Koa Wealth Management, LLC Reduced Holdings in Q2 2024

Koa Wealth Management, LLC

  • $118 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-162
- 0.4%
$396.73 - $420.24 $64.3K - $68.1K
40.3K $16.4B
WMT
Walmart Inc.

Consumer Defensive
-9K
- 40.4%
$58.85 - $68.9 $529K - $620K
13.3K $898M
V
Visa Inc.

Financial Services
-160
- 1.39%
$262.47 - $281.5 $42K - $45K
11.4K $2.99B
HD
Home Depot, Inc.

Consumer Cyclical
-53
- 1.06%
$325.1 - $368.03 $17.2K - $19.5K
4.93K $1.7B
STZ
Constellation Brands, Inc.

Consumer Defensive
-87
- 0.84%
$243.97 - $268.34 $21.2K - $23.3K
10.3K $2.64B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-971
- 2.13%
$54.36 - $57.86 $52.8K - $56.2K
44.6K $2.5B
BX
Blackstone Inc.

Financial Services
-151
- 0.82%
$116.13 - $132.0 $17.5K - $19.9K
18.2K $2.26B
MA
Mastercard Inc

Financial Services
-42
- 1.27%
$441.1 - $479.43 $18.5K - $20.1K
3.27K $1.44B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-48
- 1.08%
$541.52 - $599.02 $26K - $28.8K
4.39K $2.43B
PAVE
Global X Fds Us Infrastructure

ETFs
-1.03K
- 2.7%
$36.91 - $39.72 $37.9K - $40.8K
37K $1.37B
DHR
Danaher Corp

Healthcare
-223
- 1.32%
$235.51 - $267.98 $52.5K - $59.8K
16.7K $4.16B
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-334
- 1.64%
$43.17 - $46.64 $14.4K - $15.6K
20K $921M
Brookfield Corp
-406
- 1.1%
N/A
36.4K $1.51B
URA
Global X Uranium ETF

ETFs
-30
- 0.26%
$28.77 - $33.21 $863 - $996
11.4K $330M
IAU
Ishares Gold Trust

ETFs
-250
- 3.51%
$42.46 - $45.89 $10.6K - $11.5K
6.86K $301M
MSFT
Microsoft Corp

Technology
-93
- 2.86%
$389.33 - $452.85 $36.2K - $42.1K
3.15K $1.41B
AZN
Astrazeneca PLC

Healthcare
-266
- 1.38%
$66.81 - $80.83 $17.8K - $21.5K
19K $1.48B
AMZN
Amazon Com Inc

Consumer Cyclical
-200
- 1.16%
$173.67 - $197.85 $34.7K - $39.6K
17.1K $3.3B
PM
Philip Morris International Inc.

Consumer Defensive
-111
- 0.44%
$88.6 - $104.24 $9.83K - $11.6K
25K $2.53B
HALO
Halozyme Therapeutics, Inc.

Healthcare
-848
- 1.14%
$37.81 - $52.4 $32.1K - $44.4K
73.6K $3.85B
GOOGL
Alphabet Inc.

Communication Services
-697
- 1.78%
$150.53 - $185.41 $105K - $129K
38.4K $6.99B
AAPL
Apple Inc.

Technology
-4.52K
- 5.73%
$165.0 - $216.67 $745K - $979K
74.3K $15.7B
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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