Balboa Wealth Partners

Q3 2023 13F Detailed Holdings

Location
Scottsdale, AZ
Holdings as of
9/30/2023
Value ($000)
$266,501
Num holdings
280
Date filed
10/23/2023
Form type
13F-HR
Prev filing
8/8/2023
Next filing
2/9/2024
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Axxcess Wealth Management, LLC