Balboa Wealth Partners Purchases in Q4 2025

Balboa Wealth Partners

  • $572 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
4.24K
+ 381.53%
$835.79 - $946.29 $3.54M - $4.01M
5.35K $4.47M
XLK
Technology Sector Spdr

ETFs
9.91K
+ 96.26%
$278.39 - $304.13 $2.76M - $3.01M
20.2K $5.82M
IYH
Ishares Tr

ETFs
44.4K
New
$59.84 - $64.29 $2.66M - $2.85M
44.4K $2.83M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
45.9K
New
$59.91 - $60.13 $2.75M - $2.76M
45.9K $2.75M
XLE
Energy Sector Spdr

ETFs
28K
+ 100.96%
$85.22 - $92.02 $2.39M - $2.58M
55.8K $5.14M
VGSH
Vanguard

ETFs
29.7K
+ 82.32%
$58.64 - $58.96 $1.74M - $1.75M
65.8K $3.87M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
43.5K
+ 263.94%
$25.25 - $25.65 $1.1M - $1.12M
60K $1.54M
SSO
Proshares Ultra S&P 500

ETFs
8.89K
+ 96.81%
$107.49 - $118.65 $955K - $1.05M
18.1K $2.04M
APLD
Applied Blockchain, Inc.

Financial Services
35.6K
New
$23.06 - $37.76 $820K - $1.34M
35.6K $840K
ZECP
Zacks Tr Earnings Constant Por

ETFs
20.8K
+ 14.29%
$33.26 - $34.85 $691K - $724K
166K $5.71M
GOOGL
Alphabet Inc.

Communication Services
329
+ 1.7%
$236.57 - $291.31 $77.8K - $95.8K
19.6K $5.43M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.86K
New
$100.33 - $100.69 $688K - $691K
6.86K $689K
SPTL
Spdr Portfolio Long Term Treas

ETFs
25.7K
New
$26.76 - $27.67 $686K - $710K
25.7K $688K
SCHX
Schwab Strategic Tr Us Large C

ETFs
23.1K
+ 91.27%
$25.85 - $27.19 $598K - $629K
48.4K $1.29M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
23.5K
+ 48.36%
$25.94 - $26.36 $610K - $619K
72.1K $1.87M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
20.4K
New
$23.37 - $23.7 $477K - $484K
20.4K $477K
JNJ
Johnson & Johnson

Healthcare
1.78K
+ 20.92%
$185.98 - $199.58 $331K - $355K
10.3K $2.05M
AVGO
Broadcom Inc.

Technology
605
+ 3.09%
$324.63 - $385.98 $196K - $234K
20.2K $6.92M
QQQ
Invesco Qqq Trust, Series 1

ETFs
673
+ 6.3%
$589.5 - $635.77 $397K - $428K
11.3K $6.85M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.89K
+ 39.24%
$42.26 - $44.28 $376K - $394K
31.5K $1.38M
GILD
Gilead Sciences, Inc.

Healthcare
2.98K
New
$110.56 - $125.2 $329K - $373K
2.98K $369K
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
7.22K
New
$45.5 - $61.63 $329K - $445K
7.22K $328K
CAH
Cardinal Health Inc

Healthcare
1.59K
New
$153.27 - $206.06 $243K - $327K
1.59K $325K
SCHA
Schwab Strategic Tr Us Small C

ETFs
11.6K
New
$27.17 - $28.65 $314K - $331K
11.6K $317K
FEMB
First Tr ETF Emerging Markets

ETFs
10.7K
New
$29.14 - $29.78 $311K - $317K
10.7K $316K
VTR
Ventas, Inc.

Real Estate
3.9K
New
$67.45 - $78.0 $263K - $305K
3.9K $304K
SOXX
Ishares Semiconductor ETF

ETFs
1.05K
New
$271.99 - $309.6 $285K - $325K
1.05K $302K
HON
Honeywell International Inc

Industrials
1.53K
New
$194.07 - $220.67 $297K - $338K
1.53K $300K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.1K
New
$23.02 - $24.23 $279K - $293K
12.1K $289K
INTC
Intel Corp

Technology
7.81K
+ 96.74%
$34.71 - $41.53 $271K - $325K
15.9K $551K
IAU
Ishares Gold Trust

ETFs
3.63K
New
$72.65 - $82.5 $264K - $300K
3.63K $279K
JPIE
J P Morgan Exchange Traded Fd
5.81K
New
$46.18 - $46.47 $268K - $270K
5.81K $268K
XLY
Select Sector Spdr Consumer Di

ETFs
1.21K
+ 82.7%
$228.75 - $242.18 $276K - $292K
2.66K $614K
CAT
Caterpillar Inc

Industrials
336
+ 31.85%
$480.82 - $585.49 $162K - $197K
1.39K $767K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.63K
+ 14.15%
$99.87 - $101.27 $263K - $267K
21.3K $2.13M
MET
Metlife Inc

Financial Services
3.27K
New
$75.97 - $82.89 $248K - $271K
3.27K $257K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
5.14K
New
$49.78 - $50.16 $256K - $258K
5.14K $256K
AVEM
American Centy ETF Tr Avantis

ETFs
2.94K
+ 29.22%
$73.09 - $78.36 $215K - $230K
13K $1.01M
FXH
First Tr Exchange Trd Fd Healt

ETFs
2.22K
New
$109.58 - $114.05 $243K - $253K
2.22K $247K
CB
Chubb LTD

Financial Services
833
New
$268.2 - $296.22 $223K - $247K
833 $246K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.59K
+ 5.85%
$52.54 - $55.77 $189K - $200K
64.9K $3.56M
MRK
Merck & Co., Inc.

Healthcare
2.12K
+ 47.67%
$82.49 - $92.93 $175K - $197K
6.56K $609K
SPYG
Spdr Portfolio

ETFs
2.26K
New
$102.4 - $109.39 $231K - $247K
2.26K $236K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
4.88K
+ 77.97%
$71.69 - $105.67 $350K - $515K
11.1K $806K
MCK
Mckesson Corp

Healthcare
201
+ 22.64%
$738.06 - $859.37 $148K - $173K
1.09K $917K
FEM
First Trust Emerging Markets A

ETFs
8.39K
New
$25.89 - $27.55 $217K - $231K
8.39K $230K
YOU
Clear Secure, Inc.

Technology
6.28K
New
$29.61 - $38.14 $186K - $239K
6.28K $230K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
8.95K
New
$25.75 - $26.12 $230K - $234K
8.95K $230K
TFC
Truist Financial Corp

Financial Services
5.06K
New
$41.09 - $45.64 $208K - $231K
5.06K $227K
Activity Summary
Buys All Purchases 231 New Holdings 56 Increased Positions 175 Sells All Sells 160 Reductions 160 Sold out 0 Options Calls 0 Puts 0
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