Balboa Wealth Partners Purchases in Q1 2025

Balboa Wealth Partners

  • $398 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
220K
+ 493.51%
$91.45 - $91.75 $20.1M - $20.2M
264K $24.2M
BRK-A
Berkshire Hathaway Inc

Financial Services
8
New
$663000.0 - $801950.0 $5.3M - $6.42M
8 $6.39M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
27.3K
New
$100.34 - $100.68 $2.74M - $2.75M
27.3K $2.75M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.06K
+ 21.15%
$442.66 - $534.52 $911K - $1.1M
11.8K $6.28M
VTI
Vanguard Total Stock Market Et

ETFs
7.02K
+ 54.68%
$271.18 - $303.12 $1.9M - $2.13M
19.8K $5.45M
GLD
Spdr Gold Trust

ETFs
2.19K
+ 9.76%
$243.19 - $288.14 $533K - $632K
24.7K $7.11M
VEA
Vanguard Ftse Developed Market

ETFs
24.5K
+ 76.83%
$47.4 - $52.99 $1.16M - $1.3M
56.3K $2.86M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.23K
+ 74.68%
$507.05 - $563.67 $1.13M - $1.26M
5.22K $2.68M
UI
Ubiquiti Inc.

Technology
3.43K
New
$300.93 - $431.11 $1.03M - $1.48M
3.43K $1.07M
VRT
Vertiv Holdings CO

Industrials
12K
+ 68.94%
N/A
29.4K $2.55M
XLE
Energy Sector Spdr

ETFs
7.36K
+ 48.49%
$85.7 - $93.96 $631K - $692K
22.5K $2.11M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
20.6K
+ 99.86%
$33.84 - $37.77 $698K - $779K
41.3K $1.5M
SGOL
Abrdn Gold ETF Trust

ETFs
25.7K
New
$25.14 - $29.82 $647K - $767K
25.7K $767K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
15.2K
+ 68.07%
$42.5 - $46.71 $647K - $712K
37.6K $1.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.63K
New
$71.17 - $73.66 $543K - $562K
7.63K $560K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
9.29K
New
$50.87 - $51.09 $473K - $475K
9.29K $474K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
20.2K
New
$21.73 - $23.02 $438K - $464K
20.2K $454K
HOOD
Robinhood Markets, Inc.

Technology
9.6K
New
$35.63 - $65.28 $342K - $627K
9.6K $399K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
8.7K
New
$39.53 - $46.13 $344K - $401K
8.7K $382K
ABBV
Abb Vie Inc.

Healthcare
617
+ 8.58%
$169.2 - $216.66 $104K - $134K
7.81K $1.64M
ABT
Abbott Laboratories

Healthcare
1.62K
+ 23.74%
$111.1 - $140.22 $180K - $227K
8.45K $1.12M
MRVL
Marvell Technology, Inc.

Technology
11.6K
+ 141.88%
$61.57 - $126.06 $715K - $1.46M
19.8K $1.22M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.28K
New
$237.72 - $276.98 $303K - $353K
1.28K $312K
TFLO
Ishares Treasury Floating Rate

ETFs
6.07K
+ 68.59%
$50.48 - $50.68 $306K - $308K
14.9K $755K
MU
Micron Technology Inc

Technology
2.87K
+ 14.09%
$86.89 - $109.38 $250K - $314K
23.3K $2.02M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.85K
New
$58.01 - $64.46 $282K - $313K
4.85K $301K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.6K
+ 132.46%
$27.01 - $28.54 $286K - $302K
18.6K $519K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.92K
New
$85.29 - $92.57 $249K - $270K
2.92K $265K
IAU
Ishares Gold Trust

ETFs
4.41K
New
$49.74 - $58.96 $219K - $260K
4.41K $260K
T
At&T Inc.

Communication Services
911
+ 2.22%
$21.56 - $28.28 $19.6K - $25.8K
42K $1.19M
ILMN
Illumina, Inc.

Healthcare
3.16K
New
$79.34 - $144.22 $251K - $455K
3.16K $250K
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.66K
New
$24.05 - $24.86 $232K - $240K
9.66K $240K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
5.01K
New
$46.18 - $47.84 $231K - $240K
5.01K $238K
GILD
Gilead Sciences, Inc.

Healthcare
2.09K
New
$89.14 - $117.41 $186K - $245K
2.09K $233K
SCHW
Schwab Charles Corp

Financial Services
2.54K
+ 31.22%
$71.24 - $83.64 $181K - $212K
10.7K $834K
VUG
Vanguard Growth ETF

ETFs
605
New
$369.1 - $427.61 $223K - $259K
605 $224K
D
Dominion Energy, Inc

Utilities
3.98K
New
$52.85 - $57.43 $211K - $229K
3.98K $223K
JCI
Johnson Controls International PLC

Industrials
2.79K
New
$76.12 - $90.6 $213K - $253K
2.79K $223K
VZ
Verizon Communications Inc

Communication Services
1.64K
+ 6.1%
$37.81 - $46.49 $62.1K - $76.4K
28.6K $1.3M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
6.93K
+ 9.49%
$25.06 - $25.98 $174K - $180K
79.9K $2.07M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.66K
New
$74.85 - $84.89 $199K - $226K
2.66K $217K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
9.1K
New
$22.98 - $24.13 $209K - $220K
9.1K $217K
GLW
Corning Inc

Technology
5.04K
+ 52.99%
$44.91 - $54.25 $226K - $274K
14.6K $666K
O
Realty Income Corp

Real Estate
3.65K
New
$51.67 - $58.49 $189K - $214K
3.65K $211K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
7K
New
$29.68 - $32.59 $208K - $228K
7K $209K
DFIV
Dimensional ETF Tr

ETFs
5.31K
New
$35.33 - $40.77 $188K - $216K
5.31K $208K
AON
Aon PLC

Financial Services
517
New
$348.44 - $409.32 $180K - $212K
517 $206K
MPLX
Mplx LP

Energy
3.82K
New
$47.88 - $54.65 $183K - $209K
3.82K $204K
RSG
Republic Services, Inc.

Industrials
839
New
$200.09 - $242.16 $168K - $203K
839 $203K
Activity Summary
Buys All Purchases 156 New Holdings 48 Increased Positions 108 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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