Balboa Wealth Partners Incresed Positions in Q4 2024

Balboa Wealth Partners

  • $422 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
11.5K
+ 829.71%
$280.04 - $302.45 $3.21M - $3.46M
12.8K $3.72M
TGT
Target Corp

Consumer Defensive
17K
+ 923.82%
$121.59 - $160.69 $2.07M - $2.73M
18.8K $2.55M
VTV
Vanguard Value ETF

ETFs
11.5K
+ 396.51%
$168.32 - $181.87 $1.93M - $2.09M
14.4K $2.43M
ZECP
Zacks Tr Earnings Constant Por

ETFs
59.7K
+ 52.17%
$30.35 - $32.25 $1.81M - $1.93M
174K $5.3M
IVE
Ishares S&P 500 Value ETF

ETFs
8.43K
+ 718.41%
$189.5 - $206.17 $1.6M - $1.74M
9.6K $1.83M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.66K
+ 84.92%
$417.69 - $450.94 $1.53M - $1.65M
7.96K $3.39M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.59K
+ 7.44%
$567.81 - $607.81 $900K - $963K
22.9K $13.4M
VEA
Vanguard Ftse Developed Market

ETFs
23.7K
+ 289.91%
$47.57 - $52.44 $1.13M - $1.24M
31.8K $1.52M
GS
Goldman Sachs Group Inc

Financial Services
1.45K
+ 89.41%
$486.1 - $608.57 $706K - $884K
3.08K $1.76M
ASML
Asml Holding Nv

Technology
2.1K
+ 58.22%
$658.43 - $872.27 $1.38M - $1.83M
5.7K $3.95M
AXP
American Express CO

Financial Services
2.84K
+ 99.26%
$267.35 - $305.57 $758K - $867K
5.69K $1.69M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.06K
+ 3.62%
$172.07 - $207.36 $182K - $219K
30.2K $5.97M
VGSH
Vanguard

ETFs
14.8K
+ 92.6%
$58.02 - $58.88 $858K - $871K
30.8K $1.79M
IVW
Ishares S&P 500 Growth ETF

ETFs
7.34K
+ 49.6%
$94.43 - $105.47 $693K - $775K
22.2K $2.25M
CCJ
Cameco Corp

Energy
15.6K
+ 335.27%
$48.64 - $61.14 $758K - $953K
20.2K $1.04M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
17.3K
+ 336.83%
$44.04 - $49.49 $760K - $854K
22.4K $985K
NVO
Novo Nordisk A S

Healthcare
8.76K
+ 442.4%
$85.0 - $120.04 $745K - $1.05M
10.7K $924K
JNK
Spdr Bloomberg High Yield Bond

ETFs
6.31K
+ 144.02%
$94.77 - $97.36 $598K - $614K
10.7K $1.02M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.33K
+ 70.17%
$77.86 - $79.27 $570K - $581K
17.8K $1.39M
CRWD
Crowd Strike Holdings, Inc.

Technology
733
+ 15.39%
$275.15 - $388.2 $202K - $285K
5.5K $1.88M
GOOGL
Alphabet Inc.

Communication Services
622
+ 3.96%
$161.86 - $196.66 $101K - $122K
16.3K $3.09M
MRVL
Marvell Technology, Inc.

Technology
2.32K
+ 39.54%
$70.31 - $124.78 $163K - $289K
8.18K $903K
SPIB
Spdr Portfolio Intermediate Te

ETFs
13.1K
+ 92.07%
$32.65 - $33.68 $428K - $441K
27.3K $895K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
911
+ 10.32%
$442.29 - $483.08 $403K - $440K
9.74K $4.41M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.41K
+ 152.08%
$61.68 - $67.87 $334K - $367K
8.97K $558K
STRL
Sterling Construction CO Inc

Industrials
525
+ 5.0%
$142.94 - $199.03 $75K - $104K
11K $1.86M
COST
Costco Wholesale Corp

Consumer Defensive
203
+ 4.39%
$873.59 - $994.69 $177K - $202K
4.82K $4.42M
JPM
Jpmorgan Chase & CO

Financial Services
61
+ 0.58%
$205.18 - $250.29 $12.5K - $15.3K
10.6K $2.55M
MCK
Mckesson Corp

Healthcare
449
+ 71.5%
$482.27 - $628.5 $217K - $282K
1.08K $613K
XLE
Energy Sector Spdr

ETFs
3.61K
+ 31.24%
$83.32 - $97.27 $301K - $352K
15.2K $1.3M
WMB
Williams Companies, Inc.

Energy
4.08K
+ 66.47%
$46.37 - $59.74 $189K - $244K
10.2K $552K
VRT
Vertiv Holdings CO

Industrials
2.96K
+ 20.48%
N/A
17.4K $1.51M
CRM
Salesforce, Inc.

Technology
410
+ 30.99%
$270.87 - $367.87 $111K - $151K
1.73K $579K
AMAT
Applied Materials Inc

Technology
2.51K
+ 46.95%
$161.44 - $213.89 $405K - $536K
7.85K $1.28M
SOFI
So Fi Technologies, Inc.

Financial Services
7.55K
+ 72.22%
$7.63 - $16.88 $57.6K - $127K
18K $277K
BX
Blackstone Inc.

Financial Services
706
+ 20.16%
$148.45 - $199.05 $105K - $141K
4.21K $725K
GLW
Corning Inc

Technology
3.65K
+ 62.29%
$44.11 - $49.76 $161K - $182K
9.52K $452K
IRM
Iron Mountain Inc

Real Estate
1.93K
+ 91.95%
$101.62 - $128.14 $196K - $247K
4.03K $423K
LNG
Cheniere Energy, Inc.

Energy
181
+ 5.3%
$181.07 - $225.92 $32.8K - $40.9K
3.6K $772K
ORCL
Oracle Corp

Technology
1.08K
+ 19.43%
$165.41 - $192.43 $178K - $207K
6.62K $1.1M
CSCO
Cisco Systems, Inc.

Technology
1.9K
+ 25.66%
$52.45 - $60.02 $99.4K - $114K
9.28K $549K
MU
Micron Technology Inc

Technology
5.33K
+ 35.38%
$84.16 - $113.41 $449K - $604K
20.4K $1.72M
DLR
Digital Realty Trust, Inc.

Real Estate
727
+ 53.07%
$156.46 - $195.69 $114K - $142K
2.1K $371K
WMT
Walmart Inc.

Consumer Defensive
417
+ 4.83%
$79.1 - $95.7 $33K - $39.9K
9.06K $818K
EPD
Enterprise Products Partners L.P.

Energy
3.18K
+ 42.3%
$28.66 - $34.43 $91.1K - $109K
10.7K $335K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
160
+ 5.66%
$521.84 - $558.82 $83.5K - $89.4K
2.99K $1.61M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.57K
+ 43.61%
$58.39 - $67.04 $91.9K - $106K
5.18K $328K
IVV
Ishares Core S&P 500 ETF

ETFs
165
+ 12.77%
$570.51 - $610.59 $94.1K - $101K
1.46K $857K
IEFA
Ishares Tr

ETFs
3.39K
+ 20.78%
$70.06 - $77.43 $238K - $262K
19.7K $1.38M
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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