Balboa Wealth Partners Purchases in Q1 2025

Balboa Wealth Partners

  • $398 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ACWI
Ishares Msci Acwi ETF

ETFs
83
+ 3.39%
$115.16 - $124.13 $9.56K - $10.3K
2.53K $294K
HBIO
Harvard Bioscience Inc

Healthcare
11.3K
New
$0.57 - $2.19 $6.41K - $24.6K
11.3K $6K
CCJ
Cameco Corp

Energy
5.14K
+ 25.39%
$40.64 - $56.86 $209K - $292K
25.4K $1.04M
NRZ
New Residential Investment Corp.

Real Estate
231
+ 1.34%
N/A
17.5K $127K
GS
Goldman Sachs Group Inc

Financial Services
152
+ 4.94%
$524.81 - $672.19 $79.8K - $102K
3.23K $1.76M
Cloudflare Inc
36K
New
N/A
36K $0
QCOM
Qualcomm Inc

Technology
6
+ 0.13%
$151.94 - $175.86 $912 - $1.06K
4.52K $694K
Grayscale Bitcoin Mini Tr Et
28.4K
+ 195.97%
N/A
42.8K $0
Uber Technologies Inc
33K
New
N/A
33K $0
Neos ETF Trust
647
+ 9.52%
N/A
7.45K $0
Goldman Sachs ETF Tr
7.54K
New
N/A
7.54K $0
First Tr Exchng Traded Fd Vi
15.9K
New
N/A
15.9K $0
First Tr Exch Traded Fd Iii
10.5K
New
N/A
10.5K $0
Akamai Technologies Inc
35K
New
N/A
35K $0
Goldman Sachs ETF Tr
7.25K
New
N/A
7.25K $0
CGMS
Capital Grp Core Plus Income E
9.85K
New
N/A
9.85K $0
Advanced Energy Inds
30K
New
N/A
30K $0
Western Digital Corp
25K
New
N/A
25K $0
Ea Series Trust
14.5K
New
N/A
14.5K $0
Lithium Argentina Ag
42.1K
New
N/A
42.1K $0
Lithium Amers Corp New
2.9K
+ 5.67%
N/A
54K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
2.54K
+ 5.2%
N/A
51.3K $0
Zacks Trust
4.68K
+ 52.02%
N/A
13.7K $0
Spinnaker ETF Series
15K
New
N/A
15K $0
Arista Networks Inc
807
+ 25.62%
N/A
3.96K $0
Goldman Sachs ETF Tr
7.25K
New
N/A
7.25K $0
Spdr Ser Tr
11.5K
+ 113.27%
N/A
21.7K $0
DLR
Digital Realty Trust, Inc.

Real Estate
490
+ 23.37%
$142.1 - $183.56 $69.6K - $89.9K
2.59K $370K
MCO
Moodys Corp

Financial Services
5
+ 0.62%
$437.8 - $527.48 $2.19K - $2.64K
811 $377K
AGM
Federal Agricultural Mortgage Corp

Financial Services
150
+ 4.08%
$182.78 - $209.07 $27.4K - $31.4K
3.83K $717K
PFF
Ishares Trust Ishares Pfd And

ETFs
1
+ 0.01%
$30.73 - $32.26 $30.7 - $32.3
8.59K $263K
IFRA
Ishares Tr

ETFs
29
+ 0.47%
$44.8 - $49.25 $1.3K - $1.43K
6.19K $279K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
511
+ 6.69%
$51.45 - $58.51 $26.3K - $29.9K
8.15K $422K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 0.25%
$497.6 - $606.74 $498 - $607
402 $200K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
211
+ 7.27%
$102.49 - $119.96 $21.6K - $25.3K
3.11K $325K
ARLO
Arlo Technologies, Inc.

Industrials
497
+ 4.3%
$9.87 - $14.38 $4.91K - $7.15K
12K $118K
SNOW
Snowflake Inc.

Technology
101
+ 3.32%
$146.16 - $192.78 $14.8K - $19.5K
3.14K $458K
XAR
Spdr S&P Aerospace & Defense E

ETFs
50
+ 1.29%
$157.71 - $180.77 $7.89K - $9.04K
3.93K $631K
ATR
Aptargroup, Inc.

Healthcare
1
+ 0.06%
$141.7 - $159.83 $142 - $160
1.58K $233K
VB
Vanguard Small Cap ETF

ETFs
2
+ 0.2%
$217.89 - $252.64 $436 - $505
990 $219K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
264
+ 2.94%
$57.21 - $65.8 $15.1K - $17.4K
9.23K $538K
AVPT
Ave Point, Inc.

Technology
23
+ 0.18%
$13.5 - $19.8 $311 - $455
12.7K $182K
PFE
Pfizer Inc

Healthcare
66
+ 0.22%
$25.01 - $27.13 $1.65K - $1.79K
30.7K $779K
XLY
Select Sector Spdr Consumer Di

ETFs
4
+ 0.27%
$192.6 - $233.2 $770 - $933
1.47K $289K
DIS
Walt Disney CO

Communication Services
6
+ 0.13%
$96.87 - $114.0 $581 - $684
4.59K $452K
ADBE
Adobe Inc.

Technology
699
+ 13.14%
$377.84 - $464.11 $264K - $324K
6.02K $2.31M
STRL
Sterling Construction CO Inc

Industrials
4.82K
+ 43.7%
$108.65 - $200.56 $523K - $966K
15.8K $1.79M
NTAP
Net App, Inc.

Technology
13
+ 0.49%
$87.84 - $126.3 $1.14K - $1.64K
2.66K $233K
ETN
Eaton Corp PLC

Industrials
65
+ 3.88%
$271.83 - $371.23 $17.7K - $24.1K
1.74K $472K
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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