Balboa Wealth Partners Reduced Holdings in Q2 2025

Balboa Wealth Partners

  • $476 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Northern Oil & Gas Inc
-3K
- 13.04%
N/A
20K $0
Nice LTD
-6K
- 12.24%
N/A
43K $0
Neos ETF Trust
-2.44K
- 32.77%
N/A
5.01K $0
Cloudflare Inc
-7K
- 19.44%
N/A
29K $0
Chefs Whse Inc
-4K
- 13.33%
N/A
26K $0
Advanced Energy Inds
-4K
- 13.33%
N/A
26K $0
Akamai Technologies Inc
-5K
- 14.29%
N/A
30K $0
Alnylam Pharmaceuticals Inc
-2K
- 11.76%
N/A
15K $0
Vail Resorts Inc
-5K
- 13.89%
N/A
31K $0
Uber Technologies Inc
-4K
- 12.12%
N/A
29K $0
Spdr Series Trust
-9.36K
- 43.17%
N/A
12.3K $0
Zacks Trust
-437
- 3.2%
N/A
13.2K $0
Amphastar Pharmaceuticals In
-2K
- 11.76%
N/A
15K $0
Arista Networks Inc
-36
- 0.91%
N/A
3.92K $0
Shift4 Pmts Inc
-4K
- 13.79%
N/A
25K $0
Cheesecake Factory Inc
-6K
- 16.67%
N/A
30K $0
Ncl Corp LTD
-4K
- 17.39%
N/A
19K $0
Exact Sciences Corp
-3K
- 12.5%
N/A
21K $0
Ford Mtr CO
-4K
- 10.81%
N/A
33K $0
Tetra Tech Inc New
-3K
- 13.04%
N/A
20K $0
Lumentum Hldgs Inc
-4K
- 13.33%
N/A
26K $0
Live Nation Entertainment In
-4K
- 13.33%
N/A
26K $0
Lithium Argentina Ag
-3.95K
- 9.38%
N/A
38.1K $0
Lithium Amers Corp New
-3.95K
- 7.3%
N/A
50.1K $0
Liberty Media Corp Del
-4K
- 13.33%
N/A
26K $0
Lantheus Hldgs Inc
-6K
- 24.0%
N/A
19K $0
FVD
First Tr Value Line Divid Inde

ETFs
-30
- 0.38%
$40.62 - $45.12 $1.22K - $1.35K
7.93K $354K
Ionis Pharmaceuticals Inc
-2K
- 11.76%
N/A
15K $0
Mgp Ingredients Inc New
-3K
- 12.5%
N/A
21K $0
Halozyme Therapeutics Inc
-4K
- 13.33%
N/A
26K $0
Ishares Tr
-9.57K
- 5.22%
N/A
174K $0
Haemonetics Corp Mass
-6K
- 16.67%
N/A
30K $0
Mirum Pharmaceuticals Inc
-1K
- 9.09%
N/A
10K $0
Etsy Inc
-2K
- 11.11%
N/A
16K $0
Integer Hldgs Corp
-3K
- 13.04%
N/A
20K $0
UTG
Reaves Utility Income Fund

Financial Services
-945
- 9.74%
$29.08 - $36.18 $27.5K - $34.2K
8.76K $316K
XLY
Select Sector Spdr Consumer Di

ETFs
-114
- 7.77%
$176.34 - $218.59 $20.1K - $24.9K
1.35K $294K
KMI
Kinder Morgan, Inc.

Energy
-111
- 1.1%
$25.21 - $29.4 $2.8K - $3.26K
10K $294K
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.29K
- 4.24%
$44.8 - $53.97 $57.9K - $69.7K
29.2K $1.58M
SPMD
Spdr Portfolio

ETFs
-141
- 2.29%
$44.89 - $54.38 $6.33K - $7.67K
6.01K $326K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-616
- 8.66%
$28.98 - $37.18 $17.9K - $22.9K
6.5K $241K
MAIN
Main Street Capital Corp

Financial Services
-100
- 1.06%
$49.15 - $59.32 $4.92K - $5.93K
9.29K $549K
NOW
Service Now, Inc.

Technology
-331
- 21.34%
$721.65 - $1040.18 $239K - $344K
1.22K $1.25M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-463
- 2.97%
$29.12 - $35.84 $13.5K - $16.6K
15.1K $541K
XLF
Financial Sector Spdr

ETFs
-148
- 0.89%
$43.92 - $52.37 $6.5K - $7.75K
16.5K $864K
NTAP
Net App, Inc.

Technology
-133
- 5.0%
$76.1 - $106.55 $10.1K - $14.2K
2.53K $269K
HBAN
Huntington Bancshares Inc

Financial Services
-12
- 0.05%
$12.49 - $16.76 $150 - $201
25.2K $421K
MCK
Mckesson Corp

Healthcare
-24
- 2.29%
$652.83 - $732.78 $15.7K - $17.6K
1.03K $751K
FDN
First Tr Fd Dow Jones

ETFs
-15
- 1.41%
$200.29 - $269.33 $3K - $4.04K
1.05K $282K
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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