Balboa Wealth Partners Incresed Positions in Q4 2025

Balboa Wealth Partners

  • $572 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
C
Citigroup Inc

Financial Services
930
+ 24.53%
$93.93 - $102.87 $87.4K - $95.7K
4.72K $463K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
940
+ 18.13%
$72.17 - $75.74 $67.8K - $71.2K
6.12K $458K
UPS
United Parcel Service Inc

Industrials
53
+ 0.78%
$82.87 - $97.4 $4.39K - $5.16K
6.87K $647K
GLW
Corning Inc

Technology
952
+ 9.43%
$82.06 - $90.29 $78.1K - $86K
11K $906K
CGGO
Capital Group Global Growth Eq

ETFs
2.19K
+ 17.45%
$33.63 - $35.51 $73.5K - $77.6K
14.7K $502K
TFLO
Ishares Treasury Floating Rate

ETFs
1.5K
+ 10.05%
$50.42 - $50.61 $75.6K - $75.9K
16.4K $829K
LMT
Lockheed Martin Corp

Industrials
239
+ 17.23%
$452.1 - $514.24 $108K - $123K
1.63K $765K
MEDP
Medpace Holdings, Inc.

Healthcare
42
+ 7.53%
$501.22 - $605.2 $21.1K - $25.4K
600 $354K
ACHR
Archer Aviation Inc.

Industrials
11.2K
+ 90.65%
$7.88 - $13.64 $87.9K - $152K
23.5K $184K
HYLS
First Tr Tactical High Yield L

ETFs
1.78K
+ 7.18%
$41.67 - $42.1 $74K - $74.8K
26.5K $1.11M
SGOL
Abrdn Gold ETF Trust

ETFs
45
+ 0.16%
$36.75 - $41.74 $1.65K - $1.88K
28.1K $1.1M
TJX
Tjx Companies Inc

Consumer Cyclical
358
+ 8.5%
$138.56 - $147.63 $49.6K - $52.9K
4.57K $667K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.22K
+ 11.0%
$26.44 - $27.53 $58.6K - $61.1K
22.4K $609K
ED
Consolidated Edison Inc

Utilities
521
+ 16.65%
$96.11 - $102.39 $50.1K - $53.3K
3.65K $371K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
856
+ 14.03%
$74.62 - $78.21 $63.9K - $66.9K
6.96K $520K
PAHC
Phibro Animal Health Corp

Healthcare
696
+ 13.01%
$36.39 - $45.83 $25.3K - $31.9K
6.05K $272K
IVV
Ishares Core S&P 500 ETF

ETFs
64
+ 3.19%
$656.2 - $690.71 $42K - $44.2K
2.07K $1.4M
BAC
Bank Of America Corp

Financial Services
1.08K
+ 12.23%
$48.65 - $54.11 $52.3K - $58.2K
9.88K $508K
KO
Coca Cola CO

Consumer Defensive
326
+ 4.43%
$66.1 - $71.61 $21.5K - $23.3K
7.68K $542K
SKYY
First Trust Cloud Computing Et

ETFs
434
+ 26.38%
$131.95 - $143.46 $57.3K - $62.3K
2.08K $274K
STT
State Street Corp

Financial Services
406
+ 19.96%
$111.0 - $121.11 $45.1K - $49.2K
2.44K $285K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
595
+ 19.24%
$76.84 - $80.86 $45.7K - $48.1K
3.69K $291K
FN
Fabrinet

Technology
21
+ 2.49%
$361.94 - $486.91 $7.6K - $10.2K
863 $356K
TLT
Ishares Barclays 20+ Year Trea

ETFs
534
+ 15.03%
$88.67 - $92.06 $47.3K - $49.2K
4.09K $363K
CGUS
Capital Group Core Equity ETF
1.1K
+ 9.22%
$38.81 - $40.67 $42.8K - $44.9K
13.1K $519K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.11K
+ 2.65%
$33.05 - $33.87 $36.7K - $37.6K
42.9K $1.44M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
753
+ 9.33%
$56.33 - $59.22 $42.4K - $44.6K
8.82K $509K
FIX
Comfort Systems Usa Inc

Industrials
16
+ 4.62%
$790.72 - $1010.64 $12.7K - $16.2K
362 $329K
PLD
Prologis, Inc.

Real Estate
171
+ 7.53%
$111.23 - $127.18 $19K - $21.7K
2.44K $301K
VUG
Vanguard Growth ETF

ETFs
75
+ 5.49%
$470.44 - $504.26 $35.3K - $37.8K
1.44K $697K
VV
Vanguard Large Cap ETF

ETFs
89
+ 2.87%
$301.9 - $317.98 $26.9K - $28.3K
3.19K $989K
STRL
Sterling Construction CO Inc

Industrials
153
+ 1.03%
$326.6 - $411.07 $50K - $62.9K
15.1K $5.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
85
+ 0.62%
$92.24 - $96.56 $7.84K - $8.21K
13.9K $1.32M
XLP
Consumer Staples Sector Spdr

ETFs
447
+ 11.67%
N/A
4.28K $325K
GD
General Dynamics Corp

Industrials
83
+ 4.75%
$330.59 - $353.77 $27.4K - $29.4K
1.83K $630K
UBER
Uber Technologies, Inc

Technology
504
+ 23.22%
$91.62 - $100.1 $46.2K - $50.5K
2.68K $245K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
731
+ 6.29%
$47.97 - $49.62 $35.1K - $36.3K
12.4K $604K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
320
+ 4.45%
$100.37 - $100.72 $32.1K - $32.2K
7.5K $754K
KMI
Kinder Morgan, Inc.

Energy
1.4K
+ 13.75%
$25.84 - $28.46 $36.1K - $39.8K
11.6K $317K
BND
Vanguard Bd Index Fd Inc Total

ETFs
426
+ 7.72%
$74.09 - $75.1 $31.6K - $32K
5.94K $440K
MCD
Mcdonalds Corp

Consumer Cyclical
84
+ 2.97%
$293.81 - $310.11 $24.7K - $26K
2.92K $889K
SMBC
Southern Missouri Bancorp, Inc.

Financial Services
57
+ 0.44%
$47.85 - $54.81 $2.73K - $3.12K
12.9K $704K
VO
Vanguard Mid Cap ETF

ETFs
110
+ 11.75%
$286.27 - $296.23 $31.5K - $32.6K
1.05K $300K
V
Visa Inc.

Financial Services
346
+ 6.12%
$325.75 - $352.42 $113K - $122K
6K $1.95M
VB
Vanguard Small Cap ETF

ETFs
128
+ 5.25%
$248.1 - $260.08 $31.8K - $33.3K
2.57K $641K
CGGR
Capital Group Growth ETF Shs C

ETFs
730
+ 5.16%
$43.04 - $45.68 $31.4K - $33.3K
14.9K $641K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
500
+ 6.19%
$34.46 - $35.52 $17.2K - $17.8K
8.58K $300K
QCOM
Qualcomm Inc

Technology
103
+ 2.31%
$153.59 - $187.68 $15.8K - $19.3K
4.56K $761K
TGT
Target Corp

Consumer Defensive
171
+ 4.26%
$85.53 - $97.77 $14.6K - $16.7K
4.19K $376K
Activity Summary
Buys All Purchases 231 New Holdings 56 Increased Positions 175 Sells All Sells 160 Reductions 160 Sold out 0 Options Calls 0 Puts 0
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