Balboa Wealth Partners Reduced Holdings in Q1 2025

Balboa Wealth Partners

  • $398 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Haemonetics Corp Mass
-2K
- 5.26%
N/A
36K $0
Arm Holdings PLC
-1.05K
- 27.81%
N/A
2.73K $0
Zacks Trust
-11.9K
- 19.5%
N/A
49K $0
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-589
- 3.23%
$18.46 - $19.19 $10.9K - $11.3K
17.7K $338K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-123
- 1.7%
$30.35 - $33.16 $3.73K - $4.08K
7.12K $227K
NFLX
Netflix Inc

Communication Services
-58
- 4.2%
$828.4 - $1058.6 $48K - $61.4K
1.32K $1.23M
ADP
Automatic Data Processing Inc

Industrials
-18
- 2.04%
$286.85 - $318.64 $5.16K - $5.74K
863 $263K
CSCO
Cisco Systems, Inc.

Technology
-283
- 3.05%
$58.74 - $64.87 $16.6K - $18.4K
9K $555K
MDT
Medtronic PLC

Healthcare
-145
- 5.65%
$79.84 - $94.5 $11.6K - $13.7K
2.42K $217K
IEFA
Ishares Tr

ETFs
-1.23K
- 6.23%
$69.57 - $78.65 $85.4K - $96.6K
18.5K $1.4M
COST
Costco Wholesale Corp

Consumer Defensive
-134
- 2.78%
$890.62 - $1076.86 $119K - $144K
4.69K $4.44M
MO
Altria Group, Inc.

Consumer Defensive
-324
- 7.07%
$50.81 - $60.02 $16.5K - $19.4K
4.26K $255K
XLV
Select Sector Spdr Fund Health

ETFs
-115
- 2.47%
$137.61 - $149.68 $15.8K - $17.2K
4.54K $662K
GUT
Gabelli Utility Trust

Financial Services
-352
- 0.28%
$5.11 - $5.55 $1.8K - $1.95K
127K $678K
CI
Cigna Corp

Healthcare
-3
- 0.37%
$274.49 - $329.0 $823 - $987
811 $266K
AMGN
Amgen Inc

Healthcare
-6
- 0.63%
$258.59 - $327.36 $1.55K - $1.96K
943 $293K
BP
Bp PLC

Energy
-995
- 5.13%
$29.93 - $35.31 $29.8K - $35.1K
18.4K $621K
HALO
Halozyme Therapeutics, Inc.

Healthcare
-540
- 8.74%
$47.74 - $65.16 $25.8K - $35.2K
5.64K $359K
CVX
Chevron Corp

Energy
-104
- 2.84%
$146.71 - $167.97 $15.3K - $17.5K
3.56K $594K
AER
Aer Cap Holdings N.V.

Industrials
-100
- 0.83%
$94.11 - $105.78 $9.41K - $10.6K
11.9K $1.22M
AJG
Arthur J. Gallagher & Co.

Financial Services
-186
- 8.27%
$275.89 - $345.24 $51.3K - $64.2K
2.06K $712K
MCK
Mckesson Corp

Healthcare
-27
- 2.51%
$566.21 - $672.99 $15.3K - $18.2K
1.05K $706K
MELI
Mercadolibre Inc

Consumer Cyclical
-1
- 0.21%
$1739.0 - $2260.0 $1.74K - $2.26K
467 $911K
JNJ
Johnson & Johnson

Healthcare
-249
- 3.23%
$142.06 - $167.7 $35.4K - $41.8K
7.46K $1.24M
CORT
Corcept Therapeutics Inc

Healthcare
-1.05K
- 26.29%
$49.85 - $114.22 $52.2K - $120K
2.94K $335K
PM
Philip Morris International Inc.

Consumer Defensive
-24
- 0.65%
$117.15 - $158.79 $2.81K - $3.81K
3.69K $585K
RTX
Raytheon Technologies Corp

Industrials
-172
- 1.58%
$114.1 - $135.66 $19.6K - $23.3K
10.7K $1.42M
PLTR
Palantir Technologies Inc.

Technology
-1.53K
- 2.46%
$64.98 - $124.62 $99.5K - $191K
60.7K $5.12M
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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