Balboa Wealth Partners Incresed Positions in Q3 2024

Balboa Wealth Partners

  • $389 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
26.1K
+ 320.41%
$91.42 - $91.82 $2.39M - $2.4M
34.3K $3.14M
PLTR
Palantir Technologies Inc.

Technology
16.9K
+ 28.21%
$24.09 - $37.95 $408K - $642K
76.9K $2.86M
APP
App Lovin Corp

Technology
2.96K
+ 21.35%
$67.14 - $130.65 $199K - $387K
16.8K $2.2M
RCS
Pimco Strategic Income Fund, Inc

Financial Services
113K
+ 248.54%
$6.26 - $7.76 $709K - $879K
159K $1.22M
UPS
United Parcel Service Inc

Industrials
5.39K
+ 349.77%
$123.32 - $147.38 $665K - $794K
6.93K $944K
DUK
Duke Energy Corp

Utilities
4.05K
+ 95.95%
$99.35 - $117.71 $403K - $477K
8.28K $954K
AMD
Advanced Micro Devices Inc

Technology
2.31K
+ 2.94%
$128.67 - $183.96 $297K - $425K
80.8K $13.3M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
944
+ 28.09%
$386.81 - $423.12 $365K - $399K
4.31K $1.82M
ZECP
Zacks Tr Earnings Constant Por

ETFs
9.6K
+ 9.15%
$28.3 - $30.84 $272K - $296K
114K $3.53M
DGRO
Ishares Core Dividend Growth E

ETFs
6.49K
+ 35.46%
$57.47 - $62.76 $373K - $407K
24.8K $1.55M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
17.6K
+ 174.57%
$24.86 - $26.33 $438K - $464K
27.7K $723K
NOW
Service Now, Inc.

Technology
325
+ 23.99%
$730.87 - $937.36 $238K - $305K
1.68K $1.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.32K
+ 94.69%
$217.89 - $392.15 $505K - $908K
4.76K $1.34M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
11.5K
+ 16.13%
$25.19 - $26.77 $289K - $307K
82.6K $2.2M
VRT
Vertiv Holdings CO

Industrials
4.42K
+ 44.0%
$86.66 - $86.66 $383K - $383K
14.4K $1.25M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
542
+ 23.73%
$475.2 - $527.7 $258K - $286K
2.83K $1.49M
COST
Costco Wholesale Corp

Consumer Defensive
204
+ 4.62%
$801.83 - $917.05 $164K - $187K
4.62K $4.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.02K
+ 62.63%
$76.94 - $79.54 $309K - $320K
10.4K $829K
PFE
Pfizer Inc

Healthcare
10.9K
+ 56.09%
$27.7 - $31.39 $301K - $341K
30.2K $873K
ORCL
Oracle Corp

Technology
1.12K
+ 25.26%
$125.9 - $170.35 $141K - $190K
5.54K $943K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.75K
+ 14.92%
$36.02 - $41.68 $171K - $198K
36.6K $1.51M
DFAT
Dimensional ETF Tr U S Target

ETFs
3.49K
+ 12.43%
$51.0 - $57.07 $178K - $199K
31.6K $1.76M
AFRM
Affirm Holdings, Inc.

Technology
129
+ 0.49%
$24.12 - $44.98 $3.11K - $5.8K
26.4K $1.08M
IBM
International Business Machines Corp

Technology
910
+ 59.87%
$175.1 - $223.38 $159K - $203K
2.43K $537K
IEFA
Ishares Tr

ETFs
2.54K
+ 18.47%
$70.09 - $78.74 $178K - $200K
16.3K $1.27M
LMT
Lockheed Martin Corp

Industrials
183
+ 13.33%
$460.3 - $584.56 $84.2K - $107K
1.56K $909K
HIE
Miller/Howard High Income Equity Fund

Financial Services
9.5K
+ 6.39%
$11.13 - $12.27 $106K - $117K
158K $1.93M
HD
Home Depot, Inc.

Consumer Cyclical
23
+ 0.56%
$333.64 - $405.2 $7.67K - $9.32K
4.1K $1.66M
ARCC
Ares Capital Corp

Financial Services
12.1K
+ 31.77%
$19.8 - $21.28 $239K - $257K
50.1K $1.05M
TMO
Thermo Fisher Scientific Inc.

Healthcare
330
+ 59.67%
$531.86 - $624.21 $176K - $206K
883 $546K
JPM
Jpmorgan Chase & CO

Financial Services
648
+ 6.53%
$194.9 - $224.8 $126K - $146K
10.6K $2.23M
VTR
Ventas, Inc.

Real Estate
2.35K
+ 44.54%
$50.88 - $65.33 $119K - $153K
7.62K $488K
NOC
Northrop Grumman Corp

Industrials
270
+ 35.86%
$423.73 - $533.14 $114K - $144K
1.02K $540K
ADBE
Adobe Inc.

Technology
713
+ 16.97%
$508.13 - $586.55 $362K - $418K
4.91K $2.54M
WELL
Welltower Inc.

Real Estate
1.13K
+ 42.78%
$104.0 - $129.74 $117K - $146K
3.76K $481K
AMGN
Amgen Inc

Healthcare
603
+ 50.5%
$309.38 - $337.38 $187K - $203K
1.8K $579K
GS
Goldman Sachs Group Inc

Financial Services
293
+ 22.01%
$459.02 - $510.25 $134K - $150K
1.62K $804K
SMBC
Southern Missouri Bancorp, Inc.

Financial Services
54
+ 0.33%
$43.14 - $58.04 $2.33K - $3.13K
16.3K $920K
SNOW
Snowflake Inc.

Technology
2.08K
+ 69.05%
$108.56 - $143.02 $225K - $297K
5.08K $583K
AXP
American Express CO

Financial Services
253
+ 9.72%
$225.92 - $271.17 $57.2K - $68.6K
2.86K $774K
JNJ
Johnson & Johnson

Healthcare
267
+ 3.67%
$145.48 - $167.38 $38.8K - $44.7K
7.55K $1.22M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.46K
+ 7.22%
$56.04 - $62.2 $81.5K - $90.5K
21.6K $1.34M
SO
Southern CO

Utilities
203
+ 1.83%
$77.0 - $90.52 $15.6K - $18.4K
11.3K $1.02M
MELI
Mercadolibre Inc

Consumer Cyclical
4
+ 1.19%
$1591.44 - $2140.1 $6.37K - $8.56K
339 $695K
WMT
Walmart Inc.

Consumer Defensive
363
+ 4.39%
$66.91 - $81.4 $24.3K - $29.5K
8.64K $697K
VTV
Vanguard Value ETF

ETFs
581
+ 25.11%
$159.75 - $174.57 $92.8K - $101K
2.9K $505K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.88K
+ 19.83%
$25.45 - $29.53 $73.3K - $85K
17.4K $507K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
729
+ 2.56%
$147.95 - $191.05 $108K - $139K
29.2K $5.06M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.41K
+ 21.01%
$85.84 - $85.84 $121K - $121K
8.1K $695K
Activity Summary
Buys All Purchases 177 New Holdings 75 Increased Positions 102 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email