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Entity | Shares/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 |
Entity | Shares/Amount Change | Position Value Change |
IJR |
-9,504 | -$1,029 | BA |
-915 | -$238 | AWK |
-1,528 | -$202 | F |
-10,173 | -$124 |
Entity | Shares/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 |
Entity | Shares/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: $68,769
BKA Wealth Consulting Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from BKA Wealth Consulting Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by BKA Wealth Consulting Inc. to be as follows, presented in the
table below with each row detailing each BKA Wealth Consulting Inc. position, ordered by largest to smallest position size.
The all-stocks-held-by-BKA Wealth Consulting Inc. table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by BKA Wealth Consulting Inc. as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
VANECK ETF TRUST (MOAT) |
132,680 |
+6,971 |
$11,928 | MOAT | 132,680 | +6,971 | $11,928 | FIRST TR EXCHANGE TRADED FD (KNG) |
154,931 |
+11,453 |
$8,321 | KNG | 154,931 | +11,453 | $8,321 | WISDOMTREE TR |
104,769 |
+11,578 |
$7,982 | DGRW | 104,769 | +11,578 | $7,982 | FIRST TR EXCHNG TRADED FD VI (UCON) |
212,716 |
+63,230 |
$5,233 | UCON | 212,716 | +63,230 | $5,233 | FIRST TR EXCHANGE TRADED FD (FTCS) |
58,000 |
-1,358 |
$4,968 | FTCS | 58,000 | -1,358 | $4,968 | LEGG MASON ETF INVT (LVHI) |
151,886 |
+11,835 |
$4,523 | LVHI | 151,886 | +11,835 | $4,523 | J P MORGAN EXCHANGE TRADED F (JPST) |
69,797 |
-13,053 |
$3,521 | JPST | 69,797 | -13,053 | $3,521 | ISHARES TR (IEF) |
25,660 |
-9,821 |
$2,429 | IEF | 25,660 | -9,821 | $2,429 | NVIDIA CORPORATION |
2,599 |
-21 |
$2,348 | NVDA | 2,599 | -21 | $2,348 | APPLE INC |
10,183 |
-77 |
$1,746 | AAPL | 10,183 | -77 | $1,746 | DIMENSIONAL ETF TRUST (DFEV) |
58,765 |
+2,683 |
$1,526 | DFEV | 58,765 | +2,683 | $1,526 | VANGUARD INTL EQUITY INDEX F (VT) |
11,176 |
+393 |
$1,235 | VT | 11,176 | +393 | $1,235 | ISHARES GOLD TR (IAU) |
28,707 |
-4,439 |
$1,206 | IAU | 28,707 | -4,439 | $1,206 | DIMENSIONAL ETF TRUST (DUHP) |
35,488 |
+35,488 |
$1,122 | DUHP | 35,488 | +35,488 | $1,122 | SPDR SER TR (SPIB) |
33,165 |
-319 |
$1,084 | SPIB | 33,165 | -319 | $1,084 | SCHWAB STRATEGIC TR |
10,473 |
+1,862 |
$844 | SCHD | 10,473 | +1,862 | $844 | AMAZON COM INC |
4,656 |
-53 |
$840 | AMZN | 4,656 | -53 | $840 | DIMENSIONAL ETF TRUST (DFAI) |
26,173 |
+16,381 |
$791 | DFAI | 26,173 | +16,381 | $791 | VANGUARD INDEX FDS (VOO) |
1,550 |
+5 |
$745 | VOO | 1,550 | +5 | $745 | ALPS ETF TR (AMLP) |
15,685 |
+2,078 |
$744 | AMLP | 15,685 | +2,078 | $744 | DIMENSIONAL ETF TRUST (DFAC) |
21,538 |
+1,639 |
$688 | DFAC | 21,538 | +1,639 | $688 | FS KKR CAP CORP |
35,073 |
UNCH |
$669 | FSK | 35,073 | UNCH | $669 | BERKSHIRE HATHAWAY INC DEL |
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$665 | BRK.B | 1,581 | UNCH | $665 | ALPHABET INC |
4,142 |
-145 |
$625 | GOOGL | 4,142 | -145 | $625 | SHERWIN WILLIAMS CO |
1,783 |
+3 |
$619 | SHW | 1,783 | +3 | $619 | ISHARES TR (MUB) |
5,065 |
-1,031 |
$545 | MUB | 5,065 | -1,031 | $545 | J P MORGAN EXCHANGE TRADED F (JMUB) |
10,252 |
+10,252 |
$520 | JMUB | 10,252 | +10,252 | $520 | DIMENSIONAL ETF TRUST (DFUS) |
8,592 |
+15 |
$490 | DFUS | 8,592 | +15 | $490 | DIMENSIONAL ETF TRUST (DFAS) |
7,736 |
+225 |
$482 | DFAS | 7,736 | +225 | $482 | FIRST TR EXCHANGE TRAD FD VI (FTGC) |
19,654 |
+1,831 |
$466 | FTGC | 19,654 | +1,831 | $466 | SCHWAB STRATEGIC TR |
4,971 |
-7 |
$461 | SCHG | 4,971 | -7 | $461 | J P MORGAN EXCHANGE TRADED F (JMST) |
8,745 |
+8,745 |
$444 | JMST | 8,745 | +8,745 | $444 | DIMENSIONAL ETF TRUST (DFAX) |
17,247 |
+2,285 |
$439 | DFAX | 17,247 | +2,285 | $439 | FIRST TRUST LRGCP GWT ALPHAD (FTC) |
3,529 |
+1 |
$435 | FTC | 3,529 | +1 | $435 | CHART INDS INC |
2,595 |
UNCH |
$427 | GTLS | 2,595 | UNCH | $427 | SCHWAB STRATEGIC TR |
7,254 |
+2,163 |
$414 | FNDA | 7,254 | +2,163 | $414 | PROSHARES TR (NOBL) |
4,037 |
+13 |
$409 | NOBL | 4,037 | +13 | $409 | FIRST TR EXCHANGE TRADED FD (FPX) |
3,565 |
+1 |
$377 | FPX | 3,565 | +1 | $377 | AUTODESK INC |
1,378 |
UNCH |
$359 | ADSK | 1,378 | UNCH | $359 | FIRST TR EXCHANGE TRADED FD (SKYY) |
3,651 |
-200 |
$349 | SKYY | 3,651 | -200 | $349 | NUVEEN CR STRATEGIES INCOME |
62,165 |
+2,523 |
$346 | JQC | 62,165 | +2,523 | $346 | AMERICAN CENTY ETF TR (AVUV) |
3,517 |
+3,517 |
$330 | AVUV | 3,517 | +3,517 | $330 | FIRST TR EXCHANGE TRADED FD (FTSL) |
7,025 |
+429 |
$325 | FTSL | 7,025 | +429 | $325 | SITIO ROYALTIES CORP |
13,115 |
UNCH |
$324 | STR | 13,115 | UNCH | $324 | VANGUARD INDEX FDS (VTV) |
1,985 |
-406 |
$323 | VTV | 1,985 | -406 | $323 | TESLA INC |
1,759 |
+88 |
$309 | TSLA | 1,759 | +88 | $309 | NUTRIEN LTD |
5,615 |
+100 |
$305 | NTR | 5,615 | +100 | $305 | SCHWAB STRATEGIC TR |
4,671 |
-106 |
$285 | SCHB | 4,671 | -106 | $285 | SPDR SER TR (SHM) |
5,635 |
+1,145 |
$267 | SHM | 5,635 | +1,145 | $267 | SPDR SER TR (ONEO) |
2,298 |
+4 |
$265 | ONEO | 2,298 | +4 | $265 | FIRST TR MID CAP CORE ALPHAD (FNX) |
2,136 |
+1 |
$242 | FNX | 2,136 | +1 | $242 | SCHWAB STRATEGIC TR |
3,537 |
+3,537 |
$238 | FNDX | 3,537 | +3,537 | $238 | ABBVIE INC |
1,248 |
+1,248 |
$227 | ABBV | 1,248 | +1,248 | $227 | GLOBAL X FDS |
7,109 |
+1 |
$226 | BOTZ | 7,109 | +1 | $226 | VANECK ETF TRUST (FLTR) |
8,442 |
+8,442 |
$215 | FLTR | 8,442 | +8,442 | $215 | CADIZ INC |
32,498 |
UNCH |
$94 | CDZI | 32,498 | UNCH | $94 | 23ANDME HOLDING CO |
137,622 |
UNCH |
$73 | ME | 137,622 | UNCH | $73 | HYLIION HOLDINGS CORP |
25,966 |
+0 |
$46 | HYLN | 25,966 | UNCH | $46 | AMERICAN WTR WKS CO INC NEW |
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$0 (exited) | AWK | 0 | -1,528 | $0 | BOEING CO |
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$0 (exited) | BA | 0 | -915 | $0 | FORD MTR CO DEL |
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$0 (exited) | F | 0 | -10,173 | $0 | ISHARES TR |
0 |
-9,504 |
$0 (exited) | IJR | 0 | -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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