$281 Million is the total value of REGATTA CAPITAL GROUP, LLC's 174 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-01
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.