Balboa Wealth Partners Incresed Positions in Q1 2025

Balboa Wealth Partners

  • $398 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
220K
+ 493.51%
$91.45 - $91.75 $20.1M - $20.2M
264K $24.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.06K
+ 21.15%
$442.66 - $534.52 $911K - $1.1M
11.8K $6.28M
VTI
Vanguard Total Stock Market Et

ETFs
7.02K
+ 54.68%
$271.18 - $303.12 $1.9M - $2.13M
19.8K $5.45M
GLD
Spdr Gold Trust

ETFs
2.19K
+ 9.76%
$243.19 - $288.14 $533K - $632K
24.7K $7.11M
VEA
Vanguard Ftse Developed Market

ETFs
24.5K
+ 76.83%
$47.4 - $52.99 $1.16M - $1.3M
56.3K $2.86M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.23K
+ 74.68%
$507.05 - $563.67 $1.13M - $1.26M
5.22K $2.68M
VRT
Vertiv Holdings CO

Industrials
12K
+ 68.94%
N/A
29.4K $2.55M
XLE
Energy Sector Spdr

ETFs
7.36K
+ 48.49%
$85.7 - $93.96 $631K - $692K
22.5K $2.11M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
20.6K
+ 99.86%
$33.84 - $37.77 $698K - $779K
41.3K $1.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
15.2K
+ 68.07%
$42.5 - $46.71 $647K - $712K
37.6K $1.7M
ABT
Abbott Laboratories

Healthcare
1.62K
+ 23.74%
$111.1 - $140.22 $180K - $227K
8.45K $1.12M
MRVL
Marvell Technology, Inc.

Technology
11.6K
+ 141.88%
$61.57 - $126.06 $715K - $1.46M
19.8K $1.22M
TFLO
Ishares Treasury Floating Rate

ETFs
6.07K
+ 68.59%
$50.48 - $50.68 $306K - $308K
14.9K $755K
MU
Micron Technology Inc

Technology
2.87K
+ 14.09%
$86.89 - $109.38 $250K - $314K
23.3K $2.02M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.6K
+ 132.46%
$27.01 - $28.54 $286K - $302K
18.6K $519K
T
At&T Inc.

Communication Services
911
+ 2.22%
$21.56 - $28.28 $19.6K - $25.8K
42K $1.19M
SCHW
Schwab Charles Corp

Financial Services
2.54K
+ 31.22%
$71.24 - $83.64 $181K - $212K
10.7K $834K
VZ
Verizon Communications Inc

Communication Services
1.64K
+ 6.1%
$37.81 - $46.49 $62.1K - $76.4K
28.6K $1.3M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
6.93K
+ 9.49%
$25.06 - $25.98 $174K - $180K
79.9K $2.07M
GLW
Corning Inc

Technology
5.04K
+ 52.99%
$44.91 - $54.25 $226K - $274K
14.6K $666K
DUK
Duke Energy Corp

Utilities
548
+ 6.16%
$105.87 - $121.97 $58K - $66.8K
9.44K $1.15M
EMHC
Spdr Bloomberg Emerging Market
7.41K
+ 77.4%
$23.72 - $24.56 $176K - $182K
17K $410K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.69K
+ 28.51%
$29.34 - $31.31 $196K - $209K
30.1K $895K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
534
+ 6.71%
$408.78 - $448.82 $218K - $240K
8.5K $3.57M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.98K
+ 17.97%
$92.45 - $106.69 $368K - $425K
26.1K $2.43M
XOM
Exxon Mobil Corp

Energy
584
+ 6.22%
$105.44 - $118.93 $61.6K - $69.5K
9.98K $1.19M
LNG
Cheniere Energy, Inc.

Energy
464
+ 12.91%
$209.32 - $253.66 $97.1K - $118K
4.06K $939K
WELL
Welltower Inc.

Real Estate
583
+ 23.11%
$124.05 - $156.86 $72.3K - $91.4K
3.11K $475K
GD
General Dynamics Corp

Industrials
518
+ 65.32%
$241.94 - $272.58 $125K - $141K
1.31K $357K
LLY
Eli Lilly & CO

Healthcare
77
+ 4.98%
$725.72 - $929.72 $55.9K - $71.6K
1.62K $1.34M
SRLN
Ssga Active Trust

ETFs
3.49K
+ 49.89%
$41.02 - $41.99 $143K - $147K
10.5K $431K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.74K
+ 59.88%
$50.48 - $51.04 $138K - $140K
7.32K $371K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.48K
+ 24.99%
$56.17 - $59.71 $139K - $148K
12.4K $707K
NOC
Northrop Grumman Corp

Industrials
173
+ 22.18%
$433.45 - $513.82 $75K - $88.9K
953 $487K
SO
Southern CO

Utilities
63
+ 0.53%
$80.96 - $92.96 $5.1K - $5.86K
12K $1.1M
VGSH
Vanguard

ETFs
1.68K
+ 5.47%
$58.07 - $58.69 $97.7K - $98.7K
32.5K $1.9M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.19K
+ 18.78%
$44.68 - $46.49 $97.8K - $102K
13.8K $641K
IVV
Ishares Core S&P 500 ETF

ETFs
237
+ 16.27%
$554.06 - $615.85 $131K - $146K
1.69K $951K
MWA
Mueller Water Products, Inc.

Industrials
1.82K
+ 14.03%
$21.65 - $28.24 $39.4K - $51.4K
14.8K $376K
KO
Coca Cola CO

Consumer Defensive
287
+ 4.26%
$60.81 - $72.32 $17.5K - $20.8K
7.02K $503K
SCCO
Southern Copper Corp

Basic Materials
814
+ 31.82%
$85.92 - $101.48 $69.9K - $82.6K
3.37K $315K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.16K
+ 3.61%
$37.07 - $40.63 $42.9K - $47K
33.2K $1.31M
ASML
Asml Holding Nv

Technology
376
+ 6.6%
$662.63 - $776.99 $249K - $292K
6.08K $4.03M
MCD
Mcdonalds Corp

Consumer Cyclical
22
+ 0.85%
$279.74 - $321.29 $6.15K - $7.07K
2.6K $811K
ISRG
Intuitive Surgical Inc

Healthcare
196
+ 15.56%
$476.63 - $610.45 $93.4K - $120K
1.46K $721K
AXP
American Express CO

Financial Services
820
+ 14.4%
$255.39 - $325.87 $209K - $267K
6.51K $1.75M
INTC
Intel Corp

Technology
1.34K
+ 12.21%
$19.1 - $27.39 $25.7K - $36.8K
12.3K $280K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
2.09K
+ 20.19%
$24.73 - $25.62 $51.7K - $53.6K
12.5K $318K
ED
Consolidated Edison Inc

Utilities
33
+ 1.46%
$88.0 - $110.59 $2.9K - $3.65K
2.29K $252K
Activity Summary
Buys All Purchases 156 New Holdings 48 Increased Positions 108 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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