NAPA WEALTH MANAGEMENT

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
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.
Holdings Value