$66.9 Million is the total value of BKA Wealth Consulting, Inc.'s 53 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | 7 | Q3 2023 | 19.9% |
| FIRST TR EXCHANGE-TRADED FD | 7 | Q3 2023 | 11.9% |
| WISDOMTREE TR | 7 | Q3 2023 | 9.5% |
| FIRST TR EXCHNG TRADED FD VI | 7 | Q3 2023 | 5.7% |
| APPLE INC | 7 | Q3 2023 | 3.8% |
| FIRST TR EXCHANGE TRAD FD VI | 7 | Q3 2023 | 5.6% |
| VANGUARD INTL EQUITY INDEX F | 7 | Q3 2023 | 2.0% |
| NVIDIA CORPORATION | 7 | Q3 2023 | 1.9% |
| FS KKR CAP CORP | 7 | Q3 2023 | 1.3% |
| ALPHABET INC | 7 | Q3 2023 | 1.3% |
View BKA Wealth Consulting, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-07-24 |
| 13F-HR/A | 2023-05-30 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-29 |
View BKA Wealth Consulting, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.