Balboa Wealth Partners Purchases and Sells in Q1 2025

Balboa Wealth Partners

$398 Million
Q1 2025

Top Buys

Incresed Positions

108 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	220K + 493.51%	$91.45 - $91.75 $20.1M - $20.2M	264K $24.2M
BRK-B	2.06K + 21.15%	$442.66 - $534.52 $911K - $1.1M	11.8K $6.28M
VTI	7.02K + 54.68%	$271.18 - $303.12 $1.9M - $2.13M	19.8K $5.45M
GLD	2.19K + 9.76%	$243.19 - $288.14 $533K - $632K	24.7K $7.11M
VEA	24.5K + 76.83%	$47.4 - $52.99 $1.16M - $1.3M	56.3K $2.86M
VOO	2.23K + 74.68%	$507.05 - $563.67 $1.13M - $1.26M	5.22K $2.68M

New Holdings

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	8 New	$663000.0 - $801950.0 $5.3M - $6.42M	8 $6.39M
SGOV	27.3K New	$100.34 - $100.68 $2.74M - $2.75M	27.3K $2.75M
UI	3.43K New	$300.93 - $431.11 $1.03M - $1.48M	3.43K $1.07M
SCHO	35K New	$24.1 - $24.34 $843K - $851K	35K $851K
SGOL	25.7K New	$25.14 - $29.82 $647K - $767K	25.7K $767K
BND	7.63K New	$71.17 - $73.66 $543K - $562K	7.63K $560K

Top Sells

Reduced Positions

129 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSLA	-392 - 0.31%	$222.15 - $428.22 $87.1K - $168K	126K $32.6M
NVDA	-4.12K - 1.41%	$106.98 - $149.43 $441K - $615K	289K $31.3M
MSFT	-509 - 0.93%	$375.39 - $447.2 $191K - $228K	54.5K $20.5M
AAPL	-2.25K - 3.18%	$209.68 - $247.1 $472K - $556K	68.5K $15.2M
TGT	-15.8K - 83.8%	$103.65 - $142.5 $1.64M - $2.25M	3.05K $318K
AMZN	-549 - 0.86%	$190.26 - $242.06 $104K - $133K	63K $12M

Activity Summary All Purchases 156 New Holdings 48 Increased Positions 108 All Sells 129 Reductions 129 Sold out 0 Calls 0 Puts 0

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