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  Name: BKA Wealth Consulting Inc.
  City: CEDAR PARK
  State: TX
  Zip: 78613
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $77,459,000
  Total Value Change : $8,690,000
  Securities Held Change : 3
   
All Securities Held : 58
  New Positions : 7
  Closed Positions : 4
  Increased Positions : 29
  Unchanged Positions : 8
  Decreased Positions : 14

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Holdings Found : 8     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (FSK)1 Year Chart         FSK Fs Kkr Capital Inc 22 - $4.20 $669,000 35,073 0.86% -31,000 0 0.028    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 23 - $404.09 $665,000 1,581 0.86% 101,000 0 0    Property & Casualty I...
   (GTLS)1 Year Chart         GTLS Chart Industries Inc 35 - $152.86 $427,000 2,595 0.55% 73,000 0 0.005    Scientific & Technica...
   (ADSK)1 Year Chart         ADSK Autodesk Inc 39 - $208.51 $359,000 1,378 0.46% 23,000 0 0.001    Technical & System So...
   (STR)1 Year Chart         STR Sitio Royalties Corp 44 - $22.57 $324,000 13,115 0.42% 16,000 0 0.007    N/A
   (CDZI)1 Year Chart         CDZI Cadiz Inc 56 - $3.09 $94,000 32,498 0.12% 3,000 0 0.091    REIT - Industrial
   (ME)1 Year Chart         ME 23andMe Holding Co. 57 - $0.61 $73,000 137,622 0.09% -53,000 0 0.053    N/A
   (HYLN)1 Year Chart         HYLN Hyliion Holdings Corp 58 - $1.44 $46,000 25,966 0.06% 25,000 0 0.017    N/A

      8 Records Found
  1    
Page 1 of 1
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