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  Name: BKA Wealth Consulting Inc.
  City: CEDAR PARK
  State: TX
  Zip: 78613
   
Achive data
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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 : 13     View All Holdings Currently Viewing:  Decreased 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
   (JPST)1 Year Chart         JPST Jp Morgan Ultra Short Incom... 7 - $0.00 $3,521,000 69,797 4.55% -641,000 -13,053 0.008    N/A
   (IEF)1 Year Chart         IEF iShares Lehman 7-10 Year Tr... 8 - $91.91 $2,429,000 25,660 3.14% -991,000 -9,821 0.009    Closed - End Fund - E...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 9 - $1,148.25 $2,348,000 2,599 3.03% 1,050,000 -21 0    Semiconductor - Speci...
   (AAPL)1 Year Chart         AAPL Apple Inc 10 - $190.29 $1,746,000 10,183 2.25% -229,000 -77 0    Personal Computers
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 13 - $44.16 $1,206,000 28,707 1.56% -88,000 -4,439 0.002    Closed - End Fund - E...
   (ITR)1 Year Chart         ITR SPDR Series Trust 15 - $32.29 $1,084,000 33,165 1.4% -15,000 -319 0.004    Closed - End Fund - Debt
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 17 - $182.02 $840,000 4,656 1.08% 125,000 -53 0    Internet Software & S...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 24 - $175.90 $625,000 4,142 0.81% 26,000 -145 0    Search Engines & Info...
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 26 - $105.37 $545,000 5,065 0.7% -116,000 -1,031 0    Closed - End Fund - E...
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 31 - $96.04 $461,000 4,971 0.6% 48,000 -7 0    Closed - End Fund - Debt
   (SKYY)1 Year Chart         SKYY First Trust Ise Cloud Compu... 40 - $95.03 $349,000 3,651 0.45% 11,000 -200 0.006    N/A
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 45 - $158.04 $323,000 1,985 0.42% -34,000 -406 0    Closed - End Fund - E...
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 48 - $61.06 $285,000 4,671 0.37% 19,000 -106 0.002    Closed - End Fund - Debt
      13 Records Found
  1    
Page 1 of 1
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