Balboa Wealth Partners Incresed Positions in Q1 2025

Balboa Wealth Partners

  • $398 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
541
+ 10.44%
$62.72 - $71.92 $33.9K - $38.9K
5.72K $360K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
55
+ 0.41%
$95.85 - $99.25 $5.27K - $5.46K
13.4K $1.33M
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
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
FVD
First Tr Value Line Divid Inde

ETFs
134
+ 1.71%
$42.61 - $45.51 $5.71K - $6.1K
7.96K $354K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
1.78K
+ 6.21%
$49.85 - $56.22 $88.9K - $100K
30.5K $1.55M
UTG
Reaves Utility Income Fund

Financial Services
125
+ 1.3%
$31.08 - $34.42 $3.89K - $4.3K
9.71K $315K
ACWI
Ishares Msci Acwi ETF

ETFs
83
+ 3.39%
$115.16 - $124.13 $9.56K - $10.3K
2.53K $294K
CCJ
Cameco Corp

Energy
5.14K
+ 25.39%
$40.64 - $56.86 $209K - $292K
25.4K $1.04M
GS
Goldman Sachs Group Inc

Financial Services
152
+ 4.94%
$524.81 - $672.19 $79.8K - $102K
3.23K $1.76M
NRZ
New Residential Investment Corp.

Real Estate
231
+ 1.34%
N/A
17.5K $127K
QCOM
Qualcomm Inc

Technology
6
+ 0.13%
$151.94 - $175.86 $912 - $1.06K
4.52K $694K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
2.54K
+ 5.2%
N/A
51.3K $0
Arista Networks Inc
807
+ 25.62%
N/A
3.96K $0
Grayscale Bitcoin Mini Tr Et
28.4K
+ 195.97%
N/A
42.8K $0
Neos ETF Trust
647
+ 9.52%
N/A
7.45K $0
Zacks Trust
4.68K
+ 52.02%
N/A
13.7K $0
Spdr Ser Tr
11.5K
+ 113.27%
N/A
21.7K $0
Lithium Amers Corp New
2.9K
+ 5.67%
N/A
54K $0
DLR
Digital Realty Trust, Inc.

Real Estate
490
+ 23.37%
$142.1 - $183.56 $69.6K - $89.9K
2.59K $370K
MCO
Moodys Corp

Financial Services
5
+ 0.62%
$437.8 - $527.48 $2.19K - $2.64K
811 $377K
IFRA
Ishares Tr

ETFs
29
+ 0.47%
$44.8 - $49.25 $1.3K - $1.43K
6.19K $279K
PFF
Ishares Trust Ishares Pfd And

ETFs
1
+ 0.01%
$30.73 - $32.26 $30.7 - $32.3
8.59K $263K
AGM
Federal Agricultural Mortgage Corp

Financial Services
150
+ 4.08%
$182.78 - $209.07 $27.4K - $31.4K
3.83K $717K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 0.25%
$497.6 - $606.74 $498 - $607
402 $200K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
511
+ 6.69%
$51.45 - $58.51 $26.3K - $29.9K
8.15K $422K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
211
+ 7.27%
$102.49 - $119.96 $21.6K - $25.3K
3.11K $325K
ARLO
Arlo Technologies, Inc.

Industrials
497
+ 4.3%
$9.87 - $14.38 $4.91K - $7.15K
12K $118K
SNOW
Snowflake Inc.

Technology
101
+ 3.32%
$146.16 - $192.78 $14.8K - $19.5K
3.14K $458K
XAR
Spdr S&P Aerospace & Defense E

ETFs
50
+ 1.29%
$157.71 - $180.77 $7.89K - $9.04K
3.93K $631K
ATR
Aptargroup, Inc.

Healthcare
1
+ 0.06%
$141.7 - $159.83 $142 - $160
1.58K $233K
VB
Vanguard Small Cap ETF

ETFs
2
+ 0.2%
$217.89 - $252.64 $436 - $505
990 $219K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
264
+ 2.94%
$57.21 - $65.8 $15.1K - $17.4K
9.23K $538K
AVPT
Ave Point, Inc.

Technology
23
+ 0.18%
$13.5 - $19.8 $311 - $455
12.7K $182K
PFE
Pfizer Inc

Healthcare
66
+ 0.22%
$25.01 - $27.13 $1.65K - $1.79K
30.7K $779K
XLY
Select Sector Spdr Consumer Di

ETFs
4
+ 0.27%
$192.6 - $233.2 $770 - $933
1.47K $289K
DIS
Walt Disney CO

Communication Services
6
+ 0.13%
$96.87 - $114.0 $581 - $684
4.59K $452K
ADBE
Adobe Inc.

Technology
699
+ 13.14%
$377.84 - $464.11 $264K - $324K
6.02K $2.31M
STRL
Sterling Construction CO Inc

Industrials
4.82K
+ 43.7%
$108.65 - $200.56 $523K - $966K
15.8K $1.79M
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
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