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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 Q2 2023 · Filed May 12, 2023 · Accession 0001951757-23-000295

Total Value
$264.7M
Positions
298
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (298)

#IssuerTicker / CUSIPSharesValue% of Filing
1TESLA INCTSLA147,252$30.5M11.54%
2MICROSOFT CORPMSFT59,569$17.2M6.49%
3APPLE INCAAPL91,361$15.1M5.69%
4NVIDIA CORPORATIONNVDA43,951$12.2M4.61%
5ADVANCED MICRO DEVICES INCAMD96,591$9.5M3.58%
6FIRST TR EXCHANGE-TRADED FD33739Q408123,067$7.3M2.77%
7SPDR S&P 500 ETF TRSPY17,042$7.0M2.64%
8AMAZON COM INCAMZN62,643$6.5M2.44%
9SPDR S&P MIDCAP 400 ETF TRMDY11,161$5.1M1.93%
10ALPHABET INCGOOG48,625$5.1M1.91%
11TAIWAN SEMICONDUCTOR MFG LTD87403910032,816$3.1M1.15%
12META PLATFORMS INCMETA14,266$3.0M1.14%
13BOEING COBA-PA13,777$2.9M1.11%
14ADOBE SYSTEMS INCORPORATEDADBE7,433$2.9M1.08%
15BERKSHIRE HATHAWAY INC DELBRK-A9,181$2.8M1.07%
16BERKSHIRE HATHAWAY INC DELBRK-A6$2.8M1.06%
17SPDR GOLD TRGLD14,996$2.7M1.04%
18MASTERCARD INCORPORATEDMA7,211$2.6M0.99%
19INVESCO QQQ TRIVZ7,937$2.5M0.96%
20ASML HOLDING N VASMLF3,395$2.3M0.87%
21REGENERON PHARMACEUTICALSREGN2,715$2.2M0.84%
22COSTCO WHSL CORP NEW22160K1054,188$2.1M0.79%
23J P MORGAN EXCHANGE TRADED F46641Q33238,055$2.1M0.78%
24VISA INCV8,286$1.9M0.71%
25INTUITIVE SURGICAL INCISRG6,364$1.6M0.61%
26AT&T INCT-PC83,909$1.6M0.61%
27SOUTHERN COPPER CORPSCCO21,046$1.6M0.61%
28TEXAS INSTRS INC8825081048,396$1.6M0.59%
29SELECT SECTOR SPDR TR81369Y80310,218$1.5M0.58%
30UNIVERSAL DISPLAY CORPOLED9,915$1.5M0.58%
31STRATEGY SHSSTRD74,503$1.5M0.57%
32SELECT SECTOR SPDR TR81369Y10016,274$1.3M0.50%
33SSGA ACTIVE TR78470P50749,341$1.3M0.49%
34ALPHABET INCGOOG12,528$1.3M0.49%
35MICRON TECHNOLOGY INCMU20,715$1.2M0.47%
36SPDR INDEX SHS FDS78463X88938,202$1.2M0.46%
37ISHARES TR46428773914,148$1.2M0.45%
38SPDR SER TR78468R66312,878$1.2M0.45%
39DISNEY WALT CO25468710611,772$1.2M0.45%
40ABBVIE INCABBV7,396$1.2M0.45%
41JOHNSON & JOHNSONJNJ7,598$1.2M0.44%
42CHEVRON CORP NEWCVX6,994$1.1M0.43%
43BNY MELLON ETF TRUST09661T80023,622$1.1M0.42%
44ISHARES TR4642886539,691$1.1M0.42%
45VERIZON COMMUNICATIONS INCVZ28,426$1.1M0.42%
46SCHWAB CHARLES CORPSCHW-PJ20,914$1.1M0.41%
47ALBEMARLE CORPALB-PA4,901$1.1M0.41%
48HOME DEPOT INCHD3,625$1.1M0.40%
49QUALCOMM INCQCOM7,930$1.0M0.38%
50SPDR DOW JONES INDL AVERAGE78467X1093,007$1.0M0.38%
51SPDR SER TR78464A15134,603$987,5700.37%
52BP PLCBPPFF25,551$969,3930.37%
53RAYTHEON TECHNOLOGIES CORPRTX9,734$953,2720.36%
54MSCI INCMSCI1,701$952,3020.36%
55SCHWAB STRATEGIC TR80852479712,893$943,2810.36%
56BROADCOM INCAVGO1,419$910,3450.34%
57NETFLIX INCNFLX2,567$886,8470.33%
58JPMORGAN CHASE & COVYLD6,620$862,6010.33%
59SSGA ACTIVE TR78470P40821,274$854,1510.32%
60VANGUARD SCOTTSDALE FDS92206C10214,566$852,7050.32%
61PFIZER INCPFE20,773$847,5230.32%
62MCDONALDS CORPMCD3,020$844,4580.32%
63SELECT SECTOR SPDR TR81369Y60526,205$842,4890.32%
64ISHARES TR4642888697,941$829,9430.31%
65DIMENSIONAL ETF TRUST25434V72424,091$806,5670.30%
66VANGUARD WHITEHALL FDS9219464067,512$792,5600.30%
67INVESCO EXCHANGE TRADED FD TIVZ8,353$787,5210.30%
68PROCTER AND GAMBLE CO7427181095,199$773,0940.29%
69LITHIUM AMERS CORP NEWLTUM34,973$761,0120.29%
70MILLER HOWARD HIGH INC EQTY60037910175,706$760,8450.29%
71BANK AMERICA CORP06050510425,394$726,2680.27%
72CAMECO CORPCCJ27,721$725,4610.27%
73INNOVATOR ETFS TRINHD26,647$720,6730.27%
74AMERICAN CENTY ETF TR0250728779,519$704,9580.27%
75SELECT SECTOR SPDR TR81369Y3089,375$700,4430.26%
76ABBOTT LABSABLZF6,678$676,1770.26%
77SOUTHERN COSOMN9,512$661,8430.25%
78ISHARES TR46434V87813,120$659,2800.25%
79SPDR SER TR78464A8708,463$644,9650.24%
80ARES CAPITAL CORPARCC34,354$627,8260.24%
81LOCKHEED MARTIN CORPLMT1,326$626,7530.24%
82GABELLI UTIL TR36240A10187,090$622,6940.24%
83MAIN STR CAP CORP56035L10415,770$622,2710.24%
84SPDR SER TR78464A6315,309$620,6860.23%
85INNOVATOR ETFS TRINHD22,442$618,7260.23%
86SELECT SECTOR SPDR TR81369Y2094,762$616,4700.23%
87EXXON MOBIL CORPXOM5,619$616,1610.23%
88MCKESSON CORPMCK1,667$593,5740.22%
89LILLY ELI & COLLY1,726$592,8660.22%
90SELECT SECTOR SPDR TR81369Y4073,904$583,7420.22%
91ONEOK INC NEWOKE9,179$583,2340.22%
92SELECT SECTOR SPDR TR81369Y5066,957$576,2690.22%
93ISHARES TR4642876553,204$571,6470.22%
94J P MORGAN EXCHANGE TRADED F46641Q83711,278$567,4920.21%
95STERLING INFRASTRUCTURE INCSTRL14,854$562,6700.21%
96S&P GLOBAL INCSPGI1,627$561,0750.21%
97VANGUARD WORLD FDS92204A8763,785$558,4210.21%
98ULTA BEAUTY INCULTA1,009$550,5810.21%
99UNITEDHEALTH GROUP INCUNH1,165$550,5800.21%
100SPDR SER TR78464A64920,919$539,5010.20%
101ATKORE INCATKR3,826$537,4760.20%
102SHOCKWAVE MED INC82489T1042,478$537,3050.20%
103GOLDMAN SACHS GROUP INCGSCE1,637$535,3520.20%
104ALIBABA GROUP HLDG LTDBBAAY5,214$532,7670.20%
105ISHARES TR4642872001,293$531,5720.20%
106CHENIERE ENERGY INCLNG3,367$530,5900.20%
107PEPSICO INCPEP2,892$527,1490.20%
108MERCK & CO INCMRK4,918$523,2150.20%
109VANGUARD BD INDEX FDS9219378357,033$519,2310.20%
110SPDR SER TR78468R73910,825$514,7300.19%
111INTEL CORPINTC15,015$490,5490.19%
112SCHWAB STRATEGIC TR80852483910,431$489,3180.18%
113AMBARELLA INCAMBA6,238$482,9460.18%
114GILEAD SCIENCES INCGILD5,781$479,6250.18%
115ISHARES TR46434V8609,250$467,9580.18%
116ISHARES TR46435U71312,368$461,5610.17%
117VANGUARD INDEX FDS9229083631,227$461,3690.17%
118WALMART INCWMT3,118$459,7120.17%
119MARVELL TECHNOLOGY INCMRVL10,415$450,9740.17%
120OFS CREDIT COMPANY INCOCCIO49,000$450,8000.17%
121VENTAS INCVTR10,252$444,4240.17%
122UNITED PARCEL SERVICE INCUPS2,268$439,9900.17%
123GALLAGHER ARTHUR J & CO3635761092,297$439,4390.17%
124FORD MTR CO DEL34537086034,595$435,9010.16%
125THERMO FISHER SCIENTIFIC INCTMO754$434,6410.16%
126AFFIRM HLDGS INCAFRM38,358$432,2950.16%
127DRAFTKINGS INC NEWDKNG22,142$428,6690.16%
128DIMENSIONAL ETF TRUST25434V6099,540$424,5300.16%
129ISHARES TR4642875982,749$418,4970.16%
130SCHWAB STRATEGIC TR8085248548,159$411,4470.16%
131ISHARES TR46436E7183,948$397,0900.15%
132ISHARES TR4642878044,094$395,8900.15%
133SPDR INDEX SHS FDS78463X10310,405$395,7020.15%
134CISCO SYS INCCSCO7,112$371,7890.14%
135PALO ALTO NETWORKS INCPANW1,858$371,1170.14%
136SIMPSON MFG INC8290731053,372$369,7060.14%
137MOSAIC CO NEWMOS7,995$366,7970.14%
138SCHWAB STRATEGIC TR8085248706,801$364,5980.14%
139LAM RESEARCH CORPLRCX684$362,6020.14%
140ISHARES TR46434V6217,240$361,9250.14%
141TARGET CORPTGT2,172$359,8270.14%
142HUNTINGTON BANCSHARES INCHBANP31,914$357,4370.14%
143WYNN RESORTS LTDWYNN3,154$352,9640.13%
144SPDR SER TR78468R8539,285$350,6940.13%
145ACTIVISION BLIZZARD INC00507V1094,044$346,1200.13%
146ISHARES SILVER TRSLV15,612$345,3370.13%
147COCA COLA COKO5,544$343,8780.13%
148VERISK ANALYTICS INCVRSK1,731$332,0210.13%
149AMERICAN EXPRESS COAXP1,986$327,5410.12%
150PEABODY ENERGY CORPBTU12,649$323,8140.12%
151AMERICAN CENTY ETF TR0250728025,525$323,0920.12%
152SPDR SER TR78468R86116,809$319,8750.12%
153DIMENSIONAL ETF TRUST25434V70812,389$315,6720.12%
154CATERPILLAR INCCAT1,371$313,8210.12%
155SELECT SECTOR SPDR TR81369Y7043,096$313,2130.12%
156INNOVATOR ETFS TRINHD13,234$312,3580.12%
157GLOBAL X FDS37954Y8554,905$311,6910.12%
158ISHARES TR4642886879,913$309,4840.12%
159INVESCO EXCH TRADED FD TR IIIVZ4,015$305,5420.12%
160ARISTA NETWORKS INCANET1,756$294,7620.11%
161MOODYS CORPMCO963$294,7200.11%
162SPDR INDEX SHS FDS78463X5098,430$287,7160.11%
163QUEST DIAGNOSTICS INCDGX2,032$287,4870.11%
164INVESCO EXCHANGE TRADED FD TIVZ920$285,6780.11%
165DEERE & CODE692$285,6540.11%
166AMERICAN CENTY ETF TR0250723726,618$282,5210.11%
167STARBUCKS CORPSBUX2,712$282,4220.11%
168ALTRIA GROUP INCMO6,319$281,9460.11%
169CLOUDFLARE INCNET4,560$281,1700.11%
170NORTHROP GRUMMAN CORPNOC608$280,5370.11%
171CVS HEALTH CORPCVS3,775$280,5310.11%
172ISHARES TR4642874081,822$276,5300.10%
173ISHARES INC4642862105,987$276,3100.10%
174ISHARES TR46435G6725,608$274,5120.10%
175ILLINOIS TOOL WKS INC4523081091,116$271,6390.10%
176VANGUARD INDEX FDS9229087511,427$270,5020.10%
177ILLUMINA INCILMN1,138$264,6420.10%
178PHILIP MORRIS INTL INC7181721092,712$263,7430.10%
179SCHWAB STRATEGIC TR8085242015,449$263,5680.10%
180GLOBAL X FDS37954Y65713,267$263,4830.10%
181CHESAPEAKE ENERGY CORPEXE3,429$260,7210.10%
182DUKE ENERGY CORP NEWDUKB2,696$260,1170.10%
183SCHWAB STRATEGIC TR8085247226,569$259,8040.10%
184NIKE INCNKE2,116$259,5060.10%
185INVESCO EXCH TRADED FD TR IIIVZ4,116$256,8380.10%
186ISHARES TR46435G1023,499$254,1180.10%
187NEXTERA ENERGY INCNEE-PW3,266$251,7790.10%
188VANECK ETF TRUST92189H3009,962$251,5310.10%
189GSK PLCGLAXF6,867$244,3220.09%
190VANGUARD SCOTTSDALE FDS92206C4093,195$243,5550.09%
191ISHARES TR4642874322,284$242,9490.09%
192MGM RESORTS INTERNATIONALMGM5,459$242,4890.09%
193MONSTER BEVERAGE CORP NEWMNST4,476$241,7490.09%
194CONOCOPHILLIPSCOP2,429$240,9810.09%
195BRISTOL-MYERS SQUIBB COCELG-RI3,444$238,7040.09%
196SPDR SER TR78464A6647,626$235,4910.09%
197SPDR SER TR78464A6728,134$235,3980.09%
198ZIONS BANCORPORATION N A9897011077,850$234,9510.09%
199INTERNATIONAL BUSINESS MACHSINTR1,787$234,3000.09%
200FIRST TR EXCHANGE-TRADED FD33738R6055,175$233,2950.09%
201SPDR SER TR78464A39110,964$232,6560.09%
202INVESCO EXCHANGE TRADED FD TIVZ10,914$230,0590.09%
203PROSHARES TR74347R1074,517$226,7530.09%
204ISHARES TR4642884142,078$223,8840.08%
205ISHARES TR46429B7472,254$223,6640.08%
206GENERAL MTRS CO37045V1006,086$223,2410.08%
207SEMPRASREA1,466$221,6010.08%
208DARLING INGREDIENTS INCDAR3,762$219,7010.08%
209SALESFORCE INCCRM1,095$218,7590.08%
210INVESCO ACTVELY MNGD ETC FDIVZ15,360$218,4190.08%
211WISDOMTREE TRWT5,782$217,6990.08%
212NOVO-NORDISK A SNONOF1,358$216,1120.08%
213ROBLOX CORPRBLX4,800$215,9040.08%
214CONSOLIDATED EDISON INCED2,247$215,0030.08%
215SPDR SER TR78468R6069,347$214,7940.08%
216DEVON ENERGY CORP NEW25179M1034,242$214,7010.08%
217CADENCE DESIGN SYSTEM INCCDNS1,017$213,6620.08%
218VANGUARD SCOTTSDALE FDS92206C8702,647$212,3570.08%
219ISHARES INC4642863198,644$212,1190.08%
220ARCH RESOURCES INC03940R1071,610$211,6100.08%
221APTARGROUP INCATR1,773$209,5510.08%
222FIRST TR EXCH TRADED FD III33739P1034,118$209,2360.08%
223INVESCO EXCH TRD SLF IDX FDIVZ8,807$207,4490.08%
224INVESCO EXCH TRADED FD TR IIIVZ2,282$206,7950.08%
225SSGA ACTIVE ETF TR78467V1037,468$205,9740.08%
226EATON CORP PLCETN1,201$205,7790.08%
227MEDTRONIC PLCMDT2,546$205,2270.08%
228INVESCO EXCH TRADED FD TR IIIVZ1,809$202,9280.08%
229VANGUARD TAX-MANAGED FDS9219438584,448$200,9160.08%
230ISHARES TR46429B6553,987$200,9050.08%
231LOOP INDS INC54351810456,750$195,2200.07%
232GLOBAL X FDS37954Y48311,376$195,0980.07%
233BLACKROCK CORPOR HI YLD FD IBLK18,981$165,5140.06%
234NUVEEN ARIZONA QLTY MUN INCNU12,545$141,7590.05%
235GOLDEN OCEAN GROUP LTDNVGLF13,758$130,9780.05%
236RITHM CAPITAL CORPRITM-PF15,072$120,5790.05%
237MEDICAL PPTYS TRUST INC58463J30410,865$89,3070.03%
238FIRST MAJESTIC SILVER CORPAG11,000$79,3100.03%
239PIONEER NAT RES CO723787AP230,000$64,0670.02%
240NICE LTDNCSYF60,000$57,8630.02%
241GLOBAL SELF STORAGE INCSELF10,950$56,2830.02%
242BIOMARIN PHARMACEUTICAL INCBMRN53,000$53,6150.02%
243HELIX ENERGY SOLUTIONS GRP I42330PAK336,000$48,6860.02%
244SILICON LABORATORIES INCSLAB31,000$46,7230.02%
245PALO ALTO NETWORKS INCPANW23,000$46,3990.02%
246EQT CORPEQT21,000$45,8900.02%
247PATRICK INDS INC703343AG846,000$41,5400.02%
248MICROCHIP TECHNOLOGY INC.MCHPP37,000$41,4400.02%
249DEXCOM INCDXCM38,000$40,3430.02%
250SOUTHWEST AIRLS CO844741BG235,000$39,7570.02%
251FORD MTR CO DEL345370CZ139,000$38,7280.01%
252CANOPY GROWTH CORPCGC22,115$38,7010.01%
253INVESCO SR INCOME TRIVZ10,500$38,6400.01%
254VAIL RESORTS INCMTN43,000$38,4040.01%
255ENPHASE ENERGY INCENPH37,000$38,3850.01%
256WOLFSPEED INCWOLF46,000$38,3180.01%
257NRG ENERGY INCNRG37,000$38,2360.01%
258SHIFT4 PMTS INC82452JAB533,000$38,1280.01%
259ENVESTNET INC29404KAB237,000$37,6560.01%
260CONMED CORPCNMD30,000$37,0820.01%
261CHEESECAKE FACTORY INCCAKE43,000$35,9330.01%
262INTEGRA LIFESCIENCES HLDGS CIART37,000$35,8570.01%
263ZILLOW GROUP INCZ35,000$35,7810.01%
264MGP INGREDIENTS INC NEWMGPI30,000$35,1260.01%
265BURLINGTON STORES INCBURL30,000$34,5290.01%
266LUMEN TECHNOLOGIES INCLUMN12,879$34,1290.01%
267CABLE ONE INCCABO45,000$33,1150.01%
268LUMENTUM HLDGS INCLITE38,000$32,9600.01%
269ETSY INCETSY23,000$32,9140.01%
270NUVASIVE INCNU37,000$32,7800.01%
271RINGCENTRAL INCRNG37,000$32,6220.01%
272PEBBLEBROOK HOTEL TRPEB-PH38,000$31,9650.01%
273ROYAL CARIBBEAN GROUP780153BB730,000$30,3540.01%
274WESTERN DIGITAL CORP.WDC31,000$29,8850.01%
275TELADOC HEALTH INCTDOC38,000$29,1810.01%
276HOPE BANCORP INCHOPE30,000$29,0250.01%
277EXACT SCIENCES CORP30063PAC931,000$27,3070.01%
278LIBERTY MEDIA CORP DELFWONB25,000$26,9870.01%
279AKAMAI TECHNOLOGIES INCAKAM26,000$26,1590.01%
280SPLUNK INC848637AD623,000$22,0970.01%
281WESTERN ASSET MORTGAGE CAPIT95790DAD725,000$21,6130.01%
282BLOCK INCBSQKZ21,000$20,1000.01%
283HELLO GROUP INCMOMO20,000$19,7110.01%
284TILRAY BRANDS INCTLRY20,000$19,6700.01%
285MFA FINL INC55272XAA020,000$19,0050.01%
286SPIRIT AIRLS INC848577AB823,000$18,7420.01%
287PARATEK PHARMACEUTICALS INC699374AB025,000$18,2440.01%
288IONIS PHARMACEUTICALS INCIONS20,000$18,2350.01%
289APPLIED OPTOELECTRONICS INCAAOI27,000$16,8750.01%
290VIAVI SOLUTIONS INCVIAV16,000$16,2190.01%
291OMEROS CORPOMER15,000$14,7600.01%
292ONCTERNAL THERAPEUTICS INC68236P10717,500$13,7380.01%
293SNAP INCSNAP14,000$12,7760.00%
294EVERBRIDGE INCEVEX-WT14,000$12,7470.00%
295INSEEGO CORPINSG20,000$11,5880.00%
296IRONNET INC46323Q10530,600$10,7590.00%
297GREENLIGHT CAP RE LTD395366AB310,000$9,6500.00%
298CBRE GBL REAL ESTATE INC FD12504G11824,670$7620.00%