Napa Wealth Management has filed its 13F form on February 22, 2024 for Q4 2023 where it was disclosed a total value porftolio of $184 Billion distributed in 109 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $24.9B, Spdr Bloomberg 3 12 Month T Bi with a value of $19B, Spdr Bloomberg 1 3 Month T Bil with a value of $19B, Jpmorgan Chase & CO with a value of $5.72B, and Visa Inc. with a value of $5.61B.
Examining the 13F form we can see an increase of $184B in the current position value.
Napa Wealth Management is based out at Napa, CA
Below you can find more details about Napa Wealth Management portfolio as well as his latest detailed transactions.