Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Balboa Wealth Partners

Quarter ended Q1 2023 · Filed January 4, 2023 · Accession 0001929008-23-000001

Total Value
$227,380
Positions
259
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (259)

#IssuerTicker / CUSIPSharesValue% of Filing
1TESLA INCTSLA145,023$38,46716.92%
2MICROSOFT CORPMSFT61,968$14,4326.35%
3APPLE INCAAPL103,155$14,2566.27%
4AMAZON COM INCAMZN54,660$6,1772.72%
5NVIDIA CORPORATIONNVDA49,856$6,0522.66%
6ADVANCED MICRO DEVICES INCAMD94,762$6,0042.64%
7SPDR S&P 500 ETF TRSPY14,784$5,2802.32%
8FIRST TR EXCHANGE-TRADED FD33739Q40888,584$5,2552.31%
9ALPHABET INCGOOG47,680$4,5842.02%
10SPDR S&P MIDCAP 400 ETF TRMDY9,571$3,8441.69%
11UBIQUITI INCUI9,840$2,8891.27%
12VISA INCV15,536$2,7601.21%
13TAIWAN SEMICONDUCTOR MFG LTD87403910036,932$2,5321.11%
14BERKSHIRE HATHAWAY INC DELBRK-A6$2,4391.07%
15BERKSHIRE HATHAWAY INC DELBRK-A8,939$2,3871.05%
16MASTERCARD INCORPORATEDMA7,838$2,2290.98%
17META PLATFORMS INCMETA15,518$2,1050.93%
18PROSHARES TR74347B425115,816$2,0010.88%
19MSCI INCMSCI4,712$1,9880.87%
20COSTCO WHSL CORP NEW22160K1053,997$1,8870.83%
21REGENERON PHARMACEUTICALSREGN2,604$1,7940.79%
22ADOBE SYSTEMS INCORPORATEDADBE6,401$1,7620.77%
23BOEING COBA-PA14,509$1,7570.77%
24INVESCO QQQ TRIVZ6,181$1,6520.73%
25J P MORGAN EXCHANGE TRADED F46641Q33232,063$1,6430.72%
26SPDR SER TR78468R66317,359$1,5900.70%
27VERISK ANALYTICS INCVRSK9,295$1,5850.70%
28INTUITIVE SURGICAL INCISRG7,801$1,4620.64%
29CHEVRON CORP NEWCVX9,774$1,4040.62%
30STRATEGY SHSSTRD71,637$1,3750.60%
31GILEAD SCIENCES INCGILD22,057$1,3610.60%
32SELECT SECTOR SPDR TR81369Y80311,010$1,3080.58%
33AT&T INCT-PC83,666$1,2830.56%
34VERIZON COMMUNICATIONS INCVZ33,158$1,2590.55%
35SCHWAB CHARLES CORPSCHW-PJ17,408$1,2510.55%
36JOHNSON & JOHNSONJNJ7,553$1,2340.54%
37S&P GLOBAL INCSPGI3,959$1,2090.53%
38PROSHARES TR74347R37050,719$1,2010.53%
39VANGUARD WHITEHALL FDS92194640612,451$1,1810.52%
40DISNEY WALT CO25468710612,114$1,1430.50%
41ALPHABET INCGOOG11,833$1,1320.50%
42MOODYS CORPMCO4,552$1,1070.49%
43PFIZER INCPFE24,935$1,0910.48%
44ABBVIE INCABBV7,998$1,0730.47%
45TEXAS INSTRS INC8825081046,845$1,0590.47%
46ASML HOLDING N VASMLF2,527$1,0500.46%
47HOME DEPOT INCHD3,687$1,0170.45%
48SOUTHERN COPPER CORPSCCO22,557$1,0110.44%
49ILLUMINA INCILMN5,169$9860.43%
50SELECT SECTOR SPDR TR81369Y30814,167$9450.42%
51RAYTHEON TECHNOLOGIES CORPRTX10,968$8980.39%
52QUALCOMM INCQCOM7,828$8840.39%
53UNIVERSAL DISPLAY CORPOLED9,070$8560.38%
54SELECT SECTOR SPDR TR81369Y2096,965$8440.37%
55SELECT SECTOR SPDR TR81369Y60527,770$8430.37%
56BP PLCBPPFF28,611$8170.36%
57SCHWAB STRATEGIC TR80852479712,072$8020.35%
58LITHIUM AMERS CORP NEWLTUM30,488$8000.35%
59JPMORGAN CHASE & COVYLD7,497$7830.34%
60EXXON MOBIL CORPXOM8,924$7790.34%
61ALBEMARLE CORPALB-PA2,900$7670.34%
62SPDR GOLD TRGLD4,939$7640.34%
63ABBOTT LABSABLZF7,666$7420.33%
64PROCTER AND GAMBLE CO7427181095,722$7220.32%
65DIMENSIONAL ETF TRUST25434V72424,091$7130.31%
66OMEGA FLEX INCOFLX7,555$7000.31%
67SOUTHERN COSOMN10,200$6940.31%
68INNOVATOR ETFS TRINHD26,647$6740.30%
69NETFLIX INCNFLX2,822$6640.29%
70ISHARES TR46434V87813,000$6500.29%
71GABELLI UTIL TR36240A10194,040$6490.29%
72AFFIRM HLDGS INCAFRM33,541$6290.28%
73SPDR SER TR78464A8707,915$6280.28%
74SOCIEDAD QUIMICA Y MINERA DE8336351056,839$6210.27%
75SPDR INDEX SHS FDS78463X88923,524$6070.27%
76ISHARES TR4642876553,669$6050.27%
77SPDR DOW JONES INDL AVERAGE78467X1092,063$5930.26%
78INNOVATOR ETFS TRINHD22,442$5840.26%
79BROADCOM INCAVGO1,277$5670.25%
80INTEL CORPINTC21,745$5600.25%
81VANGUARD SCOTTSDALE FDS92206C4097,481$5560.24%
82SELECT SECTOR SPDR TR81369Y8868,376$5490.24%
83WALMART INCWMT4,220$5470.24%
84ONEOK INC NEWOKE10,495$5380.24%
85LOCKHEED MARTIN CORPLMT1,354$5230.23%
86SSGA ACTIVE TR78470P40814,363$5160.23%
87MCDONALDS CORPMCD2,210$5100.22%
88UNITEDHEALTH GROUP INCUNH1,003$5070.22%
89SSGA ACTIVE TR78470P50719,461$4970.22%
90SELECT SECTOR SPDR TR81369Y5066,848$4930.22%
91ISHARES TR4642875983,615$4920.22%
92PEPSICO INCPEP2,986$4880.21%
93MICRON TECHNOLOGY INCMU9,664$4840.21%
94CAMECO CORPCCJ17,600$4670.21%
95MILLER HOWARD HIGH INC EQTY60037910151,331$4660.20%
96VANGUARD BD INDEX FDS9219378356,398$4560.20%
97SELECT SECTOR SPDR TR81369Y4073,123$4450.20%
98VANGUARD SCOTTSDALE FDS92206C1027,588$4390.19%
99SPDR SER TR78464A67215,480$4350.19%
100J P MORGAN EXCHANGE TRADED F46641Q8378,568$4300.19%
101MAIN STR CAP CORP56035L10412,749$4290.19%
102VENTAS INCVTR10,616$4260.19%
103ISHARES TR4642872001,172$4200.18%
104BLACKROCK CORPOR HI YLD FD IBLK48,119$4110.18%
105HUNTINGTON BANCSHARES INCHBANP30,850$4070.18%
106SELECT SECTOR SPDR TR81369Y1005,803$3950.17%
107FORD MTR CO DEL34537086034,984$3920.17%
108GALLAGHER ARTHUR J & CO3635761092,286$3910.17%
109ALIBABA GROUP HLDG LTDBBAAY4,869$3890.17%
110INVESCO EXCH TRD SLF IDX FDIVZ17,485$3840.17%
111UNITED PARCEL SERVICE INCUPS2,348$3790.17%
112VANGUARD BD INDEX FDS9219378275,018$3750.16%
113CISCO SYS INCCSCO9,380$3750.16%
114DIMENSIONAL ETF TRUST25434V6099,540$3720.16%
115GOLDMAN SACHS GROUP INCGSCE1,268$3720.16%
116SPDR SER TR78464A6314,025$3690.16%
117ISHARES TR4642878044,104$3580.16%
118LILLY ELI & COLLY1,103$3570.16%
119SEMPRASREA2,374$3560.16%
120INTERNATIONAL BUSINESS MACHSINTR2,977$3540.16%
121DRAFTKINGS INC NEWDKNG23,042$3490.15%
122SCHWAB STRATEGIC TR8085248706,727$3480.15%
123ARES CAPITAL CORPARCC19,962$3370.15%
124GLOBAL X FDS37954Y8555,100$3370.15%
125PG&E CORPPCG-PX26,303$3290.14%
126ISHARES TR46429B6556,517$3280.14%
127MERCK & CO INCMRK3,811$3280.14%
128CVS HEALTH CORPCVS3,380$3220.14%
129AMBARELLA INCAMBA5,527$3100.14%
130CIGNA CORP NEW1255231001,113$3090.14%
131ISHARES TR4642876141,462$3080.14%
132ULTA BEAUTY INCULTA767$3080.14%
133MCKESSON CORPMCK899$3060.13%
134DIMENSIONAL ETF TRUST25434V70813,736$3050.13%
135THERMO FISHER SCIENTIFIC INCTMO602$3050.13%
136SCHWAB STRATEGIC TR8085247228,729$3020.13%
137ISHARES TR46434V6216,701$2980.13%
138STARBUCKS CORPSBUX3,529$2970.13%
139ISHARES TR4642873095,139$2970.13%
140TARGET CORPTGT1,973$2930.13%
141INNOVATOR ETFS TRINHD15,163$2920.13%
142VANGUARD INDEX FDS922908363882$2900.13%
143NORTHROP GRUMMAN CORPNOC614$2890.13%
144VANGUARD SCOTTSDALE FDS92206C8703,800$2880.13%
145ISHARES TR46435U7138,788$2830.12%
146INVESCO EXCH TRD SLF IDX FDIVZ12,361$2820.12%
147INVESCO ACTVELY MNGD ETC FDIVZ17,106$2770.12%
148VANGUARD CHARLOTTE FDS92203J4075,753$2750.12%
149INVESCO EXCH TRADED FD TR IIIVZ4,015$2690.12%
150ARISTA NETWORKS INCANET2,380$2690.12%
151ISHARES TR4642874082,094$2690.12%
152INVESCO EXCH TRD SLF IDX FDIVZ12,723$2690.12%
153ISHARES TR4642877393,284$2670.12%
154ISHARES TR4642874573,294$2670.12%
155PALO ALTO NETWORKS INCPANW1,626$2660.12%
156SCHWAB STRATEGIC TR8085242016,275$2660.12%
157COCA COLA COKO4,670$2620.12%
158ILLINOIS TOOL WKS INC4523081091,441$2600.11%
159INVESCO EXCH TRD SLF IDX FDIVZ12,380$2580.11%
160GSK PLCGLAXF8,701$2560.11%
161ISHARES TR4642874322,491$2550.11%
162DOW INCDOW5,787$2540.11%
163DEVON ENERGY CORP NEW25179M1034,214$2530.11%
164ISHARES TR4642884142,462$2530.11%
165DUKE ENERGY CORP NEWDUKB2,695$2510.11%
166SIMPSON MFG INC8290731053,174$2490.11%
167GENERAL MTRS CO37045V1007,737$2480.11%
168ABRDN GOLD ETF TRUST00326A10415,507$2470.11%
169NEXTERA ENERGY INCNEE-PW3,124$2450.11%
170CONSTELLATION BRANDS INCSTZ1,063$2440.11%
171ISHARES TR4642886877,571$2400.11%
172VANGUARD INDEX FDS9229087511,404$2400.11%
173INVESCO EXCH TRADED FD TR IIIVZ13,708$2390.11%
174ALTRIA GROUP INCMO5,884$2380.10%
175INVESCO EXCH TRADED FD TR IIIVZ4,111$2380.10%
176SPDR SER TR78464A6499,381$2340.10%
177INNOVATOR ETFS TRINHD9,275$2300.10%
178SPDR SER TR78468R7394,956$2280.10%
179SCHWAB STRATEGIC TR8085248624,710$2270.10%
180WYNN RESORTS LTDWYNN3,565$2250.10%
181INVESCO EXCHANGE TRADED FD TIVZ827$2230.10%
182SPDR SER TR78464A6647,506$2220.10%
183ISHARES TR46429B7472,314$2220.10%
184FIRST TR EXCHANGE-TRADED FD33738R6055,347$2190.10%
185SSGA ACTIVE ETF TR78467V6085,340$2180.10%
186GLOBAL X FDS37954Y48313,596$2130.09%
187PHILIP MORRIS INTL INC7181721092,559$2120.09%
188DEERE & CODE631$2110.09%
189CATERPILLAR INCCAT1,281$2100.09%
190PROSHARES TR74347R1075,192$2060.09%
191VANGUARD WORLD FDS92204A8761,423$2020.09%
192WARNER BROS DISCOVERY INCWBD14,476$1660.07%
193NUVEEN ARIZONA QLTY MUN INCNU12,545$1570.07%
194LOOP INDS INC54351810429,308$1270.06%
195CBRE GBL REAL ESTATE INC FD12504G10021,571$1240.05%
196GLOBAL SELF STORAGE INCSELF18,905$1110.05%
197RITHM CAPITAL CORPRITM-PF14,615$1070.05%
198PIONEER NAT RES CO723787AP249,000$1070.05%
199LUMEN TECHNOLOGIES INCLUMN14,489$1050.05%
200GOLDEN OCEAN GROUP LTDNVGLF13,224$990.04%
201EQT CORPEQT32,000$880.04%
202FIRST MAJESTIC SILVER CORPAG11,000$840.04%
203CANOPY GROWTH CORPCGC23,485$640.03%
204NICE LTDNCSYF62,000$570.03%
205BIOMARIN PHARMACEUTICAL INCBMRN56,000$570.03%
206NOKIA CORPNOKBF10,917$470.02%
207DISH NETWORK CORPORATION25470MAB566,000$450.02%
208SOUTHWEST AIRLS CO844741BG236,000$410.02%
209NRG ENERGY INCNRG37,000$400.02%
210VAIL RESORTS INCMTN45,000$400.02%
211INVESCO SR INCOME TRIVZ10,500$390.02%
212PALO ALTO NETWORKS INCPANW23,000$390.02%
213HELIX ENERGY SOLUTIONS GRP I42330PAK338,000$390.02%
214SILICON LABORATORIES INCSLAB32,000$380.02%
215MICROCHIP TECHNOLOGY INC.MCHPP38,000$380.02%
216CHEESECAKE FACTORY INCCAKE47,000$360.02%
217FORD MTR CO DEL345370CZ139,000$360.02%
218ENVESTNET INC29404KAB237,000$350.02%
219DEXCOM INCDXCM38,000$350.02%
220LUMENTUM HLDGS INCLITE38,000$350.02%
221ZILLOW GROUP INCZ37,000$340.01%
222CABLE ONE INCCABO47,000$340.01%
223CONMED CORPCNMD31,000$340.01%
224INTEGRA LIFESCIENCES HLDGS CIART39,000$340.01%
225NUVASIVE INCNU39,000$340.01%
226PEBBLEBROOK HOTEL TRPEB-PH38,000$330.01%
227PATRICK INDS INC703343AB932,000$310.01%
228ETSY INCETSY23,000$310.01%
229RINGCENTRAL INCRNG37,000$310.01%
230LIBERTY MEDIA CORP DELFWONB25,000$300.01%
231ROYAL CARIBBEAN GROUP780153BB731,000$300.01%
232WESTERN DIGITAL CORP.WDC31,000$290.01%
233BURLINGTON STORES INCBURL30,000$290.01%
234HOPE BANCORP INCHOPE30,000$290.01%
235TELADOC HEALTH INCTDOC39,000$280.01%
236AKAMAI TECHNOLOGIES INCAKAM26,000$260.01%
237EZCORP INCEZPW30,000$260.01%
238WESTERN ASSET MORTGAGE CAPIT95790DAD730,000$260.01%
239PARATEK PHARMACEUTICALS INC699374AB025,000$220.01%
240SPLUNK INC848637AD624,000$210.01%
241EXACT SCIENCES CORP30063PAC933,000$210.01%
242IRONNET INC46323Q10530,600$210.01%
243SPIRIT AIRLS INC848577AB824,000$200.01%
244INTERCEPT PHARMACEUTICALS ININTR21,000$200.01%
245IONIS PHARMACEUTICALS INCIONS20,000$200.01%
246TILRAY BRANDS INCTLRY20,000$200.01%
247VIAVI SOLUTIONS INCVIAV17,000$190.01%
248BLOCK INCBSQKZ21,000$190.01%
249HELLO GROUP INCMOMO20,000$180.01%
250APPLIED OPTOELECTRONICS INCAAOI27,000$170.01%
251MFA FINL INC55272XAA020,000$170.01%
252ONCTERNAL THERAPEUTICS INC68236P10717,500$160.01%
253WEIBO CORPWEIBF15,000$150.01%
254SNAP INCSNAP15,000$130.01%
255EVERBRIDGE INCEVEX-WT15,000$130.01%
256INSEEGO CORPINSG20,000$130.01%
257OMEROS CORPOMER15,000$130.01%
258GREENLIGHT CAP RE LTD395366AB310,000$100.00%
259BLACKROCK CORPOR HI YLD FD IBLK48,119$00.00%