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S&p Global shares owned by Napa Wealth Management

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Napa Wealth Management from 13F filings

Historical chart of Napa Wealth Management investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Napa Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Napa Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 2.1k 516.62

More positions owned by Napa Wealth Management

Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Apple (AAPL)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Meta Platforms Cl A (META)
Tesla Motors (TSLA)
Broadcom (AVGO)
Costco Wholesale Corporation (COST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Eli Lilly & Co. (LLY)
NVIDIA Corporation (NVDA)
UnitedHealth (UNH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Hercules Technology Growth Capital (HTGC)

View all positions for Napa Wealth Management

Top funds holding S&p Global

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Edgewood Management
Invesco
Northern Trust
Goldman Sachs Group
Wells Fargo & Company
T. Rowe Price Associates
Parnassus Investments

View all funds holding S&p Global