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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, AMD, MSFT, FTSM, and represent 26.02% of Balboa Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: FTSM, VUSB, IGSB, CRWD, XOM, SPCX, ACYN, SCHX, VSDB, SCHZ.
Started 49 new stock positions in RSDE, COP, OKE, GRAL, DE, CRM, KHC, A, FBT, MTDR.
Reduced shares in these 10 stocks: GLD, , IYM, NOW, MU, IYW, CSHI, IYZ, IYE, Oneok.
Sold out of its positions in Advanced Energy Inds, AXON, BWXT, BLBD, CVS, Chefs Whse, Cloudflare, CL, COLL, FIX.
Balboa Wealth Partners was a net buyer of stock by $14M.
Balboa Wealth Partners has $748M in assets under management (AUM), dropping by 1.80%.
Central Index Key (CIK): 0001929008

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Portfolio Holdings for Balboa Wealth Partners

Balboa Wealth Partners holds 467 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	7.6	$57M		249k	228.38	View chart
Tesla Motors (TSLA)	5.7	$43M		120k	354.81	View chart
Advanced Micro Devices (AMD)	5.5	$41M		68k	611.76	View chart
Microsoft Corporation (MSFT)	4.0	$30M	+2%	58k	512.90	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	3.2	$24M	+21%	401k	59.51	View chart
Apple (AAPL)	3.2	$24M		71k	333.02	View chart
Alphabet Cap Stk Cl C (GOOG)	1.9	$14M		42k	340.74	View chart
Micron Technology (MU)	1.8	$13M	-7%	13k	1065.12	View chart
Amazon (AMZN)	1.8	$13M		54k	249.15	View chart
Meta Platforms Cl A (META)	1.7	$13M	+2%	18k	725.16	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.7	$13M	-2%	16k	762.63	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.5	$12M		25k	456.18	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	1.3	$10M	+2%	27k	374.23	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.2	$9.3M	+16%	310k	30.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$8.8M	-3%	13k	700.87	View chart
Palantir Technologies Cl A (PLTR)	1.1	$8.3M		44k	187.05	View chart
Broadcom (AVGO)	1.1	$8.0M	-2%	23k	351.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$6.9M	-2%	9.3k	739.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$6.6M		19k	344.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$6.5M	-7%	13k	497.95	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$6.4M	-4%	91k	70.61	View chart
Dillards Cl A (DDS)	0.8	$6.3M		9.4k	669.99	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.8	$6.1M		3.4k	1811.89	View chart
Zacks Trust Earngs Constant (ZECP)	0.8	$6.1M	-10%	164k	37.11	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.8	$6.0M		9.2k	656.71	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.8	$6.0M		8.00	747005.00	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.8	$5.9M	+22%	269k	22.10	View chart
Costco Wholesale Corporation (COST)	0.7	$5.6M		6.1k	910.35	View chart
Sterling Construction Company (STRL)	0.7	$5.3M		11k	491.78	View chart
Vertiv Holdings Com Cl A (VRT)	0.6	$4.8M		20k	241.31	View chart
Applovin Corp Com Cl A (APP)	0.6	$4.7M	+18%	16k	290.43	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.6	$4.4M	+12%	72k	61.50	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.5	$3.9M	+12%	77k	50.37	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.5	$3.9M		20k	195.75	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$3.8M	-2%	65k	59.31	View chart
JPMorgan Chase & Co. (JPM)	0.5	$3.4M		10k	330.84	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.5	$3.4M	+326%	13k	264.75	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$3.3M	+17%	120k	27.47	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.4	$3.2M	NEW	64k	49.55	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.4	$2.9M	NEW	57k	51.23	View chart
Nebius Group Shs Class A (NBIS)	0.4	$2.8M	+4%	12k	235.88	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$2.8M	+15%	86k	32.63	View chart
Mastercard Incorporated Cl A (MA)	0.4	$2.8M		5.0k	551.43	View chart
Abbvie (ABBV)	0.4	$2.7M		10k	261.59	View chart
Johnson & Johnson (JNJ)	0.4	$2.6M	+2%	10k	264.74	View chart
Palo Alto Networks (PANW)	0.3	$2.6M	+8%	6.6k	397.31	View chart
First Tr Exchange-traded Vest Investment (LQTI)	0.3	$2.6M	+6%	143k	18.06	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.3	$2.6M		12k	216.08	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$2.5M		23k	109.38	View chart
Zacks Trust Quality Intl Etf (QUIZ)	0.3	$2.5M	-11%	86k	28.72	View chart
Boeing Company (BA)	0.3	$2.4M		13k	186.05	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.3	$2.4M	+12%	66k	36.95	View chart
Goldman Sachs (GS)	0.3	$2.3M	-12%	2.6k	900.34	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.3	$2.3M	+377%	15k	150.86	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.3	$2.3M	+20%	6.6k	351.84	View chart
First Tr Exchange-traded Vest High Yield (HYTI)	0.3	$2.3M	+2%	123k	18.39	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$2.3M	+3%	4.4k	508.59	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$2.2M		81k	27.88	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$2.2M	-57%	5.9k	380.84	View chart
Vanguard Malvern Fds Shor Dura Bd Etf (VSDB)	0.3	$2.2M	+103%	29k	74.66	View chart
Intel Corporation (INTC)	0.3	$2.2M		18k	120.23	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$2.1M	-17%	23k	94.54	View chart
Marvell Technology (MRVL)	0.3	$2.1M	-5%	8.1k	264.20	View chart
Visa Com Cl A (V)	0.3	$2.1M	-4%	5.7k	359.33	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$2.0M		22k	94.02	View chart
American Express Company (AXP)	0.3	$2.0M	-4%	6.5k	304.11	View chart
Eli Lilly & Co. (LLY)	0.3	$2.0M	+15%	1.7k	1157.29	View chart
Netflix (NFLX)	0.3	$2.0M		28k	69.58	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$1.9M		7.8k	247.94	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.3	$1.9M	NEW	12k	162.75	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.3	$1.9M	-15%	46k	40.93	View chart
Corning Incorporated (GLW)	0.2	$1.8M	+5%	12k	153.76	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.2	$1.7M	-12%	19k	93.69	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$1.7M		11k	155.20	View chart
Fortinet (FTNT)	0.2	$1.7M		9.6k	178.76	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$1.7M	-2%	47k	36.45	View chart
Servicenow (NOW)	0.2	$1.7M	-41%	13k	134.01	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.2	$1.6M		44k	37.47	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.6M	-7%	8.8k	185.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.6M	+6%	2.1k	765.85	View chart
Dell Technologies CL C (DELL)	0.2	$1.6M	-12%	2.9k	537.99	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	0.2	$1.6M	-2%	31k	50.49	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.2	$1.5M	-6%	62k	24.83	View chart
Verizon Communications (VZ)	0.2	$1.5M	+4%	33k	45.87	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.2	$1.5M	+7%	64k	23.59	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$1.5M	+2%	15k	100.55	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.5M		12k	125.26	View chart
Wal-Mart Stores (WMT)	0.2	$1.5M	+47%	14k	103.92	View chart
Southern Copper Corporation (SCCO)	0.2	$1.5M	+3%	7.3k	202.64	View chart
Oracle Corporation (ORCL)	0.2	$1.5M		11k	137.30	View chart
Schwab Strategic Tr High Yiel Bd Etf (SCYB)	0.2	$1.5M	+181%	58k	25.24	View chart
Ishares Tr Larg Cap Jun Etf (MAXJ)	0.2	$1.4M	-10%	48k	29.48	View chart
Parker-Hannifin Corporation (PH)	0.2	$1.4M		1.5k	955.48	View chart
Aercap Holdings Nv SHS (AER)	0.2	$1.4M		9.6k	143.52	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.2	$1.4M	NEW	66k	20.86	View chart
Duke Energy Corp Com New (DUK)	0.2	$1.4M	+4%	12k	114.01	View chart
Dimensional Etf Trust Us Targeted Vlu	0.2	$1.4M	-2%	21k	66.44	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.2	$1.3M	-10%	15k	90.11	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$1.3M	-3%	8.7k	151.58	View chart
Chevron Corporation (CVX)	0.2	$1.3M	+5%	6.4k	204.22	View chart
Robinhood Mkts Com Cl A (HOOD)	0.2	$1.3M	-2%	12k	112.50	View chart
Ssga Active Tr St Str Secto Etf (FISR)	0.2	$1.3M	+79%	53k	24.41	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$1.3M		18k	70.15	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$1.3M	-29%	22k	57.56	View chart
Ssga Active Tr State Street Us (XLSR)	0.2	$1.3M		19k	66.41	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.2	$1.3M	+3%	4.4k	284.51	View chart
Barrick Mng Corp Com Shs (B)	0.2	$1.3M		31k	40.67	View chart
Nucor Corporation (NUE)	0.2	$1.2M		5.3k	233.76	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$1.2M		30k	39.56	View chart
Cameco Corporation (CCJ)	0.2	$1.1M	+3%	13k	86.67	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$1.1M		19k	60.08	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.1M	-3%	2.2k	509.28	View chart
Cheniere Energy Com New (LNG)	0.1	$1.1M		4.1k	269.01	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$1.1M	+3%	20k	55.83	View chart
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ)	0.1	$1.1M		19k	57.98	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$1.1M	+40%	6.8k	158.76	View chart
Home Depot (HD)	0.1	$1.1M	+13%	3.8k	284.48	View chart
Global X Fds Global X Uranium (URA)	0.1	$1.1M		27k	39.85	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$1.1M		19k	55.00	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	0.1	$1.0M	+34%	30k	35.26	View chart
Amphenol Corp Cl A (APH)	0.1	$1.0M	+226%	12k	84.30	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.1	$1.0M	+5%	47k	22.16	View chart
Coca-Cola Company (KO)	0.1	$1.0M	+7%	12k	86.08	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.0M	-23%	3.6k	277.86	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$1.0M	+5%	13k	76.69	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$990k	+9%	20k	50.79	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$987k	+2%	19k	53.17	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$971k	+13%	3.4k	289.65	View chart
Marathon Petroleum Corp (MPC)	0.1	$960k	+31%	2.4k	395.42	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$955k		21k	44.78	View chart
Merck & Co (MRK)	0.1	$954k	-2%	6.6k	145.31	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$952k		18k	53.40	View chart
Southern Company (SO)	0.1	$948k		11k	82.89	View chart
Tidal Trust Iii Rockefeller Opp (RMOP)	0.1	$946k	+5%	40k	23.42	View chart
Cisco Systems (CSCO)	0.1	$945k	-29%	8.8k	107.63	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$939k	-19%	21k	44.41	View chart
Southern Missouri Ban (SMBC)	0.1	$918k		13k	70.90	View chart
Applied Materials (AMAT)	0.1	$913k	-21%	1.8k	511.47	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$908k	+2%	35k	26.23	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$897k	+15%	4.3k	208.03	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$891k	+6%	19k	47.34	View chart
Cerebras Systems Com Cl A (CBRS)	0.1	$878k	NEW	4.9k	177.65	View chart
General Dynamics Corporation (GD)	0.1	$874k	-2%	2.6k	331.88	View chart
Valued Advisers Tr M Inc Mom	0.1	$872k	NEW	36k	24.00	View chart
Philip Morris International (PM)	0.1	$868k	+5%	4.6k	190.81	View chart
Eaton Corp SHS (ETN)	0.1	$868k		2.0k	429.71	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$866k	+2%	15k	56.22	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$865k	-25%	6.1k	142.26	View chart
Valued Advisers Tr M Nasdaq 100	0.1	$862k	NEW	34k	25.71	View chart
Intuitive Surgical Com New (ISRG)	0.1	$861k	+3%	2.1k	406.65	View chart
Caterpillar (CAT)	0.1	$857k	-25%	1.1k	810.75	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.1	$855k	-3%	27k	32.28	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$851k		26k	32.53	View chart
Pfizer (PFE)	0.1	$843k	+12%	30k	28.52	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$839k	+14%	5.0k	168.41	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.1	$839k		3.6k	231.27	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$819k	+30%	16k	50.21	View chart
At&t (T)	0.1	$818k	-11%	34k	24.40	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$816k		8.4k	96.88	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$814k		7.9k	103.09	View chart
Bny Mellon Etf Trust Internationl Eqt (BKIE)	0.1	$810k	+245%	24k	33.41	View chart
Illumina (ILMN)	0.1	$808k		3.0k	273.68	View chart
Coherent Corp (COHR)	0.1	$800k	+102%	2.8k	287.81	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$789k	+39%	8.6k	91.64	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$786k	+16%	36k	22.04	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.1	$782k	+9%	20k	39.78	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$772k	-13%	15k	51.76	View chart
Procter & Gamble Company (PG)	0.1	$755k	-8%	5.2k	145.28	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$751k	-6%	15k	50.67	View chart
Morgan Stanley Com New (MS)	0.1	$750k		4.0k	188.08	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$740k	+7%	10k	71.95	View chart
BP Sponsored Adr (BP)	0.1	$737k	+25%	17k	43.99	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$737k	-8%	4.2k	177.13	View chart
Quanta Services (PWR)	0.1	$727k	-9%	1.1k	642.51	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$724k	+2%	5.6k	128.92	View chart
Arista Networks Com Shs (ANET)	0.1	$722k	-7%	3.5k	203.59	View chart
Roundhill Etf Trust Memory Etf	0.1	$719k	+13%	12k	60.36	View chart
Lam Research Corp Com New (LRCX)	0.1	$719k		2.2k	328.51	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$716k	+15%	14k	49.74	View chart
Welltower Inc Com reit (WELL)	0.1	$716k	-5%	3.1k	230.21	View chart
Ge Vernova (GEV)	0.1	$704k	+39%	741.00	950.49	View chart
Oneok (OKE)	0.1	$685k	NEW	8.0k	85.27	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$684k	+12%	8.4k	81.16	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	0.1	$676k		15k	44.45	View chart
Applied Digital Corp Com New (APLD)	0.1	$672k	+15%	28k	24.37	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$668k	+3%	1.6k	416.21	View chart
Digital Realty Trust (DLR)	0.1	$667k	-16%	3.8k	175.53	View chart
Iren Ordinary Shares (IREN)	0.1	$661k	+263%	16k	40.88	View chart
Travelers Companies (TRV)	0.1	$660k		1.9k	356.51	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.1	$657k	-10%	15k	42.69	View chart
Ares Capital Corporation (ARCC)	0.1	$653k	-2%	34k	19.10	View chart
Abbott Laboratories (ABT)	0.1	$647k	-2%	6.5k	98.83	View chart
United Parcel Svcs CL B (UPS)	0.1	$644k	-9%	6.9k	93.44	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.1	$642k	+4%	14k	47.43	View chart
Medtronic SHS (MDT)	0.1	$639k	+70%	7.4k	86.29	View chart
Zacks Trust Focus Growth Etf (GROZ)	0.1	$636k	-11%	19k	33.83	View chart
Charles Schwab Corporation (SCHW)	0.1	$634k	+2%	6.5k	97.74	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$632k	+22%	14k	44.89	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.1	$631k	+23%	3.2k	194.79	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.1	$631k	+6%	12k	52.26	View chart
McDonald's Corporation (MCD)	0.1	$619k	-2%	2.7k	230.91	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$617k		17k	36.75	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.1	$615k	+7%	19k	32.24	View chart
Gabelli Utility Trust (GUT)	0.1	$611k	-2%	107k	5.69	View chart
Western Digital (WDC)	0.1	$607k	+12%	1.3k	454.46	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$597k	+11%	28k	21.17	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$593k		4.4k	136.04	View chart
Federal Agric Mtg Corp CL C (AGM)	0.1	$590k		2.9k	206.92	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$589k	-2%	6.9k	84.96	View chart
Tema Etf Trust Electrification (VOLT)	0.1	$583k	-34%	17k	35.43	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$580k		9.1k	63.61	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$578k		9.4k	61.26	View chart
Occidental Petroleum Corporation (OXY)	0.1	$575k		10k	55.32	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$570k		3.8k	148.22	View chart
Novo-nordisk A S Adr (NVO)	0.1	$570k	-2%	15k	37.91	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$561k		16k	34.81	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.1	$561k	+24%	7.2k	78.42	View chart
Sandisk Corp (SNDK)	0.1	$553k	+55%	318.00	1739.89	View chart
Cloudflare Cl A Com (NET)	0.1	$553k		1.6k	347.28	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	0.1	$552k	+8%	18k	30.96	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$546k		960.00	568.36	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$544k	-15%	590.00	922.34	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.1	$543k	-10%	4.0k	134.60	View chart
Enbridge (ENB)	0.1	$536k	+15%	12k	46.49	View chart
Adobe Systems Incorporated (ADBE)	0.1	$525k	-2%	2.2k	239.92	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$521k	+48%	4.6k	113.44	View chart
First Tr Exchange-traded Ft Vest Smid (SDVD)	0.1	$519k		24k	21.56	View chart
Sun Communities (SUI)	0.1	$516k		4.7k	110.78	View chart
International Business Machines (IBM)	0.1	$514k		2.3k	219.90	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$514k		5.1k	101.12	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$507k		6.1k	82.97	View chart
Qualcomm (QCOM)	0.1	$507k	-3%	2.8k	184.03	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.1	$505k	+7%	11k	44.50	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.1	$504k	+4%	19k	25.94	View chart
Medpace Hldgs (MEDP)	0.1	$504k		807.00	624.18	View chart
Thermo Fisher Scientific (TMO)	0.1	$499k	NEW	739.00	675.05	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$494k	+3%	10k	48.14	View chart
Citigroup Com New (C)	0.1	$493k	-2%	3.8k	129.47	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$493k	-36%	4.9k	100.67	View chart
Main Street Capital Corporation (MAIN)	0.1	$491k	-7%	8.9k	55.05	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$477k	+28%	20k	23.86	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$473k	+51%	9.4k	50.47	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$470k	NEW	9.3k	50.39	View chart
McKesson Corporation (MCK)	0.1	$470k	-2%	550.00	854.05	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$468k	-25%	6.1k	77.25	View chart
Linde SHS (LIN)	0.1	$467k		983.00	474.75	View chart
Cummins (CMI)	0.1	$466k	-3%	902.00	516.77	View chart
Chipotle Mexican Grill (CMG)	0.1	$466k	-4%	15k	31.95	View chart
American Tower Reit (AMT)	0.1	$456k	+11%	2.8k	163.69	View chart
Hercules Technology Growth Capital (HTGC)	0.1	$454k	-3%	27k	16.81	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$444k		8.7k	51.05	View chart
TJX Companies (TJX)	0.1	$443k	-26%	3.4k	132.31	View chart
Grail (GRAL)	0.1	$440k	NEW	3.1k	140.12	View chart
Valero Energy Corporation (VLO)	0.1	$439k	NEW	1.1k	387.52	View chart
Bloom Energy Corp Com Cl A (BE)	0.1	$433k	+45%	1.6k	276.98	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$432k	-3%	3.0k	144.63	View chart
Altria (MO)	0.1	$430k	+8%	6.4k	67.34	View chart
Allied Motion Technologies (ALNT)	0.1	$426k		3.8k	111.60	View chart
Dominion Resources (D)	0.1	$425k		7.0k	60.52	View chart
Evergy (EVRG)	0.1	$419k		5.3k	78.44	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$417k	+7%	684.00	609.36	View chart
Walt Disney Company (DIS)	0.1	$414k		3.9k	104.89	View chart
Williams Companies (WMB)	0.1	$413k		6.1k	67.97	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$413k	+5%	7.8k	52.86	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$413k	NEW	7.7k	53.88	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	0.1	$413k	-10%	2.1k	195.50	View chart
Block Cl A (XYZ)	0.1	$409k		5.6k	73.53	View chart
Applied Industrial Technologies (AIT)	0.1	$405k		1.2k	332.29	View chart
Vistra Energy (VST)	0.1	$403k	+9%	2.9k	138.33	View chart
Mueller Wtr Prods Com Ser A (MWA)	0.1	$403k		19k	21.24	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$402k	+11%	3.9k	103.24	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$401k	NEW	12k	34.95	View chart
Kinder Morgan (KMI)	0.1	$400k	+9%	13k	30.15	View chart
Ge Aerospace Com New (GE)	0.1	$395k	-22%	1.3k	312.17	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$395k	-43%	7.2k	55.03	View chart
Zscaler Incorporated (ZS)	0.1	$387k	+16%	1.9k	199.42	View chart
Capital Group New Geography SHS (CGNG)	0.1	$381k	+11%	11k	36.45	View chart
S&p Global (SPGI)	0.1	$379k		962.00	394.31	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$379k		3.2k	117.79	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$377k		11k	34.02	View chart
Consolidated Edison (ED)	0.1	$375k		3.7k	102.21	View chart
Johnson Controls Internation SHS (JCI)	0.1	$375k	-41%	2.5k	148.65	View chart
Amgen (AMGN)	0.1	$374k	-2%	887.00	421.72	View chart
Putnam Etf Trust Franklin Sht Trm (FTMS)	0.0	$370k	+5%	38k	9.73	View chart
Celestica (CLS)	0.0	$369k		1.0k	361.43	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.0	$368k		4.0k	92.05	View chart
Texas Instruments Incorporated (TXN)	0.0	$368k	-2%	1.3k	280.09	View chart
Northrop Grumman Corporation (NOC)	0.0	$364k	+11%	754.00	483.30	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$364k		4.5k	80.60	View chart
Pepsi (PEP)	0.0	$363k	-4%	2.9k	126.74	View chart
Qualys (QLYS)	0.0	$363k		1.9k	187.20	View chart
Plexus (PLXS)	0.0	$362k		1.4k	260.95	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$359k	+4%	4.0k	89.76	View chart
Emerson Electric (EMR)	0.0	$356k		2.3k	155.07	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.0	$354k	+8%	15k	23.85	View chart
Commercial Metals Company (CMC)	0.0	$353k	NEW	5.7k	62.10	View chart
Ciena Corp Com New (CIEN)	0.0	$352k	+77%	1.0k	351.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	0.0	$348k		8.6k	40.52	View chart
salesforce (CRM)	0.0	$346k	NEW	1.5k	229.59	View chart
Prologis (PLD)	0.0	$346k	+20%	2.7k	129.82	View chart
Brookfield Infrastructure Com Sub Vtg A (BIPC)	0.0	$344k	-10%	9.7k	35.61	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$343k		3.1k	109.61	View chart
Illinois Tool Works (ITW)	0.0	$342k		1.3k	257.19	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$341k	-76%	1.3k	264.90	View chart
Vanguard Index Fds MRNGSTR MD CP GR (VOT)	0.0	$341k	-36%	1.2k	292.10	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$340k		7.2k	46.91	View chart
Aveanna Healthcare Hldgs (AVAH)	0.0	$339k		27k	12.41	View chart
Nutex Health (NUTX)	0.0	$337k	-3%	1.6k	211.66	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.0	$335k	+6%	12k	28.48	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$335k		1.5k	228.16	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$335k	-16%	22k	15.26	View chart
Brightspring Health Svcs (BTSG)	0.0	$334k		5.9k	56.75	View chart
Fabrinet SHS (FN)	0.0	$331k	-10%	780.00	424.27	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.0	$331k		16k	20.16	View chart
Kraneshares Trust Gbl Humanoid Rob (KOID)	0.0	$330k	NEW	9.2k	35.73	View chart
Coreweave Com Cl A (CRWV)	0.0	$329k	+6%	3.8k	87.12	View chart
Capital Group International SHS (CGIC)	0.0	$329k	+10%	9.1k	35.98	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$329k		3.1k	106.48	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$328k	+5%	19k	17.05	View chart
NetApp (NTAP)	0.0	$326k		1.6k	210.08	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$324k		2.1k	157.83	View chart
Clear Secure Com Cl A (YOU)	0.0	$323k		7.7k	41.95	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.0	$320k	-7%	6.5k	48.85	View chart
Spdr Series Trust State Stret Spdr (CERY)	0.0	$319k	-36%	8.1k	39.22	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.0	$319k	NEW	1.2k	272.27	View chart
Etf Ser Solutions Aam Trans Etf (TRFM)	0.0	$319k		5.4k	59.10	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$318k	-55%	2.9k	108.71	View chart
AeroVironment (AVAV)	0.0	$317k	-8%	2.2k	142.22	View chart
Zacks Trust Income Etf (ZINC)	0.0	$316k	NEW	13k	25.10	View chart
Brinker International (EAT)	0.0	$316k	-25%	1.6k	193.53	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$316k	+3%	5.8k	54.51	View chart
Blackberry (BB)	0.0	$316k	NEW	35k	9.04	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	0.0	$313k		7.1k	44.35	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$311k	NEW	4.0k	78.10	View chart
Waste Management (WM)	0.0	$311k		1.5k	203.88	View chart
Us Bancorp Com New (USB)	0.0	$308k	+35%	5.3k	57.76	View chart
Pacs Group Com Shs (PACS)	0.0	$306k		7.4k	41.55	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$306k	-3%	560.00	546.17	View chart
Adtalem Global Ed (CVSA)	0.0	$303k		2.5k	122.20	View chart
Elbit Sys Ord (ESLT)	0.0	$303k		444.00	681.63	View chart
Grayscale Coindesk Crypto Usd Shs (GDLC)	0.0	$303k		7.9k	38.36	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	0.0	$303k	NEW	2.3k	130.77	View chart
Agilent Technologies Inc C ommon (A)	0.0	$301k	NEW	1.7k	172.31	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$301k	-4%	1.9k	155.25	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.0	$301k		5.7k	52.97	View chart
Eagle Pt Cr (ECC)	0.0	$296k	-2%	86k	3.46	View chart
ON Semiconductor (ON)	0.0	$296k	-4%	3.9k	76.87	View chart
AZZ Incorporated (AZZ)	0.0	$296k		2.2k	134.39	View chart
Kulicke and Soffa Industries (KLIC)	0.0	$294k		3.1k	94.25	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$293k	+25%	2.6k	112.11	View chart
Deere & Company (DE)	0.0	$292k	NEW	434.00	671.55	View chart
Simpson Manufacturing (SSD)	0.0	$288k	-6%	1.7k	170.88	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$288k	+57%	3.7k	77.78	View chart
Moody's Corporation (MCO)	0.0	$288k	-5%	634.00	453.92	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.0	$288k		1.8k	164.02	View chart
Uranium Energy (UEC)	0.0	$287k		30k	9.45	View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)	0.0	$287k	NEW	2.7k	107.46	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$285k		3.0k	93.85	View chart
UnitedHealth (UNH)	0.0	$284k	-32%	774.00	366.87	View chart
Phibro Animal Health Corp Cl A Com (PAHC)	0.0	$283k		7.9k	35.74	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$281k	+2%	7.8k	35.93	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$280k	+2%	2.7k	103.90	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.0	$280k	+6%	5.8k	48.46	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.0	$280k	NEW	5.6k	49.75	View chart
American Electric Power Company (AEP)	0.0	$280k	+2%	2.4k	118.66	View chart
Bank of America Corporation (BAC)	0.0	$279k	-35%	5.1k	54.43	View chart
Box Cl A (BOX)	0.0	$279k		8.3k	33.48	View chart
Avepoint Com Cl A (AVPT)	0.0	$277k		20k	14.08	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$277k	-6%	2.5k	108.85	View chart
Albemarle Corporation (ALB)	0.0	$275k		2.6k	105.78	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$274k		1.2k	228.34	View chart
Bitwise Funds Trust Crypto Industry (BITQ)	0.0	$273k		11k	25.37	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.0	$273k	+47%	9.6k	28.46	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.0	$268k		7.8k	34.35	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.0	$268k	-7%	4.8k	55.55	View chart
Centrus Energy Corp Cl A (LEU)	0.0	$268k		1.9k	139.47	View chart
First Tr Exchange-traded Ft Vest Tec (TDVI)	0.0	$267k	+4%	8.7k	30.78	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.0	$266k	-2%	6.6k	40.39	View chart
MercadoLibre (MELI)	0.0	$265k	-14%	153.00	1728.53	View chart
Franklin Templeton Etf Tr Systmtc Styl Pre (FLSP)	0.0	$264k	NEW	9.2k	28.60	View chart
Cardinal Health (CAH)	0.0	$262k		1.2k	222.44	View chart
Spdr Series Trust St Long Bd Etf (SPLB)	0.0	$262k	+8%	13k	20.38	View chart
Chubb (CB)	0.0	$260k		800.00	325.25	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.0	$260k	-19%	7.0k	37.03	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$260k	-8%	6.3k	41.43	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$258k	+7%	848.00	304.64	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$258k		1.3k	193.75	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$258k	NEW	1.7k	148.30	View chart
Gilead Sciences (GILD)	0.0	$258k		1.7k	149.01	View chart
Spdr Series Trust St Str Usd Etf (EMHC)	0.0	$257k	+2%	11k	23.87	View chart
Watts Water Technologies Cl A (WTS)	0.0	$257k		725.00	354.18	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.0	$257k	NEW	4.2k	60.62	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$256k		1.6k	160.34	View chart
Argan (AGX)	0.0	$256k	+3%	677.00	377.96	View chart
Target Corporation (TGT)	0.0	$255k	-65%	1.6k	156.69	View chart
Cargurus Com Cl A (CARG)	0.0	$253k	NEW	8.1k	31.16	View chart
Solaredge Technologies (SEDG)	0.0	$252k	NEW	7.9k	31.87	View chart
Enterprise Products Partners (EPD)	0.0	$251k		7.0k	35.61	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$250k		8.5k	29.31	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$249k		8.4k	29.50	View chart
Merit Medical Systems (MMSI)	0.0	$248k	NEW	2.9k	86.23	View chart
Zurn Water Solutions Corp Zws (ZWS)	0.0	$244k		5.2k	46.47	View chart
Starbucks Corporation (SBUX)	0.0	$244k		2.6k	93.96	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.0	$243k	NEW	10k	24.16	View chart
Addus Homecare Corp (ADUS)	0.0	$243k	NEW	2.2k	110.54	View chart
ConocoPhillips (COP)	0.0	$243k	NEW	1.9k	125.17	View chart
Schwab Strategic Tr Govt Mone Ma Etf (SGVT)	0.0	$242k	-12%	2.4k	100.75	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$242k		2.5k	97.44	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$242k		2.0k	123.08	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.0	$241k		3.8k	63.04	View chart
Lumentum Hldgs (LITE)	0.0	$241k	-11%	248.00	971.26	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.0	$240k	-13%	1.0k	231.00	View chart
Arlo Technologies (ARLO)	0.0	$237k		19k	12.40	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.0	$235k		4.2k	56.22	View chart
Automatic Data Processing (ADP)	0.0	$235k	-4%	910.00	258.06	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$234k		1.4k	166.94	View chart
First Tr Exchng Traded Fd Vi Vest Em Mkts Bu (TMAR)	0.0	$232k		8.7k	26.76	View chart
3M Company (MMM)	0.0	$231k	+4%	1.4k	164.16	View chart
State Street Corporation (STT)	0.0	$230k		1.3k	174.59	View chart
Smartstop Self Storag Reit I Common Stock (SMA)	0.0	$230k		7.1k	32.20	View chart
Boyd Gaming Corporation (BYD)	0.0	$229k		3.4k	66.57	View chart
First Tr Exchange-traded Ft Vest Djia (DOGG)	0.0	$228k	+5%	11k	20.98	View chart
Waystar Holding Corp (WAY)	0.0	$227k	NEW	9.0k	25.34	View chart
Trane Technologies SHS (TT)	0.0	$224k	-7%	496.00	451.98	View chart
Blackrock (BLK)	0.0	$218k	NEW	206.00	1057.58	View chart
Pjt Partners Com Cl A (PJT)	0.0	$217k	NEW	1.5k	142.71	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.0	$217k		5.4k	40.28	View chart
Steel Dynamics (STLD)	0.0	$216k		976.00	221.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.0	$216k		7.4k	29.03	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.0	$215k		1.7k	128.68	View chart
Lithium Amers Corp Com Shs (LAC)	0.0	$214k		82k	2.63	View chart
Power Integrations (POWI)	0.0	$214k	+60%	4.1k	51.80	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.0	$213k		1.5k	138.40	View chart
First Tr Exchng Traded Fd Vi Ft Ve Us Eq Equa (RSDE)	0.0	$212k	NEW	9.0k	23.46	View chart
Huntington Ingalls Inds (HII)	0.0	$212k	+6%	793.00	267.21	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$212k		3.0k	70.51	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$210k		3.7k	56.32	View chart
Q2 Holdings (QTWO)	0.0	$209k	NEW	3.8k	55.44	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.0	$208k	NEW	6.8k	30.59	View chart
Matador Resources (MTDR)	0.0	$207k	NEW	4.0k	51.58	View chart
Kraft Heinz (KHC)	0.0	$207k	NEW	9.1k	22.72	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$207k		4.4k	46.86	View chart
Grayscale Ethereum Staking Shs New (ETH)	0.0	$207k	NEW	8.1k	25.49	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$204k		3.1k	65.86	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$204k	-2%	1.2k	166.28	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.0	$203k	NEW	5.9k	34.29	View chart
Cigna Corp (CI)	0.0	$203k	-4%	745.00	271.83	View chart
Aim Etf Products Trust Allianzim Us Eqt (AUGT)	0.0	$201k	NEW	5.1k	39.15	View chart
Lithium Argentina Com Shs (LAR)	0.0	$188k		34k	5.50	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.0	$183k	NEW	11k	16.32	View chart
Rithm Capital Corp Com New (RITM)	0.0	$171k		19k	8.93	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$166k	+11%	16k	10.14	View chart
Ford Motor Company (F)	0.0	$148k	+3%	12k	12.06	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$127k	+19%	16k	7.90	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$104k	-9%	21k	4.97	View chart
Grayscale Solana Staking Etf SHS (GSOL)	0.0	$99k	-21%	11k	8.88	View chart
Novagold Resources Com New (NG)	0.0	$85k	NEW	13k	6.50	View chart
Airjoule Technologies Corp Cl A (AIRJ)	0.0	$50k	NEW	13k	3.90	View chart
Loop Inds (LOOP)	0.0	$22k		52k	0.41	View chart
Uber Technologies Note 0.875%12/0 (Principal)	0.0	$14k	-33%	12k	1.14	View chart
Guardant Health Note 11/1 (Principal)	0.0	$14k	-28%	10k	1.37	View chart
Akamai Technologies Note 0.375% 9/0 (Principal)	0.0	$12k		11k	1.13	View chart
Pg&e Corp Note 4.250%12/0 (Principal)	0.0	$12k	+9%	12k	0.97	View chart
Meritage Homes Corp Note 1.750% 5/1 (Principal)	0.0	$11k	-35%	11k	0.95	View chart
Southern Note 4.500% 6/1 (Principal)	0.0	$10k	-33%	10k	1.00	View chart
Biomarin Pharmaceutical Note 1.250% 5/1 (Principal)	0.0	$9.8k	-28%	10k	0.98	View chart
Dexcom Note 0.375% 5/1 (Principal)	0.0	$9.5k	-33%	10k	0.95	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 Q3 filed Oct. 20, 2026
Balboa Wealth Partners 2026 Q2 filed Aug. 10, 2026
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

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