Balboa Wealth Partners Sells in Q4 2024

Balboa Wealth Partners

  • $422 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IYW
Ishares Dj Us Tech ETF

ETFs
-18.5K
- 89.01%
$148.14 - $166.23 $2.73M - $3.07M
2.28K $363K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-42K
- 80.9%
$57.53 - $60.83 $2.41M - $2.55M
9.9K $569K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.58K
- 27.96%
$481.22 - $538.17 $1.72M - $1.93M
9.23K $4.72M
IYR
Ishares Tr

ETFs
-11.4K
- 38.2%
$90.74 - $102.87 $1.03M - $1.17M
18.4K $1.71M
DGRO
Ishares Core Dividend Growth E

ETFs
-18.8K
- 75.99%
$60.73 - $64.94 $1.14M - $1.22M
5.95K $365K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-22.9K
- 66.8%
$50.37 - $50.6 $1.15M - $1.16M
11.4K $573K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-17.8K
- 69.97%
$53.94 - $58.15 $960K - $1.04M
7.64K $430K
MSFT
Microsoft Corp

Technology
-910
- 1.63%
$406.35 - $454.46 $370K - $414K
55K $23.2M
IDU
Ishares Tr U S Utils ETF

ETFs
-7.16K
- 23.54%
$94.65 - $105.73 $678K - $757K
23.3K $2.24M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.39K
- 29.8%
$26.93 - $84.95 $91.3K - $288K
7.99K $218K
IYF
Ishares Tr

ETFs
-6.33K
- 21.84%
$102.7 - $119.05 $650K - $754K
22.7K $2.51M
DIS
Walt Disney CO

Communication Services
-5.88K
- 56.22%
$92.39 - $117.6 $543K - $691K
4.58K $509K
QCOM
Qualcomm Inc

Technology
-2.39K
- 34.64%
$150.4 - $178.04 $360K - $426K
4.52K $694K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-17.3K
- 62.58%
$24.94 - $26.14 $432K - $453K
10.4K $258K
GLD
Spdr Gold Trust

ETFs
-1.76K
- 7.25%
$236.59 - $257.5 $415K - $452K
22.5K $5.44M
CVX
Chevron Corp

Energy
-2.67K
- 42.22%
$141.15 - $162.53 $377K - $435K
3.66K $529K
INTC
Intel Corp

Technology
-13.9K
- 55.79%
$19.07 - $26.23 $265K - $364K
11K $220K
DVYE
Ishares Emerging Markets Divid

ETFs
-9.79K
- 28.8%
$25.42 - $29.74 $249K - $291K
24.2K $624K
LLY
Eli Lilly & CO

Healthcare
-197
- 11.31%
$727.2 - $932.06 $143K - $184K
1.55K $1.19M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-9.59K
- 11.62%
$25.26 - $26.59 $242K - $255K
73K $1.85M
ISRG
Intuitive Surgical Inc

Healthcare
-775
- 38.08%
$471.27 - $550.62 $365K - $427K
1.26K $657K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-482
- 54.59%
$501.29 - $612.85 $242K - $295K
401 $208K
AMGN
Amgen Inc

Healthcare
-848
- 47.19%
$258.78 - $328.31 $219K - $278K
949 $247K
NFLX
Netflix Inc

Communication Services
-815
- 37.1%
$687.65 - $936.56 $560K - $763K
1.38K $1.23M
T
At&T Inc.

Communication Services
-15.7K
- 27.66%
$21.22 - $23.88 $333K - $375K
41.1K $934K
META
Meta Platforms, Inc.

Communication Services
-971
- 5.93%
$554.08 - $632.68 $538K - $614K
15.4K $9.08M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-4.57K
- 12.47%
$38.37 - $42.82 $175K - $196K
32.1K $1.23M
LMT
Lockheed Martin Corp

Industrials
-203
- 13.05%
$479.66 - $614.62 $97.4K - $125K
1.35K $657K
SCHW
Schwab Charles Corp

Financial Services
-4.88K
- 37.55%
$63.31 - $82.85 $309K - $404K
8.12K $601K
HALO
Halozyme Therapeutics, Inc.

Healthcare
-3.21K
- 34.21%
$42.57 - $61.09 $137K - $196K
6.18K $295K
UNH
Unitedhealth Group Inc

Healthcare
-209
- 19.21%
$485.52 - $625.25 $101K - $131K
879 $444K
HD
Home Depot, Inc.

Consumer Cyclical
-319
- 7.78%
$385.02 - $431.37 $123K - $138K
3.78K $1.47M
AVUV
American Centy ETF Tr Avantis

ETFs
-1.9K
- 32.98%
$94.37 - $106.41 $180K - $203K
3.87K $373K
NOC
Northrop Grumman Corp

Industrials
-243
- 23.75%
$466.52 - $543.88 $113K - $132K
780 $366K
WELL
Welltower Inc.

Real Estate
-1.24K
- 32.86%
$123.11 - $139.3 $152K - $172K
2.52K $317K
XLV
Select Sector Spdr Fund Health

ETFs
-311
- 6.26%
$136.28 - $154.74 $42.4K - $48.1K
4.65K $640K
SPGI
S&P Global Inc.

Financial Services
-187
- 12.84%
$480.36 - $529.17 $89.8K - $99K
1.27K $632K
SNOW
Snowflake Inc.

Technology
-2.04K
- 40.18%
$109.65 - $186.51 $224K - $381K
3.04K $469K
GE
General Electric CO

Industrials
-297
- 10.32%
$159.95 - $194.23 $47.5K - $57.7K
2.58K $430K
NTAP
Net App, Inc.

Technology
-724
- 21.48%
$115.31 - $131.11 $83.5K - $94.9K
2.65K $307K
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.88K
- 5.94%
$54.54 - $61.04 $102K - $115K
29.7K $1.65M
XLP
Consumer Staples Sector Spdr

ETFs
-1.21K
- 24.59%
N/A
3.7K $281K
MMM
3 M CO

Industrials
-512
- 22.3%
$124.74 - $137.12 $63.9K - $70.2K
1.78K $230K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-1.11K
- 11.62%
$40.41 - $45.12 $45K - $50.2K
8.46K $342K
ETN
Eaton Corp PLC

Industrials
-224
- 11.8%
$326.96 - $377.52 $73.2K - $84.6K
1.68K $555K
PG
Procter & Gamble CO

Consumer Defensive
-227
- 3.96%
$161.05 - $179.7 $36.6K - $40.8K
5.51K $923K
BP
Bp PLC

Energy
-1.08K
- 5.28%
$28.16 - $33.14 $30.4K - $35.8K
19.4K $573K
MCD
Mcdonalds Corp

Consumer Cyclical
-94
- 3.52%
$288.47 - $316.54 $27.1K - $29.8K
2.58K $746K
SBUX
Starbucks Corp

Consumer Cyclical
-463
- 12.03%
$87.44 - $102.5 $40.5K - $47.5K
3.39K $308K
Activity Summary
Buys All Purchases 183 New Holdings 66 Increased Positions 117 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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