Balboa Wealth Partners Sells in Q4 2024

Balboa Wealth Partners

  • $422 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CI
Cigna Corp

Healthcare
-12
- 1.45%
$265.59 - $358.58 $3.19K - $4.3K
814 $224K
AER
Aer Cap Holdings N.V.

Industrials
-675
- 5.31%
$91.85 - $100.3 $62K - $67.7K
12K $1.15M
PEP
Pepsico Inc

Consumer Defensive
-26
- 1.0%
$151.29 - $176.1 $3.93K - $4.58K
2.59K $393K
DKNG
Draft Kings Inc.

Consumer Cyclical
-800
- 8.47%
$35.32 - $44.84 $28.3K - $35.9K
8.65K $321K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-125
- 3.4%
$89.81 - $104.0 $11.2K - $13K
3.55K $319K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-1.72K
- 5.66%
$51.31 - $55.61 $88.4K - $95.8K
28.7K $1.54M
IBM
International Business Machines Corp

Technology
-169
- 6.95%
$204.9 - $238.04 $34.6K - $40.2K
2.26K $497K
UTG
Reaves Utility Income Fund

Financial Services
-875
- 8.37%
$30.81 - $34.99 $27K - $30.6K
9.58K $303K
STZ
Constellation Brands, Inc.

Consumer Defensive
-9
- 0.91%
$219.66 - $257.62 $1.98K - $2.32K
975 $215K
MDT
Medtronic PLC

Healthcare
-88
- 3.31%
$79.61 - $92.24 $7.01K - $8.12K
2.57K $205K
PFF
Ishares Trust Ishares Pfd And

ETFs
-500
- 5.5%
$31.23 - $33.51 $15.6K - $16.8K
8.59K $269K
CMI
Cummins Inc

Industrials
-160
- 15.38%
$324.93 - $383.42 $52K - $61.3K
880 $306K
GUT
Gabelli Utility Trust

Financial Services
-1.34K
- 1.04%
$4.99 - $5.44 $6.68K - $7.28K
127K $640K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-300
- 9.09%
$69.58 - $74.87 $20.9K - $22.5K
3K $210K
SPMD
Spdr Portfolio

ETFs
-382
- 6.7%
$54.13 - $59.56 $20.7K - $22.8K
5.32K $290K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-15
- 0.07%
$40.38 - $44.35 $606 - $665
21.2K $868K
BW
Babcock & Wilcox Enterprises, Inc.

Industrials
-4.7K
- 27.71%
$1.58 - $2.93 $7.43K - $13.8K
12.3K $20K
XLY
Select Sector Spdr Consumer Di

ETFs
-246
- 14.39%
$194.8 - $239.43 $47.9K - $58.9K
1.46K $328K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-531
- 3.24%
$33.92 - $36.6 $18K - $19.4K
15.8K $548K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-40
- 0.81%
$126.68 - $134.74 $5.07K - $5.39K
4.92K $627K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-297
- 2.71%
$36.63 - $37.8 $10.9K - $11.2K
10.7K $399K
VB
Vanguard Small Cap ETF

ETFs
-28
- 2.76%
$233.76 - $261.58 $6.55K - $7.32K
988 $237K
AGM
Federal Agricultural Mortgage Corp

Financial Services
-200
- 5.16%
$181.72 - $216.45 $36.3K - $43.3K
3.68K $723K
Post Hldgs Inc
-1K
- 3.23%
N/A
30K $0
Transmedics Group Inc
-8K
- 42.11%
N/A
11K $0
Akamai Technologies Inc
-2K
- 9.09%
N/A
20K $0
Chefs Whse Inc
-1K
- 3.23%
N/A
30K $0
Array Technologies Inc
-1K
- 4.0%
N/A
24K $0
Arm Holdings PLC
-70
- 1.82%
N/A
3.78K $0
Tetra Tech Inc New
-1K
- 3.85%
N/A
25K $0
Patrick Inds Inc
-1K
- 2.63%
N/A
37K $0
Halozyme Therapeutics Inc
-1K
- 3.23%
N/A
30K $0
Liberty Media Corp Del
-2K
- 6.25%
N/A
30K $0
Lumentum Hldgs Inc
-2K
- 6.25%
N/A
30K $0
Integer Hldgs Corp
-2K
- 7.69%
N/A
24K $0
Exact Sciences Corp
-1K
- 4.0%
N/A
24K $0
Ishares Tr
-8.82K
- 4.35%
N/A
194K $0
Mgp Ingredients Inc New
-1K
- 4.0%
N/A
24K $0
Ncl Corp LTD
-1K
- 4.0%
N/A
24K $0
Lantheus Hldgs Inc
-1K
- 3.85%
N/A
25K $0
Dexcom Inc
-1K
- 2.86%
N/A
34K $0
Grayscale Ethereum Trust ETF
-400
- 3.0%
N/A
12.9K $0
Datadog Inc
-1K
- 4.0%
N/A
24K $0
Nrg Energy Inc
-1K
- 5.56%
N/A
17K $0
Nice LTD
-2K
- 3.92%
N/A
49K $0
Northern Oil & Gas Inc
-1K
- 4.0%
N/A
24K $0
MO
Altria Group, Inc.

Consumer Defensive
-78
- 1.67%
$49.06 - $57.74 $3.83K - $4.5K
4.58K $239K
ARCC
Ares Capital Corp

Financial Services
-1.85K
- 3.7%
$20.74 - $22.27 $38.5K - $41.3K
48.2K $1.06M
XLK
Technology Sector Spdr

ETFs
-222
- 2.19%
$220.26 - $241.44 $48.9K - $53.6K
9.93K $2.31M
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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