Koa Wealth Management, LLC Reduced Holdings in Q2 2025

Koa Wealth Management, LLC

  • $126 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-23
- 0.04%
$172.42 - $223.89 $3.97K - $5.15K
61.8K $12.7B
AMT
American Tower Corp

Real Estate
-3K
- 16.73%
$203.96 - $228.19 $612K - $685K
14.9K $3.3B
STZ
Constellation Brands, Inc.

Consumer Defensive
-629
- 3.52%
$160.0 - $195.62 $101K - $123K
17.2K $2.81B
XLU
Utilities Sector Spdr

ETFs
-3.8K
- 10.98%
$73.09 - $82.77 $278K - $315K
30.8K $2.52B
AZN
Astrazeneca PLC

Healthcare
-994
- 3.65%
$64.87 - $75.0 $64.5K - $74.6K
26.3K $1.84B
CME
Cme Group Inc.

Financial Services
-694
- 9.59%
$252.37 - $290.71 $175K - $202K
6.54K $1.8B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-6.85K
- 17.19%
$41.45 - $54.46 $284K - $373K
33K $1.72B
IAU
Ishares Gold Trust

ETFs
-900
- 11.62%
$56.1 - $64.74 $50.5K - $58.3K
6.85K $427M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-286
- 0.47%
$100.35 - $100.71 $28.7K - $28.8K
60.3K $6.07B
WM
Waste Management Inc

Industrials
-10
- 0.26%
$216.47 - $242.1 $2.16K - $2.42K
3.78K $865M
NEM
Newmont Corp

Basic Materials
-8.48K
- 16.67%
$44.18 - $59.46 $375K - $504K
42.4K $2.47B
MA
Mastercard Inc

Financial Services
-21
- 0.68%
$479.92 - $590.74 $10.1K - $12.4K
3.06K $1.72B
V
Visa Inc.

Financial Services
-35
- 0.37%
$308.27 - $373.31 $10.8K - $13.1K
9.4K $3.34B
VIG
Vanguard Dividend Appreciation

ETFs
-12
- 0.33%
N/A
3.67K $751M
PM
Philip Morris International Inc.

Consumer Defensive
-1.86K
- 10.7%
$149.23 - $184.95 $277K - $343K
15.5K $2.82B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-15
- 1.33%
$416.06 - $551.64 $6.24K - $8.27K
1.11K $615M
WMT
Walmart Inc.

Consumer Defensive
-2
- 0.02%
$81.79 - $99.98 $164 - $200
8.78K $858M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-318
- 1.17%
$42.95 - $53.21 $13.7K - $16.9K
26.8K $1.43B
URA
Global X Uranium ETF

ETFs
-25.5K
- 35.49%
$20.26 - $38.81 $517K - $990K
46.4K $1.8B
PAVE
Global X Fds Us Infrastructure

ETFs
-228
- 0.63%
$33.78 - $43.68 $7.7K - $9.96K
35.7K $1.56B
Brookfield Corp
-219
- 0.87%
N/A
24.9K $1.54B
MSFT
Microsoft Corp

Technology
-15
- 0.46%
$354.56 - $497.45 $5.32K - $7.46K
3.22K $1.6B
NVDA
Nvidia Corp

Technology
-8
- 0.05%
$94.31 - $157.99 $754 - $1.26K
14.7K $2.33B
GOOGL
Alphabet Inc.

Communication Services
-1
- -0.0%
$144.7 - $178.6 $145 - $179
37K $6.52B
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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