Balboa Wealth Partners New Holdings in Q4 2024

Balboa Wealth Partners

  • $422 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DDS
Dillard'S, Inc.

Consumer Cyclical
9.33K
New
$357.11 - $465.97 $3.33M - $4.35M
9.33K $4.03M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
92.3K
New
$25.22 - $28.15 $2.33M - $2.6M
92.3K $2.48M
IYC
Ishares U.S. Consumer Discreti

ETFs
23.6K
New
$85.96 - $101.28 $2.02M - $2.39M
23.6K $2.26M
ECC
Eagle Point Credit CO Inc.

Financial Services
94.5K
New
$8.7 - $9.98 $822K - $943K
94.5K $839K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
33.6K
New
$24.55 - $25.16 $826K - $846K
33.6K $829K
URA
Global X Uranium ETF

ETFs
27.6K
New
$26.78 - $33.46 $740K - $924K
27.6K $739K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
23.5K
New
$29.73 - $30.81 $697K - $723K
23.5K $714K
YOU
Clear Secure, Inc.

Technology
26.3K
New
$25.61 - $38.45 $674K - $1.01M
26.3K $701K
VONV
Vanguard Russell 1000 Value Et

ETFs
6.97K
New
$80.87 - $87.69 $564K - $612K
6.97K $566K
KMI
Kinder Morgan, Inc.

Energy
20K
New
$22.59 - $28.54 $452K - $571K
20K $548K
FTLS
First Tr Long/Short Equity ETF

ETFs
7.62K
New
$63.1 - $67.29 $481K - $513K
7.62K $501K
MS
Morgan Stanley

Financial Services
3.8K
New
$104.42 - $134.99 $397K - $513K
3.8K $477K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
11.5K
New
$35.45 - $40.33 $407K - $463K
11.5K $411K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.47K
New
$55.73 - $66.16 $361K - $428K
6.47K $390K
ODFL
Old Dominion Freight Line, Inc.

Industrials
2.16K
New
$176.4 - $231.84 $381K - $500K
2.16K $380K
BAC
Bank Of America Corp

Financial Services
8.42K
New
$39.22 - $47.77 $330K - $402K
8.42K $370K
IWF
Ishares Russell 1000 Gr ETF

ETFs
901
New
$370.24 - $418.94 $334K - $377K
901 $361K
MSI
Motorola Solutions, Inc.

Technology
779
New
$449.08 - $504.6 $350K - $393K
779 $360K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
24.2K
New
$14.43 - $15.02 $349K - $364K
24.2K $350K
FVD
First Tr Value Line Divid Inde

ETFs
7.82K
New
$43.4 - $46.7 $339K - $365K
7.82K $341K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.9K
New
$113.92 - $127.38 $330K - $370K
2.9K $334K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.38K
New
$173.13 - $258.09 $238K - $355K
1.38K $317K
BKR
Baker Hughes CO

Energy
7.66K
New
$35.98 - $44.88 $276K - $344K
7.66K $314K
UAL
United Airlines Holdings, Inc.

Industrials
3.12K
New
$55.62 - $102.44 $174K - $320K
3.12K $302K
WFC
Wells Fargo & Company

Financial Services
4.29K
New
$54.98 - $77.35 $236K - $332K
4.29K $301K
HWM
Howmet Aerospace Inc.

Industrials
2.75K
New
$99.72 - $120.09 $274K - $330K
2.75K $300K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.99K
New
$47.29 - $84.74 $189K - $338K
3.99K $297K
AXON
Axon Enterprise, Inc.

Industrials
492
New
$399.22 - $689.78 $196K - $339K
492 $292K
MWA
Mueller Water Products, Inc.

Industrials
13K
New
$21.37 - $25.97 $277K - $337K
13K $291K
CCL
Carnival Corp

Consumer Cyclical
11.6K
New
$17.34 - $26.8 $202K - $312K
11.6K $289K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5.76K
New
$46.48 - $51.32 $268K - $295K
5.76K $277K
TRGP
Targa Resources Corp.

Energy
1.53K
New
$150.58 - $207.69 $231K - $318K
1.53K $273K
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
18.8K
New
$11.14 - $20.2 $210K - $380K
18.8K $270K
CBRE
Cbre Group, Inc.

Real Estate
2.03K
New
$119.22 - $140.71 $242K - $286K
2.03K $266K
FANG
Diamondback Energy, Inc.

Energy
1.58K
New
$153.06 - $199.5 $242K - $316K
1.58K $259K
FIX
Comfort Systems Usa Inc

Industrials
612
New
$370.68 - $504.12 $227K - $309K
612 $259K
C
Citigroup Inc

Financial Services
3.63K
New
$61.31 - $72.5 $222K - $263K
3.63K $255K
EAT
Brinker International, Inc

Consumer Cyclical
1.84K
New
$78.76 - $137.19 $145K - $253K
1.84K $243K
FTNT
Fortinet, Inc.

Technology
2.48K
New
$76.49 - $99.21 $190K - $246K
2.48K $234K
CEG
Constellation Energy Corp

Utilities
1.04K
New
$224.28 - $285.52 $233K - $297K
1.04K $233K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.58K
New
$50.62 - $50.97 $232K - $233K
4.58K $232K
TFC
Truist Financial Corp

Financial Services
5.32K
New
$41.51 - $48.1 $221K - $256K
5.32K $230K
AIT
Applied Industrial Technologies Inc

Industrials
933
New
$220.05 - $280.49 $205K - $262K
933 $223K
SYF
Synchrony Financial

Financial Services
3.42K
New
$49.01 - $68.55 $168K - $234K
3.42K $222K
TXN
Texas Instruments Inc

Technology
1.14K
New
N/A
1.14K $221K
EXLS
Exl Service Holdings, Inc.

Technology
4.9K
New
$38.1 - $47.02 $187K - $230K
4.9K $217K
TRMB
Trimble Inc.

Technology
3.06K
New
$60.21 - $75.4 $184K - $231K
3.06K $216K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
8.13K
New
$19.44 - $28.35 $158K - $231K
8.13K $209K
CORT
Corcept Therapeutics Inc

Healthcare
3.98K
New
$44.66 - $60.85 $178K - $242K
3.98K $200K
Activity Summary
Buys All Purchases 183 New Holdings 66 Increased Positions 117 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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