Balboa Wealth Partners Incresed Positions in Q3 2024

Balboa Wealth Partners

  • $389 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPGI
S&P Global Inc.

Financial Services
24
+ 1.68%
$446.32 - $527.38 $10.7K - $12.7K
1.46K $752K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
433
+ 3.95%
$77.02 - $85.06 $33.3K - $36.8K
11.4K $962K
TJX
Tjx Companies Inc

Consumer Cyclical
817
+ 41.54%
$107.93 - $120.23 $88.2K - $98.2K
2.78K $327K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
449
+ 9.96%
$117.9 - $128.2 $52.9K - $57.6K
4.96K $635K
PM
Philip Morris International Inc.

Consumer Defensive
240
+ 7.06%
$101.25 - $127.45 $24.3K - $30.6K
3.64K $441K
HALO
Halozyme Therapeutics, Inc.

Healthcare
846
+ 9.91%
$51.3 - $64.42 $43.4K - $54.5K
9.39K $536K
VTI
Vanguard Total Stock Market Et

ETFs
251
+ 22.23%
$255.18 - $283.2 $64.1K - $71.1K
1.38K $390K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
1.14K
+ 3.89%
$46.89 - $52.24 $53.5K - $59.6K
30.4K $1.58M
OKE
Oneok Inc

Energy
53
+ 0.7%
$78.62 - $95.27 $4.17K - $5.05K
7.65K $696K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
1.55K
+ 15.63%
$23.66 - $26.53 $36.7K - $41.2K
11.5K $300K
IAU
Ishares Gold Trust

ETFs
489
+ 6.88%
$44.06 - $50.5 $21.5K - $24.7K
7.59K $377K
AVUV
American Centy ETF Tr Avantis

ETFs
205
+ 3.68%
$88.24 - $99.7 $18.1K - $20.4K
5.77K $554K
KO
Coca Cola CO

Consumer Defensive
120
+ 2.17%
$62.69 - $73.01 $7.52K - $8.76K
5.66K $406K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.14K
+ 8.69%
$32.36 - $33.78 $36.8K - $38.4K
14.2K $479K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
802
+ 2.4%
$50.25 - $50.74 $40.3K - $40.7K
34.3K $1.74M
EME
Emcor Group, Inc.

Industrials
3
+ 0.41%
$340.22 - $435.6 $1.02K - $1.31K
729 $313K
IVV
Ishares Core S&P 500 ETF

ETFs
17
+ 1.33%
$520.18 - $576.82 $8.84K - $9.81K
1.29K $745K
XOM
Exxon Mobil Corp

Energy
270
+ 3.38%
$109.72 - $119.0 $29.6K - $32.1K
8.27K $968K
CSCO
Cisco Systems, Inc.

Technology
49
+ 0.67%
$44.74 - $53.22 $2.19K - $2.61K
7.39K $393K
IYW
Ishares Dj Us Tech ETF

ETFs
100
+ 0.48%
$133.16 - $158.73 $13.3K - $15.9K
20.7K $3.14M
ACN
Accenture PLC

Technology
3
+ 0.42%
$295.44 - $355.81 $886 - $1.07K
724 $255K
SRLN
Ssga Active Trust

ETFs
860
+ 14.38%
$40.93 - $41.85 $35.2K - $36K
6.84K $285K
ED
Consolidated Edison Inc

Utilities
2
+ 0.09%
$88.42 - $104.97 $177 - $210
2.25K $234K
DHR
Danaher Corp

Healthcare
25
+ 2.77%
$239.25 - $280.76 $5.98K - $7.02K
926 $257K
AVDV
American Centy ETF Tr Avantis

ETFs
112
+ 3.2%
$62.52 - $71.12 $7K - $7.97K
3.61K $254K
PEP
Pepsico Inc

Consumer Defensive
72
+ 2.84%
$161.9 - $179.3 $11.7K - $12.9K
2.61K $443K
AVES
American Centy ETF Tr Avantis

ETFs
183
+ 3.89%
$46.0 - $52.55 $8.42K - $9.62K
4.89K $254K
UNP
Union Pacific Corp

Industrials
10
+ 1.02%
$221.78 - $256.09 $2.22K - $2.56K
995 $245K
MAIN
Main Street Capital Corp

Financial Services
500
+ 4.9%
$47.05 - $52.25 $23.5K - $26.1K
10.7K $536K
XLG
Invesco Exchange Traded Fd Tr

ETFs
100
+ 1.07%
$42.54 - $47.97 $4.25K - $4.8K
9.45K $449K
WMB
Williams Companies, Inc.

Energy
43
+ 0.71%
$41.24 - $46.22 $1.77K - $1.99K
6.13K $279K
SPMD
Spdr Portfolio

ETFs
27
+ 0.48%
$50.29 - $54.92 $1.36K - $1.48K
5.7K $311K
CRBU
Caribou Biosciences, Inc.

Healthcare
2.75K
+ 5.75%
$1.56 - $2.73 $4.29K - $7.51K
50.6K $98K
DLR
Digital Realty Trust, Inc.

Real Estate
27
+ 2.01%
$144.47 - $162.98 $3.9K - $4.4K
1.37K $221K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
243
+ 2.6%
$40.48 - $45.39 $9.84K - $11K
9.58K $421K
NTAP
Net App, Inc.

Technology
215
+ 6.81%
$114.18 - $134.62 $24.5K - $28.9K
3.37K $416K
UBER
Uber Technologies, Inc

Technology
3
+ 0.08%
$58.48 - $77.47 $175 - $232
3.65K $274K
LOOP
Loop Industries, Inc.

Basic Materials
9.88K
+ 24.28%
$1.3 - $2.18 $12.8K - $21.5K
50.6K $93K
KMB
Kimberly Clark Corp

Consumer Defensive
2
+ 0.12%
$135.05 - $148.35 $270 - $297
1.7K $241K
WM
Waste Management Inc

Industrials
49
+ 4.14%
$196.96 - $223.45 $9.65K - $10.9K
1.23K $255K
Zacks Trust
3.27K
+ 8.36%
N/A
42.4K $0
Uber Technologies Inc
2K
+ 6.25%
N/A
34K $0
AMAT
Applied Materials Inc

Technology
758
+ 16.54%
$174.88 - $254.97 $133K - $193K
5.34K $1.08M
HON
Honeywell International Inc

Industrials
21
+ 1.66%
$196.73 - $220.21 $4.13K - $4.62K
1.28K $265K
MU
Micron Technology Inc

Technology
2.76K
+ 22.44%
$86.27 - $136.82 $238K - $378K
15.1K $1.56M
GUT
Gabelli Utility Trust

Financial Services
3K
+ 2.39%
$5.2 - $6.16 $15.6K - $18.5K
129K $669K
INTC
Intel Corp

Technology
3.44K
+ 16.02%
$18.9 - $34.87 $64.9K - $120K
24.9K $583K
AVGO
Broadcom Inc.

Technology
11.4K
+ 744.44%
$136.27 - $1745.86 $1.55M - $19.9M
12.9K $2.23M
GOOG
Alphabet Inc.

Communication Services
2.6K
+ 5.78%
$149.54 - $192.66 $389K - $501K
47.6K $7.95M
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
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