KW
| |
Koa Wealth Management, LLC13F | |
| Koa Wealth Management, LLC | |
| Last update 2025-05-12 | 50 Stocks (4 new) |
| Value $124.00 Mil | Turnover 9 % |
Koa Wealth Management, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 38,802 | 20,665.2 | -1.27% | 16.690 | -0.18% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
AAPL | Apple Inc | 61,819 | 13,731.8 | -7.73% | 11.090 | -1.06% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 60,573 | 6,097.9 | -11.44% | 4.920 | -0.64% | 0.010 | +1.06% | +2.35% | 51,002.5 | ||
GOOGL | Alphabet Inc | 36,996 | 5,721.1 | -1.86% | 4.620 | -0.11% | 0.000 | +22.57% | -2.01% | 2,250,461.0 | Interactive Media | |
HALO | Halozyme Therapeutics Inc | 85,478 | 5,454.4 | +3.73% | 4.400 | +0.16% | 0.070 | -3.98% | +18.07% | 6,955.8 | Biotechnology | |
SHY | iShares 1-3 Year Treasury Bond ETF | 58,136 | 4,809.6 | -1.94% | 3.880 | -0.08% | 0.020 | +0.70% | +2.64% | 23,709.9 | ||
AMT | American Tower Corp | 17,947 | 3,905.3 | +17.38% | 3.150 | +0.47% | 0.000 | +1.74% | +24.53% | 105,223.4 | REITs | |
DHR | Danaher Corp | 18,548 | 3,802.3 | +13.73% | 3.070 | +0.37% | 0.000 | +1.89% | -16.95% | 136,013.0 | Medical Diagnostics & Research | |
V | Visa Inc | 9,436 | 3,306.9 | -10.54% | 2.670 | -0.29% | 0.000 | +6.07% | +10.81% | 681,869.3 | Credit Services | |
AMZN | Amazon.com Inc | 17,248 | 3,281.6 | -1.31% | 2.650 | -0.04% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical |
Koa Wealth Management, LLC's Historical Top Holdings Breakdowns
Koa Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GPN | Global Payments Inc | 2025-03-31 | Sold Out Sold Out | -1.63% | 92.18 ($104.64) 113.03 | $81.93 | -21.70% | Sold Out | 0 | -17,789 | |
FICO | Fair Isaac Corp | 2025-03-31 | New Buy New Buy | +1.53% | 1695.35 ($1851.88) 2030.47 | $1,541.62 | -16.75% | New holding | 1,025 | 1,025 | |
IIPR |
Innovative Industrial Properties Inc
Innovative Industrial Properties Inc
| 2025-03-31 | Add Add | +1.23% | 54.09 ($69.27) 74.56 | $52.48 | -24.24% | Add 88.48% | 60,174 | 28,248 | |
STZ | Constellation Brands Inc | 2025-03-31 | Add Add | +1.09% | 161.05 ($181.67) 222.93 | $170.57 | -6.11% | Add 69.67% | 17,875 | 7,340 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -1.06% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Reduce -7.73% | 61,819 | -5,176 | |
NEM | Newmont Corp | 2025-03-31 | Add Add | +1.00% | 37.79 ($43.9) 48.39 | $58.19 | 32.55% | Add 102.87% | 50,904 | 25,812 | |
VRTX | Vertex Pharmaceuticals Inc | 2025-03-31 | New Buy New Buy | +0.81% | 402.49 ($466) 513.76 | $459.81 | -1.33% | New holding | 2,072 | 2,072 | |
XBI | SPDR Biotech ETF | 2025-03-31 | Sold Out Sold Out | -0.65% | 81.1 ($89.38) 94.7 | $86.27 | -3.48% | Sold Out | 0 | -8,834 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -0.64% | 100.34 ($100.51) 100.68 | $100.59 | 0.08% | Reduce -11.44% | 60,573 | -7,823 | |
PYPL | PayPal Holdings Inc | 2025-03-31 | Add Add | +0.64% | 65.15 ($77.89) 91.81 | $74.17 | -4.78% | Add 419.41% | 15,063 | 12,163 |
Koa Wealth Management, LLC Total Holding History ($B)
Koa Wealth Management, LLC's Asset Allocation
Koa Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Koa Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Koa Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Koa Wealth Management, LLC's Holdings Heat Map
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Koa Wealth Management, LLC's Holdings Bubble Chart
Koa Wealth Management, LLC News
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