Balboa Wealth Partners Purchases in Q4 2024

Balboa Wealth Partners

  • $422 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
165
+ 12.77%
$570.51 - $610.59 $94.1K - $101K
1.46K $857K
IEFA
Ishares Tr

ETFs
3.39K
+ 20.78%
$70.06 - $77.43 $238K - $262K
19.7K $1.38M
IXN
Ishares Global Information Tec

ETFs
1.25K
+ 50.14%
$80.67 - $87.84 $101K - $110K
3.74K $316K
TMUS
T Mobile Us, Inc.

Communication Services
394
+ 33.14%
$206.1 - $246.94 $81.2K - $97.3K
1.58K $349K
MELI
Mercadolibre Inc

Consumer Cyclical
129
+ 38.05%
$1666.0 - $2117.3 $215K - $273K
468 $795K
HON
Honeywell International Inc

Industrials
321
+ 25.02%
$202.84 - $236.0 $65.1K - $75.8K
1.6K $362K
AVPT
Ave Point, Inc.

Technology
2.03K
+ 19.1%
$11.54 - $18.89 $23.4K - $38.3K
12.6K $208K
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
+ 10.0%
$4100.99 - $5300.34 $24.6K - $31.8K
66 $327K
FTCS
First Trust Capital Strength E

ETFs
925
+ 38.43%
$87.62 - $94.03 $81K - $87K
3.33K $292K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.34K
+ 24.96%
$26.63 - $30.23 $116K - $131K
21.7K $579K
OKE
Oneok Inc

Energy
8
+ 0.1%
$92.28 - $117.05 $738 - $936
7.65K $768K
CAT
Caterpillar Inc

Industrials
271
+ 27.79%
$360.37 - $416.88 $97.7K - $113K
1.25K $451K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.11K
+ 9.03%
$96.64 - $101.23 $107K - $112K
13.4K $1.3M
RCS
Pimco Strategic Income Fund, Inc

Financial Services
7.33K
+ 4.61%
$7.22 - $8.05 $52.9K - $59K
166K $1.27M
TT
Trane Technologies PLC

Industrials
173
+ 18.7%
$369.35 - $419.14 $63.9K - $72.5K
1.1K $405K
HTGC
Hercules Capital, Inc.

Financial Services
1.56K
+ 5.78%
$18.53 - $20.22 $28.8K - $31.4K
28.4K $571K
XOM
Exxon Mobil Corp

Energy
1.13K
+ 13.67%
$105.51 - $125.37 $119K - $142K
9.4K $1.01M
HBAN
Huntington Bancshares Inc

Financial Services
84
+ 0.33%
$14.18 - $18.2 $1.19K - $1.53K
25.6K $416K
VST
Vistra Corp.

Utilities
18
+ 1.01%
$115.74 - $166.61 $2.08K - $3K
1.8K $248K
PH
Parker Hannifin Corp

Industrials
44
+ 3.08%
$621.74 - $709.46 $27.4K - $31.2K
1.47K $936K
ACWI
Ishares Msci Acwi ETF

ETFs
284
+ 13.14%
$117.05 - $123.03 $33.2K - $34.9K
2.45K $287K
AJG
Arthur J. Gallagher & Co.

Financial Services
82
+ 3.78%
$278.49 - $315.16 $22.8K - $25.8K
2.25K $638K
SPG
Simon Property Group Inc

Real Estate
121
+ 9.93%
$167.23 - $183.84 $20.2K - $22.2K
1.34K $230K
ADP
Automatic Data Processing Inc

Industrials
41
+ 4.88%
$280.08 - $307.97 $11.5K - $12.6K
881 $257K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
958
+ 8.95%
$45.17 - $47.23 $43.3K - $45.2K
11.7K $528K
EME
Emcor Group, Inc.

Industrials
10
+ 1.37%
$427.96 - $526.95 $4.28K - $5.27K
739 $335K
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
12.3K
New
$0.49 - $1.84 $6.01K - $22.6K
12.3K $20K
SMBC
Southern Missouri Bancorp, Inc.

Financial Services
47
+ 0.29%
$54.04 - $67.28 $2.54K - $3.16K
16.3K $937K
CLOI
Vaneck ETF Tr

ETFs
356
+ 5.63%
$52.7 - $53.15 $18.8K - $18.9K
6.68K $352K
WM
Waste Management Inc

Industrials
110
+ 8.92%
$201.79 - $228.46 $22.2K - $25.1K
1.34K $271K
KO
Coca Cola CO

Consumer Defensive
1.08K
+ 19.07%
$61.74 - $71.71 $66.6K - $77.4K
6.74K $419K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
393
+ 3.31%
$44.33 - $49.55 $17.4K - $19.5K
12.3K $550K
SRLN
Ssga Active Trust

ETFs
158
+ 2.31%
$41.48 - $42.08 $6.55K - $6.65K
7K $292K
PM
Philip Morris International Inc.

Consumer Defensive
74
+ 2.03%
$118.38 - $133.06 $8.76K - $9.85K
3.71K $446K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
618
+ 3.51%
$18.41 - $18.97 $11.4K - $11.7K
18.2K $337K
ABT
Abbott Laboratories

Healthcare
85
+ 1.26%
$111.93 - $119.39 $9.51K - $10.1K
6.83K $772K
DUK
Duke Energy Corp

Utilities
614
+ 7.42%
$105.76 - $120.76 $64.9K - $74.1K
8.89K $957K
NRZ
New Residential Investment Corp.

Real Estate
247
+ 1.45%
N/A
17.3K $125K
MCO
Moodys Corp

Financial Services
3
+ 0.37%
$454.04 - $500.88 $1.36K - $1.5K
806 $381K
Bitwise Ethereum ETF
10.2K
New
N/A
10.2K $0
Blackrock Inc
259
New
N/A
259 $0
Tpi Composites Inc
10K
+ 50.0%
N/A
30K $0
Neos ETF Trust
1.84K
+ 37.06%
N/A
6.8K $0
Pg&E Corp
31K
New
N/A
31K $0
Uber Technologies Inc
1K
+ 2.94%
N/A
35K $0
Zacks Trust
9K
New
N/A
9K $0
Vaneck Bitcoin ETF
3.86K
New
N/A
3.86K $0
BWEB
Bitwise Fds Tr Web3 ETF
6.73K
New
N/A
6.73K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
48.7K
New
N/A
48.7K $0
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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