Balboa Wealth Partners Portfolio Holdings
Balboa Wealth Partners
- $422 Million
- Q4 2024
Balboa Wealth Partners has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $422 Million distributed in 338 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Tesla, Inc. with a value of $51M, Nvidia Corp with a value of $39.4M, Microsoft Corp with a value of $23.2M, Apple Inc. with a value of $17.7M, and Amazon Com Inc with a value of $13.9M.
Examining the 13F form we can see an increase of $33.4M in the current position value, from $389M to 422M.
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
$422 Million
Technology: $131 Million
ETFs: $111 Million
Consumer Cyclical: $75.1 Million
Financial Services: $27.6 Million
Communication Services: $24.9 Million
Industrials: $17.8 Million
Healthcare: $11.3 Million
Consumer Defensive: $10.6 Million
Other: $12.6 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 338
- Current Value $422 Million
- Prior Value $389 Million
- Filing
- Period Q4 2024
- Filing Date February 10, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 66 stocks
- Additional Purchases 117 stocks
- Sold out of 0 stocks
- Reduced holdings in 117 stocks