Balboa Wealth Partners Incresed Positions in Q3 2025

Balboa Wealth Partners

  • $552 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
CCJ
Cameco Corp

Energy
215
+ 1.67%
$70.47 - $86.89 $15.2K - $18.7K
13.1K $1.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
923
+ 27.46%
$108.46 - $120.63 $100K - $111K
4.28K $509K
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
VV
Vanguard Large Cap ETF

ETFs
161
+ 5.48%
$285.05 - $309.14 $45.9K - $49.8K
3.1K $953K
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
FTQI
First Trust ETF Vi First Trust

ETFs
1.74K
+ 3.74%
$19.5 - $20.79 $33.8K - $36.1K
48.1K $991K
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
FTHI
First Trust Exchange Traded Fd

ETFs
1.55K
+ 3.02%
$22.76 - $23.92 $35.3K - $37.1K
53K $1.26M
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
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.65K
+ 6.38%
$33.26 - $34.01 $54.8K - $56.1K
27.5K $932K
XOM
Exxon Mobil Corp

Energy
130
+ 1.3%
$105.83 - $117.22 $13.8K - $15.2K
10.1K $1.14M
XLG
Invesco Exchange Traded Fd Tr

ETFs
152
+ 1.57%
$51.78 - $57.89 $7.87K - $8.8K
9.81K $564K
LMT
Lockheed Martin Corp

Industrials
19
+ 1.39%
$410.74 - $499.21 $7.8K - $9.48K
1.39K $692K
FMF
First Trust Managed Futures St

ETFs
491
+ 4.88%
$45.19 - $48.75 $22.2K - $23.9K
10.6K $513K
XLY
Select Sector Spdr Consumer Di

ETFs
104
+ 7.69%
$216.09 - $242.18 $22.5K - $25.2K
1.46K $349K
TRFM
ETF Ser Solutions Aam Transfor
471
+ 8.42%
$42.56 - $49.21 $20K - $23.2K
6.07K $293K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.04K
+ 18.54%
$45.6 - $46.92 $47.3K - $48.7K
6.64K $310K
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
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
HTGC
Hercules Capital, Inc.

Financial Services
1.07K
+ 3.57%
$18.34 - $19.53 $19.6K - $20.9K
31K $586K
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
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.63K
+ 13.62%
$17.81 - $18.39 $29K - $30K
13.6K $247K
FTSL
First Trust Senior Ln Fund

ETFs
778
+ 11.33%
$45.81 - $46.18 $35.6K - $35.9K
7.64K $350K
TLT
Ishares Barclays 20+ Year Trea

ETFs
336
+ 10.45%
$85.01 - $90.35 $28.6K - $30.4K
3.55K $317K
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
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email