• 13F History

Balboa Wealth Partners

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$438M
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 337 stock holdings with total value $438M as of Q4 2024. Top holdings included TSLA, NVDA, MSFT, AAPL, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 337 $438M +$64.1M -$58.8M +$5.34M TSLA, NVDA, MSFT, AAPL, AMZN 13F-HR 2/10/2025, 09:59 AM
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 +$84.9M NVDA, TSLA, MSFT, AAPL, AMZN 13F-HR 8/13/2024, 05:10 PM
Q1 2024 290 $314M +$39.5M -$62.7M -$23.2M NVDA, MSFT, AMD, AMZN, AAPL 13F-HR 5/13/2024, 09:46 AM
Q4 2023 284 $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 -$11.9M +$10.1M TSLA, MSFT, NVDA, AAPL, AMZN 13F-HR 10/23/2023, 05:26 PM
Q2 2023 301 $287M +$32M -$25.7M +$6.36M TSLA, MSFT, AAPL, NVDA, SPY 13F-HR 8/8/2023, 04:57 PM
Q1 2023 298 $265M +$36.7M -$19.2M +$17.5M TSLA, MSFT, AAPL, NVDA, AMD 13F-HR 5/11/2023, 05:34 PM
Q4 2022 281 $222M +$25M -$16.8M +$8.2M TSLA, MSFT, AAPL, NVDA, SPY 13F-HR 2/14/2023, 07:21 AM
Q3 2022 258 $227M TSLA, MSFT, AAPL, AMZN, NVDA 13F-HR 1/4/2023, 04:21 PM