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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 2024 · Filed August 13, 2024 · Accession 0001951757-24-000750

Total Value
$378.7M
Positions
305
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (305)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA353,049$43.6M11.52%
2TESLA INCTSLA141,939$28.1M7.42%
3MICROSOFT CORPMSFT57,935$25.9M6.84%
4APPLE INCAAPL76,683$16.2M4.26%
5AMAZON COM INCAMZN74,699$14.4M3.81%
6ADVANCED MICRO DEVICES INCAMD78,538$12.7M3.36%
7SPDR S&P 500 ETF TRSPY21,794$11.9M3.13%
8META PLATFORMS INCMETA18,022$9.1M2.40%
9ALPHABET INCGOOG44,955$8.2M2.18%
10SPDR S&P MIDCAP 400 ETF TRMDY11,145$6.0M1.57%
11SPDR GOLD TRGLD24,658$5.3M1.40%
12TAIWAN SEMICONDUCTOR MFG LTD87403910028,434$4.9M1.30%
13ILEARNINGENGINES INC45175Q106460,169$4.2M1.10%
14COSTCO WHSL CORP NEW22160K1054,417$3.8M0.99%
15BERKSHIRE HATHAWAY INC DELBRK-A9,024$3.7M0.97%
16ASML HOLDING N VASMLF3,309$3.4M0.89%
17ALPHABET INCGOOG17,307$3.2M0.83%
18ISHARES TR46428772120,636$3.1M0.82%
19ZACKS TRUST98888G105104,864$3.0M0.80%
20J P MORGAN EXCHANGE TRADED F46641Q33252,482$3.0M0.79%
21ISHARES TR46428778829,642$2.8M0.74%
22ISHARES TR46428775423,081$2.8M0.73%
23ISHARES TR46428769730,461$2.7M0.71%
24BOEING COBA-PA14,421$2.6M0.69%
25MASTERCARD INCORPORATEDMA5,829$2.6M0.68%
26BROADCOM INCAVGO1,528$2.5M0.65%
27ADOBE INCADBE4,201$2.3M0.62%
28SELECT SECTOR SPDR TR81369Y80310,315$2.3M0.62%
29INNOVATOR ETFS TRUSTINHD60,263$2.1M0.57%
30JPMORGAN CHASE & CO.VYLD9,920$2.0M0.53%
31VISA INCV7,583$2.0M0.53%
32INTUITIVE SURGICAL INCISRG4,222$1.9M0.50%
33PALO ALTO NETWORKS INCPANW5,351$1.8M0.48%
34SSGA ACTIVE TR78470P50771,100$1.8M0.48%
35ELI LILLY & COLLY1,985$1.8M0.47%
36NETFLIX INCNFLX2,566$1.7M0.46%
37SELECT SECTOR SPDR TR81369Y50618,869$1.7M0.45%
38REGENERON PHARMACEUTICALSREGN1,618$1.7M0.45%
39J P MORGAN EXCHANGE TRADED F46641Q83733,465$1.7M0.45%
40MILLER HOWARD HIGH INC EQTY600379101148,629$1.7M0.44%
41J P MORGAN EXCHANGE TRADED F46654Q20329,888$1.7M0.44%
42MICRON TECHNOLOGY INCMU12,302$1.6M0.43%
43QUALCOMM INCQCOM8,012$1.6M0.42%
44SPDR INDEX SHS FDS78463X88944,929$1.6M0.42%
45PALANTIR TECHNOLOGIES INCPLTR59,964$1.5M0.40%
46SSGA ACTIVE TR78470P40829,307$1.5M0.39%
47STERLING INFRASTRUCTURE INCSTRL12,509$1.5M0.39%
48DIMENSIONAL ETF TRUST25434V60928,095$1.5M0.38%
49ISHARES TR46428730915,393$1.4M0.38%
50HOME DEPOT INCHD4,079$1.4M0.37%
51VERIZON COMMUNICATIONS INCVZ32,736$1.4M0.36%
52SPDR DOW JONES INDL AVERAGE78467X1093,361$1.3M0.35%
53ISHARES TR46428722613,522$1.3M0.35%
54ABBVIE INCABBV7,440$1.3M0.34%
55AERCAP HOLDINGS NVAER13,650$1.3M0.34%
56ISHARES TR46428760613,787$1.2M0.32%
57SPDR INDEX SHS FDS78463X50931,867$1.2M0.32%
58ZACKS TRUST98888G20439,145$1.2M0.32%
59DIMENSIONAL ETF TRUST25434V40120,161$1.2M0.31%
60AT&T INCT-PC62,021$1.2M0.31%
61APPLOVIN CORPAPP13,859$1.2M0.30%
62VANGUARD INDEX FDS9229083632,284$1.1M0.30%
63CHEVRON CORP NEWCVX7,232$1.1M0.30%
64RTX CORPORATIONRTX10,831$1.1M0.29%
65APPLIED MATLS INC0382221054,582$1.1M0.29%
66SERVICENOW INCNOW1,355$1.1M0.28%
67JOHNSON & JOHNSONJNJ7,282$1.1M0.28%
68ISHARES TR46434V62118,304$1.1M0.28%
69SELECT SECTOR SPDR TR81369Y60525,482$1.0M0.28%
70DISNEY WALT CO25468710610,477$1.0M0.27%
71PROCTER AND GAMBLE CO7427181096,188$1.0M0.27%
72ISHARES TR46432F84213,772$1.0M0.26%
73SCHWAB CHARLES CORPSCHW-PJ13,322$981,7040.26%
74CROWDSTRIKE HLDGS INCCRWD2,446$937,2830.25%
75SPDR SER TR78468R6229,941$937,1380.25%
76VANGUARD SCOTTSDALE FDS92206C10216,026$929,3670.25%
77CHENIERE ENERGY INCLNG5,297$926,0320.24%
78ISHARES INC46428631934,005$924,2450.24%
79EXXON MOBIL CORPXOM7,996$920,5000.24%
80MCDONALDS CORPMCD3,433$874,8750.23%
81VERTIV HOLDINGS COVRT10,033$868,5570.23%
82SOUTHERN COSOMN11,066$858,3670.23%
83SCHWAB STRATEGIC TR80852479710,951$851,5620.22%
84DIMENSIONAL ETF TRUST25434V72421,234$833,8590.22%
85ON SEMICONDUCTOR CORPON11,933$818,0070.22%
86AFFIRM HLDGS INCAFRM26,315$794,9760.21%
87ARES CAPITAL CORPARCC37,998$791,8730.21%
88CAMECO CORPCCJ15,376$756,4810.20%
89BP PLCBPPFF20,782$750,2190.20%
90SPDR SER TR78468R6638,148$747,8230.20%
91GABELLI UTIL TR36240A101125,694$744,1080.20%
92SOUTHERN MO BANCORP INCSOMN16,241$731,0140.19%
93ISHARES BITCOIN TRIBIT21,390$730,2550.19%
94SELECT SECTOR SPDR TR81369Y2095,000$728,6990.19%
95ISHARES TR4642876553,572$724,7230.19%
96ABBOTT LABSABLZF6,871$713,9350.19%
97ALIBABA GROUP HLDG LTDBBAAY9,862$710,0640.19%
98ISHARES TR46428868722,442$708,0520.19%
99FEDERAL AGRIC MTG CORP3131483063,875$700,6780.19%
100ISHARES TR4642872001,275$697,7180.18%
101MERCK & CO INCMRK5,632$697,2110.18%
102VANGUARD BD INDEX FDS9219378359,662$696,1370.18%
103INTEL CORPINTC21,448$664,2570.18%
104NEXTERA ENERGY INCNEE-PW9,354$662,3570.17%
105SALESFORCE INCCRM2,562$658,7120.17%
106UNITEDHEALTH GROUP INCUNH1,290$656,8020.17%
107PDD HOLDINGS INCPDD4,920$654,1140.17%
108LOCKHEED MARTIN CORPLMT1,373$641,5540.17%
109S&P GLOBAL INCSPGI1,432$638,6970.17%
110ORACLE CORPORCL-PD4,422$624,4500.16%
111ONEOK INC NEWOKE7,592$619,1280.16%
112EATON CORP PLCETN1,957$613,6170.16%
113AMERICAN EXPRESS COAXP2,604$602,9930.16%
114GOLDMAN SACHS GROUP INCGSCE1,331$602,2630.16%
115GALLAGHER ARTHUR J & CO3635761092,291$594,0790.16%
116ARISTA NETWORKS INCANET1,659$581,4460.15%
117VANECK ETF TRUST92189F6436,697$580,0270.15%
118WALMART INCWMT8,276$560,3590.15%
119GE AEROSPACE3696043013,515$558,8420.15%
120SCHWAB STRATEGIC TR80852464910,761$553,1000.15%
121WESTERN DIGITAL CORP.WDC7,289$552,2880.15%
122SPDR SER TR78468R85313,296$552,2000.15%
123SELECT SECTOR SPDR TR81369Y3087,209$552,0780.15%
124MERCADOLIBRE INCMELI335$550,5390.15%
125SPDR SER TR78464A6313,879$542,9820.14%
126ALBEMARLE CORPALB-PA5,676$542,1720.14%
127PFIZER INCPFE19,346$541,3130.14%
128VANGUARD WHITEHALL FDS9219464064,509$534,8040.14%
129MCKESSON CORPMCK906$528,9100.14%
130DIMENSIONAL ETF TRUST25434V70816,388$528,3490.14%
131SIMPSON MFG INC8290731053,108$523,7910.14%
132MAIN STR CAP CORP56035L10410,197$514,8470.14%
133AMERICAN CENTY ETF TR0250728775,569$499,6420.13%
134VANGUARD SCOTTSDALE FDS92206C4096,419$496,0110.13%
135DRAFTKINGS INC NEWDKNG12,847$490,3700.13%
136VANGUARD SCOTTSDALE FDS92206C77110,786$489,6840.13%
137ISHARES TR46435U71311,568$487,2280.13%
138BLACKSTONE INCBX3,757$465,1650.12%
139REALTY INCOME CORPO8,772$463,3370.12%
140TRANE TECHNOLOGIES PLCTT1,373$451,6210.12%
141ISHARES TR46434V8608,850$448,3410.12%
142HALOZYME THERAPEUTICS INCHALO8,540$447,1540.12%
143MARVELL TECHNOLOGY INCMRVL6,231$435,5470.12%
144CHIPOTLE MEXICAN GRILL INCCMG6,900$432,2850.11%
145PARKER-HANNIFIN CORPPH854$431,9620.11%
146FIRST SOLAR INCFSLR1,902$428,8250.11%
147INVESCO EXCHANGE TRADED FD TIVZ9,350$427,7630.11%
148ARCH RESOURCES INC03940R1072,800$426,2500.11%
149SPDR SER TR78464A37513,089$426,1780.11%
150DUKE ENERGY CORP NEWDUKB4,224$423,3820.11%
151PEPSICO INCPEP2,539$418,8190.11%
152NETAPP INCNTAP3,155$406,3960.11%
153SNOWFLAKE INCSNOW3,005$405,9450.11%
154WISDOMTREE TRWT9,333$404,1930.11%
155AES CORPAES22,017$386,8390.10%
156SCHWAB STRATEGIC TR80852470614,523$385,7310.10%
157SPDR SER TR78464A39119,218$382,2460.10%
158AMGEN INCAMGN1,194$373,0850.10%
159VANGUARD INDEX FDS9229087442,314$371,2200.10%
160GENERAC HLDGS INCGNRC2,805$370,8770.10%
161SPDR SER TR78464A66413,582$369,7020.10%
162SPROUTS FMRS MKT INC85208M1024,292$359,0690.09%
163ISHARES INC46434G1036,695$358,3830.09%
164AIR PRODS & CHEMS INCAIIR1,381$356,3670.09%
165CONSTELLATION ENERGY CORPCEG1,762$352,8760.09%
166COCA COLA COKO5,538$352,4930.09%
167BITWISE FUNDS TRUST0917481037,923$351,8850.09%
168HUNTINGTON BANCSHARES INCHBANP26,684$351,6950.09%
169CISCO SYS INCCSCO7,336$348,5270.09%
170T ROWE PRICE ETF INC87283Q1078,962$347,0090.09%
171PHILIP MORRIS INTL INC7181721093,398$344,3190.09%
172NOVO-NORDISK A SNONOF2,408$343,7320.09%
173SPDR SER TR78464A8703,675$340,7210.09%
174EMERSON ELEC COEMR3,074$338,6220.09%
175MOODYS CORPMCO804$338,2280.09%
176CATERPILLAR INCCAT1,006$335,1080.09%
177ILLINOIS TOOL WKS INC4523081091,411$334,4070.09%
178PURE STORAGE INC74624M1025,197$333,6990.09%
179CAPITAL GROUP DIVIDEND VALUE14020W10610,038$331,2540.09%
180NORTHROP GRUMMAN CORPNOC753$328,4820.09%
181SPDR SER TR78468R86117,673$326,5970.09%
182STARBUCKS CORPSBUX4,082$317,7840.08%
183CITIGROUP INCC-PR4,999$317,2260.08%
184SELECT SECTOR SPDR TR81369Y4071,727$315,0500.08%
185ISHARES GOLD TRIAU7,105$312,1230.08%
186VANECK ETF TRUST92189H7309,672$309,1170.08%
187ROBLOX CORPRBLX8,300$308,8430.08%
188THERMO FISHER SCIENTIFIC INCTMO553$305,9470.08%
189DIAMONDBACK ENERGY INCFANG1,509$302,0870.08%
190VANGUARD INDEX FDS9229087691,129$302,0190.08%
191LAM RESEARCH CORPLRCX282$300,2880.08%
192ISHARES TR4642875153,392$294,7650.08%
193VANGUARD INDEX FDS9229087511,338$291,7380.08%
194SPDR SER TR78464A8475,674$291,0760.08%
195AMPHENOL CORP NEW0320951014,311$290,4220.08%
196INTUITINTU440$289,3650.08%
197BAIDU INCBAIDF3,324$287,4600.08%
198HEWLETT PACKARD ENTERPRISE CHPE-PC13,547$286,7900.08%
199MORGAN STANLEYMS-PQ2,946$286,3220.08%
200THE CIGNA GROUP125523100862$285,1030.08%
201PIMCO STRATEGIC INCOME FD72200X10445,589$283,1080.07%
202CAPITAL GRP FIXED INCM ETF T14020Y30010,454$281,4230.07%
203FIRST TR EXCHANGE-TRADED FD33739Q4084,685$279,2260.07%
204ISHARES TR46429B6555,377$274,7110.07%
205WELLTOWER INCWELL2,632$274,3860.07%
206SELECT SECTOR SPDR TR81369Y7042,233$272,1260.07%
207VENTAS INCVTR5,270$270,1400.07%
208HONEYWELL INTL INC4385161061,262$269,4850.07%
209VANECK ETF TRUST92189H607847$267,8040.07%
210DUOLINGO INCDUOL1,278$266,6800.07%
211UBER TECHNOLOGIES INCUBER3,648$265,1370.07%
212EMCOR GROUP INCEME726$265,0480.07%
213INTERNATIONAL BUSINESS MACHSINTR1,520$262,8230.07%
214CDW CORPCDW1,158$259,2070.07%
215WILLIAMS COS INC9694571006,089$258,7830.07%
216SPDR SER TR78464A64910,085$253,0330.07%
217WASTE MGMT INC DEL94106L1091,184$252,6330.07%
218SOUTHERN COPPER CORPSCCO2,340$252,1390.07%
219SSGA ACTIVE ETF TR78467V6085,980$249,9770.07%
220GODADDY INCGDDY1,788$249,8010.07%
221SCHWAB STRATEGIC TR8085247557,111$249,0980.07%
222ULTA BEAUTY INCULTA634$244,6420.06%
223FIRST TR EXCHANGE-TRADED FD33733E3021,144$234,4510.06%
224KIMBERLY-CLARK CORPKMB1,695$234,3070.06%
225SCHWAB STRATEGIC TR8085246729,939$234,2620.06%
226NRG ENERGY INCNRG2,990$232,8010.06%
227VANECK ETF TRUST92189H3009,708$230,8600.06%
228PACER FDS TR69374H4284,836$229,9520.06%
229AMERICAN CENTY ETF TR0250723724,707$229,4530.06%
230DELTA AIR LINES INC DELDAL4,813$228,3310.06%
231CAPITAL GROUP GBL GROWTH EQT14020X1047,743$227,9540.06%
232AMERICAN CENTY ETF TR0250728023,496$227,0670.06%
233BANK AMERICA CORP0605051045,669$225,4560.06%
234DANAHER CORPORATION235851102901$225,1420.06%
235UNION PAC CORPUNP985$222,8660.06%
236CVS HEALTH CORPCVS3,765$222,3800.06%
237APTARGROUP INCATR1,575$221,7760.06%
238SPDR SER TR78468R5159,261$220,6400.06%
239SPDR INDEX SHS FDS78463X8716,939$220,2440.06%
240ELEVANCE HEALTH INCELV406$220,1230.06%
241ACCENTURE PLC IRELANDACN721$218,7330.06%
242KINDER MORGAN INC DELEP-PC10,995$218,4710.06%
243ISHARES SILVER TRSLV8,189$217,5820.06%
244SPDR SER TR78464A7631,709$217,4090.06%
245TJX COS INC NEW8725401091,967$216,5200.06%
246INVESCO EXCH TRADED FD TR IIIVZ3,300$214,3350.06%
247ISHARES TR4642874081,173$213,4500.06%
248NNN REIT INCNNN5,000$213,0000.06%
249ISHARES TR4642875073,627$212,2470.06%
250UNITED PARCEL SERVICE INCUPS1,541$210,9220.06%
251FIRST TR EXCHANGE TRADED FD33734X8463,728$210,3540.06%
252DIGITAL RLTY TR INC2538681031,343$204,2030.05%
253GAP INCGAP8,495$202,9460.05%
254TEXAS INSTRS INC8825081041,042$202,7000.05%
255CONSOLIDATED EDISON INCED2,249$201,1400.05%
256PGIM ETF TR69344A8004,863$200,5530.05%
257FIRST TR EXCHANGE TRADED FD33734X1922,098$200,4530.05%
258LITHIUM AMERICAS ARGENTINA C53681K10045,050$144,1600.04%
259LITHIUM AMERS CORP NEWLTUM46,518$124,6680.03%
260MOBILE INFRASTRUCTURE CORPBEEP35,000$120,0500.03%
261LOOP INDS INC54351810440,695$85,0530.02%
262CARIBOU BIOSCIENCES INCCRBU47,876$78,5170.02%
263NICE LTDNCSYF51,000$48,4050.01%
264PATRICK INDS INC703343AG838,000$45,9540.01%
265ZSCALER INCZS31,000$41,7800.01%
266NRG ENERGY INCNRG21,000$40,7960.01%
267FORD MTR CO DEL345370CZ137,000$37,1960.01%
268INTEGER HLDGS CORPITGR26,000$36,8460.01%
269BIOMARIN PHARMACEUTICAL INCBMRN38,000$36,3500.01%
270DATADOG INCDDOG25,000$36,1110.01%
271ON SEMICONDUCTOR CORPON37,000$35,5400.01%
272CHEFS WHSE INC163086AE132,000$35,5020.01%
273HALOZYME THERAPEUTICS INCHALO32,000$35,4450.01%
274POST HLDGS INCPOST32,000$35,1060.01%
275NUTANIX INCNTNX30,000$35,0420.01%
276DEXCOM INCDXCM35,000$34,9980.01%
277DROPBOX INCDBX37,000$34,4750.01%
278VAIL RESORTS INCMTN38,000$34,4670.01%
279HAEMONETICS CORP MASSHAE38,000$34,2500.01%
280LIVE NATION ENTERTAINMENT INLYV31,000$34,2420.01%
281UBER TECHNOLOGIES INCUBER32,000$34,2190.01%
282MICROCHIP TECHNOLOGY INC.MCHPP32,000$33,6980.01%
283LIBERTY MEDIA CORP DELFWONB32,000$33,6100.01%
284SHIFT4 PMTS INC82452JAB530,000$33,6070.01%
285CHEESECAKE FACTORY INCCAKE37,000$33,4360.01%
286ASHFORD HOSPITALITY TR INCAHT-PD34,000$33,0310.01%
287LANTHEUS HLDGS INCLNTH26,000$32,3900.01%
288SOUTHWEST AIRLS CO844741BG232,000$31,9960.01%
289ZILLOW GROUP INCZ26,000$31,2260.01%
290NCL CORP LTD62886HAX925,000$30,2220.01%
291BABCOCK & WILCOX ENTERPRISESBW-PA23,710$29,6460.01%
292INTEGRA LIFESCIENCES HLDGS CIART31,000$29,2570.01%
293NORTHERN OIL & GAS INCNOG25,000$29,1280.01%
294ENPHASE ENERGY INCENPH32,000$28,9590.01%
295LUMENTUM HLDGS INCLITE32,000$28,8640.01%
296CONMED CORPCNMD31,000$27,6800.01%
297PEBBLEBROOK HOTEL TRPEB-PH31,000$27,1970.01%
298TELADOC HEALTH INCTDOC31,000$25,6740.01%
299MGP INGREDIENTS INC NEWMGPI25,000$25,2990.01%
300AG MTG INVT TR INC95790DAD725,000$24,6990.01%
301AKAMAI TECHNOLOGIES INCAKAM22,000$23,0900.01%
302WOLFSPEED INCWOLF37,000$21,8560.01%
303EXACT SCIENCES CORP30063PAC925,000$20,3440.01%
304ARRAY TECHNOLOGIES INCARRY25,000$20,1670.01%
305INSEEGO CORPINSG20,000$9,5850.00%