Bka Wealth Consulting, Inc. Incresed Positions in Q1 2025

Bka Wealth Consulting, Inc.

  • $90.7 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
19.6K
+ 18.73%
$50.39 - $50.66 $986K - $991K
124K $6.28M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
12.8K
+ 8.8%
$78.0 - $84.37 $998K - $1.08M
158K $12.6M
LVHI
Franklin International Low Vol

ETFs
8.97K
+ 4.85%
$30.53 - $32.85 $274K - $295K
194K $6.27M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
18.3K
+ 4.36%
$24.5 - $24.95 $448K - $456K
437K $10.8M
DUHP
Dimensional ETF Tr Dimensional

ETFs
12.3K
+ 22.59%
$32.57 - $35.82 $400K - $439K
66.6K $2.21M
IAU
Ishares Gold Trust

ETFs
1.15K
+ 4.29%
$49.74 - $58.96 $57K - $67.6K
27.8K $1.64M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
5.51K
+ 6.82%
$25.44 - $27.95 $140K - $154K
86.4K $2.34M
DFAI
Dimensional ETF Tr

ETFs
3.85K
+ 9.88%
$28.88 - $32.4 $111K - $125K
42.8K $1.34M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.92K
+ 7.68%
$48.65 - $53.06 $93.3K - $102K
26.9K $1.4M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
4.05K
+ 32.67%
$47.47 - $48.84 $192K - $198K
16.4K $786K
FTSL
First Trust Senior Ln Fund

ETFs
2.06K
+ 9.12%
$45.65 - $46.48 $93.8K - $95.5K
24.6K $1.12M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.52K
+ 7.45%
$49.69 - $50.76 $75.3K - $77K
21.9K $1.09M
FPE
First Tr Pfd Secs & Income ETF

ETFs
3.74K
+ 14.67%
$17.53 - $17.87 $65.5K - $66.8K
29.2K $513K
FTGC
First Trust Global Tactical CO

ETFs
728
+ 3.26%
$23.95 - $25.86 $17.4K - $18.8K
23.1K $589K
FNDX
Schwab Fundamental U S Large C

ETFs
2.1K
+ 20.27%
$23.03 - $25.01 $48.4K - $52.5K
12.5K $294K
GLDM
World Gold Trust

ETFs
8
+ 0.19%
$52.19 - $61.89 $418 - $495
4.25K $262K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.08%
$169.2 - $216.66 $169 - $217
1.25K $262K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
17.8K
+ 9.38%
$5.3 - $5.75 $94.1K - $102K
207K $1.11M
XPND
First Tr Exchange Traded Fd Vi
2.24K
+ 14.75%
$28.13 - $32.75 $63.1K - $73.5K
17.4K $492K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
185
+ 0.51%
$27.01 - $28.54 $5K - $5.28K
36.3K $1.02M
AVUV
American Centy ETF Tr Avantis

ETFs
798
+ 15.25%
$84.95 - $100.62 $67.8K - $80.3K
6.03K $525K
SHW
Sherwin Williams CO

Basic Materials
4
+ 0.23%
$330.16 - $365.55 $1.32K - $1.46K
1.77K $617K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
372
+ 4.84%
$25.35 - $27.46 $9.43K - $10.2K
8.06K $213K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
225
+ 2.01%
$25.44 - $25.58 $5.72K - $5.76K
11.4K $291K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
9.21K
+ 19.83%
N/A
55.6K $0
Dimensional ETF Trust
418
+ 8.76%
N/A
5.19K $0
Goldman Sachs ETF Tr
9K
+ 19.47%
N/A
55.2K $0
FTGS
First Tr Exchange Traded Fd Gr
9.32K
+ 15.29%
N/A
70.3K $0
AFLG
First Tr Exchange Traded Fd Vi
6.19K
+ 16.52%
N/A
43.6K $0
FCEF
First Tr Exchange Traded Fd Vi
4.31K
+ 17.18%
N/A
29.4K $0
SCHB
Schwab Strategic Tr Us Broad M

ETFs
119
+ 0.97%
$21.23 - $23.75 $2.53K - $2.83K
12.4K $267K
DFUS
Dimensional ETF Tr U S Equity

ETFs
16
+ 0.18%
$59.61 - $66.71 $954 - $1.07K
8.67K $524K
GOOGL
Alphabet Inc.

Communication Services
22
+ 0.53%
$154.33 - $206.19 $3.4K - $4.54K
4.14K $639K
Activity Summary
Buys All Purchases 35 New Holdings 1 Increased Positions 34 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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