| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 3 | Q2 2024 | 15.3% |
| APPLE INC | 3 | Q2 2024 | 14.9% |
| ALPHABET INC | 3 | Q2 2024 | 5.9% |
| ISHARES TR | 3 | Q2 2024 | 5.4% |
| INNOVATIVE INDL PPTYS INC | 3 | Q2 2024 | 4.0% |
| DANAHER CORPORATION | 3 | Q2 2024 | 3.9% |
| ISHARES TR | 3 | Q2 2024 | 3.8% |
| VISA INC | 3 | Q2 2024 | 3.0% |
| HALOZYME THERAPEUTICS INC | 3 | Q2 2024 | 3.3% |
| AMAZON COM INC | 3 | Q2 2024 | 2.8% |
View Koa Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-11-06 |
| N-PX | 2024-07-24 |
| 13F-HR | 2024-07-23 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-05-07 |
View Koa Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.