Balboa Wealth Partners Purchases in Q2 2025

Balboa Wealth Partners

  • $476 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
820
+ 1.5%
$354.56 - $497.45 $291K - $408K
55.3K $27.5M
AVGO
Broadcom Inc.

Technology
6.08K
+ 42.3%
$146.29 - $275.65 $890K - $1.68M
20.5K $5.64M
AMD
Advanced Micro Devices Inc

Technology
403
+ 0.5%
$78.21 - $143.81 $31.5K - $58K
81.2K $11.5M
IYW
Ishares Dj Us Tech ETF

ETFs
16.4K
New
$122.57 - $173.27 $2.02M - $2.85M
16.4K $2.85M
IYC
Ishares U.S. Consumer Discreti

ETFs
26.6K
New
$79.19 - $99.64 $2.11M - $2.65M
26.6K $2.65M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
88.7K
New
$24.53 - $29.78 $2.18M - $2.64M
88.7K $2.64M
IYF
Ishares Tr

ETFs
21.7K
New
$99.23 - $120.99 $2.15M - $2.62M
21.7K $2.62M
META
Meta Platforms, Inc.

Communication Services
426
+ 3.0%
$484.66 - $738.09 $206K - $314K
14.6K $10.8M
NFLX
Netflix Inc

Communication Services
1.48K
+ 111.56%
$855.86 - $1339.13 $1.26M - $1.98M
2.8K $3.75M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.85K
+ 73.87%
$456.74 - $568.03 $1.76M - $2.19M
9.07K $5.15M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.65K
+ 33.0%
$416.06 - $551.64 $1.1M - $1.46M
10.7K $5.9M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
18.4K
New
$82.32 - $112.47 $1.51M - $2.06M
18.4K $2.06M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.42K
+ 37.44%
$483.48 - $539.8 $2.14M - $2.38M
16.2K $7.87M
FTHI
First Trust Exchange Traded Fd

ETFs
51.4K
New
$19.66 - $22.85 $1.01M - $1.18M
51.4K $1.18M
IWD
Ishares Russell 1000 Val ETF

ETFs
5.73K
New
$166.82 - $194.23 $955K - $1.11M
5.73K $1.11M
HYLS
First Tr Tactical High Yield L

ETFs
23.9K
New
$39.8 - $41.84 $952K - $1M
23.9K $1M
SSO
Proshares Ultra S&P 500

ETFs
9.34K
New
$64.8 - $97.72 $605K - $912K
9.34K $912K
FTQI
First Trust ETF Vi First Trust

ETFs
46.4K
New
$16.83 - $19.58 $781K - $908K
46.4K $907K
EFA
Ishares Tr Msci Eafe ETF

ETFs
9.79K
+ 367.48%
$72.96 - $90.39 $714K - $885K
12.4K $1.11M
ZECP
Zacks Tr Earnings Constant Por

ETFs
18.8K
+ 13.14%
$27.11 - $31.91 $509K - $599K
162K $5.16M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.16K
+ 131.33%
$114.78 - $133.31 $707K - $821K
10.9K $1.45M
VV
Vanguard Large Cap ETF

ETFs
2.94K
New
$228.25 - $285.3 $670K - $838K
2.94K $837K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
31.9K
+ 256.11%
$24.98 - $25.66 $797K - $818K
44.3K $1.14M
ORCL
Oracle Corp

Technology
1.04K
+ 15.68%
$122.82 - $218.63 $127K - $226K
7.64K $1.67M
VEA
Vanguard Ftse Developed Market

ETFs
6.95K
+ 12.34%
$45.65 - $57.01 $317K - $396K
63.2K $3.61M
JPM
Jpmorgan Chase & CO

Financial Services
1.1K
+ 11.55%
$210.28 - $289.91 $231K - $318K
10.6K $3.07M
AMT
American Tower Corp

Real Estate
3.31K
New
$203.96 - $228.19 $676K - $756K
3.31K $732K
EEM
Ishares Msci Emerging Markets

ETFs
14.8K
New
$38.52 - $48.28 $569K - $713K
14.8K $712K
VTI
Vanguard Total Stock Market Et

ETFs
403
+ 2.03%
$243.75 - $303.93 $98.2K - $122K
20.2K $6.15M
GOOGL
Alphabet Inc.

Communication Services
2.03K
+ 12.94%
$144.7 - $178.6 $294K - $363K
17.7K $3.12M
IEFA
Ishares Tr

ETFs
6.32K
+ 34.18%
$67.83 - $84.09 $428K - $531K
24.8K $2.07M
OXY
Occidental Petroleum Corp

Energy
14.6K
New
$36.11 - $49.33 $528K - $722K
14.6K $614K
AXP
American Express CO

Financial Services
810
+ 12.44%
$231.39 - $318.98 $187K - $258K
7.32K $2.34M
IBM
International Business Machines Corp

Technology
1.64K
+ 83.63%
$221.03 - $294.78 $362K - $483K
3.6K $1.06M
HOOD
Robinhood Markets, Inc.

Technology
564
+ 5.87%
$34.17 - $93.63 $19.3K - $52.8K
10.2K $951K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
11.2K
New
$45.3 - $50.64 $507K - $567K
11.2K $549K
XLK
Technology Sector Spdr

ETFs
231
+ 2.3%
$179.73 - $253.23 $41.5K - $58.5K
10.3K $2.6M
SOXX
Ishares Semiconductor ETF

ETFs
2.13K
New
$154.86 - $239.07 $330K - $509K
2.13K $507K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.89K
+ 18.32%
$39.89 - $49.46 $275K - $341K
44.5K $2.2M
IGV
Ishares Expanded Tech Software

ETFs
4.5K
New
$80.15 - $109.5 $361K - $493K
4.5K $492K
CGGR
Capital Group Growth ETF Shs C

ETFs
11.8K
New
$30.53 - $40.65 $359K - $478K
11.8K $477K
FAAR
First Trust Vii Alternative Ab

ETFs
17.1K
New
$25.68 - $29.03 $439K - $496K
17.1K $473K
SMR
Nuscale Power Corp

Industrials
11.8K
New
$12.6 - $43.24 $148K - $509K
11.8K $465K
FMF
First Trust Managed Futures St

ETFs
10.1K
New
$44.79 - $46.43 $451K - $467K
10.1K $454K
VGSH
Vanguard

ETFs
7.58K
+ 23.34%
$58.32 - $58.95 $442K - $447K
40K $2.35M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.45K
+ 33.14%
$96.84 - $99.46 $431K - $443K
17.9K $1.77M
FTLS
First Tr Long/Short Equity ETF

ETFs
6.5K
+ 189.06%
$60.06 - $66.28 $390K - $431K
9.94K $658K
ISRG
Intuitive Surgical Inc

Healthcare
674
+ 46.29%
$451.58 - $565.94 $304K - $381K
2.13K $1.16M
TRV
Travelers Companies, Inc.

Financial Services
1.61K
New
$233.83 - $276.34 $376K - $444K
1.61K $429K
Activity Summary
Buys All Purchases 240 New Holdings 92 Increased Positions 148 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 0 Puts 0
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