Balboa Wealth Partners Reduced Holdings in Q3 2024

Balboa Wealth Partners

  • $389 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-202
- 15.66%
$488.01 - $604.18 $98.6K - $122K
1.09K $636K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-636
- 6.58%
$71.45 - $75.64 $45.4K - $48.1K
9.03K $677K
GE
General Electric CO

Industrials
-638
- 18.15%
$156.66 - $189.66 $99.9K - $121K
2.88K $542K
BIDU
Baidu, Inc.

Communication Services
-730
- 21.96%
$81.0 - $105.29 $59.1K - $76.9K
2.59K $273K
MRVL
Marvell Technology, Inc.

Technology
-369
- 5.92%
$56.15 - $76.24 $20.7K - $28.1K
5.86K $422K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.42K
- 10.71%
$41.02 - $46.01 $58.4K - $65.5K
11.9K $540K
AHT
Ashford Hospitality Trust Inc

Real Estate
-5K
- 14.71%
$0.75 - $1.07 $3.75K - $5.35K
29K $21K
IVW
Ishares S&P 500 Growth ETF

ETFs
-587
- 3.81%
$84.77 - $97.13 $49.8K - $57K
14.8K $1.42M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-396
- 12.74%
$162.45 - $195.17 $64.3K - $77.3K
2.71K $518K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-9
- 1.42%
$320.55 - $412.94 $2.88K - $3.72K
625 $243K
SCMB
Schwab Strategic Tr Mun Bd ETF
-1.37K
- 12.73%
N/A
9.39K $0
Nutanix Inc
-1K
- 3.33%
N/A
29K $0
Post Hldgs Inc
-1K
- 3.13%
N/A
31K $0
Shift4 Pmts Inc
-1K
- 3.33%
N/A
29K $0
Zillow Group Inc
-3K
- 11.54%
N/A
23K $0
SMOT
Vaneck ETF Tr Morningstar Smid
-1.15K
- 11.92%
N/A
8.52K $0
Ilearningengines Inc
-316K
- 68.71%
N/A
144K $0
Ishares Bitcoin Trust ETF
-3.05K
- 14.27%
N/A
18.3K $0
Chefs Whse Inc
-1K
- 3.13%
N/A
31K $0
Halozyme Therapeutics Inc
-1K
- 3.13%
N/A
31K $0
BW
Babcock & Wilcox Enterprises, Inc.

Industrials
-6.75K
- 28.47%
$1.01 - $2.15 $6.82K - $14.5K
17K $34K
Lithium Americas Argentina C
-2.4K
- 5.33%
N/A
42.7K $0
Lithium Amers Corp New
-2.4K
- 5.16%
N/A
44.1K $0
Live Nation Entertainment In
-1K
- 3.23%
N/A
30K $0
Nrg Energy Inc
-3K
- 14.29%
N/A
18K $0
CI
Cigna Corp

Healthcare
-36
- 4.18%
$319.12 - $367.1 $11.5K - $13.2K
826 $286K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-119
- 3.19%
$52.1 - $59.66 $6.2K - $7.1K
3.61K $213K
FDN
First Tr Fd Dow Jones

ETFs
-8
- 0.7%
$183.68 - $212.48 $1.47K - $1.7K
1.14K $240K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-52
- 0.29%
$18.35 - $19.01 $954 - $989
17.6K $333K
EMHC
Spdr Bloomberg Emerging Market
-149
- 1.61%
$23.61 - $25.14 $3.52K - $3.75K
9.11K $228K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-270
- 2.78%
$23.58 - $25.5 $6.37K - $6.89K
9.44K $239K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-69
- 1.9%
$57.32 - $62.65 $3.96K - $4.32K
3.56K $221K
SLV
I Shares Silver Trust

ETFs
-165
- 2.01%
$24.33 - $29.38 $4.01K - $4.85K
8.02K $227K
SKYY
First Trust Cloud Computing Et

ETFs
-6
- 0.29%
$86.45 - $102.48 $519 - $615
2.09K $213K
VGSH
Vanguard

ETFs
-49
- 0.31%
$57.74 - $59.13 $2.83K - $2.9K
16K $942K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-74
- 1.07%
$30.27 - $34.42 $2.24K - $2.55K
6.87K $234K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-85
- 0.79%
$44.9 - $47.55 $3.82K - $4.04K
10.7K $505K
ETN
Eaton Corp PLC

Industrials
-58
- 2.96%
$272.52 - $333.02 $15.8K - $19.3K
1.9K $629K
AJG
Arthur J. Gallagher & Co.

Financial Services
-123
- 5.37%
$259.22 - $299.75 $31.9K - $36.9K
2.17K $610K
EBND
Spdr Bloomberg Emerging Market

ETFs
-446
- 2.32%
$19.74 - $21.39 $8.8K - $9.54K
18.8K $399K
SCCO
Southern Copper Corp

Basic Materials
-10
- 0.43%
$94.1 - $120.43 $941 - $1.2K
2.33K $269K
HBAN
Huntington Bancshares Inc

Financial Services
-1.2K
- 4.49%
$12.84 - $15.15 $15.4K - $18.1K
25.5K $374K
XLY
Select Sector Spdr Consumer Di

ETFs
-18
- 1.04%
$170.05 - $200.86 $3.06K - $3.62K
1.71K $342K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-16
- 0.1%
$31.05 - $34.29 $497 - $549
16.4K $561K
ITW
Illinois Tool Works Inc

Industrials
-3
- 0.21%
$233.14 - $263.97 $699 - $792
1.41K $368K
XLV
Select Sector Spdr Fund Health

ETFs
-35
- 0.7%
$143.3 - $157.24 $5.02K - $5.5K
4.97K $764K
STRL
Sterling Construction CO Inc

Industrials
-2.01K
- 16.07%
$102.56 - $148.9 $206K - $299K
10.5K $1.52M
MCO
Moodys Corp

Financial Services
-1
- 0.12%
$421.49 - $494.67 $421 - $495
803 $380K
CAT
Caterpillar Inc

Industrials
-31
- 3.08%
$316.8 - $391.12 $9.82K - $12.1K
975 $381K
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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