Balboa Wealth Partners Sells in Q3 2025

Balboa Wealth Partners

  • $552 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
-20
- 0.7%
$291.67 - $316.99 $5.83K - $6.34K
2.83K $860K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-30
- 0.29%
$62.09 - $66.51 $1.86K - $2K
10.4K $676K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-481
- 2.97%
$459.11 - $506.91 $221K - $244K
15.7K $7.91M
WMT
Walmart Inc.

Consumer Defensive
-47
- 0.59%
$94.4 - $104.27 $4.44K - $4.9K
7.86K $810K
FAAR
First Trust Vii Alternative Ab

ETFs
-77
- 0.45%
$27.66 - $30.9 $2.13K - $2.38K
17K $518K
RTX
Raytheon Technologies Corp

Industrials
-1.04K
- 10.11%
$144.19 - $167.33 $149K - $173K
9.21K $1.54M
C
Citigroup Inc

Financial Services
-164
- 4.15%
$85.57 - $103.49 $14K - $17K
3.79K $384K
ALB
Albemarle Corp

Basic Materials
-137
- 4.17%
$62.9 - $88.1 $8.62K - $12.1K
3.15K $255K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-225
- 2.07%
$132.9 - $142.03 $29.9K - $32K
10.6K $1.5M
FN
Fabrinet

Technology
-1
- 0.12%
$277.04 - $389.47 $277 - $389
842 $307K
PH
Parker Hannifin Corp

Industrials
-25
- 1.77%
$697.13 - $769.67 $17.4K - $19.2K
1.39K $1.05M
EEM
Ishares Msci Emerging Markets

ETFs
-186
- 1.26%
$48.07 - $53.4 $8.94K - $9.93K
14.6K $779K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-1.1K
- 3.72%
$54.9 - $59.81 $60.6K - $66K
28.6K $1.71M
WELL
Welltower Inc.

Real Estate
-65
- 1.81%
$150.71 - $178.14 $9.8K - $11.6K
3.53K $628K
CAT
Caterpillar Inc

Industrials
-30
- 2.76%
$390.92 - $477.15 $11.7K - $14.3K
1.06K $503K
NOC
Northrop Grumman Corp

Industrials
-2
- 0.25%
$498.9 - $609.32 $998 - $1.22K
786 $478K
MRVL
Marvell Technology, Inc.

Technology
-110
- 0.78%
$62.31 - $84.07 $6.85K - $9.25K
14K $1.17M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-46
- 0.94%
$435.72 - $463.74 $20K - $21.3K
4.86K $2.26M
APH
Amphenol Corp

Technology
-8
- 0.21%
$97.39 - $125.4 $779 - $1K
3.86K $477K
DFAT
Dimensional ETF Tr U S Target

ETFs
-263
- 0.9%
$53.36 - $59.69 $14K - $15.7K
28.9K $1.68M
SSO
Proshares Ultra S&P 500

ETFs
-158
- 1.69%
$97.48 - $112.71 $15.4K - $17.8K
9.18K $1.03M
SGOL
Abrdn Gold ETF Trust

ETFs
-425
- 1.49%
$31.18 - $36.81 $13.3K - $15.6K
28.1K $1.03M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-98
- 0.53%
$110.74 - $122.12 $10.9K - $12K
18.3K $2.21M
JPM
Jpmorgan Chase & CO

Financial Services
-76
- 0.72%
$282.78 - $316.06 $21.5K - $24K
10.5K $3.32M
GS
Goldman Sachs Group Inc

Financial Services
-26
- 0.84%
$696.56 - $806.32 $18.1K - $21K
3.09K $2.46M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-13
- 0.12%
$546.99 - $602.2 $7.11K - $7.83K
10.7K $6.41M
AVGO
Broadcom Inc.

Technology
-872
- 4.26%
$264.74 - $369.57 $231K - $322K
19.6K $6.46M
PLTR
Palantir Technologies Inc.

Technology
-5.28K
- 10.89%
$130.68 - $186.97 $690K - $988K
43.2K $7.88M
APP
App Lovin Corp

Technology
-2.36K
- 17.07%
$335.1 - $718.54 $790K - $1.69M
11.5K $8.23M
AAPL
Apple Inc.

Technology
-87
- 0.12%
$202.38 - $256.87 $17.6K - $22.3K
69.7K $17.8M
NVDA
Nvidia Corp

Technology
-4.03K
- 1.41%
$153.3 - $186.58 $617K - $751K
281K $52.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.51K
- 1.22%
$293.94 - $444.72 $445K - $673K
123K $54.7M
Activity Summary
Buys All Purchases 216 New Holdings 56 Increased Positions 160 Sells All Sells 133 Reductions 133 Sold out 0 Options Calls 1 Puts 1
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