Balboa Wealth Partners Incresed Positions in Q2 2025

Balboa Wealth Partners

  • $476 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DVYE
Ishares Emerging Markets Divid

ETFs
233
+ 1.72%
$23.95 - $29.03 $5.58K - $6.76K
13.8K $395K
LOOP
Loop Industries, Inc.

Basic Materials
5.3K
+ 7.99%
$0.89 - $1.74 $4.72K - $9.22K
71.7K $101K
WMB
Williams Companies, Inc.

Energy
107
+ 1.94%
$54.33 - $62.87 $5.81K - $6.73K
5.61K $352K
EMHC
Spdr Bloomberg Emerging Market
656
+ 3.86%
$23.06 - $24.61 $15.1K - $16.1K
17.6K $433K
BX
Blackstone Inc.

Financial Services
11
+ 0.52%
$120.07 - $151.11 $1.32K - $1.66K
2.14K $319K
HD
Home Depot, Inc.

Consumer Cyclical
58
+ 1.54%
$335.24 - $380.78 $19.4K - $22.1K
3.83K $1.41M
MCD
Mcdonalds Corp

Consumer Cyclical
255
+ 9.82%
$285.55 - $321.23 $72.8K - $81.9K
2.85K $833K
ATR
Aptargroup, Inc.

Healthcare
52
+ 3.3%
$133.66 - $158.53 $6.95K - $8.24K
1.63K $254K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
9
+ 0.11%
$45.88 - $54.4 $413 - $490
8.16K $443K
SRLN
Ssga Active Trust

ETFs
366
+ 3.49%
$39.47 - $41.59 $14.4K - $15.2K
10.9K $451K
TLT
Ishares Barclays 20+ Year Trea

ETFs
300
+ 10.29%
$83.97 - $92.85 $25.2K - $27.9K
3.22K $283K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
853
+ 4.83%
$18.83 - $19.22 $16.1K - $16.4K
18.5K $354K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.6K
+ 8.62%
$24.32 - $27.87 $38.9K - $44.6K
20.2K $534K
EBND
Spdr Bloomberg Emerging Market

ETFs
4
+ 0.04%
$19.57 - $21.4 $78.3 - $85.6
10.5K $224K
TJX
Tjx Companies Inc

Consumer Cyclical
58
+ 1.7%
$119.13 - $135.03 $6.91K - $7.83K
3.46K $427K
UPS
United Parcel Service Inc

Industrials
737
+ 10.56%
$91.92 - $110.2 $67.7K - $81.2K
7.71K $778K
MO
Altria Group, Inc.

Consumer Defensive
229
+ 5.38%
$55.56 - $60.91 $12.7K - $13.9K
4.49K $263K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
467
+ 9.82%
$45.07 - $52.57 $21K - $24.6K
5.22K $255K
ADP
Automatic Data Processing Inc

Industrials
10
+ 1.16%
$276.76 - $326.81 $2.77K - $3.27K
873 $269K
RSG
Republic Services, Inc.

Industrials
7
+ 0.83%
$227.2 - $258.07 $1.59K - $1.81K
846 $208K
PFF
Ishares Trust Ishares Pfd And

ETFs
163
+ 1.9%
$29.0 - $30.68 $4.73K - $5K
8.75K $268K
SBUX
Starbucks Corp

Consumer Cyclical
255
+ 8.55%
$79.69 - $99.41 $20.3K - $25.3K
3.24K $296K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
77
+ 1.05%
$49.79 - $50.75 $3.83K - $3.91K
7.4K $375K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
61
+ 0.66%
$50.1 - $51.02 $3.06K - $3.11K
9.35K $477K
ITW
Illinois Tool Works Inc

Industrials
9
+ 0.64%
$218.41 - $252.43 $1.97K - $2.27K
1.42K $350K
HTGC
Hercules Capital, Inc.

Financial Services
1.5K
+ 5.27%
$16.24 - $19.1 $24.4K - $28.7K
29.9K $547K
NRZ
New Residential Investment Corp.

Real Estate
245
+ 1.4%
N/A
17.8K $128K
CGMS
Capital Grp Core Plus Income E
2.17K
+ 22.05%
N/A
12K $0
Arm Holdings PLC
300
+ 11.01%
N/A
3.03K $0
Zacks Trust
6.46K
+ 13.2%
N/A
55.4K $0
Ea Series Trust
485
+ 3.34%
N/A
15K $0
Grayscale Bitcoin Mini Tr Et
823
+ 1.92%
N/A
43.6K $0
Spinnaker ETF Series
25
+ 0.17%
N/A
15K $0
First Tr Exch Traded Fd Iii
8.05K
+ 77.07%
N/A
18.5K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
30.3K
+ 59.2%
N/A
81.6K $0
Goldman Sachs ETF Tr
220
+ 3.03%
N/A
7.47K $0
Goldman Sachs ETF Tr
225
+ 3.1%
N/A
7.48K $0
HBIO
Harvard Bioscience Inc

Healthcare
500
+ 4.44%
$0.28 - $0.69 $140 - $345
11.8K $5K
LLY
Eli Lilly & CO

Healthcare
93
+ 5.73%
$713.71 - $898.95 $66.4K - $83.6K
1.72K $1.34M
MWA
Mueller Water Products, Inc.

Industrials
146
+ 0.99%
$22.82 - $27.21 $3.33K - $3.97K
14.9K $359K
MRK
Merck & Co., Inc.

Healthcare
378
+ 8.6%
$73.47 - $87.12 $27.8K - $32.9K
4.77K $377K
DUK
Duke Energy Corp

Utilities
179
+ 1.9%
$112.46 - $124.05 $20.1K - $22.2K
9.62K $1.13M
AMGN
Amgen Inc

Healthcare
43
+ 4.56%
$262.28 - $309.85 $11.3K - $13.3K
986 $275K
ECC
Eagle Point Credit CO Inc.

Financial Services
135
+ 0.26%
$6.94 - $8.31 $937 - $1.12K
52K $398K
PEP
Pepsico Inc

Consumer Defensive
152
+ 5.96%
$128.02 - $151.37 $19.5K - $23K
2.7K $356K
XOM
Exxon Mobil Corp

Energy
21
+ 0.21%
$99.93 - $119.04 $2.1K - $2.5K
10K $1.08M
AAPL
Apple Inc.

Technology
1.35K
+ 1.97%
$172.42 - $223.89 $232K - $301K
69.8K $14.3M
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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