Koa Wealth Management, LLC Reduced Holdings in Q1 2025

Koa Wealth Management, LLC

  • $124 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-5.18K
- 7.73%
$209.68 - $247.1 $1.09M - $1.28M
61.8K $13.7B
GOOGL
Alphabet Inc.

Communication Services
-701
- 1.86%
$154.33 - $206.19 $108K - $145K
37K $5.72B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-7.82K
- 11.44%
$100.34 - $100.68 $785K - $788K
60.6K $6.1B
REXR
Rexford Industrial Realty, Inc.

Real Estate
-18.5K
- 56.46%
$37.17 - $41.44 $688K - $767K
14.3K $559M
AMZN
Amazon Com Inc

Consumer Cyclical
-229
- 1.31%
$190.26 - $242.06 $43.6K - $55.4K
17.2K $3.28B
Brookfield Corp
-2.35K
- 8.56%
N/A
25.1K $1.32B
WMT
Walmart Inc.

Consumer Defensive
-1.71K
- 16.31%
$84.5 - $105.05 $145K - $180K
8.78K $771M
MSFT
Microsoft Corp

Technology
-14
- 0.43%
$375.39 - $447.2 $5.26K - $6.26K
3.23K $1.21B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-87
- 2.13%
$497.6 - $606.74 $43.3K - $52.8K
4K $1.99B
HD
Home Depot, Inc.

Consumer Cyclical
-68
- 1.43%
$347.25 - $424.87 $23.6K - $28.9K
4.68K $1.71B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-3.08K
- 7.65%
$58.32 - $65.09 $180K - $200K
37.2K $2.24B
DXCM
Dexcom Inc

Healthcare
-275
- 7.64%
$67.74 - $90.75 $18.6K - $25K
3.33K $227M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.15K
- 1.94%
$81.83 - $82.73 $94.2K - $95.2K
58.1K $4.81B
VIG
Vanguard Dividend Appreciation

ETFs
-121
- 3.18%
N/A
3.68K $714M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-459
- 9.64%
$56.17 - $59.71 $25.8K - $27.4K
4.3K $246M
V
Visa Inc.

Financial Services
-1.11K
- 10.54%
$306.92 - $362.71 $341K - $403K
9.44K $3.31B
CME
Cme Group Inc.

Financial Services
-1.12K
- 13.44%
$225.82 - $266.54 $254K - $300K
7.24K $1.92B
QCOM
Qualcomm Inc

Technology
-100
- 4.0%
$151.94 - $175.86 $15.2K - $17.6K
2.4K $369M
AZN
Astrazeneca PLC

Healthcare
-3.5K
- 11.39%
$65.37 - $77.96 $229K - $273K
27.3K $2B
COST
Costco Wholesale Corp

Consumer Defensive
-10
- 3.05%
$890.62 - $1076.86 $8.91K - $10.8K
318 $301M
XLU
Utilities Sector Spdr

ETFs
-1.37K
- 3.79%
$74.7 - $80.27 $102K - $110K
34.6K $2.73B
MA
Mastercard Inc

Financial Services
-94
- 2.96%
$504.67 - $576.31 $47.4K - $54.2K
3.08K $1.69B
ED
Consolidated Edison Inc

Utilities
-200
- 3.85%
$88.0 - $110.59 $17.6K - $22.1K
5K $553M
WM
Waste Management Inc

Industrials
-40
- 1.04%
$200.54 - $233.78 $8.02K - $9.35K
3.79K $878M
PM
Philip Morris International Inc.

Consumer Defensive
-3.55K
- 17.0%
$117.15 - $158.79 $416K - $564K
17.3K $2.75B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-7.12K
- 15.15%
$34.58 - $45.97 $246K - $327K
39.9K $1.83B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-498
- 1.27%
$442.66 - $534.52 $220K - $266K
38.8K $20.7B
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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