Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Koa Wealth Management, Llc > Profile

Instuitional Investor - Koa Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Koa Wealth Management, Llc
Portfolio Value $125,915,537
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 39,022 $18,955,717 15.05%
2.
Apple Inc.
 AAPL 61,796 $12,678,730 10.07%
3.
Alphabet Inc.
 GOOGL 36,995 $6,519,629 5.18%
4.
Ishares Tr
 60,287 $6,070,298 4.82%
5.
Ishares Trust
 IEF 61,671 $5,110,059 4.06%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)