Balboa Wealth Partners Purchases in Q2 2025

Balboa Wealth Partners

  • $476 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GD
General Dynamics Corp

Industrials
142
+ 10.83%
$247.68 - $291.66 $35.2K - $41.4K
1.45K $423K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
1.08K
+ 28.63%
$59.8 - $60.07 $64.8K - $65.1K
4.87K $291K
ABBV
Abb Vie Inc.

Healthcare
1.33K
+ 16.97%
$170.16 - $206.27 $225K - $273K
9.14K $1.7M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.08K
+ 15.4%
$27.46 - $33.2 $29.6K - $35.8K
8.08K $268K
VONV
Vanguard Russell 1000 Value Et

ETFs
478
+ 7.77%
$73.19 - $85.21 $35K - $40.7K
6.63K $565K
TMUS
T Mobile Us, Inc.

Communication Services
338
+ 37.43%
$220.99 - $268.54 $74.7K - $90.8K
1.24K $295K
TGT
Target Corp

Consumer Defensive
729
+ 23.9%
$88.76 - $105.77 $64.7K - $77.1K
3.78K $372K
QCOM
Qualcomm Inc

Technology
154
+ 3.4%
$124.66 - $159.48 $19.2K - $24.6K
4.68K $745K
LMT
Lockheed Martin Corp

Industrials
59
+ 4.51%
$430.82 - $486.45 $25.4K - $28.7K
1.37K $633K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
210
+ 4.33%
$55.54 - $69.09 $11.7K - $14.5K
5.06K $349K
CVX
Chevron Corp

Energy
916
+ 25.77%
$133.73 - $168.51 $122K - $154K
4.47K $640K
FTCS
First Trust Capital Strength E

ETFs
452
+ 12.68%
$81.6 - $92.39 $36.9K - $41.8K
4.02K $365K
TRMB
Trimble Inc.

Technology
144
+ 4.71%
$55.12 - $75.98 $7.94K - $10.9K
3.2K $243K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
249
+ 8.0%
$90.56 - $109.49 $22.5K - $27.3K
3.36K $367K
NVO
Novo Nordisk A S

Healthcare
677
+ 6.14%
$58.08 - $81.05 $39.3K - $54.9K
11.7K $807K
SMBC
Southern Missouri Bancorp, Inc.

Financial Services
55
+ 0.43%
$47.3 - $55.4 $2.6K - $3.05K
12.8K $702K
JNJ
Johnson & Johnson

Healthcare
882
+ 11.82%
$146.36 - $159.82 $129K - $141K
8.34K $1.27M
D
Dominion Energy, Inc

Utilities
610
+ 15.31%
$49.66 - $58.0 $30.3K - $35.4K
4.59K $259K
ACWI
Ishares Msci Acwi ETF

ETFs
31
+ 1.23%
$103.59 - $128.6 $3.21K - $3.99K
2.56K $329K
AVUV
American Centy ETF Tr Avantis

ETFs
246
+ 7.44%
$75.17 - $91.21 $18.5K - $22.4K
3.55K $323K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
743
+ 5.37%
$45.2 - $46.6 $33.6K - $34.6K
14.6K $676K
FTNT
Fortinet, Inc.

Technology
96
+ 4.3%
$84.71 - $108.69 $8.13K - $10.4K
2.33K $246K
IFRA
Ishares Tr

ETFs
19
+ 0.31%
$40.97 - $49.19 $778 - $935
6.21K $305K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
1.11K
+ 5.49%
$21.37 - $22.67 $23.7K - $25.1K
21.3K $479K
LOOP
Loop Industries, Inc.

Basic Materials
5.3K
+ 7.99%
$0.89 - $1.74 $4.72K - $9.22K
71.7K $101K
DVYE
Ishares Emerging Markets Divid

ETFs
233
+ 1.72%
$23.95 - $29.03 $5.58K - $6.76K
13.8K $395K
WMB
Williams Companies, Inc.

Energy
107
+ 1.94%
$54.33 - $62.87 $5.81K - $6.73K
5.61K $352K
EMHC
Spdr Bloomberg Emerging Market
656
+ 3.86%
$23.06 - $24.61 $15.1K - $16.1K
17.6K $433K
MCD
Mcdonalds Corp

Consumer Cyclical
255
+ 9.82%
$285.55 - $321.23 $72.8K - $81.9K
2.85K $833K
BX
Blackstone Inc.

Financial Services
11
+ 0.52%
$120.07 - $151.11 $1.32K - $1.66K
2.14K $319K
HD
Home Depot, Inc.

Consumer Cyclical
58
+ 1.54%
$335.24 - $380.78 $19.4K - $22.1K
3.83K $1.41M
ATR
Aptargroup, Inc.

Healthcare
52
+ 3.3%
$133.66 - $158.53 $6.95K - $8.24K
1.63K $254K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
9
+ 0.11%
$45.88 - $54.4 $413 - $490
8.16K $443K
DFIV
Dimensional ETF Tr

ETFs
23
+ 0.43%
$34.67 - $43.21 $797 - $994
5.33K $228K
SRLN
Ssga Active Trust

ETFs
366
+ 3.49%
$39.47 - $41.59 $14.4K - $15.2K
10.9K $451K
TLT
Ishares Barclays 20+ Year Trea

ETFs
300
+ 10.29%
$83.97 - $92.85 $25.2K - $27.9K
3.22K $283K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
853
+ 4.83%
$18.83 - $19.22 $16.1K - $16.4K
18.5K $354K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.6K
+ 8.62%
$24.32 - $27.87 $38.9K - $44.6K
20.2K $534K
EBND
Spdr Bloomberg Emerging Market

ETFs
4
+ 0.04%
$19.57 - $21.4 $78.3 - $85.6
10.5K $224K
TJX
Tjx Companies Inc

Consumer Cyclical
58
+ 1.7%
$119.13 - $135.03 $6.91K - $7.83K
3.46K $427K
UPS
United Parcel Service Inc

Industrials
737
+ 10.56%
$91.92 - $110.2 $67.7K - $81.2K
7.71K $778K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
467
+ 9.82%
$45.07 - $52.57 $21K - $24.6K
5.22K $255K
MO
Altria Group, Inc.

Consumer Defensive
229
+ 5.38%
$55.56 - $60.91 $12.7K - $13.9K
4.49K $263K
ADP
Automatic Data Processing Inc

Industrials
10
+ 1.16%
$276.76 - $326.81 $2.77K - $3.27K
873 $269K
PFF
Ishares Trust Ishares Pfd And

ETFs
163
+ 1.9%
$29.0 - $30.68 $4.73K - $5K
8.75K $268K
RSG
Republic Services, Inc.

Industrials
7
+ 0.83%
$227.2 - $258.07 $1.59K - $1.81K
846 $208K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
77
+ 1.05%
$49.79 - $50.75 $3.83K - $3.91K
7.4K $375K
SBUX
Starbucks Corp

Consumer Cyclical
255
+ 8.55%
$79.69 - $99.41 $20.3K - $25.3K
3.24K $296K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
61
+ 0.66%
$50.1 - $51.02 $3.06K - $3.11K
9.35K $477K
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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