Koa Wealth Management, LLC Portfolio Holdings by Sector
Koa Wealth Management, LLC
- $126 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SGOV SHY XLU URA GDX PAVE IHAK VIG 12 stocks |
$22.6 Million
18.43% of portfolio
|
3
|
9
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$19 Million
15.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$12.7 Million
10.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$6.52 Million
5.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA PYPL 3 stocks |
$6.18 Million
5.05% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
HALO VRTX CNTB 3 stocks |
$5.73 Million
4.68% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR TMO 2 stocks |
$5.6 Million
4.57% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
IIPR REXR 2 stocks |
$4.42 Million
3.61% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3.79 Million
3.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$3.33 Million
2.72% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$3.3 Million
2.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
FICO 1 stocks |
$3.25 Million
2.65% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$2.82 Million
2.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$2.81 Million
2.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Semiconductors | Technology
NVDA QCOM 2 stocks |
$2.7 Million
2.2% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$2.57 Million
2.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM 1 stocks |
$2.47 Million
2.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
RH 1 stocks |
$1.98 Million
1.61% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AZN 1 stocks |
$1.84 Million
1.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$1.8 Million
1.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Household & Personal Products | Consumer Defensive
CL PG 2 stocks |
$1.61 Million
1.31% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.6 Million
1.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$1.17 Million
0.96% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$990,358
0.81% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$865,168
0.71% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
ED 1 stocks |
$501,750
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
DXCM PACB 2 stocks |
$439,039
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|