NAPA WEALTH MANAGEMENT
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationnapa, CA
- CIK0001602844
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
159 | $177.69M | CTA, CSHI, BDGS, GSY | 13F-HR | May 14, 2025 | 000117266125001900 | ||
170 | $231.32M | CSHI, GSY, QQQM, AAPL | 13F-HR | Feb 14, 2025 | 000117266125001047 | ||
156 | $211.31M | CSHI, KRE, AAPL, KRE | 13F-HR | Nov 7, 2024 | 000117266124004513 | ||
115 | $148.15M | USFR, KRE, KRE, KRE | 13F-HR | Aug 14, 2024 | 000117266124003496 | ||
71 | $189.90M | USFR, KRE, KRE, NDQ | 13F-HR | Aug 14, 2024 | 000117266124003494 | ||
109 | $184.29M | USFR, KRE, KRE, JPM | 13F-HR | Feb 22, 2024 | 000117266124001665 |