| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WISDOMTREE TR | 3 | Q2 2024 | 29.3% |
| SPDR SER TR | 3 | Q2 2024 | 21.1% |
| SPDR SER TR | 3 | Q2 2024 | 25.0% |
| INVESCO QQQ TR | 3 | Q2 2024 | 2.0% |
| SPDR SER TR | 3 | Q2 2024 | 1.7% |
| ISHARES TR | 3 | Q2 2024 | 2.8% |
| ISHARES TR | 3 | Q2 2024 | 1.5% |
| HERCULES CAPITAL INC | 3 | Q2 2024 | 1.6% |
| MICROSOFT CORP | 3 | Q2 2024 | 1.4% |
| ISHARES TR | 3 | Q2 2024 | 1.7% |
View NAPA WEALTH MANAGEMENT's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-02-22 |
View NAPA WEALTH MANAGEMENT'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.