Koa Wealth Management, LLC Portfolio Holdings

Koa Wealth Management, LLC

  • $129 Billion
  • Q3 2024

Koa Wealth Management, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $129 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 $18.2B, Apple Inc. with a value of $16.5B, Alphabet Inc. with a value of $6.39B, Ishares Trishares 0 3 Mnth Tre with a value of $5.75B, and Innovative Industrial Properties Inc with a value of $5.74B.

Examining the 13F form we can see an increase of $11.1B in the current position value, from $118B to 129B.

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 $129 Billion
Financial Services: $27.9 Billion
ETFs: $27.1 Billion
Technology: $21.6 Billion
Healthcare: $14.4 Billion
Consumer Cyclical: $10.8 Billion
Real Estate: $9.65 Billion
Consumer Defensive: $6.66 Billion
Communication Services: $6.39 Billion
Other: $3.33 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.98B
$5.74 Billion 4.43% of portfolio
42,648
Q3 2024 Reduced 1.12%
$1.62B
$230 Million 0.18% of portfolio
5,000
Q3 2024 Reduced 37.5%
$434M
$204 Million 0.16% of portfolio
120,000
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $129 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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