Balboa Wealth Partners Sells in Q3 2025

Balboa Wealth Partners

  • $552 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-114
- 8.67%
$181.56 - $190.33 $20.7K - $21.7K
1.2K $227K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-191
- 3.35%
$72.57 - $74.72 $13.9K - $14.3K
5.52K $410K
TMUS
T Mobile Us, Inc.

Communication Services
-50
- 4.03%
$226.02 - $259.01 $11.3K - $13K
1.19K $285K
JCI
Johnson Controls International PLC

Industrials
-200
- 7.34%
$103.24 - $111.73 $20.6K - $22.3K
2.53K $277K
HBAN
Huntington Bancshares Inc

Financial Services
-1.24K
- 4.92%
$15.87 - $17.88 $19.6K - $22.1K
23.9K $413K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-120
- 1.62%
$50.53 - $50.82 $6.06K - $6.1K
7.28K $369K
LOOP
Loop Industries, Inc.

Basic Materials
-6.3K
- 8.79%
$1.09 - $2.06 $6.87K - $13K
65.4K $96K
CLOI
Vaneck ETF Tr

ETFs
-81
- 1.29%
$52.8 - $53.1 $4.28K - $4.3K
6.19K $328K
MRK
Merck & Co., Inc.

Healthcare
-328
- 6.87%
$77.6 - $87.37 $25.5K - $28.7K
4.45K $373K
AXP
American Express CO

Financial Services
-305
- 4.16%
$294.27 - $342.31 $89.8K - $104K
7.02K $2.33M
QCOM
Qualcomm Inc

Technology
-217
- 4.64%
$145.84 - $173.55 $31.6K - $37.7K
4.46K $742K
Lightbridge Corp
-500
- 4.2%
N/A
11.4K $0
TRMB
Trimble Inc.

Technology
-221
- 6.9%
$76.46 - $85.24 $16.9K - $18.8K
2.98K $243K
Zacks Trust
-1.21K
- 9.11%
N/A
12K $0
Lithium Argentina Ag
-1.98K
- 5.2%
N/A
36.1K $0
Spinnaker ETF Series
-2.86K
- 18.98%
N/A
12.2K $0
Rivian Automotive Inc
-1K
- 6.67%
N/A
14K $0
Bitwise Bitcoin ETF Tr
-191
- 4.66%
N/A
3.91K $0
Amphastar Pharmaceuticals In
-1K
- 6.67%
N/A
14K $0
Progress Software Corp
-1K
- 6.67%
N/A
14K $0
Etsy Inc
-1K
- 6.25%
N/A
15K $0
Zacks Trust
-5.94K
- 10.72%
N/A
49.5K $0
Ishares Tr
-98.7K
- 56.87%
N/A
74.9K $0
OXY
Occidental Petroleum Corp

Energy
-1.62K
- 11.06%
$42.54 - $48.1 $68.8K - $77.8K
13K $614K
Vail Resorts Inc
-1K
- 3.23%
N/A
30K $0
Lithium Amers Corp New
-2.06K
- 4.1%
N/A
48K $0
Meritage Homes Corp
-1K
- 2.78%
N/A
35K $0
Akamai Technologies Inc
-1K
- 3.33%
N/A
29K $0
NTAP
Net App, Inc.

Technology
-228
- 9.03%
$101.1 - $126.36 $23.1K - $28.8K
2.3K $272K
FTCS
First Trust Capital Strength E

ETFs
-69
- 1.72%
$89.72 - $93.74 $6.19K - $6.47K
3.95K $369K
VO
Vanguard Mid Cap ETF

ETFs
-32
- 3.31%
$279.83 - $293.74 $8.95K - $9.4K
936 $274K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-79
- 3.6%
$133.48 - $144.38 $10.5K - $11.4K
2.11K $301K
GUT
Gabelli Utility Trust

Financial Services
-3.56K
- 3.17%
$5.8 - $6.18 $20.7K - $22K
109K $660K
PFE
Pfizer Inc

Healthcare
-1.11K
- 3.73%
$23.29 - $25.88 $25.8K - $28.7K
28.6K $727K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-128
- 5.14%
$158.03 - $197.08 $20.2K - $25.2K
2.36K $395K
SO
Southern CO

Utilities
-232
- 2.16%
$90.83 - $96.0 $21.1K - $22.3K
10.5K $997K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-249
- 3.83%
$36.93 - $40.55 $9.2K - $10.1K
6.25K $251K
SPMD
Spdr Portfolio

ETFs
-54
- 0.9%
$54.43 - $58.29 $2.94K - $3.15K
5.96K $340K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-21
- 0.1%
$26.38 - $27.95 $554 - $587
20.2K $550K
BP
Bp PLC

Energy
-1.5K
- 10.02%
$30.25 - $35.69 $45.2K - $53.4K
13.4K $462K
MDT
Medtronic PLC

Healthcare
-17
- 0.71%
$87.67 - $95.74 $1.49K - $1.63K
2.37K $225K
TRV
Travelers Companies, Inc.

Financial Services
-4
- 0.25%
$250.62 - $279.43 $1K - $1.12K
1.6K $447K
MWA
Mueller Water Products, Inc.

Industrials
-144
- 0.96%
$23.94 - $27.39 $3.45K - $3.94K
14.8K $377K
VOT
Vanguard Mid Cap Growth Index

ETFs
-12
- 0.46%
$282.75 - $294.19 $3.39K - $3.53K
2.58K $758K
SKYY
First Trust Cloud Computing Et

ETFs
-7
- 0.42%
$118.24 - $138.53 $828 - $970
1.65K $221K
IFRA
Ishares Tr

ETFs
-32
- 0.52%
$49.77 - $52.82 $1.59K - $1.69K
6.18K $326K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-92
- 1.13%
$53.81 - $57.52 $4.95K - $5.29K
8.07K $464K
MO
Altria Group, Inc.

Consumer Defensive
-136
- 3.03%
$57.75 - $67.68 $7.85K - $9.2K
4.35K $287K
VB
Vanguard Small Cap ETF

ETFs
-68
- 2.71%
$237.58 - $259.17 $16.2K - $17.6K
2.44K $619K
Activity Summary
Buys All Purchases 216 New Holdings 56 Increased Positions 160 Sells All Sells 133 Reductions 133 Sold out 0 Options Calls 1 Puts 1
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