Balboa Wealth Partners Purchases and Sells in Q2 2025

Balboa Wealth Partners

$476 Million
Q2 2025

Top Buys

Incresed Positions

148 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	820 + 1.5%	$354.56 - $497.45 $291K - $408K	55.3K $27.5M
AVGO	6.08K + 42.3%	$146.29 - $275.65 $890K - $1.68M	20.5K $5.64M
AMD	403 + 0.5%	$78.21 - $143.81 $31.5K - $58K	81.2K $11.5M
META	426 + 3.0%	$484.66 - $738.09 $206K - $314K	14.6K $10.8M
NFLX	1.48K + 111.56%	$855.86 - $1339.13 $1.26M - $1.98M	2.8K $3.75M
VOO	3.85K + 73.87%	$456.74 - $568.03 $1.76M - $2.19M	9.07K $5.15M

New Holdings

92 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IYW	16.4K New	$122.57 - $173.27 $2.02M - $2.85M	16.4K $2.85M
IYC	26.6K New	$79.19 - $99.64 $2.11M - $2.65M	26.6K $2.65M
IYZ	88.7K New	$24.53 - $29.78 $2.18M - $2.64M	88.7K $2.64M
IYF	21.7K New	$99.23 - $120.99 $2.15M - $2.62M	21.7K $2.62M
SPMO	18.4K New	$82.32 - $112.47 $1.51M - $2.06M	18.4K $2.06M
FTHI	51.4K New	$19.66 - $22.85 $1.01M - $1.18M	51.4K $1.18M

Top Sells

Reduced Positions

125 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	-234K - 88.38%	$91.43 - $91.74 $21.4M - $21.4M	30.7K $2.82M
ADBE	-4.51K - 74.92%	$340.0 - $420.68 $1.53M - $1.9M	1.51K $584K
DIA	-3.59K - 42.2%	$376.48 - $440.65 $1.35M - $1.58M	4.91K $2.16M
GLD	-5.41K - 21.92%	$273.71 - $316.29 $1.48M - $1.71M	19.3K $5.87M
IVW	-14.3K - 54.81%	$82.96 - $110.1 $1.19M - $1.58M	11.8K $1.3M
SPDW	-28.2K - 68.36%	$32.66 - $40.75 $922K - $1.15M	13.1K $529K

Activity Summary All Purchases 240 New Holdings 92 Increased Positions 148 All Sells 125 Reductions 125 Sold out 0 Calls 0 Puts 0

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