Balboa Wealth Partners Purchases in Q2 2025

Balboa Wealth Partners

  • $476 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOT
Vanguard Mid Cap Growth Index

ETFs
1.32K
+ 103.29%
$216.28 - $284.39 $285K - $375K
2.59K $737K
ENB
Enbridge Inc

Energy
9.29K
New
$41.09 - $47.16 $382K - $438K
9.29K $420K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
11.2K
+ 37.03%
$27.3 - $31.8 $305K - $355K
41.3K $1.31M
VEU
Vanguard Ftse All World Ex Us

ETFs
6.11K
New
$54.19 - $67.22 $331K - $411K
6.11K $410K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5.07K
New
$65.84 - $80.81 $334K - $410K
5.07K $406K
VOE
Vanguard Mid Cap Value Index F

ETFs
2.41K
New
$141.87 - $164.49 $342K - $397K
2.41K $396K
T
At&T Inc.

Communication Services
12.4K
+ 29.58%
$26.33 - $28.94 $327K - $359K
54.4K $1.57M
BAC
Bank Of America Corp

Financial Services
8.13K
New
$34.39 - $47.46 $280K - $386K
8.13K $384K
APH
Amphenol Corp

Technology
3.87K
New
$59.09 - $98.75 $229K - $382K
3.87K $381K
DLR
Digital Realty Trust, Inc.

Real Estate
1.69K
+ 65.13%
$136.11 - $177.69 $229K - $299K
4.27K $744K
VTV
Vanguard Value ETF

ETFs
1.88K
+ 18.8%
$153.67 - $176.74 $289K - $332K
11.9K $2.1M
EVRG
Evergy, Inc.

Utilities
5.36K
New
$64.06 - $69.64 $343K - $373K
5.36K $369K
RWR
Spdr Dow Jones Reit ETF

ETFs
3.61K
New
$86.33 - $99.71 $311K - $360K
3.61K $347K
FDD
First Trust Stoxx European Sel

ETFs
20.5K
+ 171.35%
$12.08 - $15.54 $248K - $319K
32.5K $504K
AMAT
Applied Materials Inc

Technology
248
+ 3.19%
$126.95 - $183.52 $31.5K - $45.5K
8.02K $1.47M
IEF
Ishares Barclays

ETFs
3.47K
New
$93.15 - $96.56 $324K - $335K
3.47K $332K
CGGO
Capital Group Global Growth Eq

ETFs
10.3K
New
$25.31 - $32.17 $262K - $333K
10.3K $330K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
47
+ 0.52%
$468.22 - $566.51 $22K - $26.6K
9.16K $5.19M
CGUS
Capital Group Core Equity ETF
8.8K
New
$29.93 - $36.93 $263K - $325K
8.8K $324K
SCCO
Southern Copper Corp

Basic Materials
2.93K
+ 86.92%
$75.63 - $104.64 $222K - $307K
6.3K $637K
CGDV
Capital Group Divid Value ETF

ETFs
8.04K
New
$31.93 - $39.49 $257K - $318K
8.04K $317K
FIX
Comfort Systems Usa Inc

Industrials
588
New
$296.51 - $536.21 $174K - $315K
588 $315K
FTSL
First Trust Senior Ln Fund

ETFs
6.87K
New
$44.58 - $46.07 $306K - $316K
6.87K $315K
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
14.5K
New
$19.73 - $22.32 $285K - $323K
14.5K $313K
CMI
Cummins Inc

Industrials
931
New
$267.12 - $336.65 $249K - $313K
931 $304K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4K
New
$60.34 - $74.89 $241K - $300K
4K $299K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.19K
New
$104.23 - $134.39 $229K - $295K
2.19K $294K
NET
Cloudflare, Inc.

Technology
1.5K
New
$97.08 - $195.83 $146K - $294K
1.5K $293K
VUG
Vanguard Growth ETF

ETFs
564
+ 93.22%
$329.49 - $438.4 $186K - $247K
1.17K $512K
SPOT
Spotify Technology S.A.

Communication Services
375
New
$503.3 - $775.9 $189K - $291K
375 $287K
CGCP
Capital Group Core Plus Income

ETFs
12.7K
New
$21.92 - $22.56 $278K - $286K
12.7K $284K
ZS
Zscaler, Inc.

Technology
903
New
$174.67 - $315.32 $158K - $285K
903 $283K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
11K
+ 13.79%
$25.13 - $26.07 $277K - $287K
90.9K $2.35M
MAA
Mid America Apartment Communities Inc.

Real Estate
1.9K
New
$145.91 - $168.0 $277K - $319K
1.9K $281K
SCHX
Schwab Strategic Tr Us Large C

ETFs
11.2K
New
$19.6 - $24.44 $220K - $274K
11.2K $274K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
581
New
$328.01 - $475.68 $191K - $276K
581 $271K
VO
Vanguard Mid Cap ETF

ETFs
968
New
$228.54 - $279.83 $221K - $271K
968 $270K
BK
Bank Of New York Mellon Corp

Financial Services
2.95K
New
$73.31 - $91.62 $216K - $270K
2.95K $268K
CRWD
Crowd Strike Holdings, Inc.

Technology
272
+ 35.23%
$321.63 - $509.31 $87.5K - $139K
1.04K $531K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.6K
New
$45.12 - $46.23 $253K - $259K
5.6K $258K
IVV
Ishares Core S&P 500 ETF

ETFs
249
+ 14.7%
$498.8 - $620.9 $124K - $155K
1.94K $1.21M
IWB
Ishares Tr Russell 1000 ETF

ETFs
745
New
$272.36 - $339.57 $203K - $253K
745 $252K
FN
Fabrinet

Technology
843
New
$171.03 - $298.93 $144K - $252K
843 $248K
PANW
Palo Alto Networks Inc

Technology
442
+ 9.63%
$152.44 - $204.64 $67.4K - $90.5K
5.03K $1.03M
JHMD
John Hancock ETF Tr Multifacto

ETFs
6.39K
New
$31.34 - $38.59 $200K - $247K
6.39K $244K
TXN
Texas Instruments Inc

Technology
1.25K
New
N/A
1.25K $243K
TRFM
ETF Ser Solutions Aam Transfor
5.6K
New
$29.9 - $43.19 $167K - $242K
5.6K $241K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.32K
New
$152.93 - $181.74 $201K - $239K
1.32K $238K
XLE
Energy Sector Spdr

ETFs
5.08K
+ 22.55%
$76.44 - $94.13 $389K - $479K
27.6K $2.34M
Activity Summary
Buys All Purchases 240 New Holdings 92 Increased Positions 148 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 0 Puts 0
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