Koa Wealth Management, LLC Reduced Holdings in Q3 2024

Koa Wealth Management, LLC

  • $129 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-6.29K
- 9.93%
$100.3 - $100.74 $631K - $634K
57K $5.75B
RNA
Avidity Biosciences, Inc.

Healthcare
-3K
- 37.5%
$37.21 - $48.14 $112K - $144K
5K $230M
NVDA
Nvidia Corp

Technology
-10
- 0.07%
$98.91 - $134.91 $989 - $1.35K
14.7K $1.79B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-861
- 8.54%
$90.87 - $102.43 $78.2K - $88.2K
9.22K $911M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.9K
- 18.9%
$213.3 - $270.78 $405K - $514K
8.15K $2.21B
SPY
Spdr S&P 500 ETF Trust

ETFs
-10
- 1.95%
$517.38 - $573.86 $5.17K - $5.74K
503 $289M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-252
- 2.7%
$54.98 - $59.51 $13.9K - $15K
9.09K $541M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-598
- 2.99%
$43.42 - $48.95 $26K - $29.3K
19.4K $947M
IAU
Ishares Gold Trust

ETFs
-200
- 2.91%
$44.06 - $50.5 $8.81K - $10.1K
6.66K $331M
VIG
Vanguard Dividend Appreciation

ETFs
-143
- 3.56%
$182.15 - $182.15 $26K - $26K
3.87K $767M
ED
Consolidated Edison Inc

Utilities
-200
- 3.7%
$88.42 - $104.97 $17.7K - $21K
5.2K $541M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.19K
- 2.68%
$54.38 - $59.77 $64.9K - $71.4K
43.4K $2.57B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-367
- 2.12%
$89.91 - $101.33 $33K - $37.2K
17K $1.66B
PAVE
Global X Fds Us Infrastructure

ETFs
-1.3K
- 3.5%
$36.39 - $41.16 $47.2K - $53.4K
35.7K $1.47B
PM
Philip Morris International Inc.

Consumer Defensive
-3.31K
- 13.23%
$101.25 - $127.45 $335K - $421K
21.7K $2.63B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-199
- 4.54%
$531.86 - $624.21 $106K - $124K
4.19K $2.59B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-279
- 0.75%
$33.89 - $41.64 $9.46K - $11.6K
36.9K $1.47B
BX
Blackstone Inc.

Financial Services
-2.09K
- 11.49%
$120.77 - $159.66 $253K - $334K
16.1K $2.47B
HD
Home Depot, Inc.

Consumer Cyclical
-116
- 2.35%
$333.64 - $405.2 $38.7K - $47K
4.81K $1.95B
Brookfield Corp
-2.74K
- 7.52%
N/A
33.6K $1.79B
AMT
American Tower Corp

Real Estate
-1.53K
- 9.08%
$192.27 - $242.73 $293K - $370K
15.3K $3.55B
XLU
Utilities Sector Spdr

ETFs
-1.59K
- 4.06%
$67.67 - $80.78 $108K - $128K
37.5K $3.03B
DHR
Danaher Corp

Healthcare
-136
- 0.82%
$239.25 - $280.76 $32.5K - $38.2K
16.5K $4.6B
RH
Rh

Consumer Cyclical
-399
- 4.19%
$237.89 - $348.93 $94.9K - $139K
9.11K $3.05B
AAPL
Apple Inc.

Technology
-3.32K
- 4.47%
$207.23 - $234.82 $688K - $780K
71K $16.5B
IIPR
Innovative Industrial Properties Inc

Real Estate
-484
- 1.12%
$107.56 - $136.78 $52.1K - $66.2K
42.6K $5.74B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-723
- 1.79%
$405.19 - $478.57 $293K - $346K
39.6K $18.2B
Activity Summary
Buys All Purchases 20 New Holdings 2 Increased Positions 18 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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