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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 Q1 2024 · Filed May 13, 2024 · Accession 0001951757-24-000467

Total Value
$339.6M
Positions
293
Other Managers
9
Confidential Omitted
No
View on SEC.gov

Holdings (293)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA39,637$35.8M10.54%
2TESLA INCTSLA185,806$24.6M7.24%
3MICROSOFT CORPMSFT56,110$23.6M6.95%
4ADVANCED MICRO DEVICES INCAMD76,415$13.8M4.06%
5AMAZON COM INCAMZN73,793$13.3M3.92%
6APPLE INCAAPL72,634$12.5M3.67%
7SPDR S&P 500 ETF TRSPY22,876$12.0M3.52%
8ALPHABET INCGOOG52,304$8.0M2.34%
9META PLATFORMS INCMETA15,967$7.8M2.28%
10INVESCO QQQ TRIVZ12,531$5.6M1.64%
11SPDR S&P MIDCAP 400 ETF TRMDY9,111$5.1M1.49%
12SPDR GOLD TRGLD23,042$4.7M1.40%
13TAIWAN SEMICONDUCTOR MFG LTD87403910031,111$4.2M1.25%
14ASML HOLDING N VASMLF4,345$4.2M1.24%
15BERKSHIRE HATHAWAY INC DELBRK-A9,075$3.8M1.12%
16MASTERCARD INCORPORATEDMA7,679$3.7M1.09%
17COSTCO WHSL CORP NEW22160K1054,377$3.2M0.94%
18VISA INCV10,991$3.1M0.90%
19BOEING COBA-PA14,564$2.8M0.83%
20J P MORGAN EXCHANGE TRADED F46641Q33247,218$2.7M0.80%
21ISHARES TR46428772119,476$2.6M0.77%
22ISHARES TR46428775420,694$2.6M0.77%
23ISHARES TR46428778827,084$2.6M0.76%
24ISHARES TR46428758030,747$2.5M0.74%
25SPDR DOW JONES INDL AVERAGE78467X1096,191$2.5M0.73%
26REGENERON PHARMACEUTICALSREGN2,292$2.2M0.65%
27ALPHABET INCGOOG14,404$2.2M0.64%
28INTUITIVE SURGICAL INCISRG5,363$2.1M0.63%
29STERLING INFRASTRUCTURE INCSTRL19,180$2.1M0.62%
30INNOVATOR ETFS TRUSTINHD60,463$2.1M0.61%
31ADOBE INCADBE3,795$1.9M0.56%
32BROADCOM INCAVGO1,399$1.9M0.55%
33SSGA ACTIVE TR78470P50771,315$1.8M0.54%
34SELECT SECTOR SPDR TR81369Y8038,599$1.8M0.53%
35SELECT SECTOR SPDR TR81369Y50618,704$1.8M0.52%
36PALO ALTO NETWORKS INCPANW6,178$1.8M0.52%
37MILLER HOWARD HIGH INC EQTY600379101157,231$1.7M0.51%
38JPMORGAN CHASE & COVYLD8,417$1.7M0.50%
39DISNEY WALT CO25468710613,349$1.6M0.48%
40NETFLIX INCNFLX2,646$1.6M0.47%
41SSGA ACTIVE TR78470P40829,849$1.5M0.44%
42AERCAP HOLDINGS NVAER16,500$1.4M0.42%
43ELI LILLY & COLLY1,838$1.4M0.42%
44HOME DEPOT INCHD3,716$1.4M0.42%
45DIMENSIONAL ETF TRUST25434V60925,118$1.4M0.40%
46SCHWAB CHARLES CORPSCHW-PJ18,617$1.3M0.40%
47SPDR INDEX SHS FDS78463X88936,445$1.3M0.38%
48J P MORGAN EXCHANGE TRADED F46654Q20323,391$1.3M0.37%
49ISHARES TR4642874086,701$1.3M0.37%
50ABBVIE INCABBV6,798$1.2M0.36%
51ISHARES TR46428730914,587$1.2M0.36%
52SERVICENOW INCNOW1,614$1.2M0.36%
53CHEVRON CORP NEWCVX7,456$1.2M0.35%
54VANECK ETF TRUST92189F64312,923$1.2M0.34%
55J P MORGAN EXCHANGE TRADED F46641Q83722,680$1.1M0.34%
56CHENIERE ENERGY INCLNG7,056$1.1M0.34%
57RTX CORPORATIONRTX11,580$1.1M0.33%
58VANGUARD INDEX FDS9229083632,264$1.1M0.32%
59CROWDSTRIKE HLDGS INCCRWD3,281$1.1M0.31%
60AT&T INCT-PC58,770$1.0M0.30%
61QUALCOMM INCQCOM5,985$1.0M0.30%
62DIMENSIONAL ETF TRUST25434V40117,571$1.0M0.29%
63PALANTIR TECHNOLOGIES INCPLTR43,145$992,7660.29%
64EXXON MOBIL CORPXOM8,527$991,2080.29%
65JOHNSON & JOHNSONJNJ6,259$990,1150.29%
66SPDR INDEX SHS FDS78463X50927,089$980,3510.29%
67AFFIRM HLDGS INCAFRM26,034$970,0270.29%
68MICRON TECHNOLOGY INCMU8,195$966,1300.28%
69VERIZON COMMUNICATIONS INCVZ22,315$936,3200.28%
70DIMENSIONAL ETF TRUST25434V72422,573$923,2360.27%
71SPDR SER TR78468R6229,652$918,8700.27%
72SCHWAB STRATEGIC TR80852479711,304$911,4320.27%
73ON SEMICONDUCTOR CORPON11,943$878,4080.26%
74ABBOTT LABSABLZF7,236$822,4480.24%
75PROCTER AND GAMBLE CO7427181095,011$812,9600.24%
76ISHARES TR4642876553,820$803,3460.24%
77BP PLCBPPFF21,235$800,1350.24%
78LOCKHEED MARTIN CORPLMT1,742$792,2950.23%
79S&P GLOBAL INCSPGI1,855$789,3880.23%
80APPLIED MATLS INC0382221053,817$787,2440.23%
81MCDONALDS CORPMCD2,748$774,6960.23%
82ALIBABA GROUP HLDG LTDBBAAY10,573$765,0620.23%
83SOUTHERN COSOMN10,282$737,6400.22%
84FEDERAL AGRIC MTG CORP3131483063,725$733,3780.22%
85ALBEMARLE CORPALB-PA5,534$729,0490.21%
86ISHARES INC46428631927,724$725,2630.21%
87ISHARES TR46428868722,330$719,6880.21%
88SPDR SER TR78468R6637,811$717,0500.21%
89ARCH RESOURCES INC03940R1074,451$715,6260.21%
90PDD HOLDINGS INCPDD6,095$708,5440.21%
91SOUTHERN MO BANCORP INCSOMN16,175$706,9970.21%
92SELECT SECTOR SPDR TR81369Y60516,522$695,8980.20%
93ARISTA NETWORKS INCANET2,388$692,4720.20%
94SPDR SER TR78468R85315,949$686,4330.20%
95SPDR SER TR78464A8707,220$685,1060.20%
96VANGUARD BD INDEX FDS9219378359,404$682,9910.20%
97GABELLI UTIL TR36240A101122,390$679,2650.20%
98ARES CAPITAL CORPARCC32,556$677,8240.20%
99CAMECO CORPCCJ15,326$663,9070.20%
100CITIGROUP INCC-PR10,288$650,5930.19%
101ONEOK INC NEWOKE8,034$644,0860.19%
102SIMPSON MFG INC8290731053,108$637,6990.19%
103VANGUARD WHITEHALL FDS9219464065,217$631,2160.19%
104DRAFTKINGS INC NEWDKNG13,747$624,2510.18%
105MARVELL TECHNOLOGY INCMRVL8,651$613,1830.18%
106GOLDMAN SACHS GROUP INCGSCE1,458$609,0200.18%
107MAIN STR CAP CORP56035L10412,847$607,7920.18%
108ISHARES TR4642872001,125$591,4460.17%
109REALTY INCOME CORPO10,809$584,7670.17%
110MERCK & CO INCMRK4,420$583,2480.17%
111MERCADOLIBRE INCMELI375$566,9850.17%
112AMERICAN CENTY ETF TR0250728775,966$559,0370.16%
113SELECT SECTOR SPDR TR81369Y2093,760$555,4330.16%
114SCHWAB STRATEGIC TR80852464910,670$555,3490.16%
115SPDR SER TR78464A6313,944$554,1710.16%
116VANECK ETF TRUST92189H73015,874$541,4620.16%
117DIMENSIONAL ETF TRUST25434V70816,388$523,5970.15%
118NEXTERA ENERGY INCNEE-PW8,160$521,4860.15%
119ISHARES TR46434V6218,942$519,1840.15%
120GENERAL ELECTRIC CO3696043012,907$510,2330.15%
121GALLAGHER ARTHUR J & CO3635761092,028$507,0810.15%
122EATON CORP PLCETN1,498$468,3950.14%
123UNITEDHEALTH GROUP INCUNH940$465,2420.14%
124MSCI INCMSCI830$465,1710.14%
125APPLOVIN CORPAPP6,658$460,8670.14%
126SALESFORCE INCCRM1,518$457,1910.13%
127VANGUARD SCOTTSDALE FDS92206C1027,801$453,0210.13%
128ISHARES TR46434V8608,850$448,6070.13%
129BITWISE FUNDS TRUST0917481039,495$448,2410.13%
130MCKESSON CORPMCK822$441,5250.13%
131INTEL CORPINTC9,775$431,7420.13%
132UBER TECHNOLOGIES INCUBER5,439$418,7490.12%
133INVESCO EXCHANGE TRADED FD TIVZ9,350$393,9160.12%
134PFIZER INCPFE14,179$393,4700.12%
135VANGUARD INDEX FDS9229087442,396$390,2450.11%
136MARATHON PETE CORPMARA1,914$385,5990.11%
137LAM RESEARCH CORPLRCX393$381,8270.11%
138PEPSICO INCPEP2,179$381,4100.11%
139SPDR SER TR78464A39118,543$380,1320.11%
140SOUTHERN COPPER CORPSCCO3,489$371,6590.11%
141PARKER-HANNIFIN CORPPH666$370,1560.11%
142DELTA AIR LINES INC DELDAL7,662$366,7690.11%
143DUKE ENERGY CORP NEWDUKB3,787$366,2500.11%
144GAP INCGAP13,205$363,7980.11%
145VANECK ETF TRUST92189F43712,524$363,4460.11%
146DIAMONDBACK ENERGY INCFANG1,802$357,1020.11%
147HUNTINGTON BANCSHARES INCHBANP25,484$355,5020.10%
148NOVO-NORDISK A SNONOF2,730$350,5370.10%
149WALMART INCWMT5,778$347,6770.10%
150OCULAR THERAPEUTIX INCOCUL38,000$345,8000.10%
151BLACKSTONE INCBX2,624$344,6940.10%
152ARM HOLDINGS PLC0420682052,750$343,7230.10%
153ULTA BEAUTY INCULTA631$329,9370.10%
154SPDR SER TR78468R86117,516$326,4980.10%
155DUOLINGO INCDUOL1,475$325,3560.10%
156ROBLOX CORPRBLX8,400$320,7120.09%
157NETAPP INCNTAP3,050$320,1590.09%
158SELECT SECTOR SPDR TR81369Y3084,089$312,2700.09%
159ILLINOIS TOOL WKS INC4523081091,163$312,1310.09%
160LITHIUM AMERS CORP NEWLTUM46,227$310,6450.09%
161HILLENBRAND INC4315711086,100$306,7690.09%
162AMGEN INCAMGN1,076$305,9370.09%
163CAPITAL GRP FIXED INCM ETF T14020Y30011,302$305,6110.09%
164CATERPILLAR INCCAT831$304,3340.09%
165VANGUARD INDEX FDS9229087511,328$303,5680.09%
166BAIDU INCBAIDF2,874$302,5750.09%
167MOODYS CORPMCO769$302,1390.09%
168THERMO FISHER SCIENTIFIC INCTMO510$296,5570.09%
169EMERSON ELEC COEMR2,597$294,5710.09%
170SPDR SER TR78464A8475,478$292,1970.09%
171ORACLE CORPORCL-PD2,273$285,5430.08%
172INTERNATIONAL BUSINESS MACHSINTR1,489$284,3970.08%
173UNITED STATES STL CORP NEWUNTCW6,968$284,1550.08%
174BANK AMERICA CORP0605051047,283$276,1710.08%
175AMERICAN CENTY ETF TR0250728024,182$275,4380.08%
176VENTAS INCVTR6,270$272,9960.08%
177ISHARES TR4642872262,734$267,7790.08%
178ISHARES TR46435U7136,108$264,8510.08%
179ISHARES TR4642874322,756$260,7730.08%
180AMERICAN CENTY ETF TR0250723725,493$260,3280.08%
181EXCHANGE TRADED CONCEPTS TRU30150562419,750$259,9100.08%
182WASTE MGMT INC DEL94106L1091,214$258,6790.08%
183TEXAS INSTRS INC8825081041,484$258,4440.08%
184KYNDRYL HLDGS INCKD11,861$258,0950.08%
185GILEAD SCIENCES INCGILD3,514$257,4210.08%
186SPDR SER TR78464A64910,157$256,7690.08%
187SENTINELONE INCS10,947$255,1750.08%
188SELECT SECTOR SPDR TR81369Y4071,369$251,7190.07%
189NORTHROP GRUMMAN CORPNOC526$251,5410.07%
190ATKORE INCATKR1,317$250,7040.07%
191SSGA ACTIVE ETF TR78467V6085,941$250,1620.07%
192ISHARES TR4642885133,216$249,9800.07%
193FORTINET INCFTNT3,634$248,2390.07%
194STARBUCKS CORPSBUX2,706$247,3010.07%
195ISHARES TR4642872422,269$247,1390.07%
196WELLTOWER INCWELL2,642$246,8680.07%
197SCHWAB STRATEGIC TR8085246729,939$241,1200.07%
198LITHIUM AMERICAS ARGENTINA C53681K10044,650$240,6640.07%
199SHOPIFY INCSHOP3,097$238,9950.07%
200VANECK BITCOIN TRHODL2,953$237,2440.07%
201HALOZYME THERAPEUTICS INCHALO5,768$234,6420.07%
202SUPER MICRO COMPUTER INCSMCI226$228,2670.07%
203UNITED PARCEL SERVICE INCUPS1,535$228,1110.07%
204APTARGROUP INCATR1,575$226,6270.07%
205THE CIGNA GROUP125523100622$225,8580.07%
206VISTRA CORPVST3,239$225,5960.07%
207SPDR SER TR78464A7631,715$225,1130.07%
208SCHWAB STRATEGIC TR8085247556,303$224,4500.07%
209CVS HEALTH CORPCVS2,782$221,8790.07%
210VANECK ETF TRUST92189H3009,050$221,8270.07%
211SPDR SER TR78468R5159,169$221,6150.07%
212ISHARES TR4642886532,105$221,0880.07%
213TARGET CORPTGT1,241$220,0000.06%
214VANECK ETF TRUST92189H6987,749$218,3670.06%
215SPDR INDEX SHS FDS78463X8716,711$217,9730.06%
216LEIDOS HOLDINGS INCLDOS1,662$217,8720.06%
217INVESCO EXCH TRADED FD TR IIIVZ3,300$217,3710.06%
218PHILIP MORRIS INTL INC7181721092,349$215,2150.06%
219COCA COLA COKO3,513$214,9060.06%
220EQUITRANS MIDSTREAM CORP29460010117,197$214,7910.06%
221INTUITINTU328$213,2990.06%
222SNOWFLAKE INCSNOW1,317$212,8270.06%
223WISDOMTREE TRWT5,076$212,3990.06%
224DEXCOM INCDXCM1,516$210,2690.06%
225CAPITAL GROUP CORE EQUITY ET14020V1086,718$209,3330.06%
226GODADDY INCGDDY1,735$205,9100.06%
227CONSOLIDATED EDISON INCED2,248$204,1450.06%
228NNN REIT INCNNN4,750$203,0150.06%
229WISDOMTREE TRWT5,089$201,6810.06%
230PURE STORAGE INC74624M1023,868$201,0970.06%
231MPLX LPMPLXP4,821$200,3610.06%
232RITHM CAPITAL CORPRITM-PF16,000$178,5550.05%
233SINCLAIR INCSBGI12,121$163,2640.05%
234NUVEEN ARIZONA QLTY MUN INCNU10,221$112,2260.03%
235LOOP INDS INC54351810434,695$97,1460.03%
236SOFI TECHNOLOGIES INCSOFI12,275$89,6080.03%
237PIONEER NAT RES CO723787AP227,000$77,2550.02%
238NRG ENERGY INCNRG35,000$57,8570.02%
239GLOBAL SELF STORAGE INCSELF12,782$56,8800.02%
240NORDIC AMERICAN TANKERS LIMINAT14,277$55,9650.02%
241NICE LTDNCSYF52,000$54,2280.02%
242PALO ALTO NETWORKS INCPANW18,000$51,2590.02%
243MEDICAL PPTYS TRUST INC58463J30410,604$49,8410.01%
244PATRICK INDS INC703343AG838,000$49,0330.01%
245TETRA TECHNOLOGIES INC DEL88162F10510,774$47,7290.01%
246BIOMARIN PHARMACEUTICAL INCBMRN47,000$46,0680.01%
247INVESCO SR INCOME TRIVZ10,500$44,9400.01%
248ZSCALER INCZS31,000$42,3080.01%
249DEXCOM INCDXCM38,000$41,7410.01%
250FORD MTR CO DEL345370CZ139,000$40,1820.01%
251INTEGER HLDGS CORPITGR26,000$37,3410.01%
252UBER TECHNOLOGIES INCUBER33,000$37,3370.01%
253POST HLDGS INCPOST33,000$37,0670.01%
254LIVE NATION ENTERTAINMENT INLYV31,000$37,0300.01%
255NUTANIX INCNTNX30,000$36,9030.01%
256ASHFORD HOSPITALITY TR INCAHT-PD26,000$35,6200.01%
257MICROCHIP TECHNOLOGY INC.MCHPP33,000$35,2570.01%
258DATADOG INCDDOG25,000$35,0940.01%
259DROPBOX INCDBX37,000$35,0530.01%
260CHEFS WHSE INC163086AE132,000$35,0110.01%
261VAIL RESORTS INCMTN38,000$35,0100.01%
262HAEMONETICS CORP MASSHAE38,000$34,8770.01%
263CHEESECAKE FACTORY INCCAKE38,000$33,7580.01%
264LIBERTY MEDIA CORP DELFWONB33,000$33,4710.01%
265ZILLOW GROUP INCZ31,000$32,6970.01%
266NCL CORP LTD62886HAX925,000$32,4120.01%
267SHIFT4 PMTS INC82452JAB530,000$32,1900.01%
268SOUTHWEST AIRLS CO844741BG232,000$32,1830.01%
269HALOZYME THERAPEUTICS INCHALO33,000$32,0830.01%
270INTEGRA LIFESCIENCES HLDGS CIART33,000$31,6110.01%
271NORTHERN OIL & GAS INCNOG25,000$30,5290.01%
272ENPHASE ENERGY INCENPH33,000$30,4310.01%
273SOLO BRANDS INCSBDS13,750$29,8380.01%
274CONMED CORPCNMD32,000$29,2670.01%
275LUMENTUM HLDGS INCLITE33,000$28,9750.01%
276LANTHEUS HLDGS INCLNTH26,000$28,7550.01%
277PEBBLEBROOK HOTEL TRPEB-PH32,000$28,6660.01%
278MGP INGREDIENTS INC NEWMGPI25,000$26,9260.01%
279TELADOC HEALTH INCTDOC32,000$26,7830.01%
280AKAMAI TECHNOLOGIES INCAKAM22,000$26,0210.01%
281AG MTG INVT TR INC95790DAD725,000$24,7010.01%
282ARRAY TECHNOLOGIES INCARRY26,000$24,0530.01%
283EXACT SCIENCES CORP30063PAC926,000$23,8090.01%
284WOLFSPEED INCWOLF38,000$21,9790.01%
285ETSY INCETSY18,000$19,0230.01%
286BLOCK INCBSQKZ18,000$18,3650.01%
287BABCOCK & WILCOX ENTERPRISESBW-PA16,060$18,1480.01%
288NIKOLA CORPNODK17,315$18,0080.01%
289IONIS PHARMACEUTICALS INCIONS17,000$16,8290.00%
290IMMUNIC INCIMUX12,000$15,8400.00%
291INSEEGO CORPINSG20,000$7,4590.00%
292CYBIN INCHELP17,108$7,0740.00%
293AQUA METALS INCAQMS12,000$6,4560.00%