Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 8 | Q2 2024 | 7.6% |
NVIDIA CORPORATION | 8 | Q2 2024 | 11.5% |
APPLE INC | 8 | Q2 2024 | 6.3% |
ADVANCED MICRO DEVICES INC | 8 | Q2 2024 | 4.1% |
AMAZON COM INC | 8 | Q2 2024 | 3.9% |
SPDR S&P 500 ETF TR | 8 | Q2 2024 | 3.5% |
ALPHABET INC | 8 | Q2 2024 | 2.5% |
SPDR S&P MIDCAP 400 ETF TR | 8 | Q2 2024 | 1.9% |
META PLATFORMS INC | 8 | Q2 2024 | 2.4% |
TAIWAN SEMICONDUCTOR MFG LTD | 8 | Q2 2024 | 1.3% |
View Balboa Wealth Partners's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-19 |
13F-HR | 2024-08-13 |
13F-HR | 2024-05-13 |
13F-HR | 2024-02-09 |
13F-HR | 2023-10-23 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-14 |
13F-HR | 2023-01-04 |
View Balboa Wealth Partners'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.