$340 Million is the total value of Balboa Wealth Partners's 293 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 47.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | TESLA INCcall | $24,603,318 | – | 185,806 | +100.0% | 7.24% | – | |
| AMZN | Buy | AMAZON COM INC | $13,310,781 | +23.4% | 73,793 | +4.0% | 3.92% | +9.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $11,965,736 | +18.6% | 22,876 | +7.8% | 3.52% | +5.1% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $7,963,807 | +10.1% | 52,304 | +1.9% | 2.34% | -2.4% |
| FB | Buy | META PLATFORMS INCcl a | $7,753,330 | +53.1% | 15,967 | +11.6% | 2.28% | +35.7% |
| GLD | Buy | SPDR GOLD TR | $4,740,200 | +76.4% | 23,042 | +63.9% | 1.40% | +56.3% |
| ASML | Buy | ASML HOLDING N V | $4,216,649 | +50.8% | 4,345 | +17.6% | 1.24% | +33.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $3,816,219 | +29.2% | 9,075 | +9.6% | 1.12% | +14.6% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $3,697,921 | +22.0% | 7,679 | +8.1% | 1.09% | +8.1% |
| V | Buy | VISA INC | $3,067,357 | +24.8% | 10,991 | +16.4% | 0.90% | +10.5% |
| BA | Buy | BOEING CO | $2,810,706 | -22.0% | 14,564 | +5.4% | 0.83% | -30.8% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $2,732,036 | +12.5% | 47,218 | +6.9% | 0.80% | -0.4% |
| IYW | Buy | ISHARES TRu.s. tech etf | $2,630,429 | +81.4% | 19,476 | +64.9% | 0.77% | +60.6% |
| IYJ | Buy | ISHARES TRus industrials | $2,601,443 | +90.1% | 20,694 | +72.9% | 0.77% | +68.4% |
| IYF | Buy | ISHARES TRu.s. finls etf | $2,590,585 | +95.6% | 27,084 | +74.6% | 0.76% | +73.4% |
| IYC | Buy | ISHARES TRus consum discre | $2,520,332 | +90.6% | 30,747 | +76.2% | 0.74% | +69.0% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $2,462,409 | +120.7% | 6,191 | +109.2% | 0.72% | +95.4% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $2,206,027 | +14.5% | 2,292 | +4.5% | 0.65% | +1.6% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,174,054 | +10.2% | 14,404 | +2.0% | 0.64% | -2.4% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $2,140,320 | +31.2% | 5,363 | +10.9% | 0.63% | +16.2% |
| STRL | Buy | STERLING INFRASTRUCTURE INC | $2,115,746 | +49.4% | 19,180 | +19.1% | 0.62% | +32.3% |
| FISR | Buy | SSGA ACTIVE TRspdr ssga fxd | $1,827,803 | +32.0% | 71,315 | +34.0% | 0.54% | +17.0% |
| PANW | Buy | PALO ALTO NETWORKS INC | $1,755,355 | +52.7% | 6,178 | +58.5% | 0.52% | +35.3% |
| HIE | Buy | MILLER HOWARD HIGH INC EQTY | $1,743,692 | +49.3% | 157,231 | +42.9% | 0.51% | +32.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,685,838 | +43.9% | 8,417 | +22.2% | 0.50% | +27.5% |
| DIS | Buy | DISNEY WALT CO | $1,633,353 | +66.1% | 13,349 | +22.6% | 0.48% | +47.1% |
| XLSR | Buy | SSGA ACTIVE TRspdr ssga us sct | $1,488,149 | +34.9% | 29,849 | +23.8% | 0.44% | +19.3% |
| AER | Buy | AERCAP HOLDINGS NV | $1,434,015 | +45.9% | 16,500 | +24.8% | 0.42% | +29.1% |
| LLY | Buy | ELI LILLY & CO | $1,429,976 | +122.6% | 1,838 | +66.8% | 0.42% | +97.7% |
| HD | Buy | HOME DEPOT INC | $1,425,330 | +17.4% | 3,716 | +6.1% | 0.42% | +4.2% |
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $1,367,175 | +27.4% | 25,118 | +22.4% | 0.40% | +12.9% |
| SCHW | Buy | SCHWAB CHARLES CORP | $1,346,734 | +5.5% | 18,617 | +0.4% | 0.40% | -6.4% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $1,306,189 | +31.8% | 36,445 | +25.1% | 0.38% | +17.0% |
| Buy | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $1,268,731 | +149.6% | 23,391 | +129.8% | 0.37% | +121.3% | |
| IVE | Buy | ISHARES TRs&p 500 val etf | $1,251,841 | +8.6% | 6,701 | +1.1% | 0.37% | -3.7% |
| ABBV | Buy | ABBVIE INC | $1,237,967 | +20.8% | 6,798 | +2.8% | 0.36% | +7.4% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $1,231,744 | +14.7% | 14,587 | +2.0% | 0.36% | +1.7% |
| NOW | Buy | SERVICENOW INC | $1,230,514 | +147.8% | 1,614 | +129.6% | 0.36% | +119.4% |
| CVX | Buy | CHEVRON CORP NEW | $1,176,080 | +14.1% | 7,456 | +7.9% | 0.35% | +1.2% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $1,161,778 | +168.1% | 12,923 | +153.1% | 0.34% | +137.5% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $1,144,205 | +10.9% | 22,680 | +10.4% | 0.34% | -1.7% |
| LNG | Buy | CHENIERE ENERGY INC | $1,137,941 | +27.1% | 7,056 | +34.5% | 0.34% | +12.4% |
| RTX | Buy | RTX CORPORATION | $1,129,361 | +48.4% | 11,580 | +28.0% | 0.33% | +31.6% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $1,051,856 | +120.0% | 3,281 | +75.2% | 0.31% | +95.0% |
| DFUS | New | DIMENSIONAL ETF TRUSTus equity etf | $1,001,214 | – | 17,571 | +100.0% | 0.30% | – |
| JNJ | Buy | JOHNSON & JOHNSON | $990,115 | +1.7% | 6,259 | +0.8% | 0.29% | -9.6% |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $992,766 | – | 43,145 | +100.0% | 0.29% | – |
| XOM | Buy | EXXON MOBIL CORP | $991,208 | +36.6% | 8,527 | +17.5% | 0.29% | +21.2% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $980,351 | +27.1% | 27,089 | +24.3% | 0.29% | +12.9% |
| AFRM | Buy | AFFIRM HLDGS INC | $970,027 | -19.4% | 26,034 | +6.3% | 0.29% | -28.5% |
| JNK | New | SPDR SER TRbloomberg high y | $918,870 | – | 9,652 | +100.0% | 0.27% | – |
| ON | New | ON SEMICONDUCTOR CORP | $878,408 | – | 11,943 | +100.0% | 0.26% | – |
| ABT | Buy | ABBOTT LABS | $822,448 | +20.0% | 7,236 | +16.2% | 0.24% | +6.1% |
| PG | Buy | PROCTER AND GAMBLE CO | $812,960 | +13.4% | 5,011 | +2.4% | 0.24% | +0.4% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $803,346 | +6.4% | 3,820 | +1.5% | 0.24% | -5.6% |
| LMT | Buy | LOCKHEED MARTIN CORP | $792,295 | +51.6% | 1,742 | +51.1% | 0.23% | +33.9% |
| AMAT | Buy | APPLIED MATLS INC | $787,244 | +66.7% | 3,817 | +31.0% | 0.23% | +47.8% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $765,062 | -2.2% | 10,573 | +4.7% | 0.22% | -13.5% |
| SO | Buy | SOUTHERN CO | $737,640 | +14.0% | 10,282 | +11.4% | 0.22% | +0.9% |
| AGM | Buy | FEDERAL AGRIC MTG CORPcl c | $733,378 | +16.2% | 3,725 | +12.9% | 0.22% | +2.9% |
| DVYE | Buy | ISHARES INCem mkts div etf | $725,263 | -1.0% | 27,724 | +0.2% | 0.21% | -11.9% |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $717,050 | +40.3% | 7,811 | +39.7% | 0.21% | +24.1% |
| ARCH | Buy | ARCH RESOURCES INCcl a | $715,626 | +67.3% | 4,451 | +72.7% | 0.21% | +48.6% |
| PDD | Buy | PDD HOLDINGS INCsponsored ads | $708,544 | +5.9% | 6,095 | +33.2% | 0.21% | -5.9% |
| SMBC | Buy | SOUTHERN MO BANCORP INC | $706,997 | -16.9% | 16,175 | +1.5% | 0.21% | -26.5% |
| ANET | Buy | ARISTA NETWORKS INC | $692,472 | +126.0% | 2,388 | +83.6% | 0.20% | +100.0% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $686,433 | +21.5% | 15,949 | +19.0% | 0.20% | +7.4% |
| GUT | Buy | GABELLI UTIL TR | $679,265 | +23.2% | 122,390 | +20.3% | 0.20% | +9.3% |
| C | Buy | CITIGROUP INC | $650,593 | +34.9% | 10,288 | +9.7% | 0.19% | +20.0% |
| MRVL | Buy | MARVELL TECHNOLOGY INC | $613,183 | +167.3% | 8,651 | +127.5% | 0.18% | +138.2% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $609,020 | +18.1% | 1,458 | +9.1% | 0.18% | +4.7% |
| MRK | Buy | MERCK & CO INC | $583,248 | +41.4% | 4,420 | +16.8% | 0.17% | +25.5% |
| MELI | Buy | MERCADOLIBRE INC | $566,985 | +101.6% | 375 | +109.5% | 0.17% | +79.6% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $559,037 | +6.7% | 5,966 | +2.3% | 0.16% | -5.2% |
| Buy | SCHWAB STRATEGIC TRmun bd etf | $555,349 | -0.5% | 10,670 | +0.6% | 0.16% | -11.4% | |
| XAR | Buy | SPDR SER TRaerospace def | $554,171 | +13.1% | 3,944 | +9.0% | 0.16% | 0.0% |
| Buy | VANECK ETF TRUSTmorningstar smid | $541,462 | +81.1% | 15,874 | +67.2% | 0.16% | +60.6% | |
| Buy | GENERAL ELECTRIC CO | $510,233 | +74.9% | 2,907 | +27.2% | 0.15% | +54.6% | |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $507,081 | +11.3% | 2,028 | +0.1% | 0.15% | -1.3% |
| ETN | Buy | EATON CORP PLC | $468,395 | +65.0% | 1,498 | +27.1% | 0.14% | +46.8% |
| MSCI | Buy | MSCI INC | $465,171 | -0.0% | 830 | +0.9% | 0.14% | -11.6% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $465,242 | -4.8% | 940 | +1.3% | 0.14% | -15.4% |
| APP | New | APPLOVIN CORP | $460,867 | – | 6,658 | +100.0% | 0.14% | – |
| CRM | Buy | SALESFORCE INC | $457,191 | +25.8% | 1,518 | +9.9% | 0.14% | +11.6% |
| New | BITWISE FUNDS TRUSTweb3 etf | $448,241 | – | 9,495 | +100.0% | 0.13% | – | |
| MCK | Buy | MCKESSON CORP | $441,525 | +29.0% | 822 | +11.2% | 0.13% | +14.0% |
| UBER | New | UBER TECHNOLOGIES INC | $418,749 | – | 5,439 | +100.0% | 0.12% | – |
| XLG | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $393,916 | +13.5% | 9,350 | +1.6% | 0.12% | +0.9% |
| PFE | Buy | PFIZER INC | $393,470 | -1.8% | 14,179 | +1.9% | 0.12% | -12.8% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $390,245 | +18.0% | 2,396 | +8.3% | 0.12% | +4.5% |
| MPC | New | MARATHON PETE CORP | $385,599 | – | 1,914 | +100.0% | 0.11% | – |
| EBND | Buy | SPDR SER TRbloomberg emergi | $380,132 | +28.9% | 18,543 | +33.5% | 0.11% | +14.3% |
| LRCX | Buy | LAM RESEARCH CORP | $381,827 | +48.2% | 393 | +19.5% | 0.11% | +30.2% |
| PEP | Buy | PEPSICO INC | $381,410 | +13.6% | 2,179 | +10.3% | 0.11% | 0.0% |
| SCCO | Buy | SOUTHERN COPPER CORP | $371,659 | +43.1% | 3,489 | +15.6% | 0.11% | +26.7% |
| PH | New | PARKER-HANNIFIN CORP | $370,156 | – | 666 | +100.0% | 0.11% | – |
| DUK | Buy | DUKE ENERGY CORP NEW | $366,250 | +32.3% | 3,787 | +32.8% | 0.11% | +17.4% |
| ANGL | New | VANECK ETF TRUSTfallen angel hg | $363,446 | – | 12,524 | +100.0% | 0.11% | – |
| FANG | Buy | DIAMONDBACK ENERGY INC | $357,102 | +47.3% | 1,802 | +15.3% | 0.10% | +29.6% |
| WMT | Buy | WALMART INC | $347,677 | +17.4% | 5,778 | +207.5% | 0.10% | +4.1% |
| OCUL | New | OCULAR THERAPEUTIX INC | $345,800 | – | 38,000 | +100.0% | 0.10% | – |
| New | ARM HOLDINGS PLCsponsored adr | $343,723 | – | 2,750 | +100.0% | 0.10% | – | |
| BX | New | BLACKSTONE INC | $344,694 | – | 2,624 | +100.0% | 0.10% | – |
| New | DUOLINGO INC | $325,356 | – | 1,475 | +100.0% | 0.10% | – | |
| NTAP | New | NETAPP INC | $320,159 | – | 3,050 | +100.0% | 0.09% | – |
| RBLX | Buy | ROBLOX CORPcl a | $320,712 | +18.9% | 8,400 | +42.4% | 0.09% | +4.4% |
| CAT | New | CATERPILLAR INC | $304,334 | – | 831 | +100.0% | 0.09% | – |
| New | CAPITAL GRP FIXED INCM ETF Tus multi-sector | $305,611 | – | 11,302 | +100.0% | 0.09% | – | |
| HI | Buy | HILLENBRAND INC | $306,769 | +19.8% | 6,100 | +14.0% | 0.09% | +5.9% |
| BIDU | Buy | BAIDU INCspon adr rep a | $302,575 | +27.4% | 2,874 | +44.1% | 0.09% | +12.7% |
| SPMD | Buy | SPDR SER TRportfolio s&p400 | $292,197 | +14.2% | 5,478 | +4.3% | 0.09% | +1.2% |
| ORCL | New | ORACLE CORP | $285,543 | – | 2,273 | +100.0% | 0.08% | – |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $284,397 | +40.8% | 1,489 | +20.6% | 0.08% | +25.4% |
| X | New | UNITED STATES STL CORP NEW | $284,155 | – | 6,968 | +100.0% | 0.08% | – |
| BAC | New | BANK AMERICA CORP | $276,171 | – | 7,283 | +100.0% | 0.08% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $260,773 | – | 2,756 | +100.0% | 0.08% | – |
| BITQ | Buy | EXCHANGE TRADED CONCEPTS TRUbitwise crypto | $259,910 | +18.0% | 19,750 | +3.9% | 0.08% | +5.5% |
| New | KYNDRYL HLDGS INC | $258,095 | – | 11,861 | +100.0% | 0.08% | – | |
| WM | New | WASTE MGMT INC DEL | $258,679 | – | 1,214 | +100.0% | 0.08% | – |
| S | Buy | SENTINELONE INCcl a | $255,175 | -0.0% | 10,947 | +17.7% | 0.08% | -11.8% |
| SRLN | New | SSGA ACTIVE ETF TRblackstone senr | $250,162 | – | 5,941 | +100.0% | 0.07% | – |
| FTNT | New | FORTINET INC | $248,239 | – | 3,634 | +100.0% | 0.07% | – |
| New | VANECK BITCOIN TRsh ben int | $237,244 | – | 2,953 | +100.0% | 0.07% | – | |
| SHOP | New | SHOPIFY INCcl a | $238,995 | – | 3,097 | +100.0% | 0.07% | – |
| HALO | New | HALOZYME THERAPEUTICS INC | $234,642 | – | 5,768 | +100.0% | 0.07% | – |
| ATR | New | APTARGROUP INC | $226,627 | – | 1,575 | +100.0% | 0.07% | – |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $228,111 | -2.4% | 1,535 | +3.2% | 0.07% | -14.1% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $224,450 | +7.7% | 6,303 | +2.0% | 0.07% | -4.3% |
| SDY | New | SPDR SER TRs&p divid etf | $225,113 | – | 1,715 | +100.0% | 0.07% | – |
| EMLC | Buy | VANECK ETF TRUSTjp mrgan em loc | $221,827 | -2.5% | 9,050 | +0.9% | 0.06% | -14.5% |
| TGT | New | TARGET CORP | $220,000 | – | 1,241 | +100.0% | 0.06% | – |
| TLH | New | ISHARES TR10-20 yr trs etf | $221,088 | – | 2,105 | +100.0% | 0.06% | – |
| EMHC | New | SPDR SER TRbloomberg emg mk | $221,615 | – | 9,169 | +100.0% | 0.06% | – |
| GWX | Buy | SPDR INDEX SHS FDSs&p intl smlcp | $217,973 | +8.3% | 6,711 | +5.9% | 0.06% | -4.5% |
| New | VANECK ETF TRUSTethereum strateg | $218,367 | – | 7,749 | +100.0% | 0.06% | – | |
| LDOS | New | LEIDOS HOLDINGS INC | $217,872 | – | 1,662 | +100.0% | 0.06% | – |
| DEM | Buy | WISDOMTREE TRemer mkt high fd | $212,399 | +3.1% | 5,076 | +0.3% | 0.06% | -7.4% |
| INTU | New | INTUIT | $213,299 | – | 328 | +100.0% | 0.06% | – |
| SNOW | New | SNOWFLAKE INCcl a | $212,827 | – | 1,317 | +100.0% | 0.06% | – |
| New | CAPITAL GROUP CORE EQUITY ET | $209,333 | – | 6,718 | +100.0% | 0.06% | – | |
| DXCM | New | DEXCOM INC | $210,269 | – | 1,516 | +100.0% | 0.06% | – |
| GDDY | New | GODADDY INCcl a | $205,910 | – | 1,735 | +100.0% | 0.06% | – |
| NNN | New | NNN REIT INC | $203,015 | – | 4,750 | +100.0% | 0.06% | – |
| DTH | New | WISDOMTREE TRitl high div fd | $201,681 | – | 5,089 | +100.0% | 0.06% | – |
| PSTG | New | PURE STORAGE INCcl a | $201,097 | – | 3,868 | +100.0% | 0.06% | – |
| NRZ | Buy | RITHM CAPITAL CORP | $178,555 | +5.9% | 16,000 | +1.3% | 0.05% | -5.4% |
| Buy | SINCLAIR INCcl a | $163,264 | +8.1% | 12,121 | +4.6% | 0.05% | -4.0% | |
| NAZ | Buy | NUVEEN ARIZONA QLTY MUN INC | $112,226 | +2.7% | 10,221 | +0.2% | 0.03% | -8.3% |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $49,841 | -3.7% | 10,604 | +0.6% | 0.02% | -11.8% |
| TTI | New | TETRA TECHNOLOGIES INC DEL | $47,729 | – | 10,774 | +100.0% | 0.01% | – |
| Buy | DEXCOM INCnote 0.250%11/1 | $41,741 | +8.1% | 38,000 | +2.7% | 0.01% | -7.7% | |
| New | NUTANIX INCnote 0.250%10/0 | $36,903 | – | 30,000 | +100.0% | 0.01% | – | |
| New | LIVE NATION ENTERTAINMENT INnote 3.125% 1/1 | $37,030 | – | 31,000 | +100.0% | 0.01% | – | |
| New | INTEGER HLDGS CORPnote 2.125% 2/1 | $37,341 | – | 26,000 | +100.0% | 0.01% | – | |
| New | ASHFORD HOSPITALITY TR INC | $35,620 | – | 26,000 | +100.0% | 0.01% | – | |
| New | CHEFS WHSE INCnote 2.375%12/1 | $35,011 | – | 32,000 | +100.0% | 0.01% | – | |
| New | LIBERTY MEDIA CORP DELnote 2.250% 8/1 | $33,471 | – | 33,000 | +100.0% | 0.01% | – | |
| Buy | SOLO BRANDS INC | $29,838 | -58.8% | 13,750 | +17.0% | 0.01% | -62.5% | |
| Buy | SOUTHWEST AIRLS COnote 1.250% 5/0 | $32,183 | +2.9% | 32,000 | +3.2% | 0.01% | -10.0% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Zacks Investment Management #1
- Alliance Bernstein #2
- Alta Capital Management #3
- Charles Schwab #4
- ClearBridge Investments #5
- Highmore #6
- Hilton Capital Management #7
- Strategic Global Advisors #8
- State Street Global Advisors #9
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-05-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 8 | Q2 2024 | 7.6% |
| NVIDIA CORPORATION | 8 | Q2 2024 | 11.5% |
| APPLE INC | 8 | Q2 2024 | 6.3% |
| ADVANCED MICRO DEVICES INC | 8 | Q2 2024 | 4.1% |
| AMAZON COM INC | 8 | Q2 2024 | 3.9% |
| SPDR S&P 500 ETF TR | 8 | Q2 2024 | 3.5% |
| ALPHABET INC | 8 | Q2 2024 | 2.5% |
| SPDR S&P MIDCAP 400 ETF TR | 8 | Q2 2024 | 1.9% |
| META PLATFORMS INC | 8 | Q2 2024 | 2.4% |
| TAIWAN SEMICONDUCTOR MFG LTD | 8 | Q2 2024 | 1.3% |
View Balboa Wealth Partners's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2023-01-04 |
View Balboa Wealth Partners's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.