-
Value $
-
$231M
-
Signature - Title
-
Patrick McCuen - Director of Retirement Planning
-
Location
-
Napa, CA
-
Summary
-
This page shows a list of all the recent 13F filings made by NAPA WEALTH MANAGEMENT. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. NAPA WEALTH MANAGEMENT reported 170 stock holdings with total value $231M as of Q4 2024. Top holdings included CSHI, GSY, QQQM, AAPL, and IVV.