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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 Q3 2023 · Filed August 8, 2023 · Accession 0001951757-23-000499

Total Value
$286.7M
Positions
301
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (301)

#IssuerTicker / CUSIPSharesValue% of Filing
1TESLA INCTSLA145,018$38.0M13.24%
2MICROSOFT CORPMSFT59,686$20.3M7.09%
3APPLE INCAAPL90,575$17.6M6.13%
4NVIDIA CORPORATIONNVDA38,331$16.2M5.66%
5SPDR S&P 500 ETF TRSPY20,979$9.3M3.24%
6AMAZON COM INCAMZN67,237$8.8M3.06%
7ADVANCED MICRO DEVICES INCAMD74,341$8.5M2.95%
8ALPHABET INCGOOG49,716$6.0M2.10%
9SPDR S&P MIDCAP 400 ETF TRMDY9,403$4.5M1.57%
10ADOBE SYSTEMS INCORPORATEDADBE8,880$4.3M1.51%
11META PLATFORMS INCMETA14,309$4.1M1.43%
12INVESCO QQQ TRIVZ9,420$3.5M1.21%
13TAIWAN SEMICONDUCTOR MFG LTD87403910032,522$3.3M1.14%
14BERKSHIRE HATHAWAY INC DELBRK-A6$3.1M1.08%
15BERKSHIRE HATHAWAY INC DELBRK-A8,943$3.0M1.06%
16INNOVATOR ETFS TRINHD93,198$3.0M1.03%
17BOEING COBA-PA13,350$2.8M0.98%
18MASTERCARD INCORPORATEDMA7,131$2.8M0.98%
19COSTCO WHSL CORP NEW22160K1055,143$2.8M0.97%
20ASML HOLDING N VASMLF3,518$2.5M0.89%
21J P MORGAN EXCHANGE TRADED F46641Q33239,895$2.2M0.77%
22SELECT SECTOR SPDR TR81369Y50625,993$2.1M0.74%
23VISA INCV8,405$2.0M0.70%
24INTUITIVE SURGICAL INCISRG5,439$1.9M0.65%
25REGENERON PHARMACEUTICALSREGN2,510$1.8M0.63%
26SELECT SECTOR SPDR TR81369Y80310,267$1.8M0.62%
27SPDR GOLD TRGLD9,898$1.8M0.62%
28SPDR DOW JONES INDL AVERAGE78467X1094,880$1.7M0.59%
29ALPHABET INCGOOG13,901$1.7M0.58%
30TEXAS INSTRS INC8825081048,610$1.5M0.54%
31SOUTHERN COPPER CORPSCCO21,375$1.5M0.53%
32NETFLIX INCNFLX3,280$1.4M0.50%
33SSGA ACTIVE TR78470P50753,448$1.4M0.48%
34AT&T INCT-PC84,596$1.3M0.47%
35ISHARES TR46428724211,793$1.3M0.44%
36ALBEMARLE CORPALB-PA5,692$1.3M0.44%
37UNIVERSAL DISPLAY CORPOLED8,669$1.2M0.44%
38ULTA BEAUTY INCULTA2,582$1.2M0.42%
39BROADCOM INCAVGO1,393$1.2M0.42%
40CHEVRON CORP NEWCVX7,004$1.1M0.38%
41JOHNSON & JOHNSONJNJ6,658$1.1M0.38%
42SSGA ACTIVE TR78470P40825,289$1.1M0.38%
43MICRON TECHNOLOGY INCMU17,310$1.1M0.38%
44SPDR INDEX SHS FDS78463X88933,424$1.1M0.38%
45DISNEY WALT CO25468710612,121$1.1M0.38%
46HOME DEPOT INCHD3,478$1.1M0.38%
47JPMORGAN CHASE & COVYLD7,163$1.0M0.36%
48ISHARES TR46428851313,819$1.0M0.36%
49VERIZON COMMUNICATIONS INCVZ25,712$956,2220.33%
50SPDR SER TR78468R66310,359$951,2010.33%
51CAMECO CORPCCJ30,165$945,0600.33%
52ABBVIE INCABBV6,824$919,4090.32%
53STERLING INFRASTRUCTURE INCSTRL16,204$904,1830.32%
54SCHWAB STRATEGIC TR80852479712,393$899,9570.31%
55RAYTHEON TECHNOLOGIES CORPRTX9,150$896,3180.31%
56MCDONALDS CORPMCD2,987$891,3060.31%
57BP PLCBPPFF24,263$856,2420.30%
58LITHIUM AMERS CORP NEWLTUM41,888$846,5560.30%
59QUALCOMM INCQCOM7,015$835,0690.29%
60DIMENSIONAL ETF TRUST25434V72424,087$831,0020.29%
61SELECT SECTOR SPDR TR81369Y30811,049$819,5300.29%
62SHOCKWAVE MED INC82489T1042,818$804,2850.28%
63FIRST TR EXCHANGE-TRADED FD33739Q40813,151$781,3010.27%
64LILLY ELI & COLLY1,650$773,7470.27%
65MILLER HOWARD HIGH INC EQTY60037910175,516$764,9770.27%
66VANGUARD WHITEHALL FDS9219464067,083$751,3240.26%
67VANGUARD INDEX FDS9229083631,779$724,4770.25%
68DRAFTKINGS INC NEWDKNG27,191$722,4650.25%
69PFIZER INCPFE19,634$720,1780.25%
70PROCTER AND GAMBLE CO7427181094,729$717,6160.25%
71EXXON MOBIL CORPXOM6,572$704,8950.25%
72ISHARES TR4642874084,349$700,9480.24%
73SPDR SER TR78464A8708,361$695,6360.24%
74ISHARES TR4642877216,347$690,9980.24%
75SELECT SECTOR SPDR TR81369Y60520,329$685,2860.24%
76MARVELL TECHNOLOGY INCMRVL11,378$680,1860.24%
77ABBOTT LABSABLZF6,235$679,7210.24%
78SOUTHERN COSOMN9,614$675,4130.24%
79AMERICAN CENTY ETF TR0250728778,536$662,5000.23%
80MSCI INCMSCI1,397$655,5400.23%
81VANGUARD SCOTTSDALE FDS92206C10211,203$646,7310.23%
82SELECT SECTOR SPDR TR81369Y2094,856$644,4850.22%
83ISHARES TR46428868720,550$635,6120.22%
84ISHARES TR4642873099,012$635,1800.22%
85ISHARES TR4642874658,614$624,5150.22%
86ISHARES TR4642878384,603$612,4290.21%
87ISHARES TR4642877545,770$611,8510.21%
88VANGUARD BD INDEX FDS9219378358,409$611,2600.21%
89LOCKHEED MARTIN CORPLMT1,324$609,4840.21%
90CHENIERE ENERGY INCLNG3,992$608,1730.21%
91SPDR INDEX SHS FDS78463X10315,457$595,2490.21%
92ISHARES TR4642876553,177$594,9570.21%
93AMBARELLA INCAMBA7,089$593,1370.21%
94ATKORE INCATKR3,769$587,7380.20%
95ARES CAPITAL CORPARCC31,155$585,4010.20%
96GABELLI UTIL TR36240A10185,990$583,0120.20%
97SCHWAB CHARLES CORPSCHW-PJ10,117$573,4580.20%
98ISHARES TR4642875808,016$570,4790.20%
99ISHARES TR4642877887,563$564,2750.20%
100MAIN STR CAP CORP56035L10414,078$563,5420.20%
101AFFIRM HLDGS INCAFRM36,655$561,9210.20%
102J P MORGAN EXCHANGE TRADED F46641Q83711,153$559,2110.20%
103ISHARES TR4642872001,243$554,0850.19%
104SPDR INDEX SHS FDS78463X50915,976$549,2550.19%
105ONEOK INC NEWOKE8,679$535,6680.19%
106SCHWAB STRATEGIC TR80852485410,673$525,9500.18%
107SPDR SER TR78468R73911,091$521,8240.18%
108S&P GLOBAL INCSPGI1,294$518,9160.18%
109BUILDERS FIRSTSOURCE INCBLDR3,807$517,7520.18%
110SCHWAB STRATEGIC TR80852483911,068$510,8990.18%
111PALO ALTO NETWORKS INCPANW1,976$504,8880.18%
112GALLAGHER ARTHUR J & CO3635761092,297$504,3520.18%
113MERCK & CO INCMRK4,302$496,4570.17%
114ALIBABA GROUP HLDG LTDBBAAY5,930$494,2660.17%
115ISHARES TR46436E7184,874$490,4710.17%
116COTY INCCOTY39,616$486,8810.17%
117ISHARES TR4642874324,722$486,0830.17%
118ISHARES TR46434V8609,250$468,6980.16%
119FORD MTR CO DEL34537086030,942$468,1490.16%
120SPDR SER TR78464A6313,827$465,0950.16%
121ROYAL CARIBBEAN GROUPV7780T1034,368$453,1360.16%
122SIMPSON MFG INC8290731053,222$446,2470.16%
123VENTAS INCVTR9,391$443,9130.15%
124DIMENSIONAL ETF TRUST25434V6099,540$442,5610.15%
125PEPSICO INCPEP2,380$440,8980.15%
126INTEL CORPINTC12,807$428,2610.15%
127UNITEDHEALTH GROUP INCUNH890$427,8030.15%
128PULTE GROUP INC7458671015,403$419,7050.15%
129SUPER MICRO COMPUTER INCSMCI1,649$411,0130.14%
130ISHARES TR46435U71310,247$400,4400.14%
131ISHARES TR46435G6728,093$398,9040.14%
132UNITED PARCEL SERVICE INCUPS2,218$397,6420.14%
133STRATEGY SHSSTRD19,399$394,3760.14%
134BANK AMERICA CORP06050510413,595$390,0410.14%
135TAYLOR MORRISON HOME CORPTMHC7,992$389,7700.14%
136INNOVATOR ETFS TRINHD16,828$387,8850.14%
137SELECT SECTOR SPDR TR81369Y4072,266$384,8140.13%
138APPLIED MATLS INC0382221052,574$372,0580.13%
139ISHARES TR46434V6217,168$369,3640.13%
140SPDR SER TR78468R86120,006$369,3110.13%
141ISHARES TR4642886533,328$368,6430.13%
142SPDR SER TR78464A64914,363$364,3890.13%
143GOLDMAN SACHS GROUP INCGSCE1,120$361,2200.13%
144SALESFORCE INCCRM1,689$356,8180.12%
145SCHWAB STRATEGIC TR8085248706,663$349,3610.12%
146PEAKSTONE REALTY TRUSTPKST12,178$340,0100.12%
147DIMENSIONAL ETF TRUST25434V70812,389$336,3610.12%
148GILEAD SCIENCES INCGILD4,294$330,9320.12%
149PEABODY ENERGY CORPBTU14,949$323,7950.11%
150EATON CORP PLCETN1,605$322,7660.11%
151INVESCO EXCHANGE TRADED FD TIVZ920$321,7520.11%
152HUNTINGTON BANCSHARES INCHBANP28,375$305,8830.11%
153WALMART INCWMT1,940$304,9430.11%
154VERISK ANALYTICS INCVRSK1,337$302,0970.11%
155SCHWAB STRATEGIC TR8085244094,501$301,9720.11%
156MOSAIC CO NEWMOS8,432$295,1230.10%
157CHESAPEAKE ENERGY CORPEXE3,526$295,0330.10%
158NORTHROP GRUMMAN CORPNOC647$294,9610.10%
159SPDR SER TR78468R8537,577$294,2940.10%
160AMERICAN CENTY ETF TR0250728025,093$293,1510.10%
161DEERE & CODE721$292,1250.10%
162VANGUARD WORLD FDS92204A8762,044$290,5270.10%
163VANGUARD INDEX FDS9229087511,460$290,3790.10%
164MOODYS CORPMCO834$290,0240.10%
165SERVICENOW INCNOW516$289,9770.10%
166INTERNATIONAL BUSINESS MACHSINTR2,167$289,9660.10%
167CRANE NXT COCXT5,130$289,5370.10%
168EMERSON ELEC COEMR3,199$289,1980.10%
169LAM RESEARCH CORPLRCX447$287,3580.10%
170ISHARES TR4642874402,967$286,6120.10%
171CISCO SYS INCCSCO5,500$284,5450.10%
172SPDR SER TR78464A39113,346$282,4010.10%
173ILLINOIS TOOL WKS INC4523081091,116$279,1840.10%
174COCA COLA COKO4,563$274,7600.10%
175UBER TECHNOLOGIES INCUBER6,292$271,6260.09%
176ROBLOX CORPRBLX6,735$271,4210.09%
177ISHARES INC4642862105,765$271,2440.09%
178AERCAP HOLDINGS NVAER4,200$266,7840.09%
179LOWES COS INC5486611071,172$264,5200.09%
180SCHWAB STRATEGIC TR8085242015,022$263,0020.09%
181AMERICAN CENTY ETF TR0250723726,009$262,2760.09%
182ARISTA NETWORKS INCANET1,606$260,2680.09%
183CVS HEALTH CORPCVS3,764$260,2360.09%
184NEXTERA ENERGY INCNEE-PW3,477$258,0030.09%
185THERMO FISHER SCIENTIFIC INCTMO494$257,7990.09%
186INNOVATOR ETFS TRINHD8,878$253,8200.09%
187GLOBAL X FDS37954Y8553,887$252,7180.09%
188ARCH RESOURCES INC03940R1072,205$248,6010.09%
189SPDR SER TR78464A8475,393$247,4850.09%
190DELTA AIR LINES INC DELDAL5,188$246,6380.09%
191SELECT SECTOR SPDR TR81369Y1002,972$246,3040.09%
192ORACLE CORPORCL-PD2,064$245,7690.09%
193INVESCO EXCH TRADED FD TR IIIVZ3,869$243,0120.08%
194DARLING INGREDIENTS INCDAR3,799$242,3380.08%
195DUKE ENERGY CORP NEWDUKB2,697$242,0370.08%
196ACTIVISION BLIZZARD INC00507V1092,870$241,9350.08%
197GENERAL MTRS CO37045V1006,251$241,0450.08%
198SPDR SER TR78468R6222,616$240,7500.08%
199ISHARES TR4642875981,523$240,4490.08%
200PHILIP MORRIS INTL INC7181721092,452$239,3500.08%
201STARBUCKS CORPSBUX2,396$237,3710.08%
202LULULEMON ATHLETICA INCLULU619$234,2920.08%
203NIKE INCNKE2,119$233,8760.08%
204SOUTHWEST AIRLS CO8447411086,401$231,7700.08%
205SELECT SECTOR SPDR TR81369Y7042,146$230,3530.08%
206GSK PLCGLAXF6,457$230,1110.08%
207WELLTOWER INCWELL2,842$229,8890.08%
208ALTRIA GROUP INCMO5,061$229,2820.08%
209VANGUARD SCOTTSDALE FDS92206C4093,005$227,3690.08%
210FORTINET INCFTNT3,003$226,9970.08%
211VANECK ETF TRUST92189H3008,854$226,3170.08%
212VANGUARD TAX-MANAGED FDS9219438584,871$224,9430.08%
213SPDR SER TR78468R6069,731$222,2560.08%
214CATERPILLAR INCCAT901$221,7790.08%
215SELECT SECTOR SPDR TR81369Y8863,379$221,1090.08%
216ISHARES TR46429B7472,254$219,9900.08%
217CONOCOPHILLIPSCOP2,113$218,9280.08%
218SCHWAB STRATEGIC TR8085246729,139$218,7880.08%
219LEUTHOLD FDS INC5272897896,932$214,8680.07%
220THE CIGNA GROUP125523100764$214,3130.07%
221MEDTRONIC PLCMDT2,399$211,3400.07%
222ZIONS BANCORPORATION N A9897011077,850$210,8510.07%
223SSGA ACTIVE ETF TR78467V6084,992$209,0190.07%
224DOW INCDOW3,915$208,5310.07%
225INVESCO EXCH TRD SLF IDX FDIVZ8,807$207,0530.07%
226CONSOLIDATED EDISON INCED2,269$205,1220.07%
227INVESCO EXCH TRADED FD TR IIIVZ2,562$204,9600.07%
228INVESCO EXCHANGE TRADED FD TIVZ9,564$204,8250.07%
229ISHARES TR46429B6553,987$202,6190.07%
230SCHWAB STRATEGIC TR8085247556,241$201,5220.07%
231BLACKROCK CORPOR HI YLD FD IBLK18,281$163,0670.06%
232LOOP INDS INC54351810448,675$156,7340.05%
233OFS CREDIT COMPANY INCOCCIO17,250$144,2100.05%
234RITHM CAPITAL CORPRITM-PF15,332$143,3580.05%
235NUVEEN ARIZONA QLTY MUN INCNU11,525$123,8940.04%
236SOFI TECHNOLOGIES INCSOFI13,825$115,3010.04%
237UWM HOLDINGS CORPORATIONUWMC19,167$107,3350.04%
238MEDICAL PPTYS TRUST INC58463J30410,893$100,8660.04%
239GOLDEN OCEAN GROUP LTDNVGLF13,240$99,9640.03%
240CBRE GBL REAL ESTATE INC FD12504G10012,471$65,2230.02%
241FIRST MAJESTIC SILVER CORPAG11,000$62,1500.02%
242PIONEER NAT RES CO723787AP227,000$59,6350.02%
243GLOBAL SELF STORAGE INCSELF10,950$55,2980.02%
244PALO ALTO NETWORKS INCPANW21,000$53,6320.02%
245EQT CORPEQT19,000$53,4730.02%
246NICE LTDNCSYF53,000$51,4770.02%
247BIOMARIN PHARMACEUTICAL INCBMRN47,000$46,1710.02%
248HELIX ENERGY SOLUTIONS GRP I42330PAK333,000$43,4140.02%
249CONMED CORPCNMD27,000$41,8720.01%
250INVESCO SR INCOME TRIVZ10,500$40,4250.01%
251NRG ENERGY INCNRG38,000$39,9670.01%
252PATRICK INDS INC703343AG840,000$39,2490.01%
253FORD MTR CO DEL345370CZ136,000$39,0930.01%
254MICROCHIP TECHNOLOGY INC.MCHPP33,000$37,4370.01%
255DEXCOM INCDXCM35,000$37,2660.01%
256NCL CORP LTD62886HAX927,000$37,1680.01%
257ZSCALER INCZS31,000$36,1930.01%
258DROPBOX INCDBX38,000$36,1000.01%
259SOUTHWEST AIRLS CO844741BG231,000$35,6340.01%
260VAIL RESORTS INCMTN39,000$34,7240.01%
261HAEMONETICS CORP MASSHAE40,000$34,1180.01%
262DATADOG INCDDOG27,000$33,6430.01%
263ZILLOW GROUP INCZ32,000$33,6380.01%
264CHEESECAKE FACTORY INCCAKE39,000$33,0660.01%
265SHIFT4 PMTS INC82452JAB530,000$32,4070.01%
266MGP INGREDIENTS INC NEWMGPI26,000$32,1150.01%
267INTEGRA LIFESCIENCES HLDGS CIART34,000$31,0020.01%
268ENPHASE ENERGY INCENPH33,000$30,9640.01%
269WOLFSPEED INCWOLF40,000$30,8610.01%
270ARRAY TECHNOLOGIES INCARRY27,000$30,8050.01%
271CABLE ONE INCCABO40,000$30,3740.01%
272IMMUNIC INCIMUX12,000$30,1200.01%
273LUMENTUM HLDGS INCLITE34,000$30,1090.01%
274WESTERN DIGITAL CORP.WDC31,000$30,0230.01%
275NUVASIVE INCNU32,000$29,2060.01%
276BURLINGTON STORES INCBURL27,000$28,0420.01%
277EXACT SCIENCES CORP30063PAC927,000$27,8110.01%
278PEBBLEBROOK HOTEL TRPEB-PH33,000$27,7000.01%
279LIBERTY MEDIA CORP DELFWONB23,000$26,3970.01%
280TELADOC HEALTH INCTDOC33,000$26,1110.01%
281AKAMAI TECHNOLOGIES INCAKAM24,000$25,7310.01%
282ETSY INCETSY21,000$24,9900.01%
283PARATEK PHARMACEUTICALS INC699374AB025,000$24,4690.01%
284WESTERN ASSET MORTGAGE CAPIT95790DAD725,000$21,6250.01%
285SPLUNK INC848637AD621,000$21,0250.01%
286APPLIED OPTOELECTRONICS INCAAOI27,000$20,1290.01%
287MFA FINL INC55272XAA020,000$19,7250.01%
288TILRAY BRANDS INCTLRY20,000$19,6980.01%
289BLOCK INCBSQKZ19,000$17,8550.01%
290IONIS PHARMACEUTICALS INCIONS18,000$17,0720.01%
291SPIRIT AIRLS INC848577AB821,000$16,9340.01%
292ONCTERNAL THERAPEUTICS INC68236P10747,500$16,3880.01%
293VIAVI SOLUTIONS INCVIAV15,000$15,0010.01%
294OMEROS CORPOMER15,000$14,8610.01%
295AQUA METALS INCAQMS12,200$14,2740.00%
296EVERBRIDGE INCEVEX-WT13,000$11,9850.00%
297SNAP INCSNAP13,000$11,9260.00%
298INSEEGO CORPINSG20,000$9,9620.00%
299GREENLIGHT CAP RE LTD395366AB310,000$9,7310.00%
300CANOPY GROWTH CORPCGC20,915$8,1130.00%
301IRONNET INC46323Q10527,100$5,6560.00%