Bka Wealth Consulting, Inc. Portfolio Holdings

Bka Wealth Consulting, Inc.

  • $91.7 Million
  • Q3 2024

Bka Wealth Consulting, Inc. has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $91.7 Million distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck Morningstar Wide Moat E with a value of $11.6M, Wisdomtree Tr Us Quality Divid with a value of $10.5M, First Tr ETF Viii Tcw Unconstr with a value of $9.62M, Ft Cboe Vest S&P 500 Dividend with a value of $7.34M, and Jp Morgan ETF Tr Ultra Short I with a value of $5.38M.

Examining the 13F form we can see an increase of $8.7M in the current position value, from $83M to 91.7M.

Below you can find more details about Bka Wealth Consulting, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $91.7 Million
ETFs: $78.3 Million
Technology: $5.81 Million
Financial Services: $2.29 Million
Consumer Cyclical: $1.32 Million
Communication Services: $968,000
Basic Materials: $927,000
Industrials: $327,000
Utilities: $316,000
Other: $575,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$865,000 0.94% of portfolio
149,544
Q3 2024 Added 6.97%
$0
$695,000 0.76% of portfolio
35,248
Q3 2024 Added 0.86%

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $91.7 Million
  • Prior Value $83 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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