Balboa Wealth Partners Incresed Positions in Q2 2025

Balboa Wealth Partners

  • $476 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
820
+ 1.5%
$354.56 - $497.45 $291K - $408K
55.3K $27.5M
AVGO
Broadcom Inc.

Technology
6.08K
+ 42.3%
$146.29 - $275.65 $890K - $1.68M
20.5K $5.64M
AMD
Advanced Micro Devices Inc

Technology
403
+ 0.5%
$78.21 - $143.81 $31.5K - $58K
81.2K $11.5M
META
Meta Platforms, Inc.

Communication Services
426
+ 3.0%
$484.66 - $738.09 $206K - $314K
14.6K $10.8M
NFLX
Netflix Inc

Communication Services
1.48K
+ 111.56%
$855.86 - $1339.13 $1.26M - $1.98M
2.8K $3.75M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.85K
+ 73.87%
$456.74 - $568.03 $1.76M - $2.19M
9.07K $5.15M
COST
Costco Wholesale Corp

Consumer Defensive
1.97K
+ 42.09%
$908.13 - $1056.85 $1.79M - $2.09M
6.66K $6.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.65K
+ 33.0%
$416.06 - $551.64 $1.1M - $1.46M
10.7K $5.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.42K
+ 37.44%
$483.48 - $539.8 $2.14M - $2.38M
16.2K $7.87M
EFA
Ishares Tr Msci Eafe ETF

ETFs
9.79K
+ 367.48%
$72.96 - $90.39 $714K - $885K
12.4K $1.11M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.16K
+ 131.33%
$114.78 - $133.31 $707K - $821K
10.9K $1.45M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
31.9K
+ 256.11%
$24.98 - $25.66 $797K - $818K
44.3K $1.14M
ORCL
Oracle Corp

Technology
1.04K
+ 15.68%
$122.82 - $218.63 $127K - $226K
7.64K $1.67M
VEA
Vanguard Ftse Developed Market

ETFs
6.95K
+ 12.34%
$45.65 - $57.01 $317K - $396K
63.2K $3.61M
JPM
Jpmorgan Chase & CO

Financial Services
1.1K
+ 11.55%
$210.28 - $289.91 $231K - $318K
10.6K $3.07M
VTI
Vanguard Total Stock Market Et

ETFs
403
+ 2.03%
$243.75 - $303.93 $98.2K - $122K
20.2K $6.15M
GOOGL
Alphabet Inc.

Communication Services
2.03K
+ 12.94%
$144.7 - $178.6 $294K - $363K
17.7K $3.12M
IEFA
Ishares Tr

ETFs
6.32K
+ 34.18%
$67.83 - $84.09 $428K - $531K
24.8K $2.07M
AXP
American Express CO

Financial Services
810
+ 12.44%
$231.39 - $318.98 $187K - $258K
7.32K $2.34M
IBM
International Business Machines Corp

Technology
1.64K
+ 83.63%
$221.03 - $294.78 $362K - $483K
3.6K $1.06M
HOOD
Robinhood Markets, Inc.

Technology
564
+ 5.87%
$34.17 - $93.63 $19.3K - $52.8K
10.2K $951K
XLK
Technology Sector Spdr

ETFs
231
+ 2.3%
$179.73 - $253.23 $41.5K - $58.5K
10.3K $2.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.89K
+ 18.32%
$39.89 - $49.46 $275K - $341K
44.5K $2.2M
VGSH
Vanguard

ETFs
7.58K
+ 23.34%
$58.32 - $58.95 $442K - $447K
40K $2.35M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.45K
+ 33.14%
$96.84 - $99.46 $431K - $443K
17.9K $1.77M
FTLS
First Tr Long/Short Equity ETF

ETFs
6.5K
+ 189.06%
$60.06 - $66.28 $390K - $431K
9.94K $658K
ISRG
Intuitive Surgical Inc

Healthcare
674
+ 46.29%
$451.58 - $565.94 $304K - $381K
2.13K $1.16M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.32K
+ 103.29%
$216.28 - $284.39 $285K - $375K
2.59K $737K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
11.2K
+ 37.03%
$27.3 - $31.8 $305K - $355K
41.3K $1.31M
T
At&T Inc.

Communication Services
12.4K
+ 29.58%
$26.33 - $28.94 $327K - $359K
54.4K $1.57M
VB
Vanguard Small Cap ETF

ETFs
1.52K
+ 153.13%
$193.73 - $237.37 $294K - $360K
2.51K $593K
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
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
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
47
+ 0.52%
$468.22 - $566.51 $22K - $26.6K
9.16K $5.19M
SCCO
Southern Copper Corp

Basic Materials
2.93K
+ 86.92%
$75.63 - $104.64 $222K - $307K
6.3K $637K
VUG
Vanguard Growth ETF

ETFs
564
+ 93.22%
$329.49 - $438.4 $186K - $247K
1.17K $512K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
11K
+ 13.79%
$25.13 - $26.07 $277K - $287K
90.9K $2.35M
CRWD
Crowd Strike Holdings, Inc.

Technology
272
+ 35.23%
$321.63 - $509.31 $87.5K - $139K
1.04K $531K
IVV
Ishares Core S&P 500 ETF

ETFs
249
+ 14.7%
$498.8 - $620.9 $124K - $155K
1.94K $1.21M
PANW
Palo Alto Networks Inc

Technology
442
+ 9.63%
$152.44 - $204.64 $67.4K - $90.5K
5.03K $1.03M
XLE
Energy Sector Spdr

ETFs
5.08K
+ 22.55%
$76.44 - $94.13 $389K - $479K
27.6K $2.34M
ETN
Eaton Corp PLC

Industrials
169
+ 9.71%
$246.52 - $356.99 $41.7K - $60.3K
1.91K $681K
PM
Philip Morris International Inc.

Consumer Defensive
646
+ 17.52%
$149.23 - $184.95 $96.4K - $119K
4.33K $789K
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
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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