Balboa Wealth Partners Incresed Positions in Q4 2024

Balboa Wealth Partners

  • $422 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IXN
Ishares Global Information Tec

ETFs
1.25K
+ 50.14%
$80.67 - $87.84 $101K - $110K
3.74K $316K
TMUS
T Mobile Us, Inc.

Communication Services
394
+ 33.14%
$206.1 - $246.94 $81.2K - $97.3K
1.58K $349K
MELI
Mercadolibre Inc

Consumer Cyclical
129
+ 38.05%
$1666.0 - $2117.3 $215K - $273K
468 $795K
HON
Honeywell International Inc

Industrials
321
+ 25.02%
$202.84 - $236.0 $65.1K - $75.8K
1.6K $362K
AVPT
Ave Point, Inc.

Technology
2.03K
+ 19.1%
$11.54 - $18.89 $23.4K - $38.3K
12.6K $208K
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
+ 10.0%
$4100.99 - $5300.34 $24.6K - $31.8K
66 $327K
FTCS
First Trust Capital Strength E

ETFs
925
+ 38.43%
$87.62 - $94.03 $81K - $87K
3.33K $292K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.34K
+ 24.96%
$26.63 - $30.23 $116K - $131K
21.7K $579K
TJX
Tjx Companies Inc

Consumer Cyclical
522
+ 18.75%
$112.15 - $127.2 $58.5K - $66.4K
3.31K $399K
OKE
Oneok Inc

Energy
8
+ 0.1%
$92.28 - $117.05 $738 - $936
7.65K $768K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.11K
+ 9.03%
$96.64 - $101.23 $107K - $112K
13.4K $1.3M
RCS
Pimco Strategic Income Fund, Inc

Financial Services
7.33K
+ 4.61%
$7.22 - $8.05 $52.9K - $59K
166K $1.27M
TT
Trane Technologies PLC

Industrials
173
+ 18.7%
$369.35 - $419.14 $63.9K - $72.5K
1.1K $405K
HTGC
Hercules Capital, Inc.

Financial Services
1.56K
+ 5.78%
$18.53 - $20.22 $28.8K - $31.4K
28.4K $571K
XOM
Exxon Mobil Corp

Energy
1.13K
+ 13.67%
$105.51 - $125.37 $119K - $142K
9.4K $1.01M
HBAN
Huntington Bancshares Inc

Financial Services
84
+ 0.33%
$14.18 - $18.2 $1.19K - $1.53K
25.6K $416K
VST
Vistra Corp.

Utilities
18
+ 1.01%
$115.74 - $166.61 $2.08K - $3K
1.8K $248K
PH
Parker Hannifin Corp

Industrials
44
+ 3.08%
$621.74 - $709.46 $27.4K - $31.2K
1.47K $936K
ACWI
Ishares Msci Acwi ETF

ETFs
284
+ 13.14%
$117.05 - $123.03 $33.2K - $34.9K
2.45K $287K
AJG
Arthur J. Gallagher & Co.

Financial Services
82
+ 3.78%
$278.49 - $315.16 $22.8K - $25.8K
2.25K $638K
ADP
Automatic Data Processing Inc

Industrials
41
+ 4.88%
$280.08 - $307.97 $11.5K - $12.6K
881 $257K
SPG
Simon Property Group Inc

Real Estate
121
+ 9.93%
$167.23 - $183.84 $20.2K - $22.2K
1.34K $230K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
958
+ 8.95%
$45.17 - $47.23 $43.3K - $45.2K
11.7K $528K
EME
Emcor Group, Inc.

Industrials
10
+ 1.37%
$427.96 - $526.95 $4.28K - $5.27K
739 $335K
SMBC
Southern Missouri Bancorp, Inc.

Financial Services
47
+ 0.29%
$54.04 - $67.28 $2.54K - $3.16K
16.3K $937K
CLOI
Vaneck ETF Tr

ETFs
356
+ 5.63%
$52.7 - $53.15 $18.8K - $18.9K
6.68K $352K
WM
Waste Management Inc

Industrials
110
+ 8.92%
$201.79 - $228.46 $22.2K - $25.1K
1.34K $271K
KO
Coca Cola CO

Consumer Defensive
1.08K
+ 19.07%
$61.74 - $71.71 $66.6K - $77.4K
6.74K $419K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
393
+ 3.31%
$44.33 - $49.55 $17.4K - $19.5K
12.3K $550K
SRLN
Ssga Active Trust

ETFs
158
+ 2.31%
$41.48 - $42.08 $6.55K - $6.65K
7K $292K
PM
Philip Morris International Inc.

Consumer Defensive
74
+ 2.03%
$118.38 - $133.06 $8.76K - $9.85K
3.71K $446K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
618
+ 3.51%
$18.41 - $18.97 $11.4K - $11.7K
18.2K $337K
ABT
Abbott Laboratories

Healthcare
85
+ 1.26%
$111.93 - $119.39 $9.51K - $10.1K
6.83K $772K
DUK
Duke Energy Corp

Utilities
614
+ 7.42%
$105.76 - $120.76 $64.9K - $74.1K
8.89K $957K
NRZ
New Residential Investment Corp.

Real Estate
247
+ 1.45%
N/A
17.3K $125K
MCO
Moodys Corp

Financial Services
3
+ 0.37%
$454.04 - $500.88 $1.36K - $1.5K
806 $381K
Zacks Trust
18.4K
+ 43.37%
N/A
60.8K $0
Uber Technologies Inc
1K
+ 2.94%
N/A
35K $0
Tpi Composites Inc
10K
+ 50.0%
N/A
30K $0
GCT
Giga Cloud Technology Inc.

Technology
2.07K
+ 22.38%
N/A
11.3K $0
Lithium Amers Corp New
7K
+ 15.87%
N/A
51.1K $0
Neos ETF Trust
1.84K
+ 37.06%
N/A
6.8K $0
EMHC
Spdr Bloomberg Emerging Market
458
+ 5.03%
$23.7 - $25.01 $10.9K - $11.5K
9.57K $227K
LOOP
Loop Industries, Inc.

Basic Materials
25.5K
+ 50.52%
$1.18 - $1.89 $30.1K - $48.3K
76.1K $91K
IFRA
Ishares Tr

ETFs
24
+ 0.39%
$45.94 - $51.71 $1.1K - $1.24K
6.16K $285K
GD
General Dynamics Corp

Industrials
91
+ 12.96%
$260.28 - $314.03 $23.7K - $28.6K
793 $208K
YEXT
Yext, Inc.

Technology
650
+ 3.96%
$6.21 - $8.6 $4.04K - $5.59K
17.1K $108K
EBND
Spdr Bloomberg Emerging Market

ETFs
1.32K
+ 7.01%
$19.53 - $21.1 $25.7K - $27.8K
20.1K $392K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
374
+ 5.45%
$30.93 - $33.94 $11.6K - $12.7K
7.24K $224K
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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