Koa Wealth Management, LLC Top Holdings and 13F Report (2025) About Koa Wealth Management, LLCInvestment ActivityKoa Wealth Management, LLC has $123.83 million in total holdings as of March 31, 2025.Koa Wealth Management, LLC owns shares of 50 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 8.85% of the portfolio was purchased this quarter.About 7.45% of the portfolio was sold this quarter.This quarter, Koa Wealth Management, LLC has purchased 49 new stocks and bought additional shares in 16 stocks.Koa Wealth Management, LLC sold shares of 28 stocks and completely divested from 3 stocks this quarter.Largest Holdings Berkshire Hathaway $20,665,169Apple $13,731,842iShares 0-3 Month Treasury Bond ETF $6,097,884Alphabet $5,721,061Halozyme Therapeutics $5,454,351 Largest New Holdings this Quarter 303250104 - Fair Isaac $1,890,264 Holding92532F100 - Vertex Pharmaceuticals $1,004,547 Holding580135101 - McDonald's $204,602 Holding55287L101 - MBX BIOSCIENCES INC $143,142 Holding Largest Purchases this Quarter Fair Isaac 1,025 shares (about $1.89M)Innovative Industrial Properties 28,248 shares (about $1.53M)Constellation Brands 7,340 shares (about $1.35M)Newmont 25,812 shares (about $1.25M)Vertex Pharmaceuticals 2,072 shares (about $1.00M) Largest Sales this Quarter Apple 5,176 shares (about $1.15M)iShares 0-3 Month Treasury Bond ETF 7,823 shares (about $787.54K)Rexford Industrial Realty 18,500 shares (about $724.28K)Philip Morris International 3,553 shares (about $563.97K)Visa 1,112 shares (about $389.71K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKoa Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$20,665,169$265,225 ▼-1.3%38,80216.7%FinanceAAPLApple$13,731,842$1,149,744 ▼-7.7%61,81911.1%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$6,097,884$787,541 ▼-11.4%60,5734.9%ETFGOOGLAlphabet$5,721,061$108,403 ▼-1.9%36,9964.6%Computer and TechnologyHALOHalozyme Therapeutics$5,454,351$195,961 ▲3.7%85,4784.4%MedicalSHYiShares 1-3 Year Treasury Bond ETF$4,809,591$95,222 ▼-1.9%58,1363.9%ManufacturingAMTAmerican Tower$3,905,267$578,163 ▲17.4%17,9473.2%FinanceDHRDanaher$3,802,321$458,993 ▲13.7%18,5483.1%MedicalVVisa$3,306,941$389,712 ▼-10.5%9,4362.7%Business ServicesAMZNAmazon.com$3,281,604$43,570 ▼-1.3%17,2482.7%Retail/WholesaleSTZConstellation Brands$3,280,434$1,347,043 ▲69.7%17,8752.6%Consumer StaplesIIPRInnovative Industrial Properties$3,254,808$1,527,933 ▲88.5%60,1742.6%FinancePMPhilip Morris International$2,752,854$563,968 ▼-17.0%17,3432.2%Consumer StaplesXLUUtilities Select Sector SPDR Fund$2,730,909$107,710 ▼-3.8%34,6342.2%ETFNEMNewmont$2,457,648$1,246,205 ▲102.9%50,9042.0%Basic MaterialsRHRH$2,444,896$402,248 ▲19.7%10,4302.0%Consumer StaplesBXBlackstone$2,386,324$390,406 ▲19.6%17,0721.9%FinanceIHIiShares U.S. Medical Devices ETF$2,236,119$185,325 ▼-7.7%37,1511.8%ETFAZNAstraZeneca$2,003,187$257,399 ▼-11.4%27,2541.6%MedicalTMOThermo Fisher Scientific$1,992,518$43,294 ▼-2.1%4,0041.6%MedicalCMECME Group$1,919,659$298,189 ▼-13.4%7,2361.6%FinanceFICOFair Isaac$1,890,264$1,890,264 ▲New Holding1,0251.5%Computer and TechnologyGDXVanEck Gold Miners ETF$1,832,355$327,259 ▼-15.2%39,8601.5%ETFHDHome Depot$1,714,700$24,920 ▼-1.4%4,6791.4%Retail/WholesaleMAMastercard$1,689,306$51,523 ▼-3.0%3,0821.4%Business ServicesLOWLowe's Companies$1,686,020$30,786 ▼-1.8%7,2291.4%Retail/WholesaleURAGlobal X Uranium ETF$1,648,223$64,176 ▲4.1%71,9121.3%ETFNVDANVIDIA$1,599,250$4,227 ▲0.3%14,7561.3%Computer and TechnologyPAVEGlobal X U.S. Infrastructure Development ETF$1,354,922$119,076 ▲9.6%35,9111.1%ETFBNBrookfield$1,315,439$123,216 ▼-8.6%25,0991.1%FinanceIHAKiShares Cybersecurity and Tech ETF$1,274,192$407,176 ▲47.0%27,1221.0%ETFMSFTMicrosoft$1,212,668$5,256 ▼-0.4%3,2301.0%Computer and TechnologyVRTXVertex Pharmaceuticals$1,004,547$1,004,547 ▲New Holding2,0720.8%MedicalPYPLPayPal$982,861$793,636 ▲419.4%15,0630.8%Computer and TechnologyWMWaste Management$877,654$9,260 ▼-1.0%3,7910.7%Business ServicesWMTWalmart$770,796$150,209 ▼-16.3%8,7800.6%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$714,378$23,470 ▼-3.2%3,6830.6%ETFREXRRexford Industrial Realty$558,519$724,282 ▼-56.5%14,2660.5%FinanceEDConsolidated Edison$552,950$22,118 ▼-3.8%5,0000.4%UtilitiesQQQInvesco QQQ$529,498$106,931 ▲25.3%1,1290.4%FinanceIAUiShares Gold Trust$456,763$60,906 ▲15.4%7,7470.4%FinanceQCOMQUALCOMM$368,664$15,361 ▼-4.0%2,4000.3%Computer and TechnologyCOSTCostco Wholesale$300,616$9,453 ▼-3.0%3180.2%Retail/WholesaleJEPIJPMorgan Equity Premium Income ETF$245,814$26,227 ▼-9.6%4,3020.2%ETFSPYSPDR S&P 500 ETF Trust$239,419$17,900 ▲8.1%4280.2%FinanceDXCMDexCom$227,064$18,780 ▼-7.6%3,3250.2%MedicalMCDMcDonald's$204,602$204,602 ▲New Holding6550.2%Retail/WholesaleMBX BIOSCIENCES INC$143,142$143,142 ▲New Holding19,3960.1%COMPACBPacific Biosciences of California$141,6000.0%120,0000.1%MedicalPERSPECTIVE THERAPEUTICS INC$55,3270.0%25,9750.0%COM NEWGPNGlobal Payments$0$1,993,454 ▼-100.0%00.0%Business ServicesXBISPDR S&P Biotech ETF$0$795,590 ▼-100.0%00.0%ETFSTNEStoneCo$0$581,834 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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