NAPA WEALTH MANAGEMENT
13F Portfolio Filings
Most recent 13F
Q4 2023
Location
Napa, CA
CIK
0001602844
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q4 2023
109
184,285
USFR, BIL, SPDR SER TR, JPM
13F-HR
2/22/2024
000117266124001665