StockDriftsStockDriftsTop 50 Koa Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 13.45% | 38.8K | $18.6M | -0.13%(-50) | $354.34(+37.02%) | 2026-03-31 | |
| AAPL | APPLE INC | 10.41% | 56.7K | $14.4M | -0.98%(-561) | $181.87(+64.33%) | 2026-03-31 | |
| SGOV | ISHARES TR | 7.88% | 108.3K | $10.9M | +39.15%(+30.46K) | $100.54(-0.03%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 6.6% | 31.7K | $9.1M | -3.04%(-995) | $138.19(+191.35%) | 2026-03-31 | |
| HALO | HALOZYME THERAPEUTICS INC | 4.38% | 93.8K | $6.1M | +0.77%(+714) | $43.16(+62.26%) | 2026-03-31 | |
| SHY | ISHARES TR | 3.99% | 66.8K | $5.5M | -3.31%(-2.29K) | $81.81(+0.46%) | 2026-03-31 | |
| NEM | NEWMONT CORP | 3.07% | 39.3K | $4.2M | -2.77%(-1.12K) | $44.02(+170.21%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.79% | 18.6K | $3.9M | +9.46%(+1.60K) | $150.07(+80.00%) | 2026-03-31 | |
| DHR | DANAHER CORP DEL | 2.78% | 20.3K | $3.8M | -1.69%(-348) | $222.20(-25.30%) | 2026-03-31 | |
| AMT | AMERICAN TOWER CORP | 2.53% | 20.3K | $3.5M | -4.22%(-894) | $195.62(-11.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.79% | +28.77% |
| Top 20 Holdings Unweighted | +7.67% | +24.81% |
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