Koa Wealth Management, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $129 Billion distributed in 50 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $18.2B, Apple Inc. with a value of $16.5B, Alphabet Inc. with a value of $6.39B, Ishares Trishares 0 3 Mnth Tre with a value of $5.75B, and Innovative Industrial Properties Inc with a value of $5.74B.
Examining the 13F form we can see an increase of $11.1B in the current position value, from $118B to 129B.
Koa Wealth Management, LLC is based out at Encinitas, CA
Below you can find more details about Koa Wealth Management, LLC portfolio as well as his latest detailed transactions.