Koa Wealth Management, LLC Sells 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
Track This Portfolio

Track Koa Wealth Management, LLC Portfolio

Follow Koa Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Koa Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Koa Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email