Balboa Wealth Partners Portfolio Holdings
Balboa Wealth Partners
- $398 Million
- Q1 2025
Balboa Wealth Partners has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $398 Million distributed in 327 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Tesla, Inc. with a value of $32.6M, Nvidia Corp with a value of $31.3M, Spdr Bloomberg 1 3 Month T Bil with a value of $24.2M, Microsoft Corp with a value of $20.5M, and Apple Inc. with a value of $15.2M.
Examining the 13F form we can see an decrease of $24.7M in the current position value, from $422M to 398M.
Balboa Wealth Partners is based out at Newport Beach, CA
Below you can find more details about Balboa Wealth Partners portfolio as well as his latest detailed transactions.
Portfolio value
$398 Million
ETFs: $127 Million
Technology: $113 Million
Consumer Cyclical: $52.7 Million
Financial Services: $32.9 Million
Communication Services: $22.3 Million
Industrials: $16.8 Million
Healthcare: $12.5 Million
Consumer Defensive: $8.32 Million
Other: $11.9 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 327
- Current Value $398 Million
- Prior Value $422 Million
- Filing
- Period Q1 2025
- Filing Date April 23, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 48 stocks
- Additional Purchases 108 stocks
- Sold out of 0 stocks
- Reduced holdings in 129 stocks