Balboa Wealth Partners Purchases in Q4 2024

Balboa Wealth Partners

  • $422 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DDS
Dillard'S, Inc.

Consumer Cyclical
9.33K
New
$357.11 - $465.97 $3.33M - $4.35M
9.33K $4.03M
VTI
Vanguard Total Stock Market Et

ETFs
11.5K
+ 829.71%
$280.04 - $302.45 $3.21M - $3.46M
12.8K $3.72M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
92.3K
New
$25.22 - $28.15 $2.33M - $2.6M
92.3K $2.48M
IYC
Ishares U.S. Consumer Discreti

ETFs
23.6K
New
$85.96 - $101.28 $2.02M - $2.39M
23.6K $2.26M
TGT
Target Corp

Consumer Defensive
17K
+ 923.82%
$121.59 - $160.69 $2.07M - $2.73M
18.8K $2.55M
VTV
Vanguard Value ETF

ETFs
11.5K
+ 396.51%
$168.32 - $181.87 $1.93M - $2.09M
14.4K $2.43M
ZECP
Zacks Tr Earnings Constant Por

ETFs
59.7K
+ 52.17%
$30.35 - $32.25 $1.81M - $1.93M
174K $5.3M
IVE
Ishares S&P 500 Value ETF

ETFs
8.43K
+ 718.41%
$189.5 - $206.17 $1.6M - $1.74M
9.6K $1.83M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.66K
+ 84.92%
$417.69 - $450.94 $1.53M - $1.65M
7.96K $3.39M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.59K
+ 7.44%
$567.81 - $607.81 $900K - $963K
22.9K $13.4M
GS
Goldman Sachs Group Inc

Financial Services
1.45K
+ 89.41%
$486.1 - $608.57 $706K - $884K
3.08K $1.76M
ASML
Asml Holding Nv

Technology
2.1K
+ 58.22%
$658.43 - $872.27 $1.38M - $1.83M
5.7K $3.95M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
10.3K
+ 30.01%
$91.29 - $91.8 $938K - $944K
44.5K $4.07M
AXP
American Express CO

Financial Services
2.84K
+ 99.26%
$267.35 - $305.57 $758K - $867K
5.69K $1.69M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.06K
+ 3.62%
$172.07 - $207.36 $182K - $219K
30.2K $5.97M
VGSH
Vanguard

ETFs
14.8K
+ 92.6%
$58.02 - $58.88 $858K - $871K
30.8K $1.79M
ECC
Eagle Point Credit CO Inc.

Financial Services
94.5K
New
$8.7 - $9.98 $822K - $943K
94.5K $839K
IVW
Ishares S&P 500 Growth ETF

ETFs
7.34K
+ 49.6%
$94.43 - $105.47 $693K - $775K
22.2K $2.25M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
33.6K
New
$24.55 - $25.16 $826K - $846K
33.6K $829K
CCJ
Cameco Corp

Energy
15.6K
+ 335.27%
$48.64 - $61.14 $758K - $953K
20.2K $1.04M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
17.3K
+ 336.83%
$44.04 - $49.49 $760K - $854K
22.4K $985K
URA
Global X Uranium ETF

ETFs
27.6K
New
$26.78 - $33.46 $740K - $924K
27.6K $739K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
23.5K
New
$29.73 - $30.81 $697K - $723K
23.5K $714K
YOU
Clear Secure, Inc.

Technology
26.3K
New
$25.61 - $38.45 $674K - $1.01M
26.3K $701K
NVO
Novo Nordisk A S

Healthcare
8.76K
+ 442.4%
$85.0 - $120.04 $745K - $1.05M
10.7K $924K
JNK
Spdr Bloomberg High Yield Bond

ETFs
6.31K
+ 144.02%
$94.77 - $97.36 $598K - $614K
10.7K $1.02M
VONV
Vanguard Russell 1000 Value Et

ETFs
6.97K
New
$80.87 - $87.69 $564K - $612K
6.97K $566K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.33K
+ 70.17%
$77.86 - $79.27 $570K - $581K
17.8K $1.39M
KMI
Kinder Morgan, Inc.

Energy
20K
New
$22.59 - $28.54 $452K - $571K
20K $548K
CRWD
Crowd Strike Holdings, Inc.

Technology
733
+ 15.39%
$275.15 - $388.2 $202K - $285K
5.5K $1.88M
SSO
Proshares Ultra S&P 500

ETFs
5.58K
New
$87.92 - $99.73 $490K - $556K
5.58K $515K
FTLS
First Tr Long/Short Equity ETF

ETFs
7.62K
New
$63.1 - $67.29 $481K - $513K
7.62K $501K
GOOGL
Alphabet Inc.

Communication Services
622
+ 3.96%
$161.86 - $196.66 $101K - $122K
16.3K $3.09M
MRVL
Marvell Technology, Inc.

Technology
2.32K
+ 39.54%
$70.31 - $124.78 $163K - $289K
8.18K $903K
MS
Morgan Stanley

Financial Services
3.8K
New
$104.42 - $134.99 $397K - $513K
3.8K $477K
SPIB
Spdr Portfolio Intermediate Te

ETFs
13.1K
+ 92.07%
$32.65 - $33.68 $428K - $441K
27.3K $895K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
11.5K
New
$35.45 - $40.33 $407K - $463K
11.5K $411K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.47K
New
$55.73 - $66.16 $361K - $428K
6.47K $390K
ODFL
Old Dominion Freight Line, Inc.

Industrials
2.16K
New
$176.4 - $231.84 $381K - $500K
2.16K $380K
BAC
Bank Of America Corp

Financial Services
8.42K
New
$39.22 - $47.77 $330K - $402K
8.42K $370K
IWF
Ishares Russell 1000 Gr ETF

ETFs
901
New
$370.24 - $418.94 $334K - $377K
901 $361K
MSI
Motorola Solutions, Inc.

Technology
779
New
$449.08 - $504.6 $350K - $393K
779 $360K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
911
+ 10.32%
$442.29 - $483.08 $403K - $440K
9.74K $4.41M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
24.2K
New
$14.43 - $15.02 $349K - $364K
24.2K $350K
FVD
First Tr Value Line Divid Inde

ETFs
7.82K
New
$43.4 - $46.7 $339K - $365K
7.82K $341K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.41K
+ 152.08%
$61.68 - $67.87 $334K - $367K
8.97K $558K
STRL
Sterling Construction CO Inc

Industrials
525
+ 5.0%
$142.94 - $199.03 $75K - $104K
11K $1.86M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.9K
New
$113.92 - $127.38 $330K - $370K
2.9K $334K
COST
Costco Wholesale Corp

Consumer Defensive
203
+ 4.39%
$873.59 - $994.69 $177K - $202K
4.82K $4.42M
Activity Summary
Buys All Purchases 183 New Holdings 66 Increased Positions 117 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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