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Home > Institutional Investor > Balboa Wealth Partners > Profile

Instuitional Investor - Balboa Wealth Partners

Fund Profile
Filing Period:
Fund Name: Balboa Wealth Partners
Portfolio Value $300,956,452
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Tesla Inc.
 TSLA 138,588 $34,436,346 11.44%
2.
Microsoft Corp
 MSFT 60,489 $22,746,467 7.55%
3.
Nvidia Corp
 NVDA 408,780 $20,243,467 6.72%
4.
Apple Inc.
 AAPL 83,203 $16,019,044 5.32%
5.
Advanced Micro Devices Inc
 AMD 76,942 $11,342,020 3.76%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)