Balboa Wealth Partners Incresed Positions in Q2 2025

Balboa Wealth Partners

  • $476 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.77K
+ 60.91%
$35.35 - $42.68 $133K - $161K
9.97K $424K
TT
Trane Technologies PLC

Industrials
193
+ 21.96%
$315.21 - $437.41 $60.8K - $84.4K
1.07K $468K
V
Visa Inc.

Financial Services
401
+ 7.27%
$308.27 - $373.31 $124K - $150K
5.92K $2.1M
WM
Waste Management Inc

Industrials
726
+ 58.98%
$216.47 - $242.1 $157K - $176K
1.96K $447K
VRT
Vertiv Holdings CO

Industrials
1.57K
+ 5.35%
N/A
31K $2.68M
C
Citigroup Inc

Financial Services
1.12K
+ 39.36%
$58.13 - $85.12 $64.9K - $95.1K
3.96K $336K
DIS
Walt Disney CO

Communication Services
135
+ 2.94%
$81.72 - $124.01 $11K - $16.7K
4.72K $585K
SGOL
Abrdn Gold ETF Trust

ETFs
2.79K
+ 10.84%
$28.39 - $32.75 $79.2K - $91.4K
28.5K $899K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
741
+ 12.95%
$57.46 - $75.58 $42.6K - $56K
6.47K $488K
IWF
Ishares Russell 1000 Gr ETF

ETFs
147
+ 16.94%
$320.42 - $424.58 $47.1K - $62.4K
1.02K $430K
ABT
Abbott Laboratories

Healthcare
615
+ 7.28%
$123.95 - $138.08 $76.2K - $84.9K
9.07K $1.23M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.16K
+ 12.57%
$51.16 - $62.02 $59.4K - $72K
10.4K $644K
ED
Consolidated Edison Inc

Utilities
1.24K
+ 54.33%
$98.05 - $113.3 $122K - $141K
3.53K $354K
WMT
Walmart Inc.

Consumer Defensive
212
+ 2.75%
$81.79 - $99.98 $17.3K - $21.2K
7.91K $773K
KO
Coca Cola CO

Consumer Defensive
1.35K
+ 19.22%
$68.37 - $73.9 $92.3K - $99.8K
8.37K $592K
PG
Procter & Gamble CO

Consumer Defensive
915
+ 16.59%
$157.66 - $172.39 $144K - $158K
6.43K $1.02M
ILMN
Illumina, Inc.

Healthcare
337
+ 10.67%
$70.3 - $95.41 $23.7K - $32.2K
3.5K $333K
IWM
Ishares Russell 2000 ETF

ETFs
186
+ 6.99%
$174.82 - $215.79 $32.5K - $40.1K
2.85K $614K
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.2K
+ 9.28%
$32.62 - $33.58 $71.6K - $73.7K
25.9K $868K
CSCO
Cisco Systems, Inc.

Technology
153
+ 1.7%
$53.19 - $69.38 $8.14K - $10.6K
9.15K $634K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.45K
+ 11.72%
$51.14 - $57.0 $74.2K - $82.7K
13.8K $786K
WELL
Welltower Inc.

Real Estate
488
+ 15.71%
$136.49 - $155.22 $66.6K - $75.7K
3.59K $552K
GE
General Electric CO

Industrials
45
+ 4.4%
$166.81 - $257.39 $7.51K - $11.6K
1.07K $274K
XLG
Invesco Exchange Traded Fd Tr

ETFs
210
+ 2.22%
$40.94 - $52.1 $8.6K - $10.9K
9.66K $503K
GD
General Dynamics Corp

Industrials
142
+ 10.83%
$247.68 - $291.66 $35.2K - $41.4K
1.45K $423K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
1.08K
+ 28.63%
$59.8 - $60.07 $64.8K - $65.1K
4.87K $291K
ABBV
Abb Vie Inc.

Healthcare
1.33K
+ 16.97%
$170.16 - $206.27 $225K - $273K
9.14K $1.7M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.08K
+ 15.4%
$27.46 - $33.2 $29.6K - $35.8K
8.08K $268K
VONV
Vanguard Russell 1000 Value Et

ETFs
478
+ 7.77%
$73.19 - $85.21 $35K - $40.7K
6.63K $565K
TMUS
T Mobile Us, Inc.

Communication Services
338
+ 37.43%
$220.99 - $268.54 $74.7K - $90.8K
1.24K $295K
TGT
Target Corp

Consumer Defensive
729
+ 23.9%
$88.76 - $105.77 $64.7K - $77.1K
3.78K $372K
QCOM
Qualcomm Inc

Technology
154
+ 3.4%
$124.66 - $159.48 $19.2K - $24.6K
4.68K $745K
LMT
Lockheed Martin Corp

Industrials
59
+ 4.51%
$430.82 - $486.45 $25.4K - $28.7K
1.37K $633K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
210
+ 4.33%
$55.54 - $69.09 $11.7K - $14.5K
5.06K $349K
FTCS
First Trust Capital Strength E

ETFs
452
+ 12.68%
$81.6 - $92.39 $36.9K - $41.8K
4.02K $365K
CVX
Chevron Corp

Energy
916
+ 25.77%
$133.73 - $168.51 $122K - $154K
4.47K $640K
CI
Cigna Corp

Healthcare
133
+ 16.4%
$301.89 - $340.04 $40.2K - $45.2K
944 $312K
TRMB
Trimble Inc.

Technology
144
+ 4.71%
$55.12 - $75.98 $7.94K - $10.9K
3.2K $243K
NVO
Novo Nordisk A S

Healthcare
677
+ 6.14%
$58.08 - $81.05 $39.3K - $54.9K
11.7K $807K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
249
+ 8.0%
$90.56 - $109.49 $22.5K - $27.3K
3.36K $367K
SMBC
Southern Missouri Bancorp, Inc.

Financial Services
55
+ 0.43%
$47.3 - $55.4 $2.6K - $3.05K
12.8K $702K
JNJ
Johnson & Johnson

Healthcare
882
+ 11.82%
$146.36 - $159.82 $129K - $141K
8.34K $1.27M
D
Dominion Energy, Inc

Utilities
610
+ 15.31%
$49.66 - $58.0 $30.3K - $35.4K
4.59K $259K
AVUV
American Centy ETF Tr Avantis

ETFs
246
+ 7.44%
$75.17 - $91.21 $18.5K - $22.4K
3.55K $323K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
743
+ 5.37%
$45.2 - $46.6 $33.6K - $34.6K
14.6K $676K
ACWI
Ishares Msci Acwi ETF

ETFs
31
+ 1.23%
$103.59 - $128.6 $3.21K - $3.99K
2.56K $329K
FTNT
Fortinet, Inc.

Technology
96
+ 4.3%
$84.71 - $108.69 $8.13K - $10.4K
2.33K $246K
IFRA
Ishares Tr

ETFs
19
+ 0.31%
$40.97 - $49.19 $778 - $935
6.21K $305K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
1.11K
+ 5.49%
$21.37 - $22.67 $23.7K - $25.1K
21.3K $479K
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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