Balboa Wealth Partners New Holdings in Q3 2025

Balboa Wealth Partners

  • $552 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IDU
Ishares Tr U S Utils ETF

ETFs
25.7K
New
$103.7 - $111.17 $2.67M - $2.86M
25.7K $2.85M
S
Sentinel One, Inc.

Technology
57.4K
New
$15.81 - $19.78 $907K - $1.14M
57.4K $1.01M
AVDV
American Centy ETF Tr Avantis

ETFs
10K
New
$79.24 - $89.03 $796K - $894K
10K $894K
NUE
Nucor Corp

Basic Materials
5.58K
New
$133.3 - $150.33 $744K - $839K
5.58K $756K
AVEM
American Centy ETF Tr Avantis

ETFs
10.1K
New
$68.33 - $75.41 $687K - $758K
10.1K $755K
SQ
Block, Inc.

Technology
12.3K
New
N/A
12.3K $706K
DUOL
Duolingo, Inc.

Technology
2.01K
New
$271.18 - $403.06 $546K - $812K
2.01K $648K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
16.1K
New
$38.58 - $58.24 $622K - $938K
16.1K $631K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
6.26K
New
$43.07 - $91.37 $269K - $572K
6.26K $571K
WDC
Western Digital Corp

Technology
3.47K
New
$63.84 - $120.06 $222K - $417K
3.47K $416K
VST
Vistra Corp.

Utilities
2.07K
New
$182.0 - $217.92 $377K - $452K
2.07K $406K
STX
Seagate Technology Holdings PLC

Technology
1.57K
New
$142.01 - $236.06 $223K - $370K
1.57K $370K
BYD
Boyd Gaming Corp

Consumer Cyclical
4.06K
New
$79.66 - $87.38 $324K - $355K
4.06K $351K
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.58K
New
$91.28 - $97.59 $327K - $349K
3.58K $343K
WFC
Wells Fargo & Company

Financial Services
4.03K
New
$77.05 - $85.16 $310K - $343K
4.03K $337K
MEDP
Medpace Holdings, Inc.

Healthcare
558
New
$308.88 - $514.16 $172K - $287K
558 $286K
DELL
Dell Technologies Inc.

Technology
1.95K
New
$120.96 - $141.77 $235K - $276K
1.95K $275K
VT
Vanguard Total World Stk Index

ETFs
2K
New
$128.41 - $138.03 $256K - $276K
2K $275K
INTC
Intel Corp

Technology
8.08K
New
$19.31 - $35.5 $156K - $287K
8.08K $270K
O
Realty Income Corp

Real Estate
4.32K
New
$56.13 - $60.79 $242K - $262K
4.32K $262K
SLV
I Shares Silver Trust

ETFs
6.14K
New
$32.73 - $42.5 $201K - $261K
6.14K $260K
PLD
Prologis, Inc.

Real Estate
2.27K
New
$104.08 - $115.35 $236K - $262K
2.27K $259K
LEU
Centrus Energy Corp

Energy
833
New
$166.58 - $315.62 $139K - $263K
833 $258K
PRIM
Primoris Services Corp

Industrials
1.87K
New
$79.61 - $137.33 $149K - $256K
1.87K $256K
SHOP
Shopify Inc.

Technology
1.65K
New
$112.11 - $157.12 $185K - $260K
1.65K $245K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.09K
New
$72.65 - $78.68 $225K - $243K
3.09K $242K
STT
State Street Corp

Financial Services
2.03K
New
$102.01 - $117.25 $207K - $238K
2.03K $235K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.66K
New
$131.47 - $143.64 $218K - $238K
1.66K $234K
AGX
Argan Inc

Industrials
836
New
$202.53 - $271.07 $169K - $227K
836 $225K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.32K
New
$148.97 - $165.88 $196K - $219K
1.32K $217K
PAHC
Phibro Animal Health Corp

Healthcare
5.35K
New
$26.11 - $41.23 $140K - $221K
5.35K $216K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
1.4K
New
$113.83 - $154.45 $159K - $216K
1.4K $216K
PATK
Patrick Industries Inc

Consumer Cyclical
2.08K
New
$95.3 - $116.04 $198K - $241K
2.08K $215K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.13K
New
$23.82 - $25.84 $194K - $210K
8.13K $208K
WTS
Watts Water Technologies Inc

Industrials
748
New
$247.02 - $285.86 $185K - $214K
748 $208K
AIT
Applied Industrial Technologies Inc

Industrials
781
New
$242.14 - $275.72 $189K - $215K
781 $203K
TMO
Thermo Fisher Scientific Inc.

Healthcare
420
New
$404.94 - $499.99 $170K - $210K
420 $203K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
4.17K
New
$42.88 - $49.1 $179K - $205K
4.17K $201K
FSIG
First Tr ETF Iv LTD Duration I
10.1K
New
$19.03 - $19.33 $191K - $194K
10.1K $193K
AVAH
Aveanna Healthcare Holdings, Inc.

Healthcare
14.9K
New
$3.74 - $8.87 $55.7K - $132K
14.9K $132K
IGR
Cbre Global Real Estate Income Fund

Financial Services
12.6K
New
$4.81 - $5.36 $60.7K - $67.6K
12.6K $64K
Zacks Trust
67.4K
New
N/A
67.4K $0
Ge Vernova Inc
361
New
N/A
361 $0
Goldman Sachs ETF Tr
4.42K
New
N/A
4.42K $0
Southern CO
29K
New
N/A
29K $0
Halozyme Therapeutics Inc
28K
New
N/A
28K $0
Tidal Trust Ii
10K
New
N/A
10K $0
Freshpet Inc
12K
New
N/A
12K $0
Osi Systems Inc
24K
New
N/A
24K $0
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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