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Balboa Wealth Partners

Latest statistics and disclosures from Balboa Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, TSLA, MSFT, FTSM, AAPL, and represent 24.68% of Balboa Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: FTSM (+$16M), IJS, IJK, IWM, LQTI, HYTI, FDT, APP, AVDV, JCPB.
Started 65 new stock positions in SMH, TMAR, LIN, DFAI, AZN, IJS, AVAV, AMLP, JCPB, SPLB.
Reduced shares in these 10 stocks: VOO, IYZ, IYH, IDU, IYW, QQQ, SPY, MU, FTCB, .
Sold out of its positions in AA, AstraZeneca, ADP, BKNG, CVS, CGSD, CGCB, DFIV, Dropbox, FXO.
Balboa Wealth Partners was a net buyer of stock by $17M.
Balboa Wealth Partners has $596M in assets under management (AUM), dropping by -1.40%.
Central Index Key (CIK): 0001929008

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Portfolio Holdings for Balboa Wealth Partners

Balboa Wealth Partners holds 455 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	7.6	$45M	-2%	259k	174.40	View chart
Tesla Motors (TSLA)	7.5	$45M		121k	371.75	View chart
Microsoft Corporation (MSFT)	3.5	$21M		57k	370.17	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	3.1	$18M	+564%	305k	59.78	View chart
Apple (AAPL)	3.0	$18M		71k	253.79	View chart
Advanced Micro Devices (AMD)	2.8	$17M		83k	203.43	View chart
Alphabet Cap Stk Cl C (GOOG)	2.2	$13M		45k	286.86	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.0	$12M	-10%	19k	650.35	View chart
Amazon (AMZN)	1.9	$12M		56k	208.27	View chart
Meta Platforms Cl A (META)	1.7	$10M		18k	572.13	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.5	$9.1M	-9%	27k	337.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$8.3M		26k	320.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$7.8M	-28%	13k	597.54	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$7.0M	-2%	15k	479.20	View chart
Palantir Technologies Cl A (PLTR)	1.1	$6.5M	+5%	45k	146.28	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$6.4M	-13%	15k	430.29	View chart
Broadcom (AVGO)	1.0	$6.2M		20k	309.51	View chart
Zacks Trust Earngs Constant (ZECP)	1.0	$6.2M	+9%	183k	33.83	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$6.2M	+16%	96k	64.08	View chart
Costco Wholesale Corporation (COST)	1.0	$6.0M	-2%	6.1k	996.44	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.0	$5.7M		8.00	718140.00	View chart
Micron Technology (MU)	0.9	$5.7M	-20%	17k	337.84	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.9	$5.7M		9.2k	616.74	View chart
Sterling Construction Company (STRL)	0.9	$5.6M	-8%	14k	407.27	View chart
Applovin Corp Com Cl A (APP)	0.9	$5.4M	+22%	14k	397.99	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$5.4M	-4%	19k	287.56	View chart
Dillards Cl A (DDS)	0.9	$5.4M		9.4k	572.11	View chart
Vertiv Holdings Com Cl A (VRT)	0.9	$5.3M	-6%	21k	250.58	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$5.0M	-24%	8.6k	577.18	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.8	$4.6M	-9%	3.5k	1321.02	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$3.7M	+4%	68k	54.05	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.6	$3.6M	+4%	59k	61.26	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.6	$3.3M	-14%	56k	58.54	View chart
JPMorgan Chase & Co. (JPM)	0.5	$2.8M	-11%	9.6k	294.15	View chart
Netflix (NFLX)	0.5	$2.8M	+9%	29k	96.15	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.5	$2.7M		21k	132.90	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$2.7M	+284%	11k	248.00	View chart
Zacks Trust Quality Internat (QUIZ)	0.4	$2.6M	+11%	97k	26.96	View chart
Boeing Company (BA)	0.4	$2.6M		13k	199.03	View chart
Johnson & Johnson (JNJ)	0.4	$2.6M		11k	244.45	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$2.6M	+21%	26k	99.27	View chart
Mastercard Incorporated Cl A (MA)	0.4	$2.4M	-2%	4.8k	499.63	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.4	$2.4M	+557%	24k	100.62	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.4	$2.4M	+10%	63k	37.07	View chart
Ssga Active Tr State Street Fix (FISR)	0.4	$2.3M	+25%	90k	25.72	View chart
Goldman Sachs (GS)	0.4	$2.3M	-10%	2.7k	845.95	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.4	$2.2M		87k	25.55	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.4	$2.2M	+78%	22k	99.86	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$2.2M	-5%	11k	196.19	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.4	$2.1M	NEW	18k	118.45	View chart
Abbvie (ABBV)	0.3	$2.1M	-3%	9.5k	217.49	View chart
First Tr Exchange-traded Vest Investment (LQTI)	0.3	$1.9M	NEW	99k	19.58	View chart
American Express Company (AXP)	0.3	$1.9M	-12%	6.3k	302.48	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.9M	+7%	9.7k	192.91	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.8M	-2%	10k	169.65	View chart
Duke Energy Corp Com New (DUK)	0.3	$1.7M	+21%	13k	130.94	View chart
Ssga Active Tr State Street Us (XLSR)	0.3	$1.7M	+4%	29k	57.74	View chart
Visa Com Cl A (V)	0.3	$1.7M	-7%	5.6k	302.26	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.3	$1.7M	+7%	33k	50.71	View chart
First Tr Exchange-traded Vest High Yield (HYTI)	0.3	$1.7M	NEW	86k	19.26	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.3	$1.6M	+9%	66k	25.11	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$1.6M	+71%	5.5k	298.85	View chart
Verizon Communications (VZ)	0.3	$1.6M	+29%	32k	50.20	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.3	$1.6M	NEW	18k	86.93	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$1.6M		11k	148.10	View chart
Oracle Corporation (ORCL)	0.3	$1.6M	-6%	11k	147.11	View chart
Ishares Tr Large Cap Max Bu (MAXJ)	0.3	$1.5M	-21%	54k	28.16	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$1.5M	+21%	59k	25.64	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.3	$1.5M	+22%	50k	29.99	View chart
Lockheed Martin Corporation (LMT)	0.3	$1.5M	+51%	2.5k	604.42	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$1.5M	+40%	18k	80.58	View chart
Wal-Mart Stores (WMT)	0.2	$1.5M	+34%	12k	124.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$1.4M	-2%	42k	33.77	View chart
Marvell Technology (MRVL)	0.2	$1.4M	+2%	14k	99.05	View chart
Eli Lilly & Co. (LLY)	0.2	$1.4M	+10%	1.5k	919.93	View chart
Corning Incorporated (GLW)	0.2	$1.4M	-6%	10k	135.97	View chart
Aercap Holdings Nv SHS (AER)	0.2	$1.4M	-3%	10k	137.18	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$1.4M	-12%	22k	62.45	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.2	$1.4M	+3%	59k	22.95	View chart
Cameco Corporation (CCJ)	0.2	$1.3M	-5%	12k	108.61	View chart
Chevron Corporation (CVX)	0.2	$1.3M	+38%	6.4k	206.90	View chart
Nebius Group Shs Class A (NBIS)	0.2	$1.3M	+18%	13k	103.76	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$1.3M	+3%	29k	44.62	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$1.3M	-2%	3.3k	390.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.3M	-5%	2.0k	653.19	View chart
Global X Fds Global X Uranium (URA)	0.2	$1.3M		26k	48.43	View chart
Parker-Hannifin Corporation (PH)	0.2	$1.3M	+5%	1.4k	895.27	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.2	$1.3M	+61%	18k	70.51	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$1.3M	-13%	27k	45.65	View chart
Barrick Mng Corp Com Shs (B)	0.2	$1.2M	+15%	30k	40.79	View chart
Southern Copper Corporation (SCCO)	0.2	$1.2M	-2%	6.7k	172.06	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$1.1M	+19%	25k	46.95	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$1.1M	-48%	2.5k	463.19	View chart
Home Depot (HD)	0.2	$1.1M		3.5k	328.90	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.2	$1.1M		24k	46.91	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.1M	+78%	2.6k	436.79	View chart
At&t (T)	0.2	$1.1M	+14%	37k	28.99	View chart
Southern Company (SO)	0.2	$1.1M		11k	96.52	View chart
Applied Materials (AMAT)	0.2	$1.0M	+45%	3.1k	341.84	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.0M	+53%	4.0k	261.92	View chart
Cheniere Energy Com New (LNG)	0.2	$1.0M		3.6k	283.74	View chart
Applied Digital Corp Com New (APLD)	0.2	$1.0M	+18%	42k	23.74	View chart
Palo Alto Networks (PANW)	0.2	$987k	+29%	6.2k	160.32	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$981k	-4%	20k	48.46	View chart
Intuitive Surgical Com New (ISRG)	0.2	$973k	+2%	2.1k	461.08	View chart
McKesson Corporation (MCK)	0.2	$970k	+2%	1.1k	865.19	View chart
Tidal Trust Iii Rockefeller Opp (RMOP)	0.2	$949k	+20%	38k	24.87	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$945k	NEW	20k	47.08	View chart
Spdr Series Trust State Street Spd (XAR)	0.2	$934k		3.7k	254.00	View chart
Spdr Series Trust State Street Spd (SPIB)	0.2	$932k	+11%	28k	33.54	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$931k	+7%	28k	32.95	View chart
Caterpillar (CAT)	0.2	$927k	-5%	1.3k	708.36	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$919k	+8%	19k	49.37	View chart
General Dynamics Corporation (GD)	0.2	$917k	+45%	2.7k	343.27	View chart
Nucor Corporation (NUE)	0.2	$914k	-2%	5.4k	169.10	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$908k	+20%	9.0k	100.65	View chart
McDonald's Corporation (MCD)	0.2	$901k		2.9k	310.78	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.1	$884k	+2%	44k	19.92	View chart
Oneok (OKE)	0.1	$878k	+44%	9.7k	90.39	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$866k	-4%	13k	69.30	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$842k	+61%	16k	51.93	View chart
Procter & Gamble Company (PG)	0.1	$836k	-17%	5.8k	144.43	View chart
Merck & Co (MRK)	0.1	$836k	+5%	6.9k	120.28	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$831k		16k	50.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$830k		1.9k	426.30	View chart
Southern Missouri Ban (SMBC)	0.1	$828k		13k	63.94	View chart
Welltower Inc Com reit (WELL)	0.1	$827k	+21%	4.2k	197.69	View chart
Digital Realty Trust (DLR)	0.1	$820k	+28%	4.6k	180.21	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$798k	-6%	3.7k	213.67	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$798k	NEW	29k	27.23	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$792k	+12%	11k	70.36	View chart
Charles Schwab Corporation (SCHW)	0.1	$790k	-14%	8.4k	93.98	View chart
Tidal Trust Iii Vistashares Trgt (OMAH)	0.1	$781k	-16%	43k	18.02	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$780k	+23%	8.5k	91.64	View chart
Cisco Systems (CSCO)	0.1	$779k	+10%	10k	77.59	View chart
Pfizer (PFE)	0.1	$777k	-4%	28k	28.08	View chart
United Parcel Svcs CL B (UPS)	0.1	$763k	+12%	7.8k	98.38	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.1	$747k	NEW	15k	49.78	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$743k	+7%	7.4k	100.57	View chart
TJX Companies (TJX)	0.1	$729k		4.6k	159.70	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$725k	+6%	13k	56.68	View chart
Spdr Series Trust State Stret Spdr (CERY)	0.1	$722k	+40%	21k	35.24	View chart
Philip Morris International (PM)	0.1	$718k		4.3k	165.34	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$718k	-52%	6.4k	112.11	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$710k		7.8k	90.53	View chart
Abbott Laboratories (ABT)	0.1	$708k		6.9k	102.67	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$706k	+79%	3.7k	191.92	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$705k	+2%	4.8k	146.62	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$701k		10k	67.53	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	0.1	$699k	+50%	32k	21.70	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$695k	+22%	12k	57.20	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$691k		8.7k	79.27	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$689k		22k	30.68	View chart
Eaton Corp SHS (ETN)	0.1	$687k		1.9k	357.67	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$686k	-49%	6.1k	113.10	View chart
Gabelli Utility Trust (GUT)	0.1	$685k	+8%	113k	6.05	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$680k	+13%	17k	40.19	View chart
Occidental Petroleum Corporation (OXY)	0.1	$675k		10k	65.00	View chart
Ares Capital Corporation (ARCC)	0.1	$673k	-9%	37k	18.02	View chart
Bny Mellon Etf Trust Internationl Eqt (BKIE)	0.1	$648k	NEW	6.9k	93.43	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$643k	+51%	13k	50.04	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.1	$637k	+52%	13k	49.49	View chart
Enbridge (ENB)	0.1	$634k	+26%	12k	54.14	View chart
BP Sponsored Adr (BP)	0.1	$631k		13k	47.00	View chart
Intel Corporation (INTC)	0.1	$624k	-11%	14k	44.13	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$619k	-54%	6.4k	97.13	View chart
Northrop Grumman Corporation (NOC)	0.1	$619k	+29%	908.00	682.10	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$609k	-19%	12k	50.61	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.1	$603k	+3%	18k	33.75	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$597k	+5%	20k	30.50	View chart
Albemarle Corporation (ALB)	0.1	$596k	-9%	3.3k	179.53	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$591k		15k	38.86	View chart
Sun Communities (SUI)	0.1	$587k	-13%	4.7k	125.96	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$584k	+9%	4.7k	124.31	View chart
Coca-Cola Company (KO)	0.1	$581k		7.6k	76.05	View chart
Zacks Trust Focus Growth Etf (GROZ)	0.1	$580k	+51%	21k	27.57	View chart
Fabrinet SHS (FN)	0.1	$576k	+27%	1.1k	521.52	View chart
International Business Machines (IBM)	0.1	$574k	-26%	2.4k	242.35	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$572k	+3%	17k	34.41	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.1	$567k	+3%	11k	50.62	View chart
Target Corporation (TGT)	0.1	$567k	+11%	4.7k	121.20	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$566k	-18%	12k	48.32	View chart
Morgan Stanley Com New (MS)	0.1	$552k	+5%	3.4k	164.57	View chart
Adobe Systems Incorporated (ADBE)	0.1	$552k	-12%	2.3k	243.05	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$545k	+15%	7.1k	77.11	View chart
American Tower Reit (AMT)	0.1	$544k	-2%	3.2k	172.58	View chart
Comfort Systems USA (FIX)	0.1	$543k	+8%	394.00	1378.99	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$538k	-16%	5.7k	93.74	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$529k	+8%	9.5k	55.52	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$528k		9.7k	54.55	View chart
Mueller Wtr Prods Com Ser A (MWA)	0.1	$523k	+31%	19k	27.49	View chart
Cummins (CMI)	0.1	$515k	-2%	957.00	538.21	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$514k	NEW	23k	22.34	View chart
Main Street Capital Corporation (MAIN)	0.1	$512k	+4%	9.7k	52.96	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$511k	+4%	15k	33.37	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$510k		13k	38.42	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$500k	-16%	10k	48.71	View chart
Chipotle Mexican Grill (CMG)	0.1	$491k	-4%	15k	32.01	View chart
Novo-nordisk A S Adr (NVO)	0.1	$490k	+12%	13k	36.75	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$487k	+5%	18k	27.15	View chart
American Electric Power Company (AEP)	0.1	$482k	NEW	3.7k	131.07	View chart
Ge Aerospace Com New (GE)	0.1	$480k	-12%	1.7k	283.72	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$479k		5.1k	94.24	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$478k	+78%	10k	46.07	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$474k		20k	23.22	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$471k	+8%	7.5k	62.68	View chart
Arista Networks Com Shs (ANET)	0.1	$469k	-2%	3.8k	122.78	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$469k		6.2k	75.10	View chart
Pepsi (PEP)	0.1	$468k	+23%	3.0k	155.31	View chart
Linde SHS (LIN)	0.1	$465k	NEW	937.00	495.79	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.1	$464k	+4%	16k	29.36	View chart
MercadoLibre (MELI)	0.1	$463k	-8%	268.00	1729.02	View chart
Block Cl A (XYZ)	0.1	$462k	-21%	7.7k	60.18	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$454k	+2%	11k	40.14	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$452k	+3%	6.1k	73.64	View chart
Spdr Series Trust State Street Spd (EMHC)	0.1	$452k	+2%	18k	24.80	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$451k		8.8k	50.95	View chart
Lam Research Corp Com New (LRCX)	0.1	$450k	-23%	2.1k	213.66	View chart
Qualcomm (QCOM)	0.1	$447k	-24%	3.5k	128.77	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$443k		2.9k	151.28	View chart
Williams Companies (WMB)	0.1	$441k		6.1k	72.78	View chart
AeroVironment (AVAV)	0.1	$441k	NEW	2.4k	183.05	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$439k	+30%	15k	29.08	View chart
Evergy (EVRG)	0.1	$437k		5.3k	81.92	View chart
Phibro Animal Health Corp Cl A Com (PAHC)	0.1	$436k	+30%	7.9k	55.31	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$433k	-4%	2.4k	184.30	View chart
Spdr Series Trust State Street Spd (SPLB)	0.1	$428k	NEW	19k	22.22	View chart
Primoris Services (PRIM)	0.1	$427k	+43%	3.0k	143.04	View chart
Illumina (ILMN)	0.1	$426k		3.5k	123.26	View chart
Gilead Sciences (GILD)	0.1	$426k	+2%	3.1k	139.36	View chart
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)	0.1	$426k	+95%	22k	19.73	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$423k	+2%	27k	15.65	View chart
Federal Agric Mtg Corp CL C (AGM)	0.1	$423k		2.9k	148.35	View chart
Dominion Resources (D)	0.1	$422k	+20%	6.8k	61.82	View chart
Hercules Technology Growth Capital (HTGC)	0.1	$421k	-8%	29k	14.77	View chart
Citigroup Com New (C)	0.1	$420k	-21%	3.7k	113.40	View chart
Clear Secure Com Cl A (YOU)	0.1	$414k	+36%	8.5k	48.41	View chart
Consolidated Edison (ED)	0.1	$414k		3.7k	113.18	View chart
First Tr Exchange-traded Common Shs (FDD)	0.1	$408k	+16%	23k	17.81	View chart
Marathon Petroleum Corp (MPC)	0.1	$407k	+5%	1.7k	244.18	View chart
Kinder Morgan (KMI)	0.1	$407k	+5%	12k	33.53	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$404k	+34%	1.4k	287.12	View chart
Medpace Hldgs (MEDP)	0.1	$396k	+37%	825.00	480.19	View chart
S&p Global (SPGI)	0.1	$389k		914.00	425.54	View chart
Altria (MO)	0.1	$387k	+22%	5.9k	65.99	View chart
Brookfield Infrastructure Com Sub Vtg A (BIPC)	0.1	$387k	+32%	9.8k	39.52	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$386k	NEW	4.0k	95.72	View chart
Dell Technologies CL C (DELL)	0.1	$386k	-25%	2.4k	164.12	View chart
Simpson Manufacturing (SSD)	0.1	$381k		2.2k	171.62	View chart
Walt Disney Company (DIS)	0.1	$378k	-3%	3.9k	96.38	View chart
Uranium Energy (UEC)	0.1	$376k	+2%	28k	13.50	View chart
Western Digital (WDC)	0.1	$373k	-41%	1.4k	270.49	View chart
Bank of New York Mellon Corporation (BK)	0.1	$372k	-24%	3.1k	118.62	View chart
Argan (AGX)	0.1	$372k	-3%	682.00	544.77	View chart
Applied Industrial Technologies (AIT)	0.1	$371k	+59%	1.4k	265.32	View chart
Amphenol Corp Cl A (APH)	0.1	$369k	-31%	2.9k	126.33	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$368k	-5%	4.0k	92.76	View chart
Spdr Series Trust State Stret Spdr (TIPX)	0.1	$367k		19k	19.19	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$366k	+4%	4.5k	81.97	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$359k	+18%	687.00	522.71	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$358k	NEW	4.5k	80.05	View chart
Honeywell International (HON)	0.1	$357k	+3%	1.6k	226.08	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.1	$356k	-2%	14k	25.53	View chart
Putnam Etf Trust Franklin Sht Trm (FTMS)	0.1	$355k		36k	9.90	View chart
Waste Management (WM)	0.1	$355k	-3%	1.5k	229.77	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$355k		3.2k	110.46	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$353k		2.6k	138.37	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$352k	NEW	2.2k	163.55	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$350k	+26%	9.7k	35.90	View chart
Cloudflare Cl A Com (NET)	0.1	$349k	-7%	1.7k	206.34	View chart
Medtronic SHS (MDT)	0.1	$348k	-7%	4.0k	86.64	View chart
Illinois Tool Works (ITW)	0.1	$348k		1.3k	260.30	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$347k	NEW	3.4k	101.79	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$347k	+62%	2.9k	118.60	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$345k	-2%	5.8k	59.22	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$340k	+48%	13k	25.62	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$339k	-2%	8.0k	42.54	View chart
Elbit Sys Ord (ESLT)	0.1	$339k	NEW	399.00	849.22	View chart
Eagle Pt Cr (ECC)	0.1	$338k		90k	3.76	View chart
Cardinal Health (CAH)	0.1	$336k		1.6k	211.35	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$336k	-23%	1.6k	216.60	View chart
Prologis (PLD)	0.1	$335k	+3%	2.5k	132.20	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$335k	+15%	3.1k	108.99	View chart
Centrus Energy Corp Cl A (LEU)	0.1	$333k		1.9k	173.63	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$331k	-11%	7.0k	47.03	View chart
Servicenow (NOW)	0.1	$331k	-40%	3.2k	104.55	View chart
Boyd Gaming Corporation (BYD)	0.1	$324k		3.9k	82.18	View chart
Rockwell Automation (ROK)	0.1	$323k	NEW	901.00	358.86	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$322k	+40%	18k	17.75	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.1	$322k		16k	20.25	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$322k		3.6k	88.16	View chart
First Tr High Yield Opprt 20 (FTHY)	0.1	$319k		24k	13.53	View chart
Ventas (VTR)	0.1	$319k		3.9k	81.78	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$316k		4.0k	79.06	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.1	$316k	+3%	11k	28.74	View chart
Emerson Electric (EMR)	0.1	$315k		2.4k	131.02	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$315k	-48%	4.6k	68.14	View chart
Coherent Corp (COHR)	0.1	$315k	NEW	1.3k	238.21	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$315k	NEW	4.5k	69.75	View chart
Brinker International (EAT)	0.1	$313k	+53%	2.2k	142.77	View chart
Plexus (PLXS)	0.1	$312k	NEW	1.5k	202.54	View chart
Amgen (AMGN)	0.1	$312k	-7%	887.00	351.74	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.1	$309k	+2%	7.9k	39.28	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$309k	-10%	939.00	328.55	View chart
Johnson Controls Internation SHS (JCI)	0.1	$306k	+9%	2.3k	130.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.1	$303k		8.6k	35.32	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$303k		2.1k	145.79	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$302k	-8%	5.7k	52.70	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.1	$299k		7.1k	42.37	View chart
Nextera Energy (NEE)	0.0	$297k	NEW	3.2k	92.88	View chart
Brightspring Health Svcs (BTSG)	0.0	$297k	NEW	7.0k	42.61	View chart
Realty Income (O)	0.0	$296k	NEW	4.8k	61.18	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$295k	+10%	826.00	356.77	View chart
Spdr Series Trust State Street Spd (SPTL)	0.0	$295k	-56%	11k	26.30	View chart
Moody's Corporation (MCO)	0.0	$295k		675.00	436.41	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$294k		12k	24.75	View chart
Adtalem Global Ed (ATGE)	0.0	$287k	NEW	2.5k	115.25	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$283k		2.0k	138.31	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$283k	-21%	5.6k	50.37	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$282k		3.7k	76.54	View chart
Watts Water Technologies Cl A (WTS)	0.0	$281k	NEW	968.00	290.29	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.0	$280k	-5%	5.6k	49.69	View chart
AZZ Incorporated (AZZ)	0.0	$278k	NEW	2.2k	125.13	View chart
Arlo Technologies (ARLO)	0.0	$278k	+47%	20k	14.23	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.0	$276k	+9%	9.2k	29.95	View chart
Chubb (CB)	0.0	$272k		834.00	325.93	View chart
Travelers Companies (TRV)	0.0	$269k	-35%	923.00	291.68	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$268k	-25%	683.00	391.76	View chart
Omega Healthcare Investors (OHI)	0.0	$267k	NEW	6.1k	43.82	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$267k		8.8k	30.32	View chart
Enterprise Products Partners (EPD)	0.0	$267k		7.0k	37.84	View chart
Bank of America Corporation (BAC)	0.0	$265k	-44%	5.4k	48.75	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.0	$265k	+3%	5.3k	49.81	View chart
Ge Vernova (GEV)	0.0	$265k	NEW	303.00	872.90	View chart
Huntington Ingalls Inds (HII)	0.0	$263k		693.00	380.13	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.0	$263k	-13%	6.7k	39.43	View chart
Cigna Corp (CI)	0.0	$263k	+11%	986.00	266.69	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$263k	+27%	6.8k	38.42	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$261k	+3%	1.2k	211.22	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$259k	-3%	1.2k	217.31	View chart
Us Bancorp Com New (USB)	0.0	$256k	+3%	4.9k	52.01	View chart
Matador Resources (MTDR)	0.0	$256k	NEW	4.0k	63.18	View chart
Spdr Index Shs Fds State Street Spd (GWX)	0.0	$255k	-5%	6.0k	42.23	View chart
Celestica (CLS)	0.0	$251k	+6%	892.00	281.68	View chart
Etf Ser Solutions Aam Transformers (TRFM)	0.0	$251k	-16%	5.4k	46.45	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$250k	NEW	652.00	383.56	View chart
Smartstop Self Storag Reit I Common Stock (SMA)	0.0	$250k	+22%	8.2k	30.28	View chart
Fortinet (FTNT)	0.0	$248k	+2%	3.0k	81.72	View chart
UnitedHealth (UNH)	0.0	$248k	+5%	915.00	270.69	View chart
Grayscale Coindesk Crypto Usd Shs (GDLC)	0.0	$248k	+9%	7.9k	31.19	View chart
ConocoPhillips (COP)	0.0	$246k	NEW	1.9k	131.97	View chart
Lithium Amers Corp Com Shs (LAC)	0.0	$246k		62k	3.95	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$244k	NEW	6.3k	38.96	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$243k	NEW	7.8k	30.96	View chart
Coreweave Com Cl A (CRWV)	0.0	$242k	-41%	3.1k	77.47	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.0	$242k	+14%	4.8k	50.48	View chart
LeMaitre Vascular (LMAT)	0.0	$242k	NEW	2.2k	109.17	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$241k	+6%	2.5k	95.44	View chart
Trane Technologies SHS (TT)	0.0	$241k	-2%	578.00	416.74	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$241k	-2%	2.1k	114.98	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$240k		1.7k	144.72	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.0	$239k	NEW	2.5k	93.87	View chart
Kulicke and Soffa Industries (KLIC)	0.0	$239k	NEW	3.6k	65.72	View chart
Astrazeneca Ord (AZN)	0.0	$238k	NEW	1.2k	197.22	View chart
Pacs Group Com Shs (PACS)	0.0	$237k	NEW	7.4k	32.12	View chart
Goldman Sachs Etf Tr Access U S Pfd S (GPRF)	0.0	$236k	+11%	4.7k	49.81	View chart
Collegium Pharmaceutical Inc Common Stock Usd (COLL)	0.0	$235k	+57%	7.1k	33.07	View chart
EQT Corporation (EQT)	0.0	$235k	NEW	3.7k	63.64	View chart
Zurn Water Solutions Corp Zws (ZWS)	0.0	$235k	NEW	5.2k	44.84	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$235k	-91%	1.3k	181.42	View chart
Mid-America Apartment (MAA)	0.0	$233k	-9%	1.9k	122.12	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.0	$232k		11k	20.64	View chart
Lithium Argentina Com Shs (LAR)	0.0	$231k		35k	6.68	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$230k		2.5k	92.74	View chart
Starbucks Corporation (SBUX)	0.0	$228k		2.5k	89.59	View chart
Allied Motion Technologies (ALNT)	0.0	$227k	NEW	3.8k	59.09	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$227k	NEW	1.7k	131.01	View chart
L3harris Technologies (LHX)	0.0	$225k	NEW	653.00	345.18	View chart
Capital Group New Geography SHS (CGNG)	0.0	$223k		7.1k	31.57	View chart
First Tr Exchange-traded Ft Vest Tec (TDVI)	0.0	$223k	+4%	8.4k	26.56	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$222k	-37%	2.6k	86.69	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$221k		2.3k	97.91	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$219k		3.0k	73.14	View chart
Dupont De Nemours (DD)	0.0	$219k	NEW	4.8k	45.80	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$218k		3.8k	57.07	View chart
Wells Fargo & Company (WFC)	0.0	$217k	-3%	2.7k	79.60	View chart
Schwab Strategic Tr High Yield Bd Et (SCYB)	0.0	$212k	NEW	8.2k	26.00	View chart
Nutrien (NTR)	0.0	$212k	NEW	2.8k	75.46	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$212k	NEW	4.0k	52.64	View chart
Newmont Mining Corporation (NEM)	0.0	$212k	NEW	2.0k	108.25	View chart
Garmin SHS (GRMN)	0.0	$209k	NEW	900.00	232.01	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.0	$206k	-21%	1.9k	110.78	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$205k		1.3k	155.11	View chart
First Tr Exchng Traded Fd Vi Vest Emerging Mk (TMAR)	0.0	$204k	NEW	8.7k	23.57	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$204k		8.1k	25.10	View chart
First Tr Exch Trd Alphdx Latin Amer Alp (FLN)	0.0	$204k	NEW	8.0k	25.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.0	$203k	NEW	7.4k	27.35	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$203k	+3%	1.7k	118.62	View chart
Bitwise Funds Trust Crypto Industry (BITQ)	0.0	$203k		11k	18.86	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$193k	NEW	11k	17.32	View chart
Avepoint Com Cl A (AVPT)	0.0	$191k	+43%	20k	9.51	View chart
Upwork (UPWK)	0.0	$184k	NEW	17k	10.96	View chart
Aveanna Healthcare Hldgs (AVAH)	0.0	$178k	+63%	28k	6.44	View chart
Rithm Capital Corp Com New (RITM)	0.0	$176k		19k	9.48	View chart
O-i Glass (OI)	0.0	$168k	NEW	16k	10.51	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$143k	-2%	13k	10.84	View chart
Ford Motor Company (F)	0.0	$128k	NEW	11k	11.54	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$122k		24k	5.17	View chart
Graniteshares Etf Tr Granite 2x Long (AMDL)	0.0	$122k	NEW	10k	12.21	View chart
Grayscale Solana Staking Etf SHS (GSOL)	0.0	$91k	-2%	15k	6.13	View chart
Western Digital Corp Note 3.000%11/1 (Principal)	0.0	$79k	-42%	11k	7.15	View chart
Lumentum Hldgs Note 0.500%12/1 (Principal)	0.0	$78k	-57%	11k	7.08	View chart
Loop Inds (LOOP)	0.0	$75k	-7%	52k	1.43	View chart
Advanced Energy Inds Note 2.500% 9/1 (Principal)	0.0	$62k		26k	2.40	View chart
Uber Technologies Note 0.875%12/0 (Principal)	0.0	$48k	+33%	40k	1.21	View chart
Live Nation Entertainment In Note 3.125% 1/1 (Principal)	0.0	$40k		26k	1.53	View chart
Chefs Whse Note 2.375%12/1 (Principal)	0.0	$38k		26k	1.46	View chart
Southern Note 4.500% 6/1 (Principal)	0.0	$37k	-2%	33k	1.11	View chart
Osi Systems Note 2.250% 8/0 (Principal)	0.0	$37k		24k	1.53	View chart
Northern Oil & Gas Note 3.625% 4/1 (Principal)	0.0	$36k	+65%	33k	1.09	View chart
Wec Energy Group Note 4.375% 6/0 (Principal)	0.0	$36k	+3%	29k	1.23	View chart
Meritage Homes Corp Note 1.750% 5/1 (Principal)	0.0	$35k	+5%	36k	0.97	View chart
Lantheus Hldgs Note 2.625%12/1 (Principal)	0.0	$35k		29k	1.19	View chart
On Semiconductor Corp Note 5/0 (Principal)	0.0	$35k	-3%	27k	1.28	View chart
Pg&e Corp Note 4.250%12/0 (Principal)	0.0	$34k	+37%	33k	1.04	View chart
Snowflake Note 10/0 (Principal)	0.0	$34k	+45%	29k	1.18	View chart
Cloudflare Note 8/1 (Principal)	0.0	$34k		29k	1.16	View chart
Akamai Technologies Note 0.375% 9/0 (Principal)	0.0	$33k		29k	1.15	View chart
Biomarin Pharmaceutical Note 1.250% 5/1 (Principal)	0.0	$31k		32k	0.96	View chart
Dexcom Note 0.375% 5/1 (Principal)	0.0	$30k		33k	0.92	View chart
Tetra Tech DBCV 2.250% 8/1	0.0	$30k		29k	1.04	View chart
Mirum Pharmaceuticals Note 4.000% 5/0 (Principal)	0.0	$30k		10k	2.97	View chart
Cheesecake Factory Note 0.375% 6/1 (Principal)	0.0	$30k		30k	0.99	View chart
Fluor Corp Note 1.125% 8/1 (Principal)	0.0	$29k	-4%	24k	1.22	View chart
Halozyme Therapeutics Note 0.250% 3/0 (Principal)	0.0	$29k		28k	1.03	View chart
Liberty Media Corp Del Note 2.250% 8/1 (Principal)	0.0	$28k	-7%	24k	1.15	View chart
MKS Note 1.250% 6/0 (Principal)	0.0	$26k		16k	1.61	View chart
Freshpet Note 3.000% 4/0 (Principal)	0.0	$26k	+83%	22k	1.16	View chart
Post Hldgs Note 2.500% 8/1 (Principal)	0.0	$25k	-8%	23k	1.08	View chart
Themes Etf Tr Leverage Shs 2x (CRWG)	0.0	$24k	NEW	10k	2.37	View chart
Nutanix Note 0.250%10/0 (Principal)	0.0	$23k	-4%	23k	1.01	View chart
Integer Hldgs Corp Note 2.125% 2/1 (Principal)	0.0	$23k		19k	1.19	View chart
Mgp Ingredients Note 1.875%11/1 (Principal)	0.0	$19k	-4%	20k	0.96	View chart
Unity Software Note 3/1 (Principal)	0.0	$19k	NEW	19k	0.98	View chart
Alnylam Pharmaceuticals Note 1.000% 9/1 (Principal)	0.0	$18k	-6%	14k	1.29	View chart
Patrick Inds Note 1.750%12/0 (Principal)	0.0	$17k		10k	1.74	View chart
Peloton Interactive Note 5.500%12/0 (Principal)	0.0	$17k	NEW	13k	1.32	View chart
Bridgebio Pharma Note 2.250% 2/0 (Principal)	0.0	$17k	NEW	15k	1.12	View chart
Aerovironment Note 7/1 (Principal)	0.0	$16k	NEW	16k	0.98	View chart
Rivian Automotive Note 4.625% 3/1 (Principal)	0.0	$14k		13k	1.06	View chart
Etsy Note 0.125%10/0 (Principal)	0.0	$14k		14k	0.97	View chart
Immunic (IMUX)	0.0	$13k		12k	1.11	View chart
Affirm Hldgs Note 0.750%12/1 (Principal)	0.0	$13k	NEW	14k	0.94	View chart
Irhythm Holdings Note 1.500% 9/0 (Principal)	0.0	$12k		11k	1.09	View chart
Progress Software Corp Note 3.500% 3/0 (Principal)	0.0	$12k		13k	0.88	View chart

Past Filings by Balboa Wealth Partners

SEC 13F filings are viewable for Balboa Wealth Partners going back to 2022

Balboa Wealth Partners 2026 Q1 filed April 16, 2026
Balboa Wealth Partners 2025 Q4 filed Jan. 16, 2026
Balboa Wealth Partners 2025 Q3 filed Nov. 6, 2025
Balboa Wealth Partners 2025 Q2 filed July 29, 2025
Balboa Wealth Partners 2025 Q1 filed April 23, 2025
Balboa Wealth Partners 2024 Q4 filed Feb. 10, 2025
Balboa Wealth Partners 2024 Q3 filed Nov. 6, 2024
Balboa Wealth Partners 2024 Q2 filed Aug. 13, 2024
Balboa Wealth Partners 2024 Q1 filed May 13, 2024
Balboa Wealth Partners 2023 Q4 filed Feb. 9, 2024
Balboa Wealth Partners 2023 Q3 filed Oct. 23, 2023
Balboa Wealth Partners 2023 Q2 filed Aug. 8, 2023
Balboa Wealth Partners 2023 Q1 filed May 12, 2023
Balboa Wealth Partners 2022 Q4 filed Feb. 14, 2023
Balboa Wealth Partners 2022 Q3 filed Jan. 4, 2023

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