Balboa Wealth Partners Purchases in Q3 2025

Balboa Wealth Partners

  • $552 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
161
+ 5.48%
$285.05 - $309.14 $45.9K - $49.8K
3.1K $953K
META
Meta Platforms, Inc.

Communication Services
215
+ 1.47%
$695.21 - $791.73 $149K - $170K
14.9K $10.9M
MS
Morgan Stanley

Financial Services
310
+ 11.02%
$139.09 - $161.16 $43.1K - $50K
3.12K $496K
CGGO
Capital Group Global Growth Eq

ETFs
2.19K
+ 21.16%
$31.71 - $34.17 $69.3K - $74.7K
12.5K $427K
NET
Cloudflare, Inc.

Technology
312
+ 20.8%
$181.39 - $228.28 $56.6K - $71.2K
1.81K $388K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
734
+ 4.1%
$97.75 - $100.75 $71.7K - $74K
18.6K $1.87M
BA
Boeing CO

Industrials
11
+ 0.08%
$209.79 - $237.38 $2.31K - $2.61K
13.3K $2.87M
ETN
Eaton Corp PLC

Industrials
138
+ 7.23%
$342.99 - $392.76 $47.3K - $54.2K
2.05K $766K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
500
+ 1.21%
$31.79 - $33.42 $15.9K - $16.7K
41.8K $1.4M
FTQI
First Trust ETF Vi First Trust

ETFs
1.74K
+ 3.74%
$19.5 - $20.79 $33.8K - $36.1K
48.1K $991K
XLF
Financial Sector Spdr

ETFs
998
+ 6.04%
$51.37 - $54.25 $51.3K - $54.1K
17.5K $943K
CVX
Chevron Corp

Energy
152
+ 3.4%
$145.57 - $161.83 $22.1K - $24.6K
4.62K $717K
BK
Bank Of New York Mellon Corp

Financial Services
207
+ 7.01%
$90.65 - $109.75 $18.8K - $22.7K
3.16K $344K
INTU
Intuit Inc

Technology
147
+ 49.49%
$646.03 - $807.39 $95K - $119K
444 $303K
BAC
Bank Of America Corp

Financial Services
667
+ 8.2%
$44.92 - $52.42 $30K - $35K
8.8K $453K
XOM
Exxon Mobil Corp

Energy
130
+ 1.3%
$105.83 - $117.22 $13.8K - $15.2K
10.1K $1.14M
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.65K
+ 6.38%
$33.26 - $34.01 $54.8K - $56.1K
27.5K $932K
IGR
Cbre Global Real Estate Income Fund

Financial Services
12.6K
New
$4.81 - $5.36 $60.7K - $67.6K
12.6K $64K
XLG
Invesco Exchange Traded Fd Tr

ETFs
152
+ 1.57%
$51.78 - $57.89 $7.87K - $8.8K
9.81K $564K
FMF
First Trust Managed Futures St

ETFs
491
+ 4.88%
$45.19 - $48.75 $22.2K - $23.9K
10.6K $513K
LMT
Lockheed Martin Corp

Industrials
19
+ 1.39%
$410.74 - $499.21 $7.8K - $9.48K
1.39K $692K
XLY
Select Sector Spdr Consumer Di

ETFs
104
+ 7.69%
$216.09 - $242.18 $22.5K - $25.2K
1.46K $349K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.04K
+ 18.54%
$45.6 - $46.92 $47.3K - $48.7K
6.64K $310K
TRFM
ETF Ser Solutions Aam Transfor
471
+ 8.42%
$42.56 - $49.21 $20K - $23.2K
6.07K $293K
PANW
Palo Alto Networks Inc

Technology
280
+ 5.56%
$167.06 - $208.19 $46.8K - $58.3K
5.31K $1.08M
LNG
Cheniere Energy, Inc.

Energy
351
+ 9.34%
$222.68 - $244.28 $78.2K - $85.7K
4.11K $966K
ENB
Enbridge Inc

Energy
45
+ 0.48%
$43.79 - $50.46 $1.97K - $2.27K
9.33K $470K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
900
+ 8.46%
$50.47 - $50.74 $45.4K - $45.7K
11.5K $585K
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
494
+ 3.42%
$21.5 - $23.94 $10.6K - $11.8K
15K $358K
VEU
Vanguard Ftse All World Ex Us

ETFs
276
+ 4.52%
$66.38 - $71.68 $18.3K - $19.8K
6.39K $455K
FTLS
First Tr Long/Short Equity ETF

ETFs
71
+ 0.71%
$65.78 - $69.95 $4.67K - $4.97K
10K $700K
JHMD
John Hancock ETF Tr Multifacto

ETFs
770
+ 12.05%
$37.65 - $40.3 $29K - $31K
7.16K $286K
HYLS
First Tr Tactical High Yield L

ETFs
837
+ 3.5%
$41.62 - $42.32 $34.8K - $35.4K
24.8K $1.04M
HTGC
Hercules Capital, Inc.

Financial Services
1.07K
+ 3.57%
$18.34 - $19.53 $19.6K - $20.9K
31K $586K
IVE
Ishares S&P 500 Value ETF

ETFs
130
+ 11.65%
$194.44 - $206.51 $25.3K - $26.8K
1.25K $257K
FTNT
Fortinet, Inc.

Technology
1.07K
+ 45.79%
$74.39 - $107.65 $79.4K - $115K
3.4K $285K
EVRG
Evergy, Inc.

Utilities
8
+ 0.15%
$67.73 - $76.02 $542 - $608
5.37K $407K
CGDV
Capital Group Divid Value ETF

ETFs
395
+ 4.91%
$39.59 - $42.21 $15.6K - $16.7K
8.44K $354K
FTSL
First Trust Senior Ln Fund

ETFs
778
+ 11.33%
$45.81 - $46.18 $35.6K - $35.9K
7.64K $350K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.63K
+ 13.62%
$17.81 - $18.39 $29K - $30K
13.6K $247K
TLT
Ishares Barclays 20+ Year Trea

ETFs
336
+ 10.45%
$85.01 - $90.35 $28.6K - $30.4K
3.55K $317K
VOE
Vanguard Mid Cap Value Index F

ETFs
53
+ 2.2%
$164.63 - $174.58 $8.73K - $9.25K
2.46K $430K
ACWI
Ishares Msci Acwi ETF

ETFs
60
+ 2.34%
$128.32 - $138.41 $7.7K - $8.3K
2.62K $362K
MAA
Mid America Apartment Communities Inc.

Real Estate
332
+ 17.46%
$138.38 - $153.2 $45.9K - $50.9K
2.23K $312K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
120
+ 2.37%
$68.24 - $73.73 $8.19K - $8.85K
5.18K $380K
AVUV
American Centy ETF Tr Avantis

ETFs
4
+ 0.11%
$90.37 - $102.12 $361 - $408
3.56K $353K
VBR
Vanguard Small Cap Value ETF

ETFs
65
+ 5.54%
$195.41 - $212.37 $12.7K - $13.8K
1.24K $258K
DLR
Digital Realty Trust, Inc.

Real Estate
178
+ 4.17%
$161.21 - $180.02 $28.7K - $32K
4.45K $769K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
15
+ 0.3%
$79.76 - $85.78 $1.2K - $1.29K
5.09K $430K
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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