Balboa Wealth Partners Incresed Positions in Q4 2025

Balboa Wealth Partners

  • $572 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
654
+ 6.21%
$90.58 - $99.72 $59.2K - $65.2K
11.2K $1.01M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3
+ 0.06%
$82.92 - $88.2 $249 - $265
5.09K $445K
FTCS
First Trust Capital Strength E

ETFs
246
+ 6.23%
$90.55 - $93.84 $22.3K - $23.1K
4.19K $384K
AIT
Applied Industrial Technologies Inc

Industrials
96
+ 12.29%
$244.84 - $260.29 $23.5K - $25K
877 $218K
IEFA
Ishares Tr

ETFs
36
+ 0.46%
$86.09 - $89.88 $3.1K - $3.24K
7.88K $698K
FMF
First Trust Managed Futures St

ETFs
238
+ 2.26%
$48.06 - $49.61 $11.4K - $11.8K
10.8K $525K
TRFM
ETF Ser Solutions Aam Transfor
395
+ 6.51%
$47.27 - $51.03 $18.7K - $20.2K
6.46K $305K
MS
Morgan Stanley

Financial Services
59
+ 1.89%
$151.86 - $169.92 $8.96K - $10K
3.18K $507K
FAAR
First Trust Vii Alternative Ab

ETFs
330
+ 1.94%
$29.86 - $30.91 $9.85K - $10.2K
17.3K $529K
FTLS
First Tr Long/Short Equity ETF

ETFs
27
+ 0.27%
$67.94 - $71.96 $1.83K - $1.94K
10K $711K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
535
+ 2.85%
$19.16 - $19.36 $10.3K - $10.4K
19.3K $370K
VT
Vanguard Total World Stk Index

ETFs
41
+ 2.05%
$135.16 - $141.78 $5.54K - $5.81K
2.04K $283K
EMHC
Spdr Bloomberg Emerging Market
79
+ 0.44%
$25.12 - $25.8 $1.98K - $2.04K
17.8K $455K
EBND
Spdr Bloomberg Emerging Market

ETFs
311
+ 2.88%
$21.1 - $21.41 $6.56K - $6.66K
11.1K $235K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
27
+ 0.25%
$137.47 - $143.13 $3.71K - $3.86K
10.7K $1.5M
EVRG
Evergy, Inc.

Utilities
1
+ 0.02%
$75.56 - $78.73 $75.6 - $78.7
5.37K $410K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
149
+ 2.38%
$39.17 - $40.87 $5.84K - $6.09K
6.4K $254K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.27%
$358.39 - $376.54 $717 - $753
747 $274K
NRZ
New Residential Investment Corp.

Real Estate
259
+ 1.44%
N/A
18.3K $132K
HBAN
Huntington Bancshares Inc

Financial Services
2.45K
+ 10.24%
$15.16 - $17.21 $37.1K - $42.2K
26.4K $414K
CVX
Chevron Corp

Energy
17
+ 0.37%
$148.9 - $157.72 $2.53K - $2.68K
4.64K $718K
PFE
Pfizer Inc

Healthcare
485
+ 1.7%
$24.23 - $27.37 $11.8K - $13.3K
29K $728K
CLOI
Vaneck ETF Tr

ETFs
35
+ 0.57%
$52.83 - $53.07 $1.85K - $1.86K
6.23K $329K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
133
+ 1.76%
$36.47 - $38.19 $4.85K - $5.08K
7.71K $288K
Zacks Trust
1.89K
+ 15.72%
N/A
13.9K $0
Capital Group Equity ETF Tr
2.04K
+ 15.58%
N/A
15.1K $0
Neos ETF Trust
790
+ 15.22%
N/A
5.98K $0
Wec Energy Group Inc
1K
+ 3.7%
N/A
28K $0
Nebius Group N.V.
1.68K
+ 18.7%
N/A
10.6K $0
Uber Technologies Inc
1K
+ 3.45%
N/A
30K $0
Tetra Tech Inc New
9K
+ 45.0%
N/A
29K $0
Capital Grp Fixed Incm ETF T
3.12K
+ 30.85%
N/A
13.2K $0
Lantheus Hldgs Inc
10K
+ 52.63%
N/A
29K $0
Capital Group Core Balanced
1.06K
+ 7.02%
N/A
16.1K $0
Goldman Sachs ETF Tr
600
+ 7.63%
N/A
8.47K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
4.39K
+ 5.25%
N/A
88K $0
Southern CO
5K
+ 17.24%
N/A
34K $0
Zacks Trust
19.7K
+ 29.2%
N/A
87K $0
Coreweave Inc
647
+ 13.66%
N/A
5.38K $0
Lithium Amers Corp New
14.4K
+ 30.0%
N/A
62.4K $0
Zacks Trust
7.95K
+ 16.06%
N/A
57.4K $0
Brookfield Infrastructure CO
1.4K
+ 23.51%
N/A
7.37K $0
First Tr Exch Traded Fd Iii
610
+ 2.94%
N/A
21.4K $0
Goldman Sachs ETF Tr
600
+ 7.62%
N/A
8.47K $0
Capital Group Global Equity
616
+ 3.42%
N/A
18.6K $0
First Tr Exchange Traded Fd
7.45K
+ 12.1%
N/A
69K $0
VOE
Vanguard Mid Cap Value Index F

ETFs
6
+ 0.24%
$169.53 - $176.53 $1.02K - $1.06K
2.47K $429K
WMB
Williams Companies, Inc.

Energy
204
+ 3.55%
$56.51 - $64.48 $11.5K - $13.2K
5.95K $362K
SPMD
Spdr Portfolio

ETFs
43
+ 0.72%
$55.44 - $58.05 $2.38K - $2.5K
6K $337K
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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