Holdings Channel
EntityShares/Amount
Change
Position Value
Change
DUHP +35,488+$1,122
JMUB +10,252+$520
JMST +8,745+$444
AVUV +3,517+$330
FNDX +3,537+$238
ABBV +1,248+$227
FLTR +8,442+$215
EntityShares/Amount
Change
Position Value
Change
IJR -9,504-$1,029
BA -915-$238
AWK -1,528-$202
F -10,173-$124
EntityShares/Amount
Change
Position Value
Change
UCON +63,230+$1,535
DFAI +16,381+$511
LVHI +11,835+$649
DGRW +11,578+$1,433
KNG +11,453+$906
MOAT +6,971+$1,259
DFEV +2,683+$113
JQC +2,523+$35
DFAX +2,285+$74
FNDA +2,163+$132
EntityShares/Amount
Change
Position Value
Change
JPST -13,053-$641
IEF -9,821-$991
IAU -4,439-$88
FTCS -1,358+$217
MUB -1,031-$116
VTV -406-$34
SPIB -319-$15
SKYY -200+$11
GOOGL -145+$26
Size ($ in 1000's)
At 03/31/2024: $77,459
At 12/31/2023: $68,769

BKA Wealth Consulting Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from BKA Wealth Consulting Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By BKA Wealth Consulting Inc.
As of  03/31/2024, we find all stocks held by BKA Wealth Consulting Inc. to be as follows, presented in the table below with each row detailing each BKA Wealth Consulting Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-BKA Wealth Consulting Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by BKA Wealth Consulting Inc. as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
VANECK ETF TRUST (MOAT) 132,680 +6,971 $11,928
     MOAT132,680+6,971$11,928
FIRST TR EXCHANGE TRADED FD (KNG) 154,931 +11,453 $8,321
     KNG154,931+11,453$8,321
WISDOMTREE TR 104,769 +11,578 $7,982
     DGRW104,769+11,578$7,982
FIRST TR EXCHNG TRADED FD VI (UCON) 212,716 +63,230 $5,233
     UCON212,716+63,230$5,233
FIRST TR EXCHANGE TRADED FD (FTCS) 58,000 -1,358 $4,968
     FTCS58,000-1,358$4,968
LEGG MASON ETF INVT (LVHI) 151,886 +11,835 $4,523
     LVHI151,886+11,835$4,523
J P MORGAN EXCHANGE TRADED F (JPST) 69,797 -13,053 $3,521
     JPST69,797-13,053$3,521
ISHARES TR (IEF) 25,660 -9,821 $2,429
     IEF25,660-9,821$2,429
NVIDIA CORPORATION 2,599 -21 $2,348
     NVDA2,599-21$2,348
APPLE INC 10,183 -77 $1,746
     AAPL10,183-77$1,746
DIMENSIONAL ETF TRUST (DFEV) 58,765 +2,683 $1,526
     DFEV58,765+2,683$1,526
VANGUARD INTL EQUITY INDEX F (VT) 11,176 +393 $1,235
     VT11,176+393$1,235
ISHARES GOLD TR (IAU) 28,707 -4,439 $1,206
     IAU28,707-4,439$1,206
DIMENSIONAL ETF TRUST (DUHP) 35,488 +35,488 $1,122
     DUHP35,488+35,488$1,122
SPDR SER TR (SPIB) 33,165 -319 $1,084
     SPIB33,165-319$1,084
SCHWAB STRATEGIC TR 10,473 +1,862 $844
     SCHD10,473+1,862$844
AMAZON COM INC 4,656 -53 $840
     AMZN4,656-53$840
DIMENSIONAL ETF TRUST (DFAI) 26,173 +16,381 $791
     DFAI26,173+16,381$791
VANGUARD INDEX FDS (VOO) 1,550 +5 $745
     VOO1,550+5$745
ALPS ETF TR (AMLP) 15,685 +2,078 $744
     AMLP15,685+2,078$744
DIMENSIONAL ETF TRUST (DFAC) 21,538 +1,639 $688
     DFAC21,538+1,639$688
FS KKR CAP CORP 35,073 UNCH $669
     FSK35,073UNCH$669
BERKSHIRE HATHAWAY INC DEL      $665
     BRK.B1,581UNCH$665
ALPHABET INC 4,142 -145 $625
     GOOGL4,142-145$625
SHERWIN WILLIAMS CO 1,783 +3 $619
     SHW1,783+3$619
ISHARES TR (MUB) 5,065 -1,031 $545
     MUB5,065-1,031$545
J P MORGAN EXCHANGE TRADED F (JMUB) 10,252 +10,252 $520
     JMUB10,252+10,252$520
DIMENSIONAL ETF TRUST (DFUS) 8,592 +15 $490
     DFUS8,592+15$490
DIMENSIONAL ETF TRUST (DFAS) 7,736 +225 $482
     DFAS7,736+225$482
FIRST TR EXCHANGE TRAD FD VI (FTGC) 19,654 +1,831 $466
     FTGC19,654+1,831$466
SCHWAB STRATEGIC TR 4,971 -7 $461
     SCHG4,971-7$461
J P MORGAN EXCHANGE TRADED F (JMST) 8,745 +8,745 $444
     JMST8,745+8,745$444
DIMENSIONAL ETF TRUST (DFAX) 17,247 +2,285 $439
     DFAX17,247+2,285$439
FIRST TRUST LRGCP GWT ALPHAD (FTC) 3,529 +1 $435
     FTC3,529+1$435
CHART INDS INC 2,595 UNCH $427
     GTLS2,595UNCH$427
SCHWAB STRATEGIC TR 7,254 +2,163 $414
     FNDA7,254+2,163$414
PROSHARES TR (NOBL) 4,037 +13 $409
     NOBL4,037+13$409
FIRST TR EXCHANGE TRADED FD (FPX) 3,565 +1 $377
     FPX3,565+1$377
AUTODESK INC 1,378 UNCH $359
     ADSK1,378UNCH$359
FIRST TR EXCHANGE TRADED FD (SKYY) 3,651 -200 $349
     SKYY3,651-200$349
NUVEEN CR STRATEGIES INCOME 62,165 +2,523 $346
     JQC62,165+2,523$346
AMERICAN CENTY ETF TR (AVUV) 3,517 +3,517 $330
     AVUV3,517+3,517$330
FIRST TR EXCHANGE TRADED FD (FTSL) 7,025 +429 $325
     FTSL7,025+429$325
SITIO ROYALTIES CORP 13,115 UNCH $324
     STR13,115UNCH$324
VANGUARD INDEX FDS (VTV) 1,985 -406 $323
     VTV1,985-406$323
TESLA INC 1,759 +88 $309
     TSLA1,759+88$309
NUTRIEN LTD 5,615 +100 $305
     NTR5,615+100$305
SCHWAB STRATEGIC TR 4,671 -106 $285
     SCHB4,671-106$285
SPDR SER TR (SHM) 5,635 +1,145 $267
     SHM5,635+1,145$267
SPDR SER TR (ONEO) 2,298 +4 $265
     ONEO2,298+4$265
FIRST TR MID CAP CORE ALPHAD (FNX) 2,136 +1 $242
     FNX2,136+1$242
SCHWAB STRATEGIC TR 3,537 +3,537 $238
     FNDX3,537+3,537$238
ABBVIE INC 1,248 +1,248 $227
     ABBV1,248+1,248$227
GLOBAL X FDS 7,109 +1 $226
     BOTZ7,109+1$226
VANECK ETF TRUST (FLTR) 8,442 +8,442 $215
     FLTR8,442+8,442$215
CADIZ INC 32,498 UNCH $94
     CDZI32,498UNCH$94
23ANDME HOLDING CO 137,622 UNCH $73
     ME137,622UNCH$73
HYLIION HOLDINGS CORP 25,966 +0 $46
     HYLN25,966UNCH$46
AMERICAN WTR WKS CO INC NEW $0 (exited)
     AWK0-1,528$0
BOEING CO $0 (exited)
     BA0-915$0
FORD MTR CO DEL $0 (exited)
     F0-10,173$0
ISHARES TR 0 -9,504 $0 (exited)
     IJR0-9,504$0

See Summary: BKA Wealth Consulting Inc. Top Holdings
See Details: Top 10 Stocks Held By BKA Wealth Consulting Inc.

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