$48.6 Million is the total value of BKA Wealth Consulting, Inc.'s 42 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $404,000 | -2.2% | 1,513 | 0.0% | 0.83% | +10.8% | |
| FRANKLIN BSP RLTY TR INC | $318,000 | -20.1% | 29,540 | 0.0% | 0.66% | -9.5% | ||
| NTR | NUTRIEN LTD | $301,000 | +4.5% | 3,610 | 0.0% | 0.62% | +18.3% | |
| MNRL | BRIGHAM MINERALS INC | $286,000 | +0.4% | 11,576 | 0.0% | 0.59% | +13.7% | |
| ADSK | AUTODESK INC | $259,000 | +8.4% | 1,388 | 0.0% | 0.53% | +22.5% | |
| CDZI | CADIZ INC | $62,000 | -18.4% | 32,498 | 0.0% | 0.13% | -7.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-24
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.