Bka Wealth Consulting, Inc. Reduced Holdings in Q4 2025

Bka Wealth Consulting, Inc.

  • $102 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-19K
- 66.11%
$245.27 - $275.25 $4.66M - $5.23M
9.74K $2.61M
TSLA
Tesla, Inc.

Consumer Cyclical
-750
- 33.17%
$401.99 - $468.37 $301K - $351K
1.51K $617K
SHW
Sherwin Williams CO

Basic Materials
-981
- 55.27%
$330.74 - $354.45 $324K - $348K
794 $263K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-6.56K
- 6.32%
$50.57 - $50.77 $331K - $333K
97.2K $4.92M
AVGO
Broadcom Inc.

Technology
-916
- 46.4%
$324.63 - $385.98 $297K - $354K
1.06K $362K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-3.94K
- 1.08%
$25.17 - $25.38 $99.1K - $99.9K
361K $9.1M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-694
- 0.36%
$87.0 - $90.6 $60.4K - $62.9K
193K $17.1M
FPX
First Trust Us Equity Opportun

ETFs
-341
- 9.8%
$156.44 - $170.2 $53.3K - $58K
3.14K $493K
FTC
First Tr Lge Cap Growth

ETFs
-187
- 1.53%
$156.24 - $164.79 $29.2K - $30.8K
12.1K $1.89M
FTCS
First Trust Capital Strength E

ETFs
-194
- 0.6%
$90.55 - $93.84 $17.6K - $18.2K
32K $2.93M
VT
Vanguard Total World Stk Index

ETFs
-524
- 6.47%
$135.16 - $141.78 $70.8K - $74.3K
7.58K $1.06M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.98K
- 10.4%
$31.41 - $33.69 $62.3K - $66.8K
17.1K $550K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-286
- 14.71%
$121.18 - $127.07 $34.7K - $36.3K
1.66K $200K
ADSK
Autodesk, Inc.

Technology
-156
- 11.88%
N/A
1.16K $284K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-562
- 10.79%
$47.86 - $48.14 $26.9K - $27.1K
4.65K $222K
NTR
Nutrien Ltd.

Basic Materials
-536
- 12.1%
$53.64 - $61.11 $28.8K - $32.8K
3.89K $231K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-65
- 2.57%
$600.51 - $631.95 $39K - $41.1K
2.47K $1.52M
FNDA
Schwab Fundamental U S Small C

ETFs
-408
- 2.91%
$29.85 - $31.55 $12.2K - $12.9K
13.6K $412K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-165
- 4.34%
$100.8 - $103.83 $16.6K - $17.1K
3.64K $373K
SKYY
First Trust Cloud Computing Et

ETFs
-83
- 3.49%
$131.95 - $143.46 $11K - $11.9K
2.3K $303K
ONEO
Spdr Russell 1000 Momentum Foc

ETFs
-89
- 5.09%
$125.13 - $129.79 $11.1K - $11.6K
1.66K $210K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-134
- 0.13%
N/A
103K $8.87M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-29
- 0.45%
$66.04 - $69.67 $1.92K - $2.02K
6.37K $427K
GTLS
Chart Industries Inc

Industrials
-75
- 3.3%
$199.3 - $203.54 $14.9K - $15.3K
2.2K $447K
ABBV
Abb Vie Inc.

Healthcare
-42
- 3.3%
$211.96 - $244.38 $8.9K - $10.3K
1.23K $288K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-14
- 0.12%
$25.44 - $25.56 $356 - $358
11.5K $293K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-66
- 0.23%
$50.33 - $50.81 $3.32K - $3.35K
28.6K $1.45M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-269
- 0.42%
N/A
64.3K $0
AFLG
First Tr Exchange Traded Fd Vi
-93
- 0.14%
N/A
67.1K $0
IBM
International Business Machines Corp

Technology
-31
- 4.25%
$275.97 - $314.98 $8.56K - $9.76K
698 $207K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-122
- 0.52%
$47.55 - $48.22 $5.8K - $5.88K
23.5K $1.13M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-348
- 0.78%
$31.06 - $33.86 $10.8K - $11.8K
44.3K $1.49M
IAU
Ishares Gold Trust

ETFs
-249
- 0.9%
$72.65 - $82.5 $18.1K - $20.5K
27.4K $2.11M
LVHI
Franklin International Low Vol

ETFs
-2.56K
- 1.44%
$34.73 - $36.81 $88.7K - $94K
174K $6.39M
Activity Summary
Buys All Purchases 35 New Holdings 5 Increased Positions 30 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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