Bka Wealth Consulting, Inc. Reduced Holdings in Q1 2025

Bka Wealth Consulting, Inc.

  • $90.7 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-795
- 3.04%
$106.98 - $149.43 $85K - $119K
25.3K $2.74M
AFSM
First Tr Exchange Traded Fd Vi

ETFs
-22.2K
- 42.02%
$26.96 - $31.29 $598K - $695K
30.6K $855K
AAPL
Apple Inc.

Technology
-95
- 0.98%
$209.68 - $247.1 $19.9K - $23.5K
9.62K $2.14M
TSLA
Tesla, Inc.

Consumer Cyclical
-164
- 11.98%
$222.15 - $428.22 $36.4K - $70.2K
1.21K $312K
AMZN
Amazon Com Inc

Consumer Cyclical
-125
- 2.95%
$190.26 - $242.06 $23.8K - $30.3K
4.11K $782K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-2.74K
- 5.19%
$49.22 - $51.73 $135K - $142K
50K $2.53M
GTLS
Chart Industries Inc

Industrials
-15
- 0.66%
$141.99 - $218.35 $2.13K - $3.28K
2.28K $328K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-849
- 10.68%
$58.81 - $68.2 $49.9K - $57.9K
7.1K $424K
FNDA
Schwab Fundamental U S Small C

ETFs
-1.95K
- 14.15%
$26.87 - $30.99 $52.3K - $60.3K
11.8K $323K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.47K
- 6.55%
$32.42 - $36.13 $47.6K - $53K
20.9K $690K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-627
- 3.12%
$24.91 - $29.02 $15.6K - $18.2K
19.5K $487K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-777
- 0.58%
N/A
132K $11.3M
SKYY
First Trust Cloud Computing Et

ETFs
-46
- 1.26%
$102.23 - $131.18 $4.7K - $6.03K
3.61K $368K
VTV
Vanguard Value ETF

ETFs
-407
- 22.24%
$167.73 - $179.21 $68.3K - $72.9K
1.42K $245K
FTCS
First Trust Capital Strength E

ETFs
-1.37K
- 3.7%
$86.39 - $91.35 $118K - $125K
35.6K $3.19M
XOM
Exxon Mobil Corp

Energy
-549
- 22.93%
$105.44 - $118.93 $57.9K - $65.3K
1.85K $219K
FTC
First Tr Lge Cap Growth

ETFs
-110
- 3.12%
$127.87 - $148.89 $14.1K - $16.4K
3.42K $449K
FPX
First Trust Us Equity Opportun

ETFs
-53
- 1.49%
$106.21 - $143.53 $5.63K - $7.61K
3.51K $392K
DFAX
Dimensional ETF Tr
-2.27K
- 10.47%
$24.45 - $27.2 $55.6K - $61.8K
19.4K $509K
MUB
Ishares National Muni Bond ETF

ETFs
-167
- 3.53%
$104.71 - $107.69 $17.5K - $18K
4.57K $481K
ONEO
Spdr Russell 1000 Momentum Foc

ETFs
-129
- 5.57%
$112.05 - $124.68 $14.5K - $16.1K
2.19K $251K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-39
- 1.82%
$105.28 - $121.93 $4.11K - $4.76K
2.1K $228K
ADSK
Autodesk, Inc.

Technology
-40
- 2.9%
N/A
1.34K $328K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-27
- 0.51%
$47.33 - $47.92 $1.28K - $1.29K
5.28K $251K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-101
- 2.49%
$97.38 - $104.52 $9.84K - $10.6K
3.96K $404K
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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