Balboa Wealth Partners Purchases and Sells in Q4 2024

Balboa Wealth Partners

$422 Million
Q4 2024

Top Buys

Incresed Positions

117 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	11.5K + 829.71%	$280.04 - $302.45 $3.21M - $3.46M	12.8K $3.72M
TGT	17K + 923.82%	$121.59 - $160.69 $2.07M - $2.73M	18.8K $2.55M
VTV	11.5K + 396.51%	$168.32 - $181.87 $1.93M - $2.09M	14.4K $2.43M
ZECP	59.7K + 52.17%	$30.35 - $32.25 $1.81M - $1.93M	174K $5.3M
IVE	8.43K + 718.41%	$189.5 - $206.17 $1.6M - $1.74M	9.6K $1.83M
DIA	3.66K + 84.92%	$417.69 - $450.94 $1.53M - $1.65M	7.96K $3.39M

New Holdings

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DDS	9.33K New	$357.11 - $465.97 $3.33M - $4.35M	9.33K $4.03M
IYZ	92.3K New	$25.22 - $28.15 $2.33M - $2.6M	92.3K $2.48M
IYC	23.6K New	$85.96 - $101.28 $2.02M - $2.39M	23.6K $2.26M
ECC	94.5K New	$8.7 - $9.98 $822K - $943K	94.5K $839K
UCON	33.6K New	$24.55 - $25.16 $826K - $846K	33.6K $829K
URA	27.6K New	$26.78 - $33.46 $740K - $924K	27.6K $739K

Top Sells

Reduced Positions

117 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IYW	-18.5K - 89.01%	$148.14 - $166.23 $2.73M - $3.07M	2.28K $363K
JEPI	-42K - 80.9%	$57.53 - $60.83 $2.41M - $2.55M	9.9K $569K
QQQ	-3.58K - 27.96%	$481.22 - $538.17 $1.72M - $1.93M	9.23K $4.72M
IYR	-11.4K - 38.2%	$90.74 - $102.87 $1.03M - $1.17M	18.4K $1.71M
DGRO	-18.8K - 75.99%	$60.73 - $64.94 $1.14M - $1.22M	5.95K $365K
JPST	-22.9K - 66.8%	$50.37 - $50.6 $1.15M - $1.16M	11.4K $573K

Activity Summary All Purchases 183 New Holdings 66 Increased Positions 117 All Sells 117 Reductions 117 Sold out 0 Calls 0 Puts 0

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