Koa Wealth Management, LLC Purchases and Sells in Q3 2025

Koa Wealth Management, LLC

$135 Billion
Q3 2025

Top Buys

Incresed Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
REXR	22.2K + 120.11%	$35.43 - $43.53 $785K - $965K	40.6K $1.67B
RH	3.09K + 29.59%	$187.54 - $251.0 $580K - $777K	13.6K $2.75B
SHY	4.98K + 8.07%	$82.38 - $83.0 $410K - $413K	66.6K $5.53B
TMO	114 + 2.75%	$404.94 - $499.99 $46.2K - $57K	4.26K $2.07B
AMT	4.21K + 28.17%	$192.32 - $232.35 $809K - $978K	19.2K $3.68B
DHR	754 + 3.8%	$181.46 - $212.2 $137K - $160K	20.6K $4.08B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PLD	11.7K New	$104.08 - $115.35 $1.21M - $1.34M	11.7K $1.33B
BOTZ	25.5K New	$32.14 - $35.96 $821K - $918K	25.5K $905M
CPRT	20K New	$44.6 - $49.97 $893K - $1M	20K $900M
IEI	6.26K New	$117.65 - $120.08 $736K - $751K	6.26K $748M
RNA	5K New	$28.46 - $50.36 $142K - $252K	5K $218M
VOO	329 New	$567.77 - $614.76 $187K - $202K	329 $202M

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-12K - 81.03%	$153.3 - $186.58 $1.83M - $2.23M	2.8K $522M
STZ	-412 - 2.39%	$131.78 - $176.09 $54.3K - $72.5K	16.8K $2.27B
XLU	-5K - 16.21%	$81.14 - $87.32 $405K - $436K	25.8K $2.25B
AMZN	-540 - 3.13%	$211.65 - $238.24 $114K - $129K	16.7K $3.68B
CME	-94 - 1.44%	$258.83 - $287.1 $24.3K - $27K	6.45K $1.74B
QQQ	-144 - 12.93%	$546.99 - $602.2 $78.8K - $86.7K	970 $582M

Activity Summary All Purchases 27 New Holdings 7 Increased Positions 20 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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