Balboa Wealth Partners New Holdings in Q2 2025

Balboa Wealth Partners

  • $476 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IYW
Ishares Dj Us Tech ETF

ETFs
16.4K
New
$122.57 - $173.27 $2.02M - $2.85M
16.4K $2.85M
IYC
Ishares U.S. Consumer Discreti

ETFs
26.6K
New
$79.19 - $99.64 $2.11M - $2.65M
26.6K $2.65M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
88.7K
New
$24.53 - $29.78 $2.18M - $2.64M
88.7K $2.64M
IYF
Ishares Tr

ETFs
21.7K
New
$99.23 - $120.99 $2.15M - $2.62M
21.7K $2.62M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
18.4K
New
$82.32 - $112.47 $1.51M - $2.06M
18.4K $2.06M
FTHI
First Trust Exchange Traded Fd

ETFs
51.4K
New
$19.66 - $22.85 $1.01M - $1.18M
51.4K $1.18M
IWD
Ishares Russell 1000 Val ETF

ETFs
5.73K
New
$166.82 - $194.23 $955K - $1.11M
5.73K $1.11M
HYLS
First Tr Tactical High Yield L

ETFs
23.9K
New
$39.8 - $41.84 $952K - $1M
23.9K $1M
SSO
Proshares Ultra S&P 500

ETFs
9.34K
New
$64.8 - $97.72 $605K - $912K
9.34K $912K
FTQI
First Trust ETF Vi First Trust

ETFs
46.4K
New
$16.83 - $19.58 $781K - $908K
46.4K $907K
AMT
American Tower Corp

Real Estate
3.31K
New
$203.96 - $228.19 $676K - $756K
3.31K $732K
EEM
Ishares Msci Emerging Markets

ETFs
14.8K
New
$38.52 - $48.28 $569K - $713K
14.8K $712K
OXY
Occidental Petroleum Corp

Energy
14.6K
New
$36.11 - $49.33 $528K - $722K
14.6K $614K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
11.2K
New
$45.3 - $50.64 $507K - $567K
11.2K $549K
SOXX
Ishares Semiconductor ETF

ETFs
2.13K
New
$154.86 - $239.07 $330K - $509K
2.13K $507K
IGV
Ishares Expanded Tech Software

ETFs
4.5K
New
$80.15 - $109.5 $361K - $493K
4.5K $492K
CGGR
Capital Group Growth ETF Shs C

ETFs
11.8K
New
$30.53 - $40.65 $359K - $478K
11.8K $477K
FAAR
First Trust Vii Alternative Ab

ETFs
17.1K
New
$25.68 - $29.03 $439K - $496K
17.1K $473K
SMR
Nuscale Power Corp

Industrials
11.8K
New
$12.6 - $43.24 $148K - $509K
11.8K $465K
FMF
First Trust Managed Futures St

ETFs
10.1K
New
$44.79 - $46.43 $451K - $467K
10.1K $454K
TRV
Travelers Companies, Inc.

Financial Services
1.61K
New
$233.83 - $276.34 $376K - $444K
1.61K $429K
ENB
Enbridge Inc

Energy
9.29K
New
$41.09 - $47.16 $382K - $438K
9.29K $420K
VEU
Vanguard Ftse All World Ex Us

ETFs
6.11K
New
$54.19 - $67.22 $331K - $411K
6.11K $410K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5.07K
New
$65.84 - $80.81 $334K - $410K
5.07K $406K
VOE
Vanguard Mid Cap Value Index F

ETFs
2.41K
New
$141.87 - $164.49 $342K - $397K
2.41K $396K
BAC
Bank Of America Corp

Financial Services
8.13K
New
$34.39 - $47.46 $280K - $386K
8.13K $384K
APH
Amphenol Corp

Technology
3.87K
New
$59.09 - $98.75 $229K - $382K
3.87K $381K
EVRG
Evergy, Inc.

Utilities
5.36K
New
$64.06 - $69.64 $343K - $373K
5.36K $369K
RWR
Spdr Dow Jones Reit ETF

ETFs
3.61K
New
$86.33 - $99.71 $311K - $360K
3.61K $347K
IEF
Ishares Barclays

ETFs
3.47K
New
$93.15 - $96.56 $324K - $335K
3.47K $332K
CGGO
Capital Group Global Growth Eq

ETFs
10.3K
New
$25.31 - $32.17 $262K - $333K
10.3K $330K
CGUS
Capital Group Core Equity ETF
8.8K
New
$29.93 - $36.93 $263K - $325K
8.8K $324K
CGDV
Capital Group Divid Value ETF

ETFs
8.04K
New
$31.93 - $39.49 $257K - $318K
8.04K $317K
FTSL
First Trust Senior Ln Fund

ETFs
6.87K
New
$44.58 - $46.07 $306K - $316K
6.87K $315K
FIX
Comfort Systems Usa Inc

Industrials
588
New
$296.51 - $536.21 $174K - $315K
588 $315K
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
14.5K
New
$19.73 - $22.32 $285K - $323K
14.5K $313K
CMI
Cummins Inc

Industrials
931
New
$267.12 - $336.65 $249K - $313K
931 $304K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4K
New
$60.34 - $74.89 $241K - $300K
4K $299K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.19K
New
$104.23 - $134.39 $229K - $295K
2.19K $294K
NET
Cloudflare, Inc.

Technology
1.5K
New
$97.08 - $195.83 $146K - $294K
1.5K $293K
SPOT
Spotify Technology S.A.

Communication Services
375
New
$503.3 - $775.9 $189K - $291K
375 $287K
CGCP
Capital Group Core Plus Income

ETFs
12.7K
New
$21.92 - $22.56 $278K - $286K
12.7K $284K
ZS
Zscaler, Inc.

Technology
903
New
$174.67 - $315.32 $158K - $285K
903 $283K
MAA
Mid America Apartment Communities Inc.

Real Estate
1.9K
New
$145.91 - $168.0 $277K - $319K
1.9K $281K
SCHX
Schwab Strategic Tr Us Large C

ETFs
11.2K
New
$19.6 - $24.44 $220K - $274K
11.2K $274K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
581
New
$328.01 - $475.68 $191K - $276K
581 $271K
VO
Vanguard Mid Cap ETF

ETFs
968
New
$228.54 - $279.83 $221K - $271K
968 $270K
BK
Bank Of New York Mellon Corp

Financial Services
2.95K
New
$73.31 - $91.62 $216K - $270K
2.95K $268K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.6K
New
$45.12 - $46.23 $253K - $259K
5.6K $258K
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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