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Zacks Trust shares owned by Balboa Wealth Partners

Quarter-by-quarter ownership of Zacks Trust shares owned by Balboa Wealth Partners from 13F filings

Historical chart of Balboa Wealth Partners investment in Zacks Trust

Tip: Access up to 7 years of quarterly data

All positions including Zacks Trust held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zacks Trust by Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 67k 25.24

More positions owned by Balboa Wealth Partners

Tesla Motors (TSLA)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Advanced Micro Devices (AMD)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Vanguard Index Fds Total Stk Mkt (VTI)
Applovin Corp Com Cl A (APP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Palantir Technologies Cl A (PLTR)

View all positions for Balboa Wealth Partners

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