Koa Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
KW Koa Wealth Management, LLC | Institutional Filer | ▼ 5.02% | $138.3M | 56 |
Current Portfolio Holdings
Showing all 56 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 39K | $18.6M | 13.45% |
| 2 | AAPL | Apple Inc. | Technology | 57K | $14.4M | 10.41% |
| 3 | SGOV | ISHARES TR | — | 108K | $10.9M | 7.88% |
| 4 | GOOGL | Alphabet Inc. | Technology | 32K | $9.1M | 6.60% |
| 5 | HALO | Halozyme Therapeutics, Inc. | Healthcare | 94K | $6.1M | 4.38% |
| 6 | SHY | ISHARES TR | — | 67K | $5.5M | 3.99% |
| 7 | NEM | Newmont Corporation | Basic Materials | 39K | $4.2M | 3.07% |
| 8 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 19K | $3.9M | 2.79% |
| 9 | DHR | Danaher Corporation | Healthcare | 20K | $3.8M | 2.78% |
| 10 | AMT | American Tower Corporation | Real Estate | 20K | $3.5M | 2.53% |
| 11 | BX | Blackstone Inc. | Financial Services | 30K | $3.5M | 2.51% |
| 12 | V | Visa Inc. | Financial Services | 11K | $3.3M | 2.40% |
| 13 | PM | Philip Morris International Inc. | Consumer Defensive | 17K | $2.9M | 2.08% |
| 14 | CME | CME Group Inc. | Financial Services | 10K | $2.8M | 2.04% |
| 15 | B | Barrick Mining Corporation | Basic Materials | 65K | $2.7M | 1.93% |
Showing 1 to 15 of 56 holdings