Koa Wealth Management, LLC Portfolio Holdings

Koa Wealth Management, LLC

  • $124 Billion
  • Q1 2025

Koa Wealth Management, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $124 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 $20.7B, Apple Inc. with a value of $13.7B, Ishares Trishares 0 3 Mnth Tre with a value of $6.1B, Alphabet Inc. with a value of $5.72B, and Halozyme Therapeutics, Inc. with a value of $5.45B.

Examining the 13F form we can see an increase of $1.46B in the current position value, from $122B to 124B.

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 $124 Billion
Financial Services: $31 Billion
ETFs: $24.2 Billion
Technology: $18.8 Billion
Healthcare: $14.6 Billion
Consumer Cyclical: $9.33 Billion
Real Estate: $7.72 Billion
Consumer Defensive: $7.1 Billion
Communication Services: $5.72 Billion
Other: $3.89 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.57B
$5.45 Billion 4.4% of portfolio
85,478
Q1 2025 Added 3.73%
$4.39B
$2.44 Billion 1.97% of portfolio
10,430
Q1 2025 Added 19.69%
$6.81B
$559 Million 0.45% of portfolio
14,266
Q1 2025 Reduced 56.46%

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $124 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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