$245 Million is the total value of REGATTA CAPITAL GROUP, LLC's 164 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 7.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $18,458,000 | +23.1% | 135,009 | +23.1% | 7.54% | +5.6% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $17,799,000 | +5.3% | 279,290 | +5.3% | 7.27% | -9.7% |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $11,977,000 | +1.1% | 184,148 | +1.1% | 4.90% | -13.3% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $11,539,000 | +1.1% | 281,988 | +1.1% | 4.72% | -13.3% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $7,441,000 | +15.6% | 56,422 | +15.6% | 3.04% | -0.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $7,282,000 | +14.6% | 3,342 | +14.6% | 2.98% | -1.7% |
| NAC | Buy | NUVEEN CA QUALTY MUN INCOME | $6,900,000 | +46.3% | 559,594 | +46.3% | 2.82% | +25.5% |
| AMZN | Buy | AMAZON COM INC | $6,717,000 | +19.5% | 63,243 | +19.5% | 2.74% | +2.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $5,575,000 | +12.7% | 20,419 | +12.7% | 2.28% | -3.4% |
| MSFT | Buy | MICROSOFT CORP | $5,386,000 | +9.6% | 20,972 | +9.7% | 2.20% | -6.0% |
| TSLA | Buy | TESLA INC | $4,979,000 | +5.0% | 7,394 | +5.0% | 2.04% | -10.0% |
| FB | Buy | META PLATFORMS INCcl a | $4,372,000 | +20.7% | 27,114 | +20.7% | 1.79% | +3.5% |
| EVM | Buy | EATON VANCE CALIF MUN BD FD | $3,240,000 | +57.7% | 349,554 | +57.7% | 1.32% | +35.2% |
| MQY | Buy | BLACKROCK MUNIYILD QULT FD I | $3,218,000 | +87.3% | 253,600 | +87.4% | 1.32% | +60.6% |
| ESGV | VANGUARD WORLD FDesg us stk etf | $3,082,000 | 0.0% | 46,409 | 0.0% | 1.26% | -14.2% | |
| BFZ | Buy | BLACKROCK CALIF MUN INCOME Tsh ben int | $3,036,000 | +76.3% | 267,979 | +76.3% | 1.24% | +51.2% |
| DIS | Buy | DISNEY WALT CO | $3,025,000 | +9.6% | 32,046 | +9.6% | 1.24% | -6.1% |
| COST | Buy | COSTCO WHSL CORP NEW | $2,925,000 | +0.7% | 6,102 | +0.7% | 1.20% | -13.7% |
| V | Buy | VISA INC | $2,530,000 | +47.4% | 12,851 | +47.5% | 1.03% | +26.4% |
| PG | Buy | PROCTER AND GAMBLE CO | $2,426,000 | +52.5% | 16,872 | +52.5% | 0.99% | +30.7% |
| PCQ | Buy | PIMCO CALIF MUN INCOME FD | $2,284,000 | +573.7% | 148,203 | +573.4% | 0.93% | +475.9% |
| KO | Buy | COCA COLA CO | $2,275,000 | +40.7% | 36,163 | +40.7% | 0.93% | +20.8% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $2,248,000 | +1.7% | 25,254 | +1.7% | 0.92% | -12.8% |
| MCD | Buy | MCDONALDS CORP | $2,099,000 | +61.5% | 8,502 | +61.5% | 0.86% | +38.6% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $2,081,000 | +5.8% | 9,197 | +5.8% | 0.85% | -9.3% |
| ABNB | Buy | AIRBNB INC | $2,066,000 | +18.4% | 23,192 | +18.4% | 0.84% | +1.6% |
| ABBV | Buy | ABBVIE INC | $2,036,000 | +23.1% | 13,290 | +23.1% | 0.83% | +5.6% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,981,000 | +15.2% | 21,442 | +15.3% | 0.81% | -1.1% |
| MCK | Buy | MCKESSON CORP | $1,866,000 | +0.9% | 5,719 | +0.9% | 0.76% | -13.4% |
| NVG | Buy | NUVEEN AMT FREE MUN CR INC F | $1,835,000 | +248.9% | 139,985 | +249.0% | 0.75% | +198.8% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $1,809,000 | +7.2% | 23,661 | +7.3% | 0.74% | -8.1% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $1,793,000 | +8.3% | 21,405 | +8.4% | 0.73% | -7.1% |
| T | Buy | AT&T INC | $1,791,000 | +4.9% | 85,466 | +4.9% | 0.73% | -10.1% |
| UL | Buy | UNILEVER PLCspon adr new | $1,784,000 | +9.2% | 38,928 | +9.2% | 0.73% | -6.4% |
| ENB | Buy | ENBRIDGE INC | $1,735,000 | +31.2% | 41,045 | +31.2% | 0.71% | +12.5% |
| NULV | NUSHARES ETF TRnuveen esg lrgvl | $1,723,000 | 0.0% | 51,629 | 0.0% | 0.70% | -14.3% | |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $1,697,000 | +7.2% | 33,871 | +7.2% | 0.69% | -8.0% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,632,000 | +6.6% | 746 | +6.6% | 0.67% | -8.6% |
| GSY | Buy | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $1,560,000 | +14.0% | 31,492 | +14.1% | 0.64% | -2.1% |
| ABC | Buy | AMERISOURCEBERGEN CORP | $1,557,000 | +0.6% | 11,007 | +0.7% | 0.64% | -13.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,525,000 | +5.5% | 13,540 | +5.5% | 0.62% | -9.6% |
| BKNG | Buy | BOOKING HOLDINGS INC | $1,509,000 | +16.3% | 863 | +16.3% | 0.62% | -0.2% |
| Buy | SHELL PLCspon ads | $1,445,000 | +1.0% | 27,634 | +1.0% | 0.59% | -13.3% | |
| WSM | Buy | WILLIAMS SONOMA INC | $1,433,000 | +3.6% | 12,919 | +3.6% | 0.59% | -11.1% |
| AMGN | Buy | AMGEN INC | $1,430,000 | +1.8% | 5,879 | +1.8% | 0.58% | -12.7% |
| AVGO | Buy | BROADCOM INC | $1,419,000 | +0.8% | 2,921 | +0.8% | 0.58% | -13.6% |
| MDT | Buy | MEDTRONIC PLC | $1,399,000 | +19.1% | 15,592 | +19.1% | 0.57% | +2.1% |
| MVF | Buy | BLACKROCK MUNIVEST FD INC | $1,363,000 | +130.2% | 182,897 | +130.1% | 0.56% | +97.5% |
| CRM | Buy | SALESFORCE INC | $1,355,000 | +8.2% | 8,207 | +8.2% | 0.55% | -7.2% |
| SDG | ISHARES TRmsci gbl sus dev | $1,297,000 | 0.0% | 16,239 | 0.0% | 0.53% | -14.2% | |
| NUMV | Sell | NUSHARES ETF TRnuveen esg midvl | $1,273,000 | -0.3% | 41,557 | -0.3% | 0.52% | -14.5% |
| PEP | Buy | PEPSICO INC | $1,262,000 | +27.0% | 7,570 | +26.9% | 0.52% | +8.9% |
| GBAB | Buy | GUGGENHEIM TAXABLE MUNICP BO | $1,253,000 | +35.8% | 70,447 | +35.7% | 0.51% | +16.4% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $1,221,000 | +0.4% | 19,455 | +0.4% | 0.50% | -13.8% |
| INTC | Buy | INTEL CORP | $1,191,000 | +1.4% | 31,834 | +1.4% | 0.49% | -12.9% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $1,171,000 | +37.3% | 24,529 | +37.3% | 0.48% | +18.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $1,143,000 | +0.8% | 12,542 | +0.8% | 0.47% | -13.5% |
| IEI | ISHARES TR3 7 yr treas bd | $1,136,000 | 0.0% | 9,519 | 0.0% | 0.46% | -14.2% | |
| IAU | Buy | ISHARES GOLD TRishares new | $1,129,000 | +13.9% | 32,900 | +13.9% | 0.46% | -2.3% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $1,121,000 | +24.1% | 10,034 | +24.2% | 0.46% | +6.5% |
| PSA | Buy | PUBLIC STORAGE | $1,076,000 | +0.8% | 3,441 | +0.8% | 0.44% | -13.4% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $1,075,000 | +3.5% | 10,850 | +3.5% | 0.44% | -11.3% |
| IEFA | Buy | ISHARES TRcore msci eafe | $1,065,000 | +5.7% | 18,092 | +5.6% | 0.44% | -9.4% |
| FSK | FS KKR CAP CORP | $1,053,000 | 0.0% | 54,232 | 0.0% | 0.43% | -14.3% | |
| NKE | Buy | NIKE INCcl b | $1,018,000 | +4.2% | 9,965 | +4.2% | 0.42% | -10.7% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,015,000 | +5.0% | 3,216 | +4.9% | 0.42% | -10.0% |
| ENV | ENVESTNET INC | $993,000 | 0.0% | 18,816 | 0.0% | 0.41% | -14.2% | |
| LKQ | Buy | LKQ CORP | $981,000 | +0.8% | 19,982 | +0.9% | 0.40% | -13.6% |
| NVDA | Buy | NVIDIA CORPORATION | $944,000 | +17.3% | 6,231 | +17.3% | 0.39% | +0.5% |
| XJH | ISHARES TResg scrd s&p mid | $919,000 | 0.0% | 30,039 | 0.0% | 0.38% | -14.2% | |
| SBUX | Buy | STARBUCKS CORP | $895,000 | +9.0% | 11,711 | +9.0% | 0.37% | -6.4% |
| JNJ | Buy | JOHNSON & JOHNSON | $883,000 | +13.2% | 4,972 | +13.2% | 0.36% | -3.0% |
| ESML | Buy | ISHARES TResg aware msci | $878,000 | +0.5% | 27,880 | +0.5% | 0.36% | -13.7% |
| ESGE | Buy | ISHARES INCesg awr msci em | $844,000 | +0.5% | 26,127 | +0.5% | 0.34% | -13.8% |
| SNY | Buy | SANOFIsponsored adr | $833,000 | +0.7% | 16,644 | +0.7% | 0.34% | -13.7% |
| BRKA | Buy | BERKSHIRE HATHAWAY INC DELcl a | $818,000 | +100.0% | 2 | +100.0% | 0.33% | +71.3% |
| NFLX | Buy | NETFLIX INC | $809,000 | +50.7% | 4,624 | +50.6% | 0.33% | +29.3% |
| COF | Buy | CAPITAL ONE FINL CORP | $802,000 | +0.8% | 7,696 | +0.8% | 0.33% | -13.5% |
| HD | Buy | HOME DEPOT INC | $799,000 | +21.2% | 2,912 | +21.1% | 0.33% | +4.1% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $770,000 | +14.1% | 16,542 | +14.0% | 0.32% | -2.2% |
| CSGP | COSTAR GROUP INC | $735,000 | 0.0% | 12,173 | 0.0% | 0.30% | -14.3% | |
| NXC | Buy | NUVEEN CALIF SELECT TAX FREEsh ben int | $669,000 | +318.1% | 49,118 | +318.6% | 0.27% | +259.2% |
| VB | VANGUARD INDEX FDSsmall cp etf | $666,000 | 0.0% | 3,779 | 0.0% | 0.27% | -14.2% | |
| MMM | Buy | 3M CO | $637,000 | 0.0% | 4,924 | +0.1% | 0.26% | -14.5% |
| SABR | SABRE CORP | $630,000 | 0.0% | 108,142 | 0.0% | 0.26% | -14.3% | |
| WM | Buy | WASTE MGMT INC DEL | $629,000 | +6.4% | 4,111 | +6.5% | 0.26% | -8.9% |
| MGM | Buy | MGM RESORTS INTERNATIONAL | $618,000 | +12.4% | 21,336 | +12.3% | 0.25% | -3.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $597,000 | +48.5% | 11,772 | +48.6% | 0.24% | +27.1% |
| ORCL | Buy | ORACLE CORP | $588,000 | +4.3% | 8,419 | +4.3% | 0.24% | -10.8% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $586,000 | +3.7% | 7,611 | +3.7% | 0.24% | -11.2% |
| CVX | Buy | CHEVRON CORP NEW | $568,000 | +9.7% | 3,926 | +9.8% | 0.23% | -6.1% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $551,000 | -0.9% | 1,461 | -0.8% | 0.22% | -15.1% |
| IXUS | Buy | ISHARES TRcore msci total | $535,000 | +7.0% | 9,377 | +6.9% | 0.22% | -8.0% |
| MAPS | WM TECHNOLOGY INC | $531,000 | 0.0% | 161,391 | 0.0% | 0.22% | -14.2% | |
| UNH | Buy | UNITEDHEALTH GROUP INC | $523,000 | +79.1% | 1,019 | +79.1% | 0.21% | +54.0% |
| BRSP | Buy | BRIGHTSPIRE CAPITAL INC | $520,000 | +13.3% | 68,819 | +13.2% | 0.21% | -2.7% |
| ABT | Buy | ABBOTT LABS | $513,000 | +57.8% | 4,726 | +58.0% | 0.21% | +35.5% |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $512,000 | 0.0% | 4,503 | 0.0% | 0.21% | -14.3% | |
| PBF | PBF ENERGY INCcl a | $497,000 | 0.0% | 17,142 | 0.0% | 0.20% | -14.3% | |
| GLD | Buy | SPDR GOLD TR | $495,000 | +9.3% | 2,936 | +9.2% | 0.20% | -6.5% |
| XOM | Buy | EXXON MOBIL CORP | $482,000 | +33.5% | 5,633 | +33.5% | 0.20% | +14.5% |
| SHOP | Buy | SHOPIFY INCcl a | $479,000 | +32.7% | 15,318 | +32.7% | 0.20% | +14.0% |
| IQV | Buy | IQVIA HLDGS INC | $445,000 | +5.7% | 2,049 | +5.6% | 0.18% | -9.5% |
| ACWI | Buy | ISHARES TRmsci acwi etf | $436,000 | +101.9% | 5,197 | +101.6% | 0.18% | +72.8% |
| ECON | COLUMBIA ETF TR IIemrg markets etf | $431,000 | 0.0% | 20,054 | 0.0% | 0.18% | -14.1% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $405,000 | 0.0% | 745 | 0.0% | 0.17% | -14.0% | |
| BX | BLACKSTONE INC | $389,000 | 0.0% | 4,259 | 0.0% | 0.16% | -14.1% | |
| LLY | Buy | LILLY ELI & CO | $387,000 | +14.2% | 1,195 | +14.4% | 0.16% | -2.5% |
| CDNS | CADENCE DESIGN SYSTEM INC | $375,000 | 0.0% | 2,500 | 0.0% | 0.15% | -14.5% | |
| PFE | Buy | PFIZER INC | $370,000 | +14.9% | 7,065 | +15.1% | 0.15% | -1.3% |
| CVS | CVS HEALTH CORP | $370,000 | 0.0% | 3,998 | 0.0% | 0.15% | -14.2% | |
| SCHW | SCHWAB CHARLES CORP | $366,000 | 0.0% | 5,790 | 0.0% | 0.15% | -13.8% | |
| FDX | FEDEX CORP | $367,000 | 0.0% | 1,618 | 0.0% | 0.15% | -14.3% | |
| AXP | Buy | AMERICAN EXPRESS CO | $365,000 | +42.0% | 2,632 | +41.7% | 0.15% | +22.1% |
| GS | GOLDMAN SACHS GROUP INC | $361,000 | 0.0% | 1,217 | 0.0% | 0.15% | -14.0% | |
| NSC | NORFOLK SOUTHN CORP | $360,000 | 0.0% | 1,586 | 0.0% | 0.15% | -14.5% | |
| WFC | Buy | WELLS FARGO CO NEW | $358,000 | +17.4% | 9,144 | +17.4% | 0.15% | +0.7% |
| NVS | Buy | NOVARTIS AGsponsored adr | $358,000 | +14.4% | 4,237 | +14.4% | 0.15% | -2.0% |
| MRK | Buy | MERCK & CO INC | $351,000 | +23.2% | 3,848 | +23.1% | 0.14% | +5.1% |
| PULS | PGIM ETF TRpgim ultra sh bd | $350,000 | 0.0% | 7,143 | 0.0% | 0.14% | -14.4% | |
| UNP | UNION PAC CORP | $346,000 | 0.0% | 1,623 | 0.0% | 0.14% | -14.5% | |
| BAC | Buy | BK OF AMERICA CORP | $346,000 | +49.8% | 11,105 | +49.9% | 0.14% | +28.2% |
| QQQ | INVESCO QQQ TRunit ser 1 | $342,000 | 0.0% | 1,219 | 0.0% | 0.14% | -14.1% | |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $341,000 | +14.4% | 5,645 | +14.1% | 0.14% | -2.1% |
| Buy | CION INVT CORP | $324,000 | +45.9% | 37,272 | +46.1% | 0.13% | +24.5% | |
| IVE | Buy | ISHARES TRs&p 500 val etf | $319,000 | +13.9% | 2,323 | +14.2% | 0.13% | -2.3% |
| LRCX | LAM RESEARCH CORP | $314,000 | 0.0% | 737 | 0.0% | 0.13% | -14.7% | |
| CMCSA | Buy | COMCAST CORP NEWcl a | $304,000 | +4.1% | 7,754 | +4.0% | 0.12% | -10.8% |
| URA | New | GLOBAL X FDSglobal x uranium | $293,000 | – | 15,788 | +100.0% | 0.12% | – |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $287,000 | 0.0% | 6,080 | 0.0% | 0.12% | -14.6% | |
| GNMA | New | ISHARES TRgnma bond etf | $280,000 | – | 6,148 | +100.0% | 0.11% | – |
| CI | CIGNA CORP NEW | $278,000 | 0.0% | 1,054 | 0.0% | 0.11% | -13.6% | |
| DVY | ISHARES TRselect divid etf | $277,000 | 0.0% | 2,351 | 0.0% | 0.11% | -14.4% | |
| BDX | BECTON DICKINSON & CO | $277,000 | 0.0% | 1,122 | 0.0% | 0.11% | -14.4% | |
| HON | HONEYWELL INTL INC | $275,000 | 0.0% | 1,582 | 0.0% | 0.11% | -14.5% | |
| LIN | New | LINDE PLC | $274,000 | – | 954 | +100.0% | 0.11% | – |
| RH | New | RH | $268,000 | – | 1,261 | +100.0% | 0.11% | – |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $267,000 | 0.0% | 3,261 | 0.0% | 0.11% | -14.2% | |
| PFF | ISHARES TRpfd and incm sec | $254,000 | 0.0% | 7,716 | 0.0% | 0.10% | -14.0% | |
| REET | New | ISHARES TRglobal reit etf | $251,000 | – | 10,380 | +100.0% | 0.10% | – |
| WARNER BROS DISCOVERY INC | $243,000 | 0.0% | 18,126 | 0.0% | 0.10% | -14.7% | ||
| SRE | New | SEMPRA | $243,000 | – | 1,615 | +100.0% | 0.10% | – |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $243,000 | +20.9% | 4,508 | +20.8% | 0.10% | +3.1% |
| KMX | Buy | CARMAX INC | $241,000 | +3.9% | 2,669 | +3.9% | 0.10% | -11.7% |
| SWCH | SWITCH INCcl a | $241,000 | 0.0% | 7,200 | 0.0% | 0.10% | -14.8% | |
| NEE | NEXTERA ENERGY INC | $239,000 | 0.0% | 3,080 | 0.0% | 0.10% | -14.0% | |
| GWRE | GUIDEWIRE SOFTWARE INC | $237,000 | 0.0% | 3,333 | 0.0% | 0.10% | -14.2% | |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $238,000 | – | 9,758 | +100.0% | 0.10% | – |
| BA | BOEING CO | $234,000 | 0.0% | 1,715 | 0.0% | 0.10% | -13.5% | |
| CAT | CATERPILLAR INC | $231,000 | 0.0% | 1,295 | 0.0% | 0.09% | -14.5% | |
| PMF | Buy | PIMCO MUN INCOME FD | $231,000 | +7.9% | 20,045 | +8.1% | 0.09% | -7.8% |
| MUC | Buy | BLACKROCK MUNIHLDNGS CALI QL | $229,000 | +56.8% | 19,142 | +57.2% | 0.09% | +34.3% |
| SYK | New | STRYKER CORPORATION | $225,000 | – | 1,132 | +100.0% | 0.09% | – |
| PENN | Buy | PENN NATL GAMING INC | $222,000 | +0.5% | 7,283 | +0.1% | 0.09% | -13.3% |
| LOW | LOWES COS INC | $219,000 | 0.0% | 1,253 | 0.0% | 0.09% | -14.4% | |
| MUB | ISHARES TRnational mun etf | $213,000 | 0.0% | 2,000 | 0.0% | 0.09% | -13.9% | |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $211,000 | – | 4,219 | +100.0% | 0.09% | – |
| IVV | ISHARES TRcore s&p500 etf | $209,000 | 0.0% | 551 | 0.0% | 0.08% | -15.0% | |
| CSCO | New | CISCO SYS INC | $207,000 | – | 4,862 | +100.0% | 0.08% | – |
| MYD | BLACKROCK MUNIYIELD FD INC | $175,000 | 0.0% | 15,668 | 0.0% | 0.07% | -13.3% | |
| NZF | New | NUVEEN MUNICIPAL CREDIT INC | $171,000 | – | 13,583 | +100.0% | 0.07% | – |
| CGBD | CARLYLE SECURED LENDING INC | $153,000 | 0.0% | 12,070 | 0.0% | 0.06% | -13.7% | |
| F | New | FORD MTR CO DEL | $138,000 | – | 12,432 | +100.0% | 0.06% | – |
| ABEV | AMBEV SAsponsored adr | $78,000 | 0.0% | 31,113 | 0.0% | 0.03% | -13.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANECK ETF TRUST | 8 | Q3 2023 | 9.7% |
| APPLE INC | 8 | Q3 2023 | 8.4% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 9.6% |
| ALPHABET INC | 8 | Q3 2023 | 3.3% |
| AMAZON COM INC | 8 | Q3 2023 | 3.5% |
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 2.5% |
| MICROSOFT CORP | 8 | Q3 2023 | 2.3% |
| META PLATFORMS INC | 8 | Q3 2023 | 3.2% |
| TESLA INC | 8 | Q3 2023 | 2.7% |
| NUVEEN CA QUALTY MUN INCOME | 8 | Q3 2023 | 2.9% |
View REGATTA CAPITAL GROUP, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-23 |
View REGATTA CAPITAL GROUP, LLC'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.