Balboa Wealth Partners New Holdings in Q1 2025

Balboa Wealth Partners

  • $398 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
8
New
$663000.0 - $801950.0 $5.3M - $6.42M
8 $6.39M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
27.3K
New
$100.34 - $100.68 $2.74M - $2.75M
27.3K $2.75M
UI
Ubiquiti Inc.

Technology
3.43K
New
$300.93 - $431.11 $1.03M - $1.48M
3.43K $1.07M
SCHO
Schwab Short Term Us Treasury

ETFs
35K
New
$24.1 - $24.34 $843K - $851K
35K $851K
SGOL
Abrdn Gold ETF Trust

ETFs
25.7K
New
$25.14 - $29.82 $647K - $767K
25.7K $767K
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.63K
New
$71.17 - $73.66 $543K - $562K
7.63K $560K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
9.29K
New
$50.87 - $51.09 $473K - $475K
9.29K $474K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
20.2K
New
$21.73 - $23.02 $438K - $464K
20.2K $454K
HOOD
Robinhood Markets, Inc.

Technology
9.6K
New
$35.63 - $65.28 $342K - $627K
9.6K $399K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
8.7K
New
$39.53 - $46.13 $344K - $401K
8.7K $382K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.85K
New
$58.01 - $64.46 $282K - $313K
4.85K $301K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.92K
New
$85.29 - $92.57 $249K - $270K
2.92K $265K
IAU
Ishares Gold Trust

ETFs
4.41K
New
$49.74 - $58.96 $219K - $260K
4.41K $260K
ILMN
Illumina, Inc.

Healthcare
3.16K
New
$79.34 - $144.22 $251K - $455K
3.16K $250K
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.66K
New
$24.05 - $24.86 $232K - $240K
9.66K $240K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
5.01K
New
$46.18 - $47.84 $231K - $240K
5.01K $238K
GILD
Gilead Sciences, Inc.

Healthcare
2.09K
New
$89.14 - $117.41 $186K - $245K
2.09K $233K
VUG
Vanguard Growth ETF

ETFs
605
New
$369.1 - $427.61 $223K - $259K
605 $224K
JCI
Johnson Controls International PLC

Industrials
2.79K
New
$76.12 - $90.6 $213K - $253K
2.79K $223K
D
Dominion Energy, Inc

Utilities
3.98K
New
$52.85 - $57.43 $211K - $229K
3.98K $223K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.66K
New
$74.85 - $84.89 $199K - $226K
2.66K $217K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
9.1K
New
$22.98 - $24.13 $209K - $220K
9.1K $217K
O
Realty Income Corp

Real Estate
3.65K
New
$51.67 - $58.49 $189K - $214K
3.65K $211K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
7K
New
$29.68 - $32.59 $208K - $228K
7K $209K
DFIV
Dimensional ETF Tr

ETFs
5.31K
New
$35.33 - $40.77 $188K - $216K
5.31K $208K
AON
Aon PLC

Financial Services
517
New
$348.44 - $409.32 $180K - $212K
517 $206K
MPLX
Mplx LP

Energy
3.82K
New
$47.88 - $54.65 $183K - $209K
3.82K $204K
RSG
Republic Services, Inc.

Industrials
839
New
$200.09 - $242.16 $168K - $203K
839 $203K
PATK
Patrick Industries Inc

Consumer Cyclical
2.4K
New
$82.13 - $97.92 $197K - $235K
2.4K $203K
BYD
Boyd Gaming Corp

Consumer Cyclical
3.05K
New
$65.83 - $79.52 $201K - $243K
3.05K $200K
FDD
First Trust Stoxx European Sel

ETFs
12K
New
$11.08 - $13.94 $133K - $167K
12K $162K
HBIO
Harvard Bioscience Inc

Healthcare
11.3K
New
$0.57 - $2.19 $6.41K - $24.6K
11.3K $6K
CGMS
Capital Grp Core Plus Income E
9.85K
New
N/A
9.85K $0
Goldman Sachs ETF Tr
7.25K
New
N/A
7.25K $0
Cloudflare Inc
36K
New
N/A
36K $0
Western Digital Corp
25K
New
N/A
25K $0
Reddit Inc
10.9K
New
N/A
10.9K $0
Goldman Sachs ETF Tr
7.54K
New
N/A
7.54K $0
Lithium Argentina Ag
42.1K
New
N/A
42.1K $0
Advanced Energy Inds
30K
New
N/A
30K $0
First Tr Exchng Traded Fd Vi
15.9K
New
N/A
15.9K $0
Ea Series Trust
14.5K
New
N/A
14.5K $0
Akamai Technologies Inc
35K
New
N/A
35K $0
First Tr Exch Traded Fd Iii
10.5K
New
N/A
10.5K $0
Spinnaker ETF Series
15K
New
N/A
15K $0
Goldman Sachs ETF Tr
7.25K
New
N/A
7.25K $0
Uber Technologies Inc
33K
New
N/A
33K $0
Activity Summary
Buys All Purchases 156 New Holdings 48 Increased Positions 108 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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