Balboa Wealth Partners Purchases in Q3 2025

Balboa Wealth Partners

  • $552 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DELL
Dell Technologies Inc.

Technology
1.95K
New
$120.96 - $141.77 $235K - $276K
1.95K $275K
VT
Vanguard Total World Stk Index

ETFs
2K
New
$128.41 - $138.03 $256K - $276K
2K $275K
INTC
Intel Corp

Technology
8.08K
New
$19.31 - $35.5 $156K - $287K
8.08K $270K
O
Realty Income Corp

Real Estate
4.32K
New
$56.13 - $60.79 $242K - $262K
4.32K $262K
SLV
I Shares Silver Trust

ETFs
6.14K
New
$32.73 - $42.5 $201K - $261K
6.14K $260K
PLD
Prologis, Inc.

Real Estate
2.27K
New
$104.08 - $115.35 $236K - $262K
2.27K $259K
LEU
Centrus Energy Corp

Energy
833
New
$166.58 - $315.62 $139K - $263K
833 $258K
PRIM
Primoris Services Corp

Industrials
1.87K
New
$79.61 - $137.33 $149K - $256K
1.87K $256K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
888
+ 1.0%
$29.27 - $32.3 $26K - $28.7K
89.6K $2.89M
SHOP
Shopify Inc.

Technology
1.65K
New
$112.11 - $157.12 $185K - $260K
1.65K $245K
URA
Global X Uranium ETF

ETFs
95
+ 0.36%
$36.45 - $50.4 $3.46K - $4.79K
26.7K $1.27M
DUK
Duke Energy Corp

Utilities
1.46K
+ 15.17%
$116.31 - $125.93 $170K - $184K
11.1K $1.37M
STT
State Street Corp

Financial Services
2.03K
New
$102.01 - $117.25 $207K - $238K
2.03K $235K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.66K
New
$131.47 - $143.64 $218K - $238K
1.66K $234K
AGX
Argan Inc

Industrials
836
New
$202.53 - $271.07 $169K - $227K
836 $225K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.32K
New
$148.97 - $165.88 $196K - $219K
1.32K $217K
PAHC
Phibro Animal Health Corp

Healthcare
5.35K
New
$26.11 - $41.23 $140K - $221K
5.35K $216K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
1.4K
New
$113.83 - $154.45 $159K - $216K
1.4K $216K
UEC
Uranium Energy Corp

Energy
6.34K
+ 31.93%
$5.92 - $13.89 $37.5K - $88K
26.2K $349K
PATK
Patrick Industries Inc

Consumer Cyclical
2.08K
New
$95.3 - $116.04 $198K - $241K
2.08K $215K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.13K
New
$23.82 - $25.84 $194K - $210K
8.13K $208K
WTS
Watts Water Technologies Inc

Industrials
748
New
$247.02 - $285.86 $185K - $214K
748 $208K
TMO
Thermo Fisher Scientific Inc.

Healthcare
420
New
$404.94 - $499.99 $170K - $210K
420 $203K
AIT
Applied Industrial Technologies Inc

Industrials
781
New
$242.14 - $275.72 $189K - $215K
781 $203K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
4.17K
New
$42.88 - $49.1 $179K - $205K
4.17K $201K
FSIG
First Tr ETF Iv LTD Duration I
10.1K
New
$19.03 - $19.33 $191K - $194K
10.1K $193K
BX
Blackstone Inc.

Financial Services
855
+ 40.03%
$152.77 - $188.68 $131K - $161K
2.99K $511K
VTV
Vanguard Value ETF

ETFs
379
+ 3.19%
$175.51 - $186.57 $66.5K - $70.7K
12.3K $2.28M
D
Dominion Energy, Inc

Utilities
2.63K
+ 57.34%
$56.32 - $62.1 $148K - $164K
7.23K $442K
MA
Mastercard Inc

Financial Services
263
+ 5.57%
$550.18 - $598.96 $145K - $158K
4.98K $2.83M
TJX
Tjx Companies Inc

Consumer Cyclical
747
+ 21.57%
$121.35 - $144.54 $90.6K - $108K
4.21K $608K
SCCO
Southern Copper Corp

Basic Materials
415
+ 6.58%
$90.54 - $121.36 $37.6K - $50.4K
6.72K $815K
IYF
Ishares Tr

ETFs
409
+ 1.89%
$119.89 - $127.16 $49K - $52K
22.1K $2.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.35K
+ 10.8%
$87.29 - $93.61 $117K - $126K
13.8K $1.29M
GD
General Dynamics Corp

Industrials
295
+ 20.3%
$293.92 - $341.0 $86.7K - $101K
1.75K $596K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.4K
+ 23.29%
$45.72 - $47.27 $155K - $161K
18K $844K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.62K
+ 10.57%
$30.13 - $33.37 $78.8K - $87.3K
27.3K $912K
IVW
Ishares S&P 500 Growth ETF

ETFs
212
+ 1.8%
$108.97 - $121.65 $23.1K - $25.8K
12K $1.45M
CGUS
Capital Group Core Equity ETF
3.18K
+ 36.15%
$36.89 - $39.72 $117K - $126K
12K $473K
UNH
Unitedhealth Group Inc

Healthcare
345
+ 42.54%
$237.77 - $353.61 $82K - $122K
1.16K $399K
CGGR
Capital Group Growth ETF Shs C

ETFs
2.4K
+ 20.46%
$40.2 - $44.58 $96.6K - $107K
14.2K $621K
VUG
Vanguard Growth ETF

ETFs
198
+ 16.94%
$433.97 - $484.08 $85.9K - $95.8K
1.37K $655K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
923
+ 27.46%
$108.46 - $120.63 $100K - $111K
4.28K $509K
CCJ
Cameco Corp

Energy
215
+ 1.67%
$70.47 - $86.89 $15.2K - $18.7K
13.1K $1.1M
XLE
Energy Sector Spdr

ETFs
146
+ 0.53%
$84.25 - $91.99 $12.3K - $13.4K
27.8K $2.48M
FXO
First Tr Exchange Traded Fd Fi

ETFs
2.1K
+ 51.75%
$55.81 - $60.32 $117K - $127K
6.16K $365K
IVV
Ishares Core S&P 500 ETF

ETFs
65
+ 3.35%
$620.67 - $670.08 $40.3K - $43.6K
2.01K $1.34M
CMI
Cummins Inc

Industrials
106
+ 11.39%
$327.85 - $426.39 $34.8K - $45.2K
1.04K $437K
AVAH
Aveanna Healthcare Holdings, Inc.

Healthcare
14.9K
New
$3.74 - $8.87 $55.7K - $132K
14.9K $132K
Activity Summary
Buys All Purchases 216 New Holdings 56 Increased Positions 160 Sells All Sells 133 Reductions 133 Sold out 0 Options Calls 1 Puts 1
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