Balboa Wealth Partners Incresed Positions in Q3 2025

Balboa Wealth Partners

  • $552 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.27K
+ 91.18%
$567.77 - $614.76 $4.69M - $5.08M
17.3K $10.6M
GOOG
Alphabet Inc.

Communication Services
4.77K
+ 10.5%
$175.16 - $255.24 $836K - $1.22M
50.2K $12.2M
VTI
Vanguard Total Stock Market Et

ETFs
5.32K
+ 26.27%
$303.93 - $329.86 $1.62M - $1.75M
25.6K $8.39M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.62K
+ 8.31%
$617.65 - $666.84 $1M - $1.08M
21.1K $14.1M
DDS
Dillard'S, Inc.

Consumer Cyclical
79
+ 0.85%
$425.73 - $623.76 $33.6K - $49.3K
9.41K $5.78M
ORCL
Oracle Corp

Technology
4.87K
+ 63.82%
$218.96 - $328.33 $1.07M - $1.6M
12.5K $3.52M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
627
+ 2.06%
$224.68 - $282.71 $141K - $177K
31.1K $8.69M
AMD
Advanced Micro Devices Inc

Technology
914
+ 1.13%
$134.8 - $184.42 $123K - $169K
82.1K $13.3M
STRL
Sterling Construction CO Inc

Industrials
176
+ 1.2%
$222.54 - $371.84 $39.2K - $65.4K
14.9K $5.06M
GOOGL
Alphabet Inc.

Communication Services
1.58K
+ 8.94%
$174.36 - $254.72 $276K - $403K
19.3K $4.69M
GLD
Spdr Gold Trust

ETFs
1.28K
+ 6.67%
$300.96 - $355.47 $386K - $456K
20.5K $7.3M
ADBE
Adobe Inc.

Technology
3.96K
+ 262.25%
$333.65 - $392.1 $1.32M - $1.55M
5.47K $1.93M
VEA
Vanguard Ftse Developed Market

ETFs
19.1K
+ 30.14%
$56.02 - $60.3 $1.07M - $1.15M
82.3K $4.93M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.56K
+ 244.83%
$412.46 - $514.1 $1.05M - $1.31M
3.6K $1.77M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
16.8K
+ 37.85%
$49.43 - $54.52 $833K - $918K
61.4K $3.32M
MU
Micron Technology Inc

Technology
868
+ 4.11%
$104.88 - $168.89 $91K - $147K
22K $3.68M
HOOD
Robinhood Markets, Inc.

Technology
2.43K
+ 23.88%
$91.27 - $143.18 $222K - $347K
12.6K $1.8M
ASML
Asml Holding Nv

Technology
45
+ 1.16%
$689.63 - $968.09 $31K - $43.6K
3.93K $3.8M
SUI
Sun Communities Inc

Real Estate
4.53K
+ 280.15%
$116.6 - $131.28 $528K - $595K
6.15K $792K
ABBV
Abb Vie Inc.

Healthcare
328
+ 3.59%
$184.85 - $231.54 $60.6K - $75.9K
9.46K $2.19M
IWF
Ishares Russell 1000 Gr ETF

ETFs
930
+ 91.63%
$420.11 - $472.68 $391K - $440K
1.95K $911K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.58K
+ 73.33%
$39.8 - $42.86 $381K - $411K
22.7K $969K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
8.46K
+ 84.94%
$42.26 - $47.16 $358K - $399K
18.4K $853K
SCHX
Schwab Strategic Tr Us Large C

ETFs
14.1K
+ 125.78%
$24.46 - $26.5 $345K - $374K
25.3K $667K
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.79K
+ 85.91%
$96.22 - $98.19 $364K - $372K
8.19K $802K
IYW
Ishares Dj Us Tech ETF

ETFs
6
+ 0.04%
$171.38 - $197.01 $1.03K - $1.18K
16.4K $3.22M
GE
General Electric CO

Industrials
1.07K
+ 100.56%
$244.75 - $305.63 $263K - $328K
2.14K $644K
GLW
Corning Inc

Technology
173
+ 1.74%
$51.6 - $82.03 $8.93K - $14.2K
10.1K $828K
JNJ
Johnson & Johnson

Healthcare
166
+ 1.99%
$155.17 - $185.42 $25.8K - $30.8K
8.51K $1.58M
XLK
Technology Sector Spdr

ETFs
19
+ 0.18%
$250.97 - $282.66 $4.77K - $5.37K
10.3K $2.9M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.53K
+ 22.27%
$42.67 - $46.91 $193K - $213K
24.9K $1.17M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
30
+ 0.33%
$567.09 - $607.37 $17K - $18.2K
9.19K $5.48M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
888
+ 1.0%
$29.27 - $32.3 $26K - $28.7K
89.6K $2.89M
URA
Global X Uranium ETF

ETFs
95
+ 0.36%
$36.45 - $50.4 $3.46K - $4.79K
26.7K $1.27M
DUK
Duke Energy Corp

Utilities
1.46K
+ 15.17%
$116.31 - $125.93 $170K - $184K
11.1K $1.37M
UEC
Uranium Energy Corp

Energy
6.34K
+ 31.93%
$5.92 - $13.89 $37.5K - $88K
26.2K $349K
BX
Blackstone Inc.

Financial Services
855
+ 40.03%
$152.77 - $188.68 $131K - $161K
2.99K $511K
VTV
Vanguard Value ETF

ETFs
379
+ 3.19%
$175.51 - $186.57 $66.5K - $70.7K
12.3K $2.28M
D
Dominion Energy, Inc

Utilities
2.63K
+ 57.34%
$56.32 - $62.1 $148K - $164K
7.23K $442K
MA
Mastercard Inc

Financial Services
263
+ 5.57%
$550.18 - $598.96 $145K - $158K
4.98K $2.83M
TJX
Tjx Companies Inc

Consumer Cyclical
747
+ 21.57%
$121.35 - $144.54 $90.6K - $108K
4.21K $608K
SCCO
Southern Copper Corp

Basic Materials
415
+ 6.58%
$90.54 - $121.36 $37.6K - $50.4K
6.72K $815K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.35K
+ 10.8%
$87.29 - $93.61 $117K - $126K
13.8K $1.29M
IYF
Ishares Tr

ETFs
409
+ 1.89%
$119.89 - $127.16 $49K - $52K
22.1K $2.8M
GD
General Dynamics Corp

Industrials
295
+ 20.3%
$293.92 - $341.0 $86.7K - $101K
1.75K $596K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.4K
+ 23.29%
$45.72 - $47.27 $155K - $161K
18K $844K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.62K
+ 10.57%
$30.13 - $33.37 $78.8K - $87.3K
27.3K $912K
IVW
Ishares S&P 500 Growth ETF

ETFs
212
+ 1.8%
$108.97 - $121.65 $23.1K - $25.8K
12K $1.45M
CGUS
Capital Group Core Equity ETF
3.18K
+ 36.15%
$36.89 - $39.72 $117K - $126K
12K $473K
Activity Summary
Buys All Purchases 216 New Holdings 56 Increased Positions 160 Sells All Sells 133 Reductions 133 Sold out 0 Options Calls 1 Puts 1
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