Balboa Wealth Partners

Q4 2023 13F Holdings

Location
Scottsdale, AZ
Holdings as of
12/31/2023
Value ($000)
$300,956
Num holdings
284
Date filed
2/9/2024
Form type
13F-HR
Prev filing
10/23/2023
Next filing
5/13/2024
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type