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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 2024 · Filed November 6, 2024 · Accession 0001951757-24-001171

Total Value
$401.5M
Positions
333
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (333)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA318,314$38.7M9.63%
2TESLA INCTSLA140,903$36.9M9.18%
3MICROSOFT CORPMSFT55,921$24.1M5.99%
4APPLE INCAAPL72,512$16.9M4.21%
5ADVANCED MICRO DEVICES INCAMD80,846$13.3M3.30%
6AMAZON COM INCAMZN67,532$12.6M3.13%
7SPDR S&P 500 ETF TRSPY21,294$12.2M3.04%
8META PLATFORMS INCMETA16,371$9.4M2.33%
9ALPHABET INCGOOG47,553$8.0M1.98%
10INVESCO QQQ TRIVZ12,813$6.3M1.56%
11SPDR GOLD TRGLD24,226$5.9M1.47%
12ISHARES TR46438G612202,755$5.3M1.31%
13SPDR S&P MIDCAP 400 ETF TRMDY9,112$5.2M1.29%
14TAIWAN SEMICONDUCTOR MFG LTD87403910029,163$5.1M1.26%
15COSTCO WHSL CORP NEW22160K1054,621$4.1M1.02%
16BERKSHIRE HATHAWAY INC DELBRK-A8,824$4.1M1.01%
17ZACKS TRUST98888G105114,464$3.5M0.88%
18SPDR SER TR78468R66334,255$3.1M0.78%
19ISHARES TR46428772120,736$3.1M0.78%
20ISHARES TR46428769730,427$3.1M0.77%
21J P MORGAN EXCHANGE TRADED F46641Q33251,852$3.1M0.77%
22ISHARES TR46428773929,805$3.0M0.76%
23ISHARES TR46428778828,998$3.0M0.75%
24ASML HOLDING N VASMLF3,602$3.0M0.75%
25PALANTIR TECHNOLOGIES INCPLTR76,881$2.9M0.71%
26MASTERCARD INCORPORATEDMA5,415$2.7M0.67%
27ALPHABET INCGOOG15,709$2.6M0.65%
28ADOBE INCADBE4,914$2.5M0.63%
29BOEING COBA-PA15,233$2.3M0.58%
30SELECT SECTOR SPDR TR81369Y80310,147$2.3M0.57%
31JPMORGAN CHASE & CO.VYLD10,568$2.2M0.55%
32BROADCOM INCAVGO12,903$2.2M0.55%
33APPLOVIN CORPAPP16,818$2.2M0.55%
34SSGA ACTIVE TR78470P50782,569$2.2M0.55%
35MILLER HOWARD HIGH INC EQTY600379101158,129$1.9M0.48%
36SPDR DOW JONES INDL AVERAGE78467X1094,305$1.8M0.45%
37VISA INCV6,619$1.8M0.45%
38DIMENSIONAL ETF TRUST25434V60931,586$1.8M0.44%
39J P MORGAN EXCHANGE TRADED F46641Q83734,267$1.7M0.43%
40HOME DEPOT INCHD4,102$1.7M0.41%
41SSGA ACTIVE TR78470P40830,447$1.6M0.39%
42REGENERON PHARMACEUTICALSREGN1,499$1.6M0.39%
43MICRON TECHNOLOGY INCMU15,063$1.6M0.39%
44NETFLIX INCNFLX2,197$1.6M0.39%
45ISHARES TR46434V62124,795$1.6M0.39%
46ELI LILLY & COLLY1,742$1.5M0.38%
47STERLING INFRASTRUCTURE INCSTRL10,499$1.5M0.38%
48SPDR INDEX SHS FDS78463X50936,621$1.5M0.38%
49SERVICENOW INCNOW1,680$1.5M0.37%
50VANGUARD INDEX FDS9229083632,826$1.5M0.37%
51VERTIV HOLDINGS COVRT14,448$1.4M0.36%
52ISHARES TR46428730914,806$1.4M0.35%
53ZACKS TRUST98888G20442,419$1.4M0.35%
54J P MORGAN EXCHANGE TRADED F46654Q20325,440$1.4M0.35%
55ISHARES TR46428746516,388$1.4M0.34%
56ABBVIE INCABBV6,885$1.4M0.34%
57DIMENSIONAL ETF TRUST25434V40121,616$1.3M0.33%
58CROWDSTRIKE HLDGS INCCRWD4,762$1.3M0.33%
59RTX CORPORATIONRTX10,792$1.3M0.33%
60ISHARES TR46428760613,924$1.3M0.32%
61ISHARES TR46432F84216,315$1.3M0.32%
62AT&T INCT-PC56,760$1.2M0.31%
63ISHARES TR46428722612,268$1.2M0.31%
64JOHNSON & JOHNSONJNJ7,549$1.2M0.30%
65PIMCO STRATEGIC INCOME FD72200X104158,896$1.2M0.30%
66AERCAP HOLDINGS NVAER12,700$1.2M0.30%
67VERIZON COMMUNICATIONS INCVZ26,272$1.2M0.29%
68QUALCOMM INCQCOM6,912$1.2M0.29%
69AFFIRM HLDGS INCAFRM26,444$1.1M0.27%
70APPLIED MATLS INC0382221055,340$1.1M0.27%
71ARES CAPITAL CORPARCC50,069$1.0M0.26%
72SOUTHERN COSOMN11,269$1.0M0.25%
73SELECT SECTOR SPDR TR81369Y50611,567$1.0M0.25%
74DISNEY WALT CO25468710610,458$1.0M0.25%
75INTUITIVE SURGICAL INCISRG2,035$999,5490.25%
76PROCTER AND GAMBLE CO7427181095,734$993,1970.25%
77ISHARES INC46428631933,977$975,1540.24%
78PALO ALTO NETWORKS INCPANW2,835$969,0030.24%
79EXXON MOBIL CORPXOM8,266$968,9670.24%
80SCHWAB STRATEGIC TR80852479711,384$962,3270.24%
81DUKE ENERGY CORP NEWDUKB8,277$954,2920.24%
82UNITED PARCEL SERVICE INCUPS6,931$945,0330.24%
83ORACLE CORPORCL-PD5,539$943,8270.24%
84VANGUARD SCOTTSDALE FDS92206C10215,977$942,9650.23%
85CHEVRON CORP NEWCVX6,333$932,6760.23%
86SOUTHERN MO BANCORP INCSOMN16,295$920,4840.23%
87LOCKHEED MARTIN CORPLMT1,556$909,4190.23%
88PARKER-HANNIFIN CORPPH1,428$902,2390.22%
89DIMENSIONAL ETF TRUST25434V72421,234$885,2450.22%
90PFIZER INCPFE30,198$873,9210.22%
91SCHWAB CHARLES CORPSCHW-PJ13,003$842,7550.21%
92ALIBABA GROUP HLDG LTDBBAAY7,925$841,0010.21%
93VANGUARD SCOTTSDALE FDS92206C40910,439$829,0800.21%
94MCDONALDS CORPMCD2,670$813,0620.20%
95GOLDMAN SACHS GROUP INCGSCE1,624$803,9780.20%
96VANECK ETF TRUST92189F6438,104$785,6830.20%
97AMERICAN EXPRESS COAXP2,857$774,9030.19%
98ABBOTT LABSABLZF6,746$769,0580.19%
99SELECT SECTOR SPDR TR81369Y60516,934$767,4670.19%
100SELECT SECTOR SPDR TR81369Y2094,965$764,7540.19%
101S&P GLOBAL INCSPGI1,456$752,0290.19%
102ISHARES TR4642872001,292$745,0250.19%
103NEXTERA ENERGY INCNEE-PW8,747$739,3840.18%
104SPDR INDEX SHS FDS78463X88919,443$730,2790.18%
105ON SEMICONDUCTOR CORPON10,022$727,6970.18%
106FEDERAL AGRIC MTG CORP3131483063,875$726,2140.18%
107SPDR SER TR78464A64927,690$723,8170.18%
108WALMART INCWMT8,639$697,5800.17%
109ONEOK INC NEWOKE7,645$696,6890.17%
110MERCADOLIBRE INCMELI339$695,6140.17%
111ISHARES TR4642876553,106$686,0840.17%
112VANGUARD BD INDEX FDS9219378359,026$677,9190.17%
113GABELLI UTIL TR36240A101128,694$669,2090.17%
114ISHARES BITCOIN TRUST ETFIBIT18,337$662,5160.16%
115BP PLCBPPFF20,482$642,9230.16%
116UNITEDHEALTH GROUP INCUNH1,088$635,9440.16%
117VANGUARD WHITEHALL FDS9219464064,958$635,6270.16%
118EATON CORP PLCETN1,899$629,4050.16%
119CHENIERE ENERGY INCLNG3,414$613,9170.15%
120SPDR SER TR78464A6313,879$610,3220.15%
121GALLAGHER ARTHUR J & CO3635761092,168$610,0100.15%
122SPDR SER TR78468R60624,608$591,8220.15%
123INTEL CORPINTC24,883$583,7620.15%
124SNOWFLAKE INCSNOW5,080$583,4890.15%
125AMGEN INCAMGN1,797$579,0260.14%
126DIMENSIONAL ETF TRUST25434V70816,372$561,3960.14%
127MERCK & CO INCMRK4,915$558,1620.14%
128AMERICAN CENTY ETF TR0250728775,774$553,9790.14%
129ARM HOLDINGS PLC0420682053,845$549,8730.14%
130THERMO FISHER SCIENTIFIC INCTMO883$546,2780.14%
131GE AEROSPACE3696043012,877$542,5380.14%
132SPDR SER TR78468R85311,872$540,2950.13%
133NORTHROP GRUMMAN CORPNOC1,023$540,0480.13%
134HALOZYME THERAPEUTICS INCHALO9,386$537,2550.13%
135INTERNATIONAL BUSINESS MACHSINTR2,430$537,2110.13%
136MAIN STR CAP CORP56035L10410,697$536,3480.13%
137BLACKSTONE INCBX3,502$536,2560.13%
138HERCULES CAPITAL INCHCXY26,894$528,1980.13%
139SIMPSON MFG INC8290731052,712$518,7240.13%
140SCHWAB STRATEGIC TR80852470617,403$507,8200.13%
141ALBEMARLE CORPALB-PA5,337$505,4670.13%
142VANGUARD INDEX FDS9229087442,895$505,3360.13%
143VANGUARD SCOTTSDALE FDS92206C77110,701$505,1940.13%
144SCHWAB STRATEGIC TR8085246499,391$493,2980.12%
145VENTAS INCVTR7,617$488,4780.12%
146WELLTOWER INCWELL3,758$481,1370.12%
147SPDR SER TR78464A37514,226$479,5580.12%
148INVESCO EXCHANGE TRADED FD TIVZ9,450$449,1590.11%
149ISHARES TR46434V8608,850$447,8100.11%
150PEPSICO INCPEP2,611$443,9880.11%
151PHILIP MORRIS INTL INC7181721093,638$441,6530.11%
152VANGUARD TAX-MANAGED FDS9219438588,164$431,1600.11%
153SPDR SER TR78468R6224,378$428,1250.11%
154MARVELL TECHNOLOGY INCMRVL5,862$422,7670.11%
155WISDOMTREE TRWT9,576$421,4540.10%
156NETAPP INCNTAP3,370$416,2850.10%
157ARISTA NETWORKS INCANET1,067$409,5360.10%
158SELECT SECTOR SPDR TR81369Y3084,901$406,8190.10%
159COCA COLA COKO5,658$406,5760.10%
160INNOVATOR ETFS TRUSTINHD10,951$403,8280.10%
161SPDR SER TR78464A39118,772$399,2800.10%
162CISCO SYS INCCSCO7,385$393,0220.10%
163VANGUARD INDEX FDS9229087691,380$390,7370.10%
164CATERPILLAR INCCAT975$381,4010.09%
165MOODYS CORPMCO803$381,2530.09%
166ISHARES GOLD TRIAU7,594$377,4220.09%
167STARBUCKS CORPSBUX3,850$375,3370.09%
168HUNTINGTON BANCSHARES INCHBANP25,486$374,6440.09%
169DRAFTKINGS INC NEWDKNG9,447$370,3220.09%
170ILLINOIS TOOL WKS INC4523081091,408$369,1200.09%
171SPDR SER TR78464A8703,675$363,1040.09%
172SALESFORCE INCCRM1,323$362,1800.09%
173TRANE TECHNOLOGIES PLCTT925$359,5750.09%
174REAVES UTIL INCOME FD75615810110,456$343,0610.09%
175SELECT SECTOR SPDR TR81369Y4071,709$342,3820.09%
176CUMMINS INCCMI1,040$336,8950.08%
177VANECK ETF TRUST92189H7486,326$335,5540.08%
178SPDR SER TR78468R86117,621$333,9180.08%
179TJX COS INC NEW8725401092,784$327,2820.08%
180MARATHON PETE CORPMARA1,996$325,1100.08%
1813M COMMM2,296$313,8630.08%
182EMCOR GROUP INCEME729$313,8560.08%
183PDD HOLDINGS INCPDD2,325$313,4330.08%
184AMERICAN ELEC PWR CO INC0255371013,051$313,0600.08%
185SPDR SER TR78464A8475,701$311,7310.08%
186MCKESSON CORPMCK628$310,3820.08%
187LANTHEUS HLDGS INCLNTH2,760$302,9100.08%
188ISHARES TR4642886879,086$301,9410.08%
189SCHWAB STRATEGIC TR80852467211,492$300,7460.07%
190VANECK ETF TRUST92189H7308,519$298,4210.07%
191GRAYSCALE ETHEREUM TR ETH38963810713,330$291,7940.07%
192ISHARES TR46435U7136,139$288,3380.07%
193TARGET CORPTGT1,839$286,6040.07%
194THE CIGNA GROUP125523100826$286,2280.07%
195SSGA ACTIVE ETF TR78467V6086,840$285,6180.07%
196WILLIAMS COS INC9694571006,132$279,9260.07%
197UBER TECHNOLOGIES INCUBER3,651$274,4090.07%
198BAIDU INCBAIDF2,594$273,1220.07%
199SOUTHERN COPPER CORPSCCO2,330$269,5110.07%
200SCHWAB STRATEGIC TR8085247557,111$265,7380.07%
201EMERSON ELEC COEMR2,426$265,3040.07%
202HONEYWELL INTL INC4385161061,283$265,2020.07%
203CORNING INCGLW5,863$264,7160.07%
204CDW CORPCDW1,158$262,0550.07%
205PROLOGIS INC.PLDGP2,075$262,0480.07%
206CHUBB LIMITEDCB898$258,9740.06%
207ISHARES TR4642882572,162$258,4670.06%
208GAMESTOP CORP NEWGME-WT11,252$258,0080.06%
209DANAHER CORPORATION235851102926$257,5460.06%
210WASTE MGMT INC DEL94106L1091,233$255,9260.06%
211ACCENTURE PLC IRELANDACN724$255,7480.06%
212AMERICAN CENTY ETF TR0250723724,890$254,9780.06%
213AMERICAN CENTY ETF TR0250728023,608$254,9670.06%
214NEOS ETF TRUST78433H6754,960$254,5970.06%
215INTUITINTU410$254,3520.06%
216CONSTELLATION BRANDS INCSTZ984$253,4440.06%
217BOOKING HOLDINGS INCBKNG60$252,8000.06%
218APTARGROUP INCATR1,575$252,2990.06%
219FIRST TR EXCHANGE-TRADED FD33739Q4084,198$251,3340.06%
220IRON MTN INC DEL46284V1012,100$249,5500.06%
221ISHARES TR4642885213,990$245,6640.06%
222T-MOBILE US INCTMUSZ1,189$245,3620.06%
223UNION PAC CORPUNP995$245,2480.06%
224SPROUTS FMRS MKT INC85208M1022,221$245,2210.06%
225VANGUARD INTL EQUITY INDEX F9220428585,124$245,1730.06%
226ULTA BEAUTY INCULTA625$243,2000.06%
227CONOCOPHILLIPSCOP2,309$243,0920.06%
228KIMBERLY-CLARK CORPKMB1,697$241,4150.06%
229VANGUARD INDEX FDS9229087511,016$241,0050.06%
230FIRST TR EXCHANGE-TRADED FD33733E3021,136$240,6390.06%
231ILEARNINGENGINES INC45175Q106144,000$240,4800.06%
232VANECK ETF TRUST92189H3009,438$239,7350.06%
233MEDTRONIC PLCMDT2,655$238,9930.06%
234ALTRIA GROUP INCMO4,661$237,9110.06%
235INVESCO EXCH TRADED FD TR IIIVZ3,300$236,7090.06%
236NOVO-NORDISK A SNONOF1,981$235,8890.06%
237AIM ETF PRODUCTS TRUST00888H7297,706$234,9940.06%
238CONSOLIDATED EDISON INCED2,251$234,4170.06%
239SPDR INDEX SHS FDS78463X8716,865$234,3020.06%
240AIM ETF PRODUCTS TRUST00888H6798,471$233,5240.06%
241AUTOMATIC DATA PROCESSING INADP840$232,3550.06%
242ISHARES TR4642874081,173$231,3720.06%
243SPDR SER TR78468R5159,112$228,8100.06%
244ISHARES SILVER TRSLV8,024$227,9620.06%
245PULTE GROUP INC7458671011,580$226,7770.06%
246COLGATE PALMOLIVE COCL2,174$225,6470.06%
247CAMECO CORPCCJ4,650$222,0840.06%
248ISHARES TR4642875073,558$221,7270.06%
249DIGITAL RLTY TR INC2538681031,370$221,6680.06%
250D R HORTON INC23331A1091,155$220,3450.05%
251ENTERPRISE PRODS PARTNERS L2937921077,513$218,7050.05%
252FIRST TR EXCHANGE-TRADED FD33733E1042,407$218,5360.05%
253STATE STR CORPSTT-PG2,438$215,6900.05%
254FIRST TR EXCHANGE TRADED FD33734X1922,092$213,9610.05%
255FIRST TR EXCHANGE TRADED FD33734X8463,609$213,7540.05%
256GIGACLOUD TECHNOLOGY INCGCT9,250$212,5650.05%
257GENERAL DYNAMICS CORPGD702$212,2150.05%
258VISTRA CORPVST1,786$211,7120.05%
259INDEPENDENCE RLTY TR INC45378A10610,240$209,9200.05%
260DUPONT DE NEMOURS INCDD2,343$208,7850.05%
261CAMBRIA ETF TR1320617977,817$208,4650.05%
262SIMON PPTY GROUP INC NEW8288061091,218$205,9260.05%
263PACKAGING CORP AMER695156109956$205,9220.05%
264ISHARES TR4642872912,491$205,5820.05%
265STRYKER CORPORATIONSYK561$202,6750.05%
266THE TRADE DESK INC88339J1051,847$202,5240.05%
267DIMENSIONAL ETF TRUST25434V8075,290$201,4370.05%
268AES CORPAES10,016$200,9210.05%
269RITHM CAPITAL CORPRITM-PF17,045$193,4620.05%
270BLUE OWL CAPITAL CORPORATIONOWL11,602$169,0410.04%
271EXCHANGE TRADED CONCEPTS TRU30150562411,280$150,3620.04%
272LITHIUM AMERICAS ARGENTINA C53681K10042,650$139,0390.03%
273AVEPOINT INCAVPT10,614$124,9270.03%
274LITHIUM AMERS CORP NEWLTUM44,118$119,1190.03%
275YEXT INCYEXT16,422$113,6400.03%
276CARIBOU BIOSCIENCES INCCRBU50,627$99,2290.02%
277LOOP INDS INC54351810450,575$93,0580.02%
278SOFI TECHNOLOGIES INCSOFI10,450$82,1370.02%
279TESLA INCTSLA12,500$60,7010.02%
280PATRICK INDS INC703343AG838,000$57,7920.01%
281NICE LTDNCSYF51,000$48,7910.01%
282INVESCO SR INCOME TRIVZ10,500$42,7350.01%
283INTEGER HLDGS CORPITGR26,000$40,5800.01%
284LANTHEUS HLDGS INCLNTH26,000$40,1800.01%
285NRG ENERGY INCNRG18,000$39,9090.01%
286ON SEMICONDUCTOR CORPON37,000$37,2490.01%
287UBER TECHNOLOGIES INCUBER34,000$37,1830.01%
288LIVE NATION ENTERTAINMENT INLYV30,000$36,8710.01%
289HALOZYME THERAPEUTICS INCHALO31,000$36,8210.01%
290POST HLDGS INCPOST31,000$36,6250.01%
291ZSCALER INCZS30,000$36,5440.01%
292CHEFS WHSE INC163086AE131,000$36,1660.01%
293BIOMARIN PHARMACEUTICAL INCBMRN38,000$36,0630.01%
294FORD MTR CO345370CZ137,000$36,0450.01%
295DROPBOX INCDBX37,000$35,7930.01%
296SHIFT4 PMTS INC82452JAB529,000$35,4960.01%
297VAIL RESORTS INCMTN38,000$35,4350.01%
298HAEMONETICS CORP MASSHAE38,000$35,1490.01%
299CHEESECAKE FACTORY INCCAKE37,000$35,1120.01%
300TRANSMEDICS GROUP INCTMDX19,000$34,9470.01%
301LIBERTY MEDIA CORP DELFWONB32,000$34,9320.01%
302BABCOCK & WILCOX ENTERPRISESBW-PA16,960$34,5980.01%
303NUTANIX INCNTNX29,000$34,3840.01%
304TETRA TECH INC NEWTTEK26,000$34,0170.01%
305ZILLOW GROUP INCZ23,000$33,8620.01%
306TETRA TECHNOLOGIES INC DEL88162F10510,774$33,3990.01%
307DEXCOM INCDXCM35,000$33,3190.01%
308DATADOG INCDDOG25,000$32,5750.01%
309GRAYSCALE ETHEREUM MINI TR E38964R10413,330$32,5250.01%
310SOUTHWEST AIRLS CO844741BG232,000$32,3160.01%
311MICROCHIP TECHNOLOGY INC.MCHPP32,000$31,9720.01%
312LUMENTUM HLDGS INCLITE32,000$31,3800.01%
313NCL CORP LTD62886HAX925,000$30,9450.01%
314ENPHASE ENERGY INCENPH32,000$29,9470.01%
315CONMED CORPCNMD31,000$28,6060.01%
316NORTHERN OIL & GAS INCNOG25,000$28,5530.01%
317PEBBLEBROOK HOTEL TRPEB-PH31,000$28,2220.01%
318MGP INGREDIENTS INC NEWMGPI25,000$26,7560.01%
319AKAMAI TECHNOLOGIES INCAKAM22,000$24,4550.01%
320EXACT SCIENCES CORP30063PAC925,000$23,3030.01%
321ASHFORD HOSPITALITY TR INCAHT-PD29,000$21,7040.01%
322ALNYLAM PHARMACEUTICALS INCALNY17,000$19,8940.00%
323IMMUNIC INCIMUX12,000$19,8000.00%
324ARRAY TECHNOLOGIES INCARRY25,000$18,3780.00%
325AMPHASTAR PHARMACEUTICALS INAMPH17,000$17,9650.00%
326ETSY INCETSY18,000$17,6800.00%
327IONIS PHARMACEUTICALS INCIONS17,000$16,8360.00%
328BLOCK INCBSQKZ17,000$16,5170.00%
329MIRUM PHARMACEUTICALS INCMIRM11,000$16,1720.00%
330RIVIAN AUTOMOTIVE INCRIVN17,000$15,4960.00%
331TPI COMPOSITES INCTPICQ20,000$10,9930.00%
332GABELLI UTIL TR36240A184127,695$3,5120.00%
333AQUA METALS INCAQMS12,000$2,2440.00%