Balboa Wealth Partners

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 13, 2024
Value $
$379M
Signature - Title
Jeffrey Gilbert - CHIEF COMPLIANCE OFFICER
Location
6263 North Scottsdale Road, Suite 265, Scottsdale, AZ
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 305 $379M +$118M -$33.3M +$85M NVDA, TSLA, MSFT, AAPL, AMZN 13F-HR 8/13/2024, 05:10 PM
Q1 2024 292 $315M +$39.5M -$62.7M -$23.1M NVDA, MSFT, AMD, AMZN, AAPL 13F-HR 5/13/2024, 09:46 AM
Q4 2023 283 $301M +$33.9M -$29.8M +$4.01M TSLA, MSFT, NVDA, AAPL, AMD 13F-HR 2/9/2024, 04:54 PM
Q3 2023 280 $267M +$21.9M -$32.7M -$10.7M TSLA, MSFT, NVDA, AAPL, AMZN 13F-HR 10/23/2023, 05:26 PM
Q2 2023 301 $287M +$32M -$41.3M -$9.3M TSLA, MSFT, AAPL, NVDA, SPY 13F-HR 8/8/2023, 04:57 PM
Q1 2023 298 $265M +$36.7M -$32.6M +$4.11M TSLA, MSFT, AAPL, NVDA, AMD 13F-HR 5/11/2023, 05:34 PM
Q4 2022 282 $222M +$25M -$20.8M +$4.2M TSLA, MSFT, AAPL, NVDA, SPY 13F-HR 2/14/2023, 08:21 AM
Q3 2022 258 $227M $0 $0 TSLA, MSFT, AAPL, AMZN, NVDA 13F-HR 1/4/2023, 05:21 PM