Balboa Wealth Partners

Q1 2025 13F Holdings

  • Location
    scottsdale, AZ
  • Num holdings

    327

  • Value ($000)

    $414,204

  • Date Filed
    04/23/2025
  • Form type
    13F-HR
  • CIK
    0001929008
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
TSLA
TSLA

TESLA INC

COM
88160R101
$32.65M
8 %

125,969

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$31.32M
8 %

288,938

KRE
KRE

SPDR SER TR

BLOOMBERG 1-3 MO
78468R663
$24.25M
6 %

264,321

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$20.46M
5 %

54,502

AAPL
AAPL

APPLE INC

COM
037833100
$15.21M
4 %

68,484

AMZN
AMZN

AMAZON COM INC

COM
023135106
$11.99M
3 %

62,996

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$11.59M
3 %

20,710

AMD
AMD

ADVANCED MICRO DEVICES INC

COM
007903107
$8.30M
2 %

80,806

META
META

META PLATFORMS INC

CL A
30303M102
$8.19M
2 %

14,213

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$7.29M
2 %

46,644

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