Balboa Wealth Partners Incresed Positions 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
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
ZECP
Zacks Tr Earnings Constant Por

ETFs
20.8K
+ 14.29%
$33.26 - $34.85 $691K - $724K
166K $5.71M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.06K
+ 6.11%
$600.51 - $631.95 $637K - $670K
18.4K $11.4M
GOOGL
Alphabet Inc.

Communication Services
329
+ 1.7%
$236.57 - $291.31 $77.8K - $95.8K
19.6K $5.43M
SCHX
Schwab Strategic Tr Us Large C

ETFs
23.1K
+ 91.27%
$25.85 - $27.19 $598K - $629K
48.4K $1.29M
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
INTC
Intel Corp

Technology
7.81K
+ 96.74%
$34.71 - $41.53 $271K - $325K
15.9K $551K
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
AVEM
American Centy ETF Tr Avantis

ETFs
2.94K
+ 29.22%
$73.09 - $78.36 $215K - $230K
13K $1.01M
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
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
AVDV
American Centy ETF Tr Avantis

ETFs
2.32K
+ 23.07%
$87.37 - $90.92 $202K - $211K
12.4K $1.11M
LEU
Centrus Energy Corp

Energy
1.05K
+ 126.29%
$250.0 - $448.52 $263K - $472K
1.89K $471K
MDT
Medtronic PLC

Healthcare
1.99K
+ 83.94%
$90.06 - $98.43 $179K - $195K
4.35K $419K
IFRA
Ishares Tr

ETFs
3.77K
+ 60.96%
$52.02 - $54.04 $196K - $204K
9.95K $517K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.5K
+ 30.3%
$50.57 - $50.77 $177K - $177K
15K $760K
ALB
Albemarle Corp

Basic Materials
502
+ 15.94%
$84.47 - $115.14 $42.4K - $57.8K
3.65K $420K
IBM
International Business Machines Corp

Technology
396
+ 13.92%
$275.97 - $314.98 $109K - $125K
3.24K $963K
ECC
Eagle Point Credit CO Inc.

Financial Services
34.6K
+ 62.14%
$5.84 - $6.91 $202K - $239K
90.3K $527K
FTSL
First Trust Senior Ln Fund

ETFs
3.44K
+ 45.02%
$45.62 - $45.98 $157K - $158K
11.1K $509K
RSP
Invesco S&P 500 Equal Weight E

ETFs
852
+ 70.94%
$185.12 - $192.11 $158K - $164K
2.05K $384K
SLV
I Shares Silver Trust

ETFs
2.86K
+ 46.51%
$42.4 - $49.17 $121K - $140K
8.99K $413K
DELL
Dell Technologies Inc.

Technology
1.21K
+ 62.31%
$133.76 - $164.88 $162K - $200K
3.16K $422K
AXP
American Express CO

Financial Services
188
+ 2.68%
$316.26 - $372.77 $59.5K - $70.1K
7.21K $2.46M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.45K
+ 13.64%
$46.85 - $47.44 $115K - $116K
20.4K $960K
BK
Bank Of New York Mellon Corp

Financial Services
996
+ 31.54%
$104.54 - $112.64 $104K - $112K
4.15K $458K
ABBV
Abb Vie Inc.

Healthcare
375
+ 3.96%
$211.96 - $244.38 $79.5K - $91.6K
9.84K $2.3M
FTHI
First Trust Exchange Traded Fd

ETFs
4.57K
+ 8.61%
$23.34 - $23.94 $107K - $109K
57.6K $1.36M
XOM
Exxon Mobil Corp

Energy
427
+ 4.21%
$110.64 - $119.78 $47.2K - $51.1K
10.6K $1.24M
WMT
Walmart Inc.

Consumer Defensive
935
+ 11.89%
$101.18 - $109.03 $94.6K - $102K
8.8K $905K
APH
Amphenol Corp

Technology
421
+ 10.91%
$121.7 - $143.85 $51.2K - $60.6K
4.28K $572K
VONV
Vanguard Russell 1000 Value Et

ETFs
972
+ 16.39%
$87.55 - $91.32 $85.1K - $88.8K
6.9K $620K
VTI
Vanguard Total Stock Market Et

ETFs
136
+ 0.53%
$321.8 - $337.95 $43.8K - $46K
25.7K $8.48M
SCCO
Southern Copper Corp

Basic Materials
190
+ 2.83%
$122.64 - $141.68 $23.3K - $26.9K
6.91K $902K
CSCO
Cisco Systems, Inc.

Technology
26
+ 0.29%
$67.46 - $78.0 $1.75K - $2.03K
9.07K $705K
PG
Procter & Gamble CO

Consumer Defensive
901
+ 14.71%
$145.5 - $153.18 $131K - $138K
7.03K $1.02M
XLV
Select Sector Spdr Fund Health

ETFs
180
+ 4.01%
$141.95 - $152.82 $25.6K - $27.5K
4.67K $709K
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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