Balboa Wealth Partners Purchases in Q2 2025

Balboa Wealth Partners

  • $476 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
INTU
Intuit Inc

Technology
297
New
$544.07 - $787.63 $162K - $234K
297 $233K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.48K
New
$85.42 - $94.39 $212K - $234K
2.48K $232K
EAT
Brinker International, Inc

Consumer Cyclical
1.28K
New
$128.68 - $181.78 $164K - $232K
1.28K $230K
VBR
Vanguard Small Cap Value ETF

ETFs
1.17K
New
$162.76 - $195.77 $191K - $230K
1.17K $228K
FXO
First Tr Exchange Traded Fd Fi

ETFs
4.06K
New
$45.9 - $56.06 $186K - $227K
4.06K $227K
CDW
Cdw Corp

Technology
1.25K
New
$144.49 - $190.68 $181K - $239K
1.25K $223K
LHX
L3 Harris Technologies, Inc.

Industrials
884
New
$200.21 - $256.99 $177K - $227K
884 $221K
CAH
Cardinal Health Inc

Healthcare
1.32K
New
$125.0 - $168.0 $165K - $221K
1.32K $221K
BSX
Boston Scientific Corp

Healthcare
2.02K
New
$89.7 - $107.41 $181K - $216K
2.02K $216K
IRM
Iron Mountain Inc

Real Estate
2.11K
New
$76.93 - $105.25 $162K - $222K
2.11K $216K
ETN
Eaton Corp PLC

Industrials
169
+ 9.71%
$246.52 - $356.99 $41.7K - $60.3K
1.91K $681K
CTAS
Cintas Corp

Industrials
933
New
$190.11 - $227.66 $177K - $212K
933 $207K
PM
Philip Morris International Inc.

Consumer Defensive
646
+ 17.52%
$149.23 - $184.95 $96.4K - $119K
4.33K $789K
SUI
Sun Communities Inc

Real Estate
1.62K
New
$114.62 - $132.25 $185K - $214K
1.62K $204K
MMM
3 M CO

Industrials
1.33K
New
$126.09 - $154.15 $168K - $205K
1.33K $202K
UBER
Uber Technologies, Inc

Technology
2.17K
New
$64.62 - $93.3 $140K - $202K
2.17K $201K
ACN
Accenture PLC

Technology
674
New
$279.23 - $323.21 $188K - $218K
674 $201K
SKYY
First Trust Cloud Computing Et

ETFs
1.65K
New
$89.46 - $121.64 $148K - $201K
1.65K $200K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
7.08K
+ 77.77%
$23.19 - $25.35 $164K - $179K
16.2K $409K
SCHW
Schwab Charles Corp

Financial Services
521
+ 4.89%
$69.06 - $91.24 $36K - $47.5K
11.2K $1.02M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.83K
+ 70.78%
$91.23 - $97.27 $167K - $178K
4.41K $428K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.12K
+ 19.99%
$24.38 - $30.18 $100K - $124K
24.7K $745K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.77K
+ 60.91%
$35.35 - $42.68 $133K - $161K
9.97K $424K
TT
Trane Technologies PLC

Industrials
193
+ 21.96%
$315.21 - $437.41 $60.8K - $84.4K
1.07K $468K
V
Visa Inc.

Financial Services
401
+ 7.27%
$308.27 - $373.31 $124K - $150K
5.92K $2.1M
WM
Waste Management Inc

Industrials
726
+ 58.98%
$216.47 - $242.1 $157K - $176K
1.96K $447K
VRT
Vertiv Holdings CO

Industrials
1.57K
+ 5.35%
N/A
31K $2.68M
C
Citigroup Inc

Financial Services
1.12K
+ 39.36%
$58.13 - $85.12 $64.9K - $95.1K
3.96K $336K
UEC
Uranium Energy Corp

Energy
19.9K
New
$4.0 - $7.05 $79.4K - $140K
19.9K $134K
DIS
Walt Disney CO

Communication Services
135
+ 2.94%
$81.72 - $124.01 $11K - $16.7K
4.72K $585K
SGOL
Abrdn Gold ETF Trust

ETFs
2.79K
+ 10.84%
$28.39 - $32.75 $79.2K - $91.4K
28.5K $899K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
741
+ 12.95%
$57.46 - $75.58 $42.6K - $56K
6.47K $488K
ACHR
Archer Aviation Inc.

Industrials
11.3K
New
$6.2 - $13.3 $70.3K - $151K
11.3K $123K
IWF
Ishares Russell 1000 Gr ETF

ETFs
147
+ 16.94%
$320.42 - $424.58 $47.1K - $62.4K
1.02K $430K
EMR
Emerson Electric CO

Industrials
483
+ 22.44%
$94.15 - $133.33 $45.5K - $64.4K
2.64K $351K
ABT
Abbott Laboratories

Healthcare
615
+ 7.28%
$123.95 - $138.08 $76.2K - $84.9K
9.07K $1.23M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.16K
+ 12.57%
$51.16 - $62.02 $59.4K - $72K
10.4K $644K
ED
Consolidated Edison Inc

Utilities
1.24K
+ 54.33%
$98.05 - $113.3 $122K - $141K
3.53K $354K
WMT
Walmart Inc.

Consumer Defensive
212
+ 2.75%
$81.79 - $99.98 $17.3K - $21.2K
7.91K $773K
KO
Coca Cola CO

Consumer Defensive
1.35K
+ 19.22%
$68.37 - $73.9 $92.3K - $99.8K
8.37K $592K
PG
Procter & Gamble CO

Consumer Defensive
915
+ 16.59%
$157.66 - $172.39 $144K - $158K
6.43K $1.02M
ILMN
Illumina, Inc.

Healthcare
337
+ 10.67%
$70.3 - $95.41 $23.7K - $32.2K
3.5K $333K
IWM
Ishares Russell 2000 ETF

ETFs
186
+ 6.99%
$174.82 - $215.79 $32.5K - $40.1K
2.85K $614K
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.2K
+ 9.28%
$32.62 - $33.58 $71.6K - $73.7K
25.9K $868K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.45K
+ 11.72%
$51.14 - $57.0 $74.2K - $82.7K
13.8K $786K
CSCO
Cisco Systems, Inc.

Technology
153
+ 1.7%
$53.19 - $69.38 $8.14K - $10.6K
9.15K $634K
WELL
Welltower Inc.

Real Estate
488
+ 15.71%
$136.49 - $155.22 $66.6K - $75.7K
3.59K $552K
GE
General Electric CO

Industrials
45
+ 4.4%
$166.81 - $257.39 $7.51K - $11.6K
1.07K $274K
XLG
Invesco Exchange Traded Fd Tr

ETFs
210
+ 2.22%
$40.94 - $52.1 $8.6K - $10.9K
9.66K $503K
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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