Koa Wealth Management, LLC Purchases and Sells in Q4 2025

Koa Wealth Management, LLC

$146 Billion
Q4 2025

Top Buys

Incresed Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	16.5K + 26.97%	$100.37 - $100.72 $1.66M - $1.66M	77.8K $7.81B
CME	4.13K + 64.1%	$261.53 - $285.04 $1.08M - $1.18M	10.6K $2.89B
BARRICK MNG CORP	828 + 1.26%	N/A	66.4K $2.89B
BX	6.05K + 36.59%	$138.42 - $168.45 $838K - $1.02M	22.6K $3.48B
DHR	46 + 0.22%	$202.46 - $223.01 $9.31K - $10.3K	20.6K $4.72B
BROOKFIELD CORP	24.1K + 98.24%	N/A	48.6K $2.23B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ICE	12.3K New	$145.59 - $162.64 $1.8M - $2.01M	12.3K $2B
AON	2.7K New	$326.07 - $366.93 $881K - $991K	2.7K $953M
PSMT	7.63K New	$114.94 - $124.09 $877K - $947K	7.63K $936M
CIBR	12.6K New	$74.62 - $78.21 $942K - $988K	12.6K $902M
IVV	1.03K New	$656.2 - $690.71 $676K - $711K	1.03K $705M
IJH	3.81K New	$63.25 - $66.24 $241K - $252K	3.81K $251M

Top Sells

Reduced Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RH	-4.19K - 30.88%	$149.41 - $207.5 $625K - $868K	9.37K $1.68B
PAVE	-1.4K - 4.11%	$46.42 - $48.56 $64.9K - $67.9K	32.6K $1.56B
SPY	-86 - 12.86%	$653.02 - $687.39 $56.2K - $59.1K	583 $398M
BRK-B	-73 - 0.19%	$475.68 - $513.11 $34.7K - $37.5K	38.9K $19.5B
VIG	-161 - 3.96%	N/A	3.9K $858M
DXCM	-225 - 6.77%	$54.84 - $71.06 $12.3K - $16K	3.1K $206M

Activity Summary All Purchases 38 New Holdings 8 Increased Positions 30 All Sells 14 Reductions 14 Sold out 0 Calls 0 Puts 0

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