Balboa Wealth Partners

Q4 2024 13F Holdings

  • Location
    scottsdale, AZ
  • Num holdings

    338

  • Value ($000)

    $438,257

  • Date Filed
    02/10/2025
  • Form type
    13F-HR
  • CIK
    0001929008
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
TSLA
TSLA

TESLA INC

COM
88160R101
$51.03M
12 %

126,361

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$39.35M
9 %

293,056

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$23.19M
5 %

55,011

AAPL
AAPL

APPLE INC

COM
037833100
$17.71M
4 %

70,735

AMZN
AMZN

AMAZON COM INC

COM
023135106
$13.94M
3 %

63,545

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$13.41M
3 %

22,879

AMD
AMD

ADVANCED MICRO DEVICES INC

COM
007903107
$9.81M
2 %

81,198

META
META

META PLATFORMS INC

CL A
30303M102
$9.02M
2 %

15,400

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$8.58M
2 %

45,069

TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$5.97M
1 %

30,220

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