Bka Wealth Consulting, Inc. Incresed Positions in Q4 2024

Bka Wealth Consulting, Inc.

  • $89.9 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
19.3K
+ 15.31%
$80.93 - $85.66 $1.56M - $1.65M
145K $11.8M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
36.4K
+ 9.5%
$24.55 - $25.16 $893K - $915K
419K $10.3M
AFSM
First Tr Exchange Traded Fd Vi

ETFs
20K
+ 60.92%
$30.04 - $33.26 $601K - $665K
52.8K $1.59M
FTHI
First Trust Exchange Traded Fd

ETFs
19.4K
+ 74.51%
$22.89 - $24.02 $444K - $466K
45.5K $1.06M
LVHI
Franklin International Low Vol

ETFs
17K
+ 10.14%
$29.98 - $31.57 $510K - $537K
185K $5.64M
NVDA
Nvidia Corp

Technology
3
+ 0.01%
$117.0 - $148.88 $351 - $447
26.1K $3.51M
FTSL
First Trust Senior Ln Fund

ETFs
5.06K
+ 28.96%
$45.9 - $46.48 $232K - $235K
22.5K $1.04M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.06K
+ 19.41%
$46.48 - $51.32 $189K - $208K
25K $1.2M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
39.7K
+ 26.56%
$5.64 - $5.93 $224K - $236K
189K $1.08M
DUHP
Dimensional ETF Tr Dimensional

ETFs
5.79K
+ 11.94%
$33.62 - $35.69 $195K - $207K
54.3K $1.83M
FPE
First Tr Pfd Secs & Income ETF

ETFs
8.74K
+ 52.23%
$17.65 - $18.18 $154K - $159K
25.5K $450K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.79K
+ 15.89%
$50.02 - $51.24 $140K - $143K
20.4K $1.02M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
9.74K
+ 13.69%
$26.16 - $29.13 $255K - $284K
80.9K $2.12M
AVUV
American Centy ETF Tr Avantis

ETFs
625
+ 13.57%
$94.37 - $106.41 $59K - $66.5K
5.23K $505K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
63
+ 4.05%
$521.84 - $558.82 $32.9K - $35.2K
1.62K $871K
SCHG
Schwab Strategic Tr Us Large C

ETFs
15K
+ 295.85%
$25.93 - $105.3 $390K - $1.58M
20.1K $560K
FTC
First Tr Lge Cap Growth

ETFs
1
+ 0.03%
$130.13 - $149.09 $130 - $149
3.53K $486K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
818
+ 7.9%
$25.35 - $25.53 $20.7K - $20.9K
11.2K $284K
DFUS
Dimensional ETF Tr U S Equity

ETFs
26
+ 0.3%
$61.52 - $66.5 $1.6K - $1.73K
8.66K $552K
IAU
Ishares Gold Trust

ETFs
409
+ 1.56%
$48.37 - $52.65 $19.8K - $21.5K
26.7K $1.32M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
151
+ 0.68%
$33.92 - $36.6 $5.12K - $5.53K
22.4K $774K
DFAI
Dimensional ETF Tr

ETFs
3.44K
+ 9.67%
$29.0 - $31.6 $99.7K - $109K
39K $1.14M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
24.6K
+ 211.81%
$26.93 - $84.95 $661K - $2.09M
36.1K $987K
ONEO
Spdr Russell 1000 Momentum Foc

ETFs
6
+ 0.26%
$117.89 - $128.41 $707 - $770
2.31K $274K
FTGS
First Tr Exchange Traded Fd Gr
31.2K
+ 104.89%
N/A
60.9K $0
AFLG
First Tr Exchange Traded Fd Vi
14.6K
+ 63.92%
N/A
37.4K $0
FCEF
First Tr Exchange Traded Fd Vi
10.8K
+ 75.85%
N/A
25.1K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
32K
+ 220.62%
N/A
46.4K $0
Dimensional ETF Trust
838
+ 21.3%
N/A
4.77K $0
FNDX
Schwab Fundamental U S Large C

ETFs
6.91K
+ 200.0%
$23.49 - $71.77 $162K - $496K
10.4K $245K
FNX
First Tr Mid Cap Core Alphadex

ETFs
1
+ 0.05%
$114.77 - $127.28 $115 - $127
2.14K $247K
FNDA
Schwab Fundamental U S Small C

ETFs
6.83K
+ 98.56%
$29.26 - $59.11 $200K - $404K
13.8K $408K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8K
+ 186.52%
$22.01 - $66.82 $176K - $535K
12.3K $278K
MUB
Ishares National Muni Bond ETF

ETFs
18
+ 0.38%
$105.78 - $108.7 $1.9K - $1.96K
4.73K $504K
XOM
Exxon Mobil Corp

Energy
1
+ 0.04%
$105.51 - $125.37 $106 - $125
2.39K $257K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.08%
$164.99 - $203.87 $165 - $204
1.25K $222K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
4
+ 0.1%
$99.2 - $108.47 $397 - $434
4.06K $404K
DFAX
Dimensional ETF Tr
175
+ 0.81%
$24.76 - $27.04 $4.33K - $4.73K
21.7K $539K
SHW
Sherwin Williams CO

Basic Materials
3
+ 0.17%
$338.75 - $399.71 $1.02K - $1.2K
1.76K $599K
Activity Summary
Buys All Purchases 45 New Holdings 5 Increased Positions 40 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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