72 $4.7K - $7.12K
2.26K $1.01M
AXP
American Express CO

Financial Services
806
New
$294.27 - $342.31 $237K - $276K
806 $267K
ORCL
Oracle Corp

Technology
952
New
$218.96 - $328.33 $208K - $313K
952 $267K
WMT
Walmart Inc.

Consumer Defensive
2.55K
New
$94.4 - $104.27 $241K - $266K
2.55K $262K
PLTR
Palantir Technologies Inc.

Technology
1.42K
New
$130.68 - $186.97 $186K - $266K
1.42K $259K
DFAI
Dimensional ETF Tr

ETFs
2.69K
+ 5.69%
$34.05 - $36.55 $91.7K - $98.4K
50K $1.82M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
3.14K
+ 12.29%
$49.09 - $50.58 $154K - $159K
28.7K $1.45M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
3.01K
+ 14.6%
$45.92 - $47.76 $138K - $144K
23.6K $1.12M
FPE
First Tr Pfd Secs & Income ETF

ETFs
6.54K
+ 19.93%
$17.81 - $18.39 $116K - $120K
39.4K $717K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.56K
+ 12.66%
$46.51 - $50.07 $166K - $178K
31.7K $1.49M
AVUV
American Centy ETF Tr Avantis

ETFs
432
+ 6.39%
$90.37 - $102.12 $39K - $44.1K
7.19K $715K
FTSL
First Trust Senior Ln Fund

ETFs
1.68K
+ 9.94%
$45.81 - $46.18 $77K - $77.6K
18.6K $852K
GLDM
World Gold Trust

ETFs
278
+ 6.01%
$64.73 - $76.45 $18K - $21.3K
4.9K $374K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.45K
+ 3.72%
$26.38 - $27.95 $38.3K - $40.6K
40.5K $1.11M
ABBV
Abb Vie Inc.

Healthcare
10
+ 0.79%
$184.85 - $231.54 $1.85K - $2.32K
1.27K $294K
FNDA
Schwab Fundamental U S Small C

ETFs
643
+ 4.81%
$28.75 - $31.93 $18.5K - $20.5K
14K $436K
DFUS
Dimensional ETF Tr U S Equity

ETFs
18
+ 0.21%
$67.01 - $72.84 $1.21K - $1.31K
8.71K $630K
DFAX
Dimensional ETF Tr
56
+ 0.3%
$29.25 - $31.56 $1.64K - $1.77K
18.9K $592K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
554
+ 6.23%
$29.55 - $32.52 $16.4K - $18K
9.44K $302K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5
+ 0.04%
$23.82 - $25.84 $119 - $129
11.2K $286K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.29%
$617.65 - $666.84 $618 - $667
341 $227K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
351
+ 3.15%
$25.39 - $25.57 $8.91K - $8.98K
11.5K $294K
MUB
Ishares National Muni Bond ETF

ETFs
7
+ 0.21%
$103.24 - $106.68 $723 - $747
3.39K $360K
SHW
Sherwin Williams CO

Basic Materials
4
+ 0.23%
$330.88 - $375.23 $1.32K - $1.5K
1.78K $614K
AWK
American Water Works Company, Inc.

Utilities
9
+ 0.57%
$135.05 - $147.0 $1.22K - $1.32K
1.58K $219K
Goldman Sachs ETF Tr
52.2K
+ 82.91%
N/A
115K $0
AFLG
First Tr Exchange Traded Fd Vi
13.4K
+ 24.94%
N/A
67.2K $0
FCEF
First Tr Exchange Traded Fd Vi
21.5K
+ 55.8%
N/A
60K $0
First Tr Exchange Traded Fd
19.8K
New
N/A
19.8K $0
First Tr Exchange Traded Fd
31.1K
New
N/A
31.1K $0
DFSU
Dimensional ETF Tr Dimen Us Su
446
+ 6.57%
N/A
7.23K $0
Dimensional ETF Trust
737
+ 11.94%
N/A
6.91K $0
Viper Energy Inc
6.37K
New
N/A
6.37K $0
IBM
International Business Machines Corp

Technology
5
+ 0.69%
$234.77 - $292.47 $1.17K - $1.46K
729 $205K
Activity Summary
Buys All Purchases 44 New Holdings 9 Increased Positions 35 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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