Fund HoldingsBalboa Wealth Partners

Total Portfolio Value
$315.03M
Total Bought
$52.96M
Total Sold
$103.71M
Net Transaction
-$50.76M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
TESLA INC(TSLA)(Call)000024,603+24,603
NVIDIA CORPORATION(NVDA)40,87839,637-1,24120,24335,81411.37%+15,571
META PLATFORMS INC(META)14,30615,967+1,6615,0647,7532.46%+2,690
AMAZON COM INC(AMZN)70,97873,793+2,81510,78413,3114.23%+2,526
ADVANCED MICRO DEVICES INC(AMD)76,94276,415-52711,34213,7924.38%+2,450
SPDR GOLD TR(GLD)14,05623,042+8,9862,6874,7401.50%+2,053
SPDR S&P 500 ETF TR(SPY)21,23022,876+1,64610,09111,9663.80%+1,875
ASML HOLDING N V
N Y REGISTRY SHS
3,6944,345+6512,7964,2171.34%+1,421
SPDR DOW JONES INDL AVERAGE(DIA)06,191+6,19102,4620.78%+2,462
ISHARES TR15,51027,084+11,5741,3252,5910.82%+1,266
ISHARES TR11,96920,694+8,7251,3692,6010.83%+1,233
ISHARES TR17,45530,747+13,2921,3232,5200.80%+1,198
ISHARES TR11,81419,476+7,6621,4502,6300.83%+1,180
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
017,571+17,57101,0010.32%+1,001
PALANTIR TECHNOLOGIES INC(PLTR)043,145+43,14509930.32%+993
SPDR SER TR
ST BLOO HIGH ETF
09,652+9,65209190.29%+919
ON SEMICONDUCTOR CORP(ON)011,943+11,94308780.28%+878
TAIWAN SEMICONDUCTOR MFG LTD(TSM)32,25631,111-1,1453,3554,2331.34%+878
BERKSHIRE HATHAWAY INC DEL09,075+9,07503,8161.21%+3,816
MICROSOFT CORP(MSFT)60,48956,110-4,37922,74623,6077.49%+860
ELI LILLY & CO(LLY)01,838+1,83801,4300.45%+1,430
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
10,18023,391+13,2115081,2690.40%+760
SERVICENOW INC(NOW)7031,614+9114971,2310.39%+734
ALPHABET INC(GOOG)51,31152,304+9937,2317,9642.53%+733
VANECK ETF TRUST
MRNGSTR WDE MOAT
5,10512,923+7,8184331,1620.37%+729
STERLING INFRASTRUCTURE INC(STRL)16,10819,180+3,0721,4162,1160.67%+699
MASTERCARD INCORPORATED(MA)7,1047,679+5753,0303,6981.17%+668
DISNEY WALT CO(DIS)013,349+13,34901,6330.52%+1,633
VISA INC(V)9,43910,991+1,5522,4573,0670.97%+610
PALO ALTO NETWORKS INC(PANW)3,8986,178+2,2801,1491,7550.56%+606
MILLER HOWARD HIGH INC EQTY110,058157,231+47,1731,1681,7440.55%+576
CROWDSTRIKE HLDGS INC(CRWD)1,8733,281+1,4084781,0520.33%+574
JPMORGAN CHASE & CO(JPM)08,417+8,41701,6860.54%+1,686
INTUITIVE SURGICAL INC05,363+5,36302,1400.68%+2,140
APPLOVIN CORP(APP)06,658+6,65804610.15%+461
AERCAP HOLDINGS NV(AER)13,22516,500+3,2759831,4340.46%+451
BITWISE FUNDS TRUST09,495+9,49504480.14%+448
SSGA ACTIVE TR
ST STR SECTO ETF
071,315+71,31501,8280.58%+1,828
SPDR S&P MIDCAP 400 ETF TR(MDY)9,1219,111-104,6285,0701.61%+442
UBER TECHNOLOGIES INC(UBER)05,439+5,43904190.13%+419
ARISTA NETWORKS INC02,388+2,38806920.22%+692
MARATHON PETE CORP(MPC)01,914+1,91403860.12%+386
SSGA ACTIVE TR
STATE STREET US
029,849+29,84901,4880.47%+1,488
MARVELL TECHNOLOGY INC(MRVL)08,651+8,65106130.19%+613
PARKER-HANNIFIN CORP(PH)0666+66603700.12%+370
RTX CORPORATION(RTX)011,580+11,58001,1290.36%+1,129
VANECK ETF TRUST
FALLEN ANGEL HG
012,524+12,52403630.12%+363
OCULAR THERAPEUTIX INC(OCUL)038,000+38,00003460.11%+346
BLACKSTONE INC(BX)02,624+2,62403450.11%+345
ARM HOLDINGS PLC02,750+2,75003440.11%+344
DUOLINGO INC(DUOL)01,475+1,47503250.10%+325
NETAPP INC(NTAP)03,050+3,05003200.10%+320
SPDR INDEX SHS FDS
ST STR PO EX ETF
036,445+36,44501,3060.41%+1,306
APPLIED MATLS INC03,817+3,81707870.25%+787
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
011,302+11,30203060.10%+306
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
047,218+47,21802,7320.87%+2,732
CATERPILLAR INC(CAT)0831+83103040.10%+304
DIMENSIONAL ETF TRUST
US TARGETED VLU
20,51325,118+4,6051,0731,3670.43%+294
ARCH RESOURCES INC04,451+4,45107160.23%+716
MERCADOLIBRE INC(MELI)179375+1962815670.18%+286
ORACLE CORP(ORCL)02,273+2,27302860.09%+286
UNITED STATES STL CORP NEW06,968+6,96802840.09%+284
REGENERON PHARMACEUTICALS(REGN)02,292+2,29202,2060.70%+2,206
BANK AMERICA CORP07,283+7,28302760.09%+276
LOCKHEED MARTIN CORP(LMT)01,742+1,74207920.25%+792
EXXON MOBIL CORP08,527+8,52709910.31%+991
ISHARES TR02,756+2,75602610.08%+261
WASTE MGMT INC DEL(WM)01,214+1,21402590.08%+259
KYNDRYL HLDGS INC(KD)011,861+11,86102580.08%+258
SSGA ACTIVE ETF TR
ST STR BL LN ETF
05,941+5,94102500.08%+250
FORTINET INC(FTNT)03,634+3,63402480.08%+248
CHENIERE ENERGY INC(LNG)5,2467,056+1,8108951,1380.36%+242
VANECK ETF TRUST
MORN SMID MO ETF
9,49315,874+6,3812995410.17%+242
INVESCO QQQ TR12,99812,531-4675,3235,5641.77%+241
SHOPIFY INC(SHOP)03,097+3,09702390.08%+239
VANECK BITCOIN TR(HODL)02,953+2,95302370.08%+237
HALOZYME THERAPEUTICS INC(HALO)05,768+5,76802350.07%+235
APTARGROUP INC01,575+1,57502270.07%+227
SPDR SER TR
ST STR SP DIV
01,715+1,71502250.07%+225
SPDR SER TR
ST STR USD ETF
09,169+9,16902220.07%+222
ISHARES TR02,105+2,10502210.07%+221
TARGET CORP(TGT)01,241+1,24102200.07%+220
GENERAL ELECTRIC CO(GE)2,2862,907+6212925100.16%+219
VANECK ETF TRUST07,749+7,74902180.07%+218
LEIDOS HOLDINGS INC(LDOS)01,662+1,66202180.07%+218
ABBVIE INC(ABBV)06,798+6,79801,2380.39%+1,238
BROADCOM INC(AVGO)01,399+1,39901,8540.59%+1,854
INTUIT(INTU)0328+32802130.07%+213
SNOWFLAKE INC(SNOW)01,317+1,31702130.07%+213
HOME DEPOT INC(HD)3,5023,716+2141,2141,4250.45%+212
DEXCOM INC(DXCM)01,516+1,51602100.07%+210
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
06,718+6,71802090.07%+209
SPDR INDEX SHS FDS
ST PORT MARK ETF
027,089+27,08909800.31%+980
SPDR SER TR
ST STR BLO 1 ETF
07,811+7,81107170.23%+717
GODADDY INC(GDDY)01,735+1,73502060.07%+206
NNN REIT INC(NNN)04,750+4,75002030.06%+203
WISDOMTREE TR(WT)05,089+5,08902020.06%+202
PURE STORAGE INC(P)03,868+3,86802010.06%+201
ALPHABET INC(GOOG)014,404+14,40402,1740.69%+2,174
EATON CORP PLC(ETN)01,498+1,49804680.15%+468
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