Koa Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Perspective Therapeutics, Inc. | $71.4K | 0.0% |
| PureCycle Technologies, Inc. | $88.5K | 0.1% |
| CONNECT BIOPHARMA HLDGS LTD | $139.9K | 0.1% |
| Dexcom Inc | $205.7K | 0.1% |
| PACIFIC BIOSCIENCES OF CALIFORNIA, INC. | $224.4K | 0.2% |
| ISHARES TR | $238.7K | 0.2% |
| ISHARES TR | $251.4K | 0.2% |
| COSTCO WHOLESALE CORP /NEW | $282.8K | 0.2% |
| Avidity Biosciences, Inc. | $360.6K | 0.2% |
| QUALCOMM INC/DE | $393.4K | 0.3% |
| SPDR S&P 500 ETF TR | $397.6K | 0.3% |
| Consolidated Edison Inc | $496.6K | 0.3% |
| NVIDIA Corp | $575.9K | 0.4% |
| MBX Biosciences, Inc.MBX | $580.7K | 0.4% |
| ISHARES GOLD TR | $595.0K | 0.4% |
| INVESCO QQQ TR | $607.7K | 0.4% |
| ISHARES TR | $705.5K | 0.5% |
| VANGUARD SPECIALIZED FUNDS | $858.0K | 0.6% |
| GLOBAL X FDS | $894.1K | 0.6% |
| FIRST TR EXCHANGE TRADED FD | $902.3K | 0.6% |
| PRICESMART INC | $936.0K | 0.6% |
| Aon plc | $953.5K | 0.7% |
| ISHARES TR | $1.01M | 0.7% |
| Copart Inc | $1.02M | 0.7% |
| Walmart Inc. | $1.08M | 0.7% |
| PEPSICO INC | $1.15M | 0.8% |
| VERTEX PHARMACEUTICALS INC / MA | $1.17M | 0.8% |
| WASTE MANAGEMENT INC | $1.17M | 0.8% |
| GLOBAL X FDS | $1.56M | 1.1% |
| Prologis Inc | $1.59M | 1.1% |
| RH | $1.68M | 1.2% |
| Mastercard Inc | $1.73M | 1.2% |
| Rexford Industrial Realty, Inc. | $1.78M | 1.2% |
| SELECT SECTOR SPDR TR | $1.87M | 1.3% |
| GLOBAL X FDS | $1.97M | 1.4% |
| Intercontinental Exchange, Inc. | $2.00M | 1.4% |
| MICROSOFT CORP | $2.10M | 1.4% |
| LOWES COMPANIES INC | $2.16M | 1.5% |
| BROOKFIELD CORP | $2.23M | 1.5% |
| HOME DEPOT, INC. | $2.25M | 1.5% |
| VANECK ETF TRUST | $2.27M | 1.6% |
| THERMO FISHER SCIENTIFIC INC. | $2.41M | 1.7% |
| CME Group Inc | $2.89M | 2.0% |
| BARRICK MNG CORP | $2.89M | 2.0% |
| Philip Morris International Inc. | $3.08M | 2.1% |
| Visa Inc | $3.32M | 2.3% |
| FAIR ISAAC CORP | $3.46M | 2.4% |
| Blackstone Inc | $3.48M | 2.4% |
| American Tower Corp | $3.72M | 2.6% |
| Amazon.com Inc | $3.91M | 2.7% |