Balboa Wealth Partners Portfolio Holdings
Balboa Wealth Partners
- $389 Million
- Q3 2024
Balboa Wealth Partners has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $389 Million distributed in 333 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $38.7M, Tesla, Inc. with a value of $36.9M, Microsoft Corp with a value of $24.1M, Apple Inc. with a value of $16.9M, and Advanced Micro Devices Inc with a value of $13.3M.
Examining the 13F form we can see an increase of $19.6M in the current position value, from $369M to 389M.
Balboa Wealth Partners is based out at Newport Beach, CA
Below you can find more details about Balboa Wealth Partners portfolio as well as his latest detailed transactions.
Portfolio value
$389 Million
Technology: $127 Million
ETFs: $106 Million
Consumer Cyclical: $56.3 Million
Communication Services: $25.4 Million
Financial Services: $24.5 Million
Industrials: $15.6 Million
Healthcare: $13.4 Million
Consumer Defensive: $8.56 Million
Other: $12.7 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 333
- Current Value $389 Million
- Prior Value $369 Million
- Filing
- Period Q3 2024
- Filing Date November 06, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 75 stocks
- Additional Purchases 102 stocks
- Sold out of 0 stocks
- Reduced holdings in 119 stocks