Koa Wealth Management, LLC Purchases in Q2 2024

Koa Wealth Management, LLC

  • $118 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
21.4K
+ 50.92%
$100.29 - $100.75 $2.14M - $2.15M
63.3K $6.38B
STNE
Stone Co Ltd.

Technology
106K
+ 205.81%
$11.72 - $17.68 $1.24M - $1.87M
157K $1.89B
GPN
Global Payments Inc

Industrials
11.3K
+ 165.51%
$92.21 - $130.15 $1.05M - $1.48M
18.2K $1.76B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.49K
+ 15.58%
$81.05 - $81.66 $607K - $612K
55.6K $4.54B
AMT
American Tower Corp

Real Estate
3.33K
+ 24.69%
$171.0 - $200.41 $569K - $667K
16.8K $3.27B
CME
Cme Group Inc.

Financial Services
3.02K
+ 75.11%
$194.1 - $216.77 $586K - $655K
7.04K $1.38B
NVDA
Nvidia Corp

Technology
13.3K
+ 916.79%
$118.11 - $1224.4 $1.57M - $16.2M
14.7K $1.82B
IIPR
Innovative Industrial Properties Inc

Real Estate
2.08K
+ 5.06%
$93.62 - $113.93 $195K - $237K
43.1K $4.71B
REXR
Rexford Industrial Realty, Inc.

Real Estate
7.13K
New
$42.24 - $49.37 $301K - $352K
7.13K $318M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
6.68K
+ 21.91%
$32.03 - $37.24 $214K - $249K
37.2K $1.26B
XLU
Utilities Sector Spdr

ETFs
1.08K
+ 2.84%
$62.77 - $72.87 $67.9K - $78.8K
39.1K $2.66B
QQQ
Invesco Qqq Trust, Series 1

ETFs
16
+ 1.61%
$414.65 - $485.21 $6.63K - $7.76K
1.01K $483M
SPY
Spdr S&P 500 ETF Trust

ETFs
50
+ 10.8%
$495.16 - $548.49 $24.8K - $27.4K
513 $279M
VIG
Vanguard Dividend Appreciation

ETFs
195
+ 5.1%
$173.33 - $185.29 $33.8K - $36.1K
4.02K $733M
JEPI
J P Morgan Exchange Traded Fd

ETFs
398
+ 4.45%
$55.45 - $57.39 $22.1K - $22.8K
9.34K $530M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
232
+ 2.35%
$82.22 - $94.12 $19.1K - $21.8K
10.1K $935M
PCT
Pure Cycle Technologies, Inc.

Industrials
600
+ 3.87%
$4.67 - $6.13 $2.8K - $3.68K
16.1K $95.3M
LOW
Lowes Companies Inc

Consumer Cyclical
358
+ 3.7%
$214.27 - $249.28 $76.7K - $89.2K
10K $2.21B
RH
Rh

Consumer Cyclical
534
+ 5.95%
$214.92 - $334.75 $115K - $179K
9.51K $2.33B
Activity Summary
Buys All Purchases 20 New Holdings 2 Increased Positions 18 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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