Balboa Wealth Partners New Holdings in Q4 2025

Balboa Wealth Partners

  • $572 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IYH
Ishares Tr

ETFs
44.4K
New
$59.84 - $64.29 $2.66M - $2.85M
44.4K $2.83M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
45.9K
New
$59.91 - $60.13 $2.75M - $2.76M
45.9K $2.75M
APLD
Applied Blockchain, Inc.

Financial Services
35.6K
New
$23.06 - $37.76 $820K - $1.34M
35.6K $840K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.86K
New
$100.33 - $100.69 $688K - $691K
6.86K $689K
SPTL
Spdr Portfolio Long Term Treas

ETFs
25.7K
New
$26.76 - $27.67 $686K - $710K
25.7K $688K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
20.4K
New
$23.37 - $23.7 $477K - $484K
20.4K $477K
GILD
Gilead Sciences, Inc.

Healthcare
2.98K
New
$110.56 - $125.2 $329K - $373K
2.98K $369K
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
7.22K
New
$45.5 - $61.63 $329K - $445K
7.22K $328K
CAH
Cardinal Health Inc

Healthcare
1.59K
New
$153.27 - $206.06 $243K - $327K
1.59K $325K
SCHA
Schwab Strategic Tr Us Small C

ETFs
11.6K
New
$27.17 - $28.65 $314K - $331K
11.6K $317K
VTR
Ventas, Inc.

Real Estate
3.9K
New
$67.45 - $78.0 $263K - $305K
3.9K $304K
SOXX
Ishares Semiconductor ETF

ETFs
1.05K
New
$271.99 - $309.6 $285K - $325K
1.05K $302K
HON
Honeywell International Inc

Industrials
1.53K
New
$194.07 - $220.67 $297K - $338K
1.53K $300K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.1K
New
$23.02 - $24.23 $279K - $293K
12.1K $289K
IAU
Ishares Gold Trust

ETFs
3.63K
New
$72.65 - $82.5 $264K - $300K
3.63K $279K
JPIE
J P Morgan Exchange Traded Fd
5.81K
New
$46.18 - $46.47 $268K - $270K
5.81K $268K
MET
Metlife Inc

Financial Services
3.27K
New
$75.97 - $82.89 $248K - $271K
3.27K $257K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
5.14K
New
$49.78 - $50.16 $256K - $258K
5.14K $256K
FXH
First Tr Exchange Trd Fd Healt

ETFs
2.22K
New
$109.58 - $114.05 $243K - $253K
2.22K $247K
CB
Chubb LTD

Financial Services
833
New
$268.2 - $296.22 $223K - $247K
833 $246K
SPYG
Spdr Portfolio

ETFs
2.26K
New
$102.4 - $109.39 $231K - $247K
2.26K $236K
YOU
Clear Secure, Inc.

Technology
6.28K
New
$29.61 - $38.14 $186K - $239K
6.28K $230K
FEM
First Trust Emerging Markets A

ETFs
8.39K
New
$25.89 - $27.55 $217K - $231K
8.39K $230K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
8.95K
New
$25.75 - $26.12 $230K - $234K
8.95K $230K
TFC
Truist Financial Corp

Financial Services
5.06K
New
$41.09 - $45.64 $208K - $231K
5.06K $227K
FOXA
Fox Corp

Communication Services
3.43K
New
$57.0 - $66.71 $196K - $229K
3.43K $222K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.35K
New
$93.79 - $100.35 $221K - $236K
2.35K $221K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
11K
New
$19.78 - $20.09 $218K - $222K
11K $220K
HII
Huntington Ingalls Industries, Inc.

Industrials
691
New
$280.02 - $324.19 $193K - $224K
691 $216K
USB
Us Bancorp \De\

Financial Services
4.73K
New
$45.28 - $48.26 $214K - $228K
4.73K $215K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.8K
New
$119.13 - $120.38 $215K - $217K
1.8K $215K
AZN
Astrazeneca PLC

Healthcare
2.39K
New
$81.15 - $89.4 $194K - $214K
2.39K $214K
CVS
Cvs Health Corp

Healthcare
2.67K
New
$76.69 - $83.04 $205K - $222K
2.67K $209K
COLL
Collegium Pharmaceutical, Inc

Healthcare
4.51K
New
$32.04 - $47.35 $145K - $214K
4.51K $207K
MPLX
Mplx LP

Energy
3.82K
New
$47.8 - $53.21 $183K - $203K
3.82K $203K
AA
Alcoa Corp

Basic Materials
5.06K
New
$33.79 - $40.14 $171K - $203K
5.06K $190K
EAT
Brinker International, Inc

Consumer Cyclical
1.43K
New
$102.29 - $133.46 $146K - $191K
1.43K $161K
Celestica Inc
841
New
N/A
841 $0
Tidal Trust Iii
31.7K
New
N/A
31.7K $0
CGSD
Capital Grp Core Plus Income E
7.98K
New
N/A
7.98K $0
First Tr Exchange Traded Fd
8.04K
New
N/A
8.04K $0
Capital Group New Geography
7.09K
New
N/A
7.09K $0
Irhythm Technologies Inc
11K
New
N/A
11K $0
Smartstop Self Storag Reit I
6.75K
New
N/A
6.75K $0
Putnam ETF Trust
35.9K
New
N/A
35.9K $0
Dimensional ETF Trust
30.2K
New
N/A
30.2K $0
Bitwise Funds Trust
10.8K
New
N/A
10.8K $0
Grayscale Solana Tr ETF
15.2K
New
N/A
15.2K $0
Snowflake Inc
20K
New
N/A
20K $0
Activity Summary
Buys All Purchases 231 New Holdings 56 Increased Positions 175 Sells All Sells 160 Reductions 160 Sold out 0 Options Calls 0 Puts 0
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