| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TESLA INC | 5 | Q3 2023 | 16.9% |
| MICROSOFT CORP | 5 | Q3 2023 | 7.2% |
| APPLE INC | 5 | Q3 2023 | 6.3% |
| NVIDIA CORPORATION | 5 | Q3 2023 | 6.7% |
| ADVANCED MICRO DEVICES INC | 5 | Q3 2023 | 3.6% |
| SPDR S&P 500 ETF TR | 5 | Q3 2023 | 3.2% |
| AMAZON COM INC | 5 | Q3 2023 | 3.2% |
| ALPHABET INC | 5 | Q3 2023 | 2.5% |
| SPDR S&P MIDCAP 400 ETF TR | 5 | Q3 2023 | 1.9% |
| FIRST TR EXCHANGE-TRADED FD | 5 | Q3 2023 | 2.8% |
View Balboa Wealth Partners's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.