Koa Wealth Management, LLC Portfolio Holdings

Koa Wealth Management, LLC

  • $118 Billion
  • Q2 2024

Koa Wealth Management, LLC has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $118 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 $16.4B, Apple Inc. with a value of $15.7B, Alphabet Inc. with a value of $6.99B, Ishares Trishares 0 3 Mnth Tre with a value of $6.38B, and Innovative Industrial Properties Inc with a value of $4.71B.

Examining the 13F form we can see an increase of $7.4B in the current position value, from $111B to 118B.

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 $118 Billion
ETFs: $24.8 Billion
Financial Services: $24.5 Billion
Technology: $20.8 Billion
Healthcare: $13 Billion
Consumer Cyclical: $9.53 Billion
Real Estate: $8.29 Billion
Communication Services: $6.99 Billion
Consumer Defensive: $6.38 Billion
Other: $2.54 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.65B
$4.71 Billion 3.98% of portfolio
43,132
Q2 2024 Added 5.06%
$8.14B
$3.85 Billion 3.26% of portfolio
73,568
Q2 2024 Reduced 1.14%
$7.82B
$2.33 Billion 1.96% of portfolio
9,512
Q2 2024 Added 5.95%
$3.18B
$1.89 Billion 1.6% of portfolio
157,420
Q2 2024 Added 205.81%
$2.34B
$327 Million 0.28% of portfolio
8,000
Q1 2024 Reduced 20.0%
$7.92B
$318 Million 0.27% of portfolio
7,131
Q2 2024 New
$2.05B
$95.3 Million 0.08% of portfolio
16,100
Q2 2024 Added 3.87%

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $118 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 23, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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