Koa Wealth Management, LLC Purchases in Q2 2025

Koa Wealth Management, LLC

  • $126 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Barrick Mng Corp
68.8K
New
N/A
68.8K $1.43B
FICO
Fair Isaac Corp

Technology
752
+ 73.37%
$1503.62 - $2206.01 $1.13M - $1.66M
1.78K $3.25B
PEP
Pepsico Inc

Consumer Defensive
7.5K
New
$128.02 - $151.37 $960K - $1.14M
7.5K $990M
CL
Colgate Palmolive CO

Consumer Defensive
9.25K
New
$87.57 - $96.0 $810K - $888K
9.25K $841M
PG
Procter & Gamble CO

Consumer Defensive
4.82K
New
$157.66 - $172.39 $761K - $832K
4.82K $769M
IIPR
Innovative Industrial Properties Inc

Real Estate
8.05K
+ 13.37%
$48.03 - $58.9 $386K - $474K
68.2K $3.77B
AMZN
Amazon Com Inc

Consumer Cyclical
32
+ 0.19%
$167.32 - $223.3 $5.35K - $7.15K
17.3K $3.79B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.54K
+ 6.08%
$82.21 - $83.12 $291K - $294K
61.7K $5.11B
Mbx Biosciences Inc
12.4K
+ 63.7%
N/A
31.8K $362M
BX
Blackstone Inc.

Financial Services
90
+ 0.53%
$120.07 - $151.11 $10.8K - $13.6K
17.2K $2.57B
DHR
Danaher Corp

Healthcare
1.29K
+ 6.95%
$174.64 - $205.16 $225K - $265K
19.8K $3.92B
REXR
Rexford Industrial Realty, Inc.

Real Estate
4.19K
+ 29.38%
$31.57 - $39.41 $132K - $165K
18.5K $657M
SPY
Spdr S&P 500 ETF Trust

ETFs
99
+ 23.13%
$496.48 - $617.85 $49.2K - $61.2K
527 $326M
CNTB
Connect Biopharma Holdings LTD

Healthcare
49.6K
New
$0.57 - $1.08 $28.3K - $53.6K
49.6K $48.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
249
+ 5.79%
$51.14 - $57.0 $12.7K - $14.2K
4.55K $259M
HD
Home Depot, Inc.

Consumer Cyclical
19
+ 0.41%
$335.24 - $380.78 $6.37K - $7.23K
4.7K $1.72B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
108
+ 5.21%
$421.16 - $509.5 $45.5K - $55K
2.18K $971M
LOW
Lowes Companies Inc

Consumer Cyclical
37
+ 0.51%
$210.83 - $235.28 $7.8K - $8.71K
7.27K $1.61B
TMO
Thermo Fisher Scientific Inc.

Healthcare
140
+ 3.5%
$390.26 - $489.06 $54.6K - $68.5K
4.14K $1.68B
RH
Rh

Consumer Cyclical
27
+ 0.26%
$145.66 - $249.35 $3.93K - $6.73K
10.5K $1.98B
HALO
Halozyme Therapeutics, Inc.

Healthcare
5.04K
+ 5.9%
$47.91 - $70.14 $242K - $354K
90.5K $4.71B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
220
+ 0.57%
$483.48 - $539.8 $106K - $119K
39K $19B
Activity Summary
Buys All Purchases 23 New Holdings 5 Increased Positions 18 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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