Koa Wealth Management, LLC Portfolio Holdings

Koa Wealth Management, LLC

  • $122 Billion
  • Q4 2024

Koa Wealth Management, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $122 Billion distributed in 49 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 $17.8B, Apple Inc. with a value of $16.8B, Alphabet Inc. with a value of $7.14B, Ishares Trishares 0 3 Mnth Tre with a value of $6.86B, and Ishares Barclays 1 3 Year Trea with a value of $4.86B.

Examining the 13F form we can see an decrease of $7.09B in the current position value, from $129B to 122B.

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.

Portfolio value $122 Billion
Financial Services: $27.5 Billion
ETFs: $25.3 Billion
Technology: $21.1 Billion
Healthcare: $12.3 Billion
Consumer Cyclical: $10.9 Billion
Communication Services: $7.14 Billion
Real Estate: $6.2 Billion
Consumer Defensive: $6.09 Billion
Other: $4.16 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.77B
$3.94 Billion 3.22% of portfolio
82,407
Q4 2024 Added 10.64%
$9.93B
$3.43 Billion 2.8% of portfolio
8,714
Q4 2024 Reduced 4.38%
$7.5B
$1.27 Billion 1.04% of portfolio
32,766
Q4 2024 Added 357.24%
$2.44B
$582 Million 0.48% of portfolio
73,003
Q4 2024 Reduced 54.57%

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $122 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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