Balboa Wealth Partners

13F Filings History

Latest 13F report
Q3 2024 - Nov 6, 2024
Value $
$401M
Signature - Title
Jeffrey Gilbert - Chief Compliance Officer
Location
Scottsdale, AZ
Summary
This page shows a list of all the recent 13F filings made by Balboa Wealth Partners. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Balboa Wealth Partners reported 332 stock holdings with total value $401M as of Q3 2024. Top holdings included NVDA, TSLA, MSFT, AAPL, and AMD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 332 $401M +$49.1M -$41.3M +$7.76M NVDA, TSLA, MSFT, AAPL, AMD 13F-HR 11/6/2024, 10:21 AM
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