Bka Wealth Consulting, Inc. Portfolio Holdings by Sector
Bka Wealth Consulting, Inc.
- $91.7 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
MOAT DGRW UCON KNG JPST LVHI FTCS DFEV 43 stocks |
$78,323
86.21% of portfolio
|
  35  
|
  3  
|
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$3,171
3.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,301
2.53% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
JQC FSK 2 stocks |
$1,560
1.72% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$793
0.87% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$727
0.8% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$683
0.75% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$671
0.74% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$463
0.51% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
ADSK 1 stocks |
$338
0.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GTLS 1 stocks |
$327
0.36% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Water | Utilities
AWK CDZI 2 stocks |
$316
0.35% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$285
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$280
0.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Agricultural Inputs | Basic Materials
NTR 1 stocks |
$256
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV 1 stocks |
$247
0.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Parts | Consumer Cyclical
HYLN 1 stocks |
$67
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
ME 1 stocks |
$48
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|