WFA of San Diego, LLC

13F Portfolio Filings

Most recent 13F
Q3 2023
Location
San Diego, CA
CIK
0001821407
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2023 403 96,671 AAPL, VTI, LECO, SPLV 13F-HR 11/2/2023 000183566923000004
Q2 2023 396 101,786 AAPL, VTI, LECO, SPLV 13F-HR 8/10/2023 000198604223000012
Q1 2023 72 95,648 VTI, AAPL, LECO, SPLV 13F-HR 4/17/2023 000182140723000002
Q4 2022 478 130,663 VTI, AAPL, LECO, SPLV 13F-HR 1/31/2023 000182140723000001
Q3 2022 87 110,980 VTI, AAPL, JPST, LECO 13F-HR 10/18/2022 000182140722000007
Q2 2022 436 116,771 VTI, AAPL, JPST, SPLV 13F-HR 7/28/2022 000182140722000004
Q1 2022 91 131,367 VTI, AAPL, JPST, SPLV 13F-HR 4/25/2022 000182140722000003
Q4 2021 170 172,043 VTI, AAPL, JPST, SPLV 13F-HR 2/7/2022 000182140722000001
Q3 2021 144 142,945 VTI, AAPL, JPST, SPLV 13F-HR 10/25/2021 000182140721000002
Q2 2021 88 128,821 VTI, AAPL, JPST, SPLV 13F-HR 8/11/2021 000165203521000006
Q1 2021 94 120,425 VTI, AAPL, JPST, SPLV 13F-HR 5/14/2021 000165203521000004
Q4 2020 91 375,878 BRK-A, AMZN, BKNG, GOOGL 13F-HR 2/11/2021 000182140721000001
Q3 2020 75 105,663 VTI, AAPL, JPST, SPLV 13F-HR 11/6/2020 000182140720000003
Q2 2020 82 110,118 VTI, JPST, AAPL, SPLV NEW HOLDINGS 8/27/2020 000182140720000002
Q2 2020 234 317,199 PG, CHE, AAPL, META 13F-HR 8/18/2020 000182140720000001