Balboa Wealth Partners Purchases in Q1 2025

Balboa Wealth Partners

  • $398 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PATK
Patrick Industries Inc

Consumer Cyclical
2.4K
New
$82.13 - $97.92 $197K - $235K
2.4K $203K
BYD
Boyd Gaming Corp

Consumer Cyclical
3.05K
New
$65.83 - $79.52 $201K - $243K
3.05K $200K
DUK
Duke Energy Corp

Utilities
548
+ 6.16%
$105.87 - $121.97 $58K - $66.8K
9.44K $1.15M
EMHC
Spdr Bloomberg Emerging Market
7.41K
+ 77.4%
$23.72 - $24.56 $176K - $182K
17K $410K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.69K
+ 28.51%
$29.34 - $31.31 $196K - $209K
30.1K $895K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
534
+ 6.71%
$408.78 - $448.82 $218K - $240K
8.5K $3.57M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.98K
+ 17.97%
$92.45 - $106.69 $368K - $425K
26.1K $2.43M
XOM
Exxon Mobil Corp

Energy
584
+ 6.22%
$105.44 - $118.93 $61.6K - $69.5K
9.98K $1.19M
LNG
Cheniere Energy, Inc.

Energy
464
+ 12.91%
$209.32 - $253.66 $97.1K - $118K
4.06K $939K
FDD
First Trust Stoxx European Sel

ETFs
12K
New
$11.08 - $13.94 $133K - $167K
12K $162K
GD
General Dynamics Corp

Industrials
518
+ 65.32%
$241.94 - $272.58 $125K - $141K
1.31K $357K
LLY
Eli Lilly & CO

Healthcare
77
+ 4.98%
$725.72 - $929.72 $55.9K - $71.6K
1.62K $1.34M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.74K
+ 59.88%
$50.48 - $51.04 $138K - $140K
7.32K $371K
SRLN
Ssga Active Trust

ETFs
3.49K
+ 49.89%
$41.02 - $41.99 $143K - $147K
10.5K $431K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.48K
+ 24.99%
$56.17 - $59.71 $139K - $148K
12.4K $707K
SO
Southern CO

Utilities
63
+ 0.53%
$80.96 - $92.96 $5.1K - $5.86K
12K $1.1M
NOC
Northrop Grumman Corp

Industrials
173
+ 22.18%
$433.45 - $513.82 $75K - $88.9K
953 $487K
VGSH
Vanguard

ETFs
1.68K
+ 5.47%
$58.07 - $58.69 $97.7K - $98.7K
32.5K $1.9M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.19K
+ 18.78%
$44.68 - $46.49 $97.8K - $102K
13.8K $641K
IVV
Ishares Core S&P 500 ETF

ETFs
237
+ 16.27%
$554.06 - $615.85 $131K - $146K
1.69K $951K
MWA
Mueller Water Products, Inc.

Industrials
1.82K
+ 14.03%
$21.65 - $28.24 $39.4K - $51.4K
14.8K $376K
KO
Coca Cola CO

Consumer Defensive
287
+ 4.26%
$60.81 - $72.32 $17.5K - $20.8K
7.02K $503K
SCCO
Southern Copper Corp

Basic Materials
814
+ 31.82%
$85.92 - $101.48 $69.9K - $82.6K
3.37K $315K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.16K
+ 3.61%
$37.07 - $40.63 $42.9K - $47K
33.2K $1.31M
ASML
Asml Holding Nv

Technology
376
+ 6.6%
$662.63 - $776.99 $249K - $292K
6.08K $4.03M
MCD
Mcdonalds Corp

Consumer Cyclical
22
+ 0.85%
$279.74 - $321.29 $6.15K - $7.07K
2.6K $811K
ISRG
Intuitive Surgical Inc

Healthcare
196
+ 15.56%
$476.63 - $610.45 $93.4K - $120K
1.46K $721K
AXP
American Express CO

Financial Services
820
+ 14.4%
$255.39 - $325.87 $209K - $267K
6.51K $1.75M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
2.09K
+ 20.19%
$24.73 - $25.62 $51.7K - $53.6K
12.5K $318K
INTC
Intel Corp

Technology
1.34K
+ 12.21%
$19.1 - $27.39 $25.7K - $36.8K
12.3K $280K
ED
Consolidated Edison Inc

Utilities
33
+ 1.46%
$88.0 - $110.59 $2.9K - $3.65K
2.29K $252K
ODFL
Old Dominion Freight Line, Inc.

Industrials
370
+ 17.15%
$161.13 - $209.29 $59.6K - $77.4K
2.53K $418K
XLP
Consumer Staples Sector Spdr

ETFs
469
+ 12.69%
N/A
4.17K $316K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
55
+ 0.41%
$95.85 - $99.25 $5.27K - $5.46K
13.4K $1.33M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
541
+ 10.44%
$62.72 - $71.92 $33.9K - $38.9K
5.72K $360K
XLF
Financial Sector Spdr

ETFs
108
+ 0.65%
$47.32 - $52.19 $5.11K - $5.64K
16.7K $829K
FTCS
First Trust Capital Strength E

ETFs
233
+ 6.99%
$86.39 - $91.35 $20.1K - $21.3K
3.57K $319K
FANG
Diamondback Energy, Inc.

Energy
202
+ 12.75%
$139.9 - $180.18 $28.3K - $36.4K
1.79K $285K
EXLS
Exl Service Holdings, Inc.

Technology
244
+ 4.98%
$44.13 - $51.8 $10.8K - $12.6K
5.14K $242K
SPMD
Spdr Portfolio

ETFs
832
+ 15.64%
$50.21 - $57.73 $41.8K - $48K
6.15K $314K
AIT
Applied Industrial Technologies Inc

Industrials
152
+ 16.29%
$218.93 - $269.18 $33.3K - $40.9K
1.09K $244K
CAT
Caterpillar Inc

Industrials
188
+ 15.09%
$326.75 - $407.63 $61.4K - $76.6K
1.43K $472K
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.06%
$124.46 - $147.4 $124 - $147
1.6K $227K
PG
Procter & Gamble CO

Consumer Defensive
9
+ 0.16%
$158.56 - $176.26 $1.43K - $1.59K
5.52K $940K
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.11%
$461.52 - $548.18 $462 - $548
880 $460K
TJX
Tjx Companies Inc

Consumer Cyclical
99
+ 2.99%
$112.81 - $126.16 $11.2K - $12.5K
3.41K $414K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
1.78K
+ 6.21%
$49.85 - $56.22 $88.9K - $100K
30.5K $1.55M
FVD
First Tr Value Line Divid Inde

ETFs
134
+ 1.71%
$42.61 - $45.51 $5.71K - $6.1K
7.96K $354K
UTG
Reaves Utility Income Fund

Financial Services
125
+ 1.3%
$31.08 - $34.42 $3.89K - $4.3K
9.71K $315K
Activity Summary
Buys All Purchases 156 New Holdings 48 Increased Positions 108 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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