Koa Wealth Management, LLC Purchases in Q1 2025

Koa Wealth Management, LLC

  • $124 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FICO
Fair Isaac Corp

Technology
1.03K
New
$1695.35 - $2030.47 $1.74M - $2.08M
1.03K $1.89B
NEM
Newmont Corp

Basic Materials
25.8K
+ 102.87%
$37.79 - $48.39 $975K - $1.25M
50.9K $2.46B
HALO
Halozyme Therapeutics, Inc.

Healthcare
3.07K
+ 3.73%
$47.74 - $65.16 $147K - $200K
85.5K $5.45B
IIPR
Innovative Industrial Properties Inc

Real Estate
28.2K
+ 88.48%
$54.09 - $74.56 $1.53M - $2.11M
60.2K $3.25B
AMT
American Tower Corp

Real Estate
2.66K
+ 17.38%
$173.46 - $217.6 $461K - $578K
17.9K $3.91B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2.07K
New
$402.49 - $513.76 $834K - $1.06M
2.07K $1B
STZ
Constellation Brands, Inc.

Consumer Defensive
7.34K
+ 69.67%
$161.05 - $222.93 $1.18M - $1.64M
17.9K $3.28B
PYPL
Pay Pal Holdings, Inc.

Financial Services
12.2K
+ 419.41%
$65.15 - $91.81 $792K - $1.12M
15.1K $983M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
8.67K
+ 46.96%
$46.77 - $52.97 $405K - $459K
27.1K $1.27B
MCD
Mcdonalds Corp

Consumer Cyclical
655
New
$279.74 - $321.29 $183K - $210K
655 $205M
IAU
Ishares Gold Trust

ETFs
1.03K
+ 15.39%
$49.74 - $58.96 $51.4K - $60.9K
7.75K $457M
QQQ
Invesco Qqq Trust, Series 1

ETFs
228
+ 25.31%
$468.34 - $539.52 $107K - $123K
1.13K $529M
DHR
Danaher Corp

Healthcare
2.24K
+ 13.73%
$201.62 - $250.59 $451K - $561K
18.5K $3.8B
PAVE
Global X Fds Us Infrastructure

ETFs
3.16K
+ 9.64%
$37.31 - $43.82 $118K - $138K
35.9K $1.35B
SPY
Spdr S&P 500 ETF Trust

ETFs
32
+ 8.08%
$551.42 - $612.93 $17.6K - $19.6K
428 $239M
BX
Blackstone Inc.

Financial Services
2.79K
+ 19.56%
$136.53 - $186.74 $381K - $522K
17.1K $2.39B
URA
Global X Uranium ETF

ETFs
2.8K
+ 4.05%
$22.92 - $30.98 $64.2K - $86.7K
71.9K $1.65B
NVDA
Nvidia Corp

Technology
39
+ 0.26%
$106.98 - $149.43 $4.17K - $5.83K
14.8K $1.6B
RH
Rh

Consumer Cyclical
1.72K
+ 19.69%
$216.63 - $454.52 $372K - $780K
10.4K $2.44B
Activity Summary
Buys All Purchases 20 New Holdings 4 Increased Positions 16 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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