Fund HoldingsBalboa Wealth Partners

Total Portfolio Value
$300.82M
Total Bought
$47.05M
Total Sold
$34.24M
Net Transaction
+$12.81M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)060,489+60,489022,7467.56%+22,746
ADVANCED MICRO DEVICES INC(AMD)076,942+76,942011,3423.77%+11,342
NVIDIA CORPORATION(NVDA)41,25640,878-37817,94620,2436.73%+2,298
AMAZON COM INC(AMZN)070,978+70,978010,7843.58%+10,784
SPDR S&P 500 ETF TR(SPY)021,230+21,230010,0913.35%+10,091
ISHARES TR011,814+11,81401,4500.48%+1,450
ISHARES TR011,969+11,96901,3690.46%+1,369
APPLE INC(AAPL)083,203+83,203016,0195.33%+16,019
ISHARES TR015,510+15,51001,3250.44%+1,325
ISHARES TR017,455+17,45501,3230.44%+1,323
BOEING CO(BA)013,824+13,82403,6031.20%+3,603
COSTCO WHSL CORP NEW(COST)05,297+5,29703,4961.16%+3,496
INVESCO QQQ TR11,77112,998+1,2274,2175,3231.77%+1,105
ISHARES TR08,931+8,93109880.33%+988
ISHARES TR012,555+12,55509720.32%+972
SPDR GOLD TR(GLD)10,65914,056+3,3971,8272,6870.89%+860
PALO ALTO NETWORKS INC(PANW)03,898+3,89801,1490.38%+1,149
ISHARES INC027,661+27,66107330.24%+733
PDD HOLDINGS INC(PDD)04,575+4,57506690.22%+669
AERCAP HOLDINGS NV(AER)5,15013,225+8,0753239830.33%+660
VANECK ETF TRUST
CLO ETF
011,989+11,98906250.21%+625
VISA INC(V)09,439+9,43902,4570.82%+2,457
ASML HOLDING N V
N Y REGISTRY SHS
03,694+3,69402,7960.93%+2,796
ALPHABET INC(GOOG)50,26851,311+1,0436,6287,2312.40%+603
ISHARES TR06,629+6,62901,1530.38%+1,153
ISHARES TR7,12613,953+6,8275151,1050.37%+591
DIMENSIONAL ETF TRUST
US TARGETED VLU
10,94920,513+9,5645001,0730.36%+573
TAIWAN SEMICONDUCTOR MFG LTD(TSM)032,256+32,25603,3551.12%+3,355
ISHARES TR014,302+14,30201,0740.36%+1,074
STERLING INFRASTRUCTURE INC(STRL)016,108+16,10801,4160.47%+1,416
SCHWAB STRATEGIC TR13,61019,041+5,4319631,4500.48%+487
CITIGROUP INC(C)09,375+9,37504820.16%+482
CROWDSTRIKE HLDGS INC(CRWD)01,873+1,87304780.16%+478
SELECT SECTOR SPDR TR
ST STR TECHN ETF
011,182+11,18202,1520.72%+2,152
INTEL CORP(INTC)016,980+16,98008530.28%+853
AFFIRM HLDGS INC(AFRM)35,18824,497-10,6917481,2040.40%+455
GAP INC(GAP)021,691+21,69104540.15%+454
MCDONALDS CORP(MCD)03,764+3,76401,1160.37%+1,116
VANECK ETF TRUST
MRNGSTR WDE MOAT
05,105+5,10504330.14%+433
SCHWAB CHARLES CORP(SCHW)15,69918,551+2,8528621,2760.42%+414
META PLATFORMS INC(META)15,52114,306-1,2154,6605,0641.68%+404
PERMIAN RESOURCES CORP(PR)026,451+26,45103600.12%+360
SOUTHWESTERN ENERGY CO052,960+52,96003470.12%+347
S&P GLOBAL INC(SPGI)01,864+1,86408210.27%+821
REALTY INCOME CORP(O)7,30012,210+4,9103657010.23%+337
VANGUARD INDEX FDS02,212+2,21203310.11%+331
ZSCALER INC(ZS)01,463+1,46303240.11%+324
BROOKFIELD ASSET MANAGMT LTD(BAM)8,97515,300+6,3252996150.20%+315
ISHARES TR03,064+3,06403040.10%+304
SPDR S&P MIDCAP 400 ETF TR(MDY)09,121+9,12104,6281.54%+4,628
SYNOPSYS INC(SNPS)0581+58102990.10%+299
VANECK ETF TRUST
MORN SMID MO ETF
09,493+9,49302990.10%+299
LITHIUM AMERS CORP NEW(LAC)046,432+46,43202970.10%+297
GENERAL ELECTRIC CO(GE)02,286+2,28602920.10%+292
LITHIUM AMERICAS ARGENTINA C046,150+46,15002920.10%+292
FEDERAL AGRIC MTG CORP(AGM)2,2003,300+1,1003396310.21%+292
SPDR SER TR
ST INTER ETF
010,033+10,03302870.10%+287
VISTRA CORP(VST)07,437+7,43702860.10%+286
MERCADOLIBRE INC(MELI)0179+17902810.09%+281
BELLRING BRANDS INC(BRBR)04,954+4,95402750.09%+275
HILLENBRAND INC05,350+5,35002560.09%+256
ENBRIDGE INC(ENB)07,025+7,02502530.08%+253
SPDR SER TR
ST STR AGGRE ETF
021,775+21,77505580.19%+558
MASTERCARD INCORPORATED(MA)07,104+7,10403,0301.01%+3,030
HARBOR ETF TRUST
COMM ALL WEA ETF
012,000+12,00002510.08%+251
DIAMONDBACK ENERGY INC(FANG)01,563+1,56302420.08%+242
BAIDU INC01,994+1,99402370.08%+237
SOUTHERN MO BANCORP INC(SMBC)15,93015,93006168510.28%+234
MILLER HOWARD HIGH INC EQTY95,116110,058+14,9429441,1680.39%+224
ISHARES TR02,234+2,23402240.07%+224
SERVICENOW INC(NOW)0703+70304970.17%+497
EXCHANGE TRADED CONCEPTS TR019,000+19,00002200.07%+220
MPLX LP(MPLX)05,921+5,92102170.07%+217
U HAUL HOLDING COMPANY02,985+2,98502140.07%+214
CUMMINS INC(CMI)0887+88702120.07%+212
CLOUDFLARE INC(NET)02,537+2,53702110.07%+211
SCHWAB STRATEGIC TR06,181+6,18102080.07%+208
WISDOMTREE TR(WT)05,063+5,06302060.07%+206
SELECT SECTOR SPDR TR
ST STR SVC ETF
02,819+2,81902050.07%+205
CONSOLIDATED EDISON INC(ED)02,248+2,24802050.07%+205
ISHARES SILVER TR(SLV)09,347+9,34702040.07%+204
SPDR INDEX SHS FDS
ST INTL CAP ETF
06,340+6,34002010.07%+201
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
6,55210,180+3,6283075080.17%+201
VANGUARD INDEX FDS2,3862,601+2159371,1360.38%+199
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
014,148+14,14808250.27%+825
CAMECO CORP(CCJ)026,382+26,38201,1370.38%+1,137
PROSHARES TR014,525+14,52501890.06%+189
HOME DEPOT INC(HD)03,502+3,50201,2140.40%+1,214
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
16,92420,545+3,6218491,0320.34%+183
MAIN STR CAP CORP(MAIN)014,956+14,95606470.21%+647
CHENIERE ENERGY INC(LNG)4,3245,246+9227188950.30%+178
NOVO-NORDISK A S(NVO)2,2933,731+1,4382093860.13%+177
QUALCOMM INC(QCOM)06,007+6,00708690.29%+869
GOLDMAN SACHS GROUP INC(GS)01,337+1,33705160.17%+516
SINCLAIR INC(SBGI)011,587+11,58701510.05%+151
SELECT SECTOR SPDR TR
ST STR ENERG ETF
24,43028,082+3,6522,2082,3540.78%+146
NETFLIX INC(NFLX)03,072+3,07201,4960.50%+1,496
ALIBABA GROUP HLDG LTD(BABA)7,41910,094+2,6756447820.26%+139
SIMPSON MFG INC(SSD)3,2173,122-954826180.21%+136
ISHARES TR03,763+3,76307550.25%+755
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