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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 Q4 2024 · Filed February 10, 2025 · Accession 0001951757-25-000212

Total Value
$438.3M
Positions
338
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (338)

#IssuerTicker / CUSIPSharesValue% of Filing
1TESLA INCTSLA126,361$51.0M11.64%
2NVIDIA CORPORATIONNVDA293,056$39.4M8.98%
3MICROSOFT CORPMSFT55,011$23.2M5.29%
4APPLE INCAAPL70,735$17.7M4.04%
5AMAZON COM INCAMZN63,545$13.9M3.18%
6SPDR S&P 500 ETF TRSPY22,879$13.4M3.06%
7ADVANCED MICRO DEVICES INCAMD81,198$9.8M2.24%
8META PLATFORMS INCMETA15,400$9.0M2.06%
9ALPHABET INCGOOG45,069$8.6M1.96%
10TAIWAN SEMICONDUCTOR MFG LTD87403910030,220$6.0M1.36%
11SPDR GOLD TRGLD22,470$5.4M1.24%
12ZACKS TRUST98888G105174,176$5.3M1.21%
13SPDR S&P MIDCAP 400 ETF TRMDY9,112$5.2M1.18%
14ISHARES TR46438G612193,937$5.1M1.16%
15APPLOVIN CORPAPP15,372$5.0M1.14%
16INVESCO QQQ TRIVZ9,231$4.7M1.08%
17PALANTIR TECHNOLOGIES INCPLTR62,210$4.7M1.07%
18COSTCO WHSL CORP NEW22160K1054,824$4.4M1.01%
19BERKSHIRE HATHAWAY INC DELBRK-A9,735$4.4M1.01%
20SPDR SER TR78468R66344,535$4.1M0.93%
21DILLARDS INC2540671019,332$4.0M0.92%
22ASML HOLDING N VASMLF5,699$4.0M0.90%
23VANGUARD INDEX FDS92290876912,830$3.7M0.85%
24SPDR DOW JONES INDL AVERAGE78467X1097,961$3.4M0.77%
25ALPHABET INCGOOG16,331$3.1M0.71%
26MASTERCARD INCORPORATEDMA5,246$2.8M0.63%
27BROADCOM INCAVGO11,263$2.6M0.60%
28JPMORGAN CHASE & CO.VYLD10,629$2.5M0.58%
29TARGET CORPTGT18,828$2.5M0.58%
30BOEING COBA-PA14,242$2.5M0.58%
31ISHARES TR46428778822,666$2.5M0.57%
32ISHARES TR46428771392,288$2.5M0.56%
33VANGUARD INDEX FDS92290874414,374$2.4M0.56%
34ADOBE INCADBE5,321$2.4M0.54%
35SELECT SECTOR SPDR TR81369Y8039,925$2.3M0.53%
36ISHARES TR46428758023,551$2.3M0.52%
37ISHARES TR46428730922,150$2.2M0.51%
38ISHARES TR46428769723,266$2.2M0.51%
39ZACKS TRUST98888G20460,814$2.0M0.46%
40VERTIV HOLDINGS COVRT17,407$2.0M0.45%
41VISA INCV6,243$2.0M0.45%
42CROWDSTRIKE HLDGS INCCRWD5,495$1.9M0.43%
43STERLING INFRASTRUCTURE INCSTRL11,024$1.9M0.42%
44SSGA ACTIVE TR78470P50772,978$1.9M0.42%
45ISHARES TR4642874089,600$1.8M0.42%
46VANGUARD SCOTTSDALE FDS92206C10230,771$1.8M0.41%
47GOLDMAN SACHS GROUP INCGSCE3,076$1.8M0.40%
48SERVICENOW INCNOW1,656$1.8M0.40%
49MICRON TECHNOLOGY INCMU20,393$1.7M0.39%
50ISHARES TR46428773918,420$1.7M0.39%
51AMERICAN EXPRESS COAXP5,693$1.7M0.39%
52DIMENSIONAL ETF TRUST25434V60929,709$1.7M0.38%
53VANGUARD INDEX FDS9229083632,986$1.6M0.37%
54SSGA ACTIVE TR78470P40828,725$1.5M0.35%
55VANGUARD TAX-MANAGED FDS92194385831,832$1.5M0.35%
56HOME DEPOT INCHD3,783$1.5M0.34%
57VANGUARD SCOTTSDALE FDS92206C40917,764$1.4M0.32%
58ISHARES TR46432F84219,705$1.4M0.32%
59SELECT SECTOR SPDR TR81369Y50615,181$1.3M0.30%
60ISHARES TR46428722613,376$1.3M0.30%
61ABBVIE INCABBV7,193$1.3M0.29%
62APPLIED MATLS INC0382221057,847$1.3M0.29%
63PIMCO STRATEGIC INCOME FD72200X104166,226$1.3M0.29%
64RTX CORPORATIONRTX10,856$1.3M0.29%
65NETFLIX INCNFLX1,382$1.2M0.28%
66SPDR INDEX SHS FDS78463X50932,054$1.2M0.28%
67ELI LILLY & COLLY1,545$1.2M0.27%
68FIRST TR EXCHANGE-TRADED FD33738D87948,715$1.2M0.27%
69AERCAP HOLDINGS NVAER12,025$1.2M0.26%
70JOHNSON & JOHNSONJNJ7,711$1.1M0.25%
71ORACLE CORPORCL-PD6,615$1.1M0.25%
72VERIZON COMMUNICATIONS INCVZ26,929$1.1M0.25%
73ARES CAPITAL CORPARCC48,215$1.1M0.24%
74CAMECO CORPCCJ20,240$1.0M0.24%
75REGENERON PHARMACEUTICALSREGN1,452$1.0M0.24%
76SPDR SER TR78468R62210,683$1.0M0.23%
77EXXON MOBIL CORPXOM9,396$1.0M0.23%
78VANGUARD INTL EQUITY INDEX F92204285822,383$985,7330.22%
79SOUTHERN COSOMN11,915$980,8680.22%
80DUKE ENERGY CORP NEWDUKB8,891$957,9450.22%
81SOUTHERN MO BANCORP INCSOMN16,342$937,5370.21%
82PARKER-HANNIFIN CORPPH1,472$936,2410.21%
83AT&T INCT-PC41,062$934,9870.21%
84NOVO-NORDISK A SNONOF10,745$924,2930.21%
85PROCTER AND GAMBLE CO7427181095,507$923,3010.21%
86MARVELL TECHNOLOGY INCMRVL8,180$903,4810.21%
87UNITED PARCEL SERVICE INCUPS7,145$900,9500.21%
88SPDR SER TR78464A37527,324$895,1340.20%
89PALO ALTO NETWORKS INCPANW4,779$869,5870.20%
90DIMENSIONAL ETF TRUST25434V72421,219$868,2810.20%
91ISHARES TR4642872001,457$857,7940.20%
92EAGLE POINT CREDIT COMPANY IECCW94,508$839,2300.19%
93FIRST TR EXCHNG TRADED FD VI33740F88833,644$829,3250.19%
94WALMART INCWMT9,056$818,1880.19%
95PFIZER INCPFE30,678$813,8920.19%
96SELECT SECTOR SPDR TR81369Y60516,554$800,0540.18%
97MERCADOLIBRE INCMELI468$795,8060.18%
98ABBOTT LABSABLZF6,831$772,6290.18%
99CHENIERE ENERGY INCLNG3,595$772,3900.18%
100ONEOK INC NEWOKE7,653$768,3610.18%
101MCDONALDS CORPMCD2,576$746,7830.17%
102GLOBAL X FDS37954Y87127,625$739,7980.17%
103BLACKSTONE INCBX4,208$725,6270.17%
104FEDERAL AGRIC MTG CORP3131483063,675$723,7910.17%
105FIRST TR EXCHNG TRADED FD VI33740F75523,458$714,7650.16%
106SPDR INDEX SHS FDS78463X88920,664$705,2620.16%
107CLEAR SECURE INCYOU26,321$701,1910.16%
108QUALCOMM INCQCOM4,518$694,0940.16%
109ISHARES TR4642876553,106$686,3020.16%
110LOCKHEED MARTIN CORPLMT1,353$657,6350.15%
111INTUITIVE SURGICAL INCISRG1,260$657,4720.15%
112SPDR SER TR78464A6313,879$643,2160.15%
113GABELLI UTIL TR36240A101127,356$640,6010.15%
114SELECT SECTOR SPDR TR81369Y2094,654$640,2440.15%
115GALLAGHER ARTHUR J & CO3635761092,250$638,7100.15%
116ON SEMICONDUCTOR CORPON10,102$636,9310.15%
117S&P GLOBAL INCSPGI1,269$631,8670.14%
118VANGUARD WHITEHALL FDS9219464064,918$627,5380.14%
119ISHARES INC46428631924,191$624,8610.14%
120MCKESSON CORPMCK1,077$613,7900.14%
121GRAYSCALE BITCOIN MINI TR ET38993020714,468$605,7750.14%
122SCHWAB CHARLES CORPSCHW-PJ8,121$601,0200.14%
123MAIN STR CAP CORP56035L1049,942$582,4020.13%
124SALESFORCE INCCRM1,733$579,3940.13%
125SCHWAB STRATEGIC TR80852470621,747$579,1230.13%
126BP PLCBPPFF19,401$573,4880.13%
127J P MORGAN EXCHANGE TRADED F46641Q83711,377$573,0450.13%
128HERCULES CAPITAL INCHCXY28,449$571,5400.13%
129J P MORGAN EXCHANGE TRADED F46641Q3329,902$569,6600.13%
130VANGUARD SCOTTSDALE FDS92206C7146,974$566,6210.13%
131ISHARES TR4642875078,969$558,8550.13%
132EATON CORP PLCETN1,675$555,8820.13%
133WILLIAMS COS INC96945710010,208$552,4570.13%
134SPDR SER TR78468R85312,265$550,9370.13%
135CISCO SYS INCCSCO9,280$549,3630.13%
136KINDER MORGAN INC DELEP-PC20,003$548,0700.13%
137DIMENSIONAL ETF TRUST25434V70815,841$547,9400.13%
138OKLO INCOKLO25,800$547,7340.12%
139CHEVRON CORP NEWCVX3,659$529,9350.12%
140VANGUARD SCOTTSDALE FDS92206C77111,659$528,6190.12%
141PROSHARES TR74347R1075,577$515,9280.12%
142MERCK & CO INCMRK5,180$515,2800.12%
143DISNEY WALT CO2546871064,579$509,8780.12%
144FIRST TR EXCH TRADED FD III33739P1037,620$501,4720.11%
145INTERNATIONAL BUSINESS MACHSINTR2,261$497,0870.11%
146MORGAN STANLEYMS-PQ3,801$477,8620.11%
147INVESCO EXCHANGE TRADED FD TIVZ9,450$472,1220.11%
148SNOWFLAKE INCSNOW3,039$469,2520.11%
149ARM HOLDINGS PLC0420682053,775$465,6840.11%
150ALBEMARLE CORPALB-PA5,337$459,4090.10%
151CORNING INCGLW9,515$452,1350.10%
152CATERPILLAR INCCAT1,246$452,0990.10%
153SIMPSON MFG INC8290731052,712$449,7310.10%
154PHILIP MORRIS INTL INC7181721093,712$446,7180.10%
155ISHARES TR46434V8608,850$446,6600.10%
156UNITEDHEALTH GROUP INCUNH879$444,5980.10%
157J P MORGAN EXCHANGE TRADED F46654Q2037,639$430,6970.10%
158GE AEROSPACE3696043012,580$430,3990.10%
159IRON MTN INC DEL46284V1014,031$423,6950.10%
160COCA COLA COKO6,737$419,4280.10%
161HUNTINGTON BANCSHARES INCHBANP25,570$416,0240.09%
162FIRST TR EXCHANGE-TRADED FD33741X10211,473$411,3070.09%
163VANECK BITCOIN ETFHODL3,864$408,4630.09%
164TRANE TECHNOLOGIES PLCTT1,098$405,5460.09%
165INNOVATOR ETFS TRUSTINHD10,654$399,7320.09%
166TJX COS INC NEW8725401093,306$399,3440.09%
167PEPSICO INCPEP2,585$393,0920.09%
168SPDR SER TR78464A39120,088$392,3190.09%
169CHIPOTLE MEXICAN GRILL INCCMG6,473$390,3220.09%
170MOODYS CORPMCO806$381,5960.09%
171OLD DOMINION FREIGHT LINE INODFL2,158$380,6710.09%
172AMERICAN CENTY ETF TR0250728773,870$373,6120.09%
173BITWISE FUNDS TRUST0917481036,726$372,8720.09%
174DIGITAL RLTY TR INC2538681032,097$371,9280.08%
175BANK AMERICA CORP0605051048,419$370,0260.08%
176NORTHROP GRUMMAN CORPNOC780$366,0220.08%
177ISHARES TR46434V6215,954$365,2260.08%
178ISHARES TR4642877212,279$363,5460.08%
179GRAYSCALE ETHEREUM TRUST ETF38963810712,930$362,2990.08%
180HONEYWELL INTL INC4385161061,604$362,2860.08%
181ISHARES TR464287614901$361,9350.08%
182MOTOROLA SOLUTIONS INCMSI779$360,0770.08%
183ILLINOIS TOOL WKS INC4523081091,409$357,1950.08%
184NEOS ETF TRUST78433H6756,798$356,0110.08%
185VANECK ETF TRUST92189H7486,682$352,5910.08%
186FIRST TR HIGH YIELD OPPRT 2033741Q10724,211$350,5750.08%
187T-MOBILE US INCTMUSZ1,583$349,4160.08%
188ARISTA NETWORKS INCANET3,150$348,1700.08%
189WISDOMTREE TRWT8,463$342,6830.08%
190FIRST TR VALUE LINE DIVID IN33734H1067,822$341,3410.08%
191SPDR SER TR78468R86118,239$337,2390.08%
192EMCOR GROUP INCEME739$335,4320.08%
193ENTERPRISE PRODS PARTNERS L29379210710,691$335,2570.08%
194ISHARES TR4642878042,901$334,2530.08%
195FIRST TR EXCHANGE TRADED FD33734X8465,183$328,8570.08%
196SELECT SECTOR SPDR TR81369Y4071,463$328,2710.07%
197BOOKING HOLDINGS INCBKNG66$328,0390.07%
198DRAFTKINGS INC NEWDKNG8,647$321,6680.07%
199SPDR SER TR78464A8703,550$319,7260.07%
200WELLTOWER INCWELL2,523$317,9740.07%
201ROYAL CARIBBEAN GROUPV7780T1031,376$317,4290.07%
202ISHARES TR4642872913,740$316,9650.07%
203BAKER HUGHES COMPANYBKR7,660$314,2130.07%
204STARBUCKS CORPSBUX3,387$309,0640.07%
205NETAPP INCNTAP2,646$307,1100.07%
206CUMMINS INCCMI880$306,6590.07%
207REAVES UTIL INCOME FD7561581019,581$303,6220.07%
208UNITED AIRLS HLDGS INCUNTCW3,120$302,9520.07%
209WELLS FARGO CO NEW9497461014,290$301,3380.07%
210HOWMET AEROSPACE INCHWM2,748$300,5490.07%
211EMERSON ELEC COEMR2,395$296,8550.07%
212GRAYSCALE BITCOIN TRUST ETFGBTC3,990$295,3400.07%
213HALOZYME THERAPEUTICS INCHALO6,175$295,2270.07%
214FIRST TR EXCHANGE-TRADED FD33733E1043,332$292,6320.07%
215AXON ENTERPRISE INCAXON492$292,4050.07%
216SSGA ACTIVE ETF TR78467V6086,998$292,0210.07%
217MUELLER WTR PRODS INC62475810812,975$291,9350.07%
218SPDR SER TR78464A8475,319$290,8960.07%
219SELECT SECTOR SPDR TR81369Y3083,696$290,5770.07%
220CARNIVAL CORPCUKPF11,628$289,7700.07%
221ISHARES TR4642882572,446$287,4050.07%
222ISHARES TR46435U7136,163$285,2890.07%
223ALPS ETF TR00162Q4525,756$277,2110.06%
224SOFI TECHNOLOGIES INCSOFI17,997$277,1540.06%
225TARGA RES CORPTRGP1,532$273,4620.06%
226ULTA BEAUTY INCULTA625$271,8310.06%
227WASTE MGMT INC DEL94106L1091,343$271,0790.06%
228VANECK ETF TRUST92189H82118,822$270,4720.06%
229ISHARES TR4642886878,586$269,9300.06%
230CBRE GROUP INCCBRE2,030$266,5190.06%
231BLACKROCK INCBLK259$265,9480.06%
232SPDR SER TR78468R44010,169$263,2250.06%
233COMFORT SYS USA INC199908104612$259,5250.06%
234DIAMONDBACK ENERGY INCFANG1,584$259,5070.06%
235FIRST TR EXCHANGE-TRADED FD33733E3021,065$258,9760.06%
236SPDR SER TR78464A64910,361$258,9210.06%
237AUTOMATIC DATA PROCESSING INADP881$258,0260.06%
238CITIGROUP INCC-PR3,626$255,2510.06%
239FIRST TR EXCHANGE-TRADED FD33739Q4084,198$250,9140.06%
240VISTRA CORPVST1,804$248,7170.06%
241APTARGROUP INCATR1,575$247,5010.06%
242AMGEN INCAMGN949$247,3640.06%
243BRINKER INTL INC1096411001,844$243,9430.06%
244BITWISE ETHEREUM ETFETHW10,156$243,4390.06%
245ALTRIA GROUP INCMO4,583$239,6690.05%
246AIM ETF PRODUCTS TRUST00888H7297,706$239,5760.05%
247AIM ETF PRODUCTS TRUST00888H6798,471$238,9140.05%
248VANGUARD INDEX FDS922908751988$237,3970.05%
249FORTINET INCFTNT2,482$234,4990.05%
250SOUTHERN COPPER CORPSCCO2,558$233,1110.05%
251CONSTELLATION ENERGY CORPCEG1,039$232,4350.05%
252JANUS DETROIT STR TR47103U8454,581$232,3200.05%
253TRUIST FINL CORP89832Q1095,324$230,9550.05%
254SIMON PPTY GROUP INC NEW8288061091,339$230,5400.05%
2553M COMMM1,784$230,3000.05%
256SPDR SER TR78468R5159,570$227,5750.05%
257THE CIGNA GROUP125523100814$224,7030.05%
258SPDR INDEX SHS FDS78463X8717,239$224,3000.05%
259APPLIED INDL TECHNOLOGIES IN03820C105933$223,4260.05%
260ZACKS TRUST98888G8088,996$222,9720.05%
261SYNCHRONY FINANCIALSYF-PB3,419$222,2350.05%
262INTEL CORPINTC11,000$220,5510.05%
263SCHWAB STRATEGIC TR8085247977,992$218,3440.05%
264EXLSERVICE HOLDINGS INCEXLS4,896$217,2840.05%
265TRIMBLE INCTRMB3,060$216,2200.05%
266CONSTELLATION BRANDS INCSTZ975$215,5050.05%
267TEXAS INSTRS INC8825081041,137$213,1990.05%
268INVESCO EXCH TRADED FD TR IIIVZ3,000$210,0000.05%
269GIGACLOUD TECHNOLOGY INCGCT11,320$209,6460.05%
270NORWEGIAN CRUISE LINE HLDG LNCLH8,134$209,2880.05%
271KIMBERLY-CLARK CORPKMB1,597$209,2690.05%
272GENERAL DYNAMICS CORPGD793$208,8760.05%
273AVEPOINT INCAVPT12,641$208,7030.05%
274THERMO FISHER SCIENTIFIC INCTMO401$208,6820.05%
275MEDTRONIC PLCMDT2,567$205,0460.05%
276CDW CORPCDW1,158$201,5380.05%
277CONSOLIDATED EDISON INCED2,253$201,0600.05%
278CORCEPT THERAPEUTICS INCCORT3,983$200,7030.05%
279MEDPACE HLDGS INCMEDP604$200,6670.05%
280EXCHANGE TRADED CONCEPTS TRU30150562411,245$189,9280.04%
281TESLA INCTSLA12,500$188,7750.04%
282RITHM CAPITAL CORPRITM-PF17,292$187,2750.04%
283LITHIUM AMERS CORP NEWLTUM51,118$151,8200.03%
284SERVE ROBOTICS INCSERV11,145$150,4580.03%
285ARLO TECHNOLOGIES INCARLO11,552$129,2670.03%
286LITHIUM AMERICAS ARGENTINA C53681K10042,650$111,7430.03%
287YEXT INCYEXT17,072$108,5780.02%
288LOOP INDS INC54351810476,124$91,3490.02%
289CARIBOU BIOSCIENCES INCCRBU55,277$87,8900.02%
290PATRICK INDS INC703343AG837,000$50,4530.01%
291NICE LTDNCSYF49,000$46,7210.01%
292INVESCO SR INCOME TRIVZ10,500$41,4750.01%
293LIVE NATION ENTERTAINMENT INLYV30,000$41,0510.01%
294SHIFT4 PMTS INC82452JAB529,000$39,0550.01%
295CHEFS WHSE INC163086AE130,000$38,4490.01%
296INTEGER HLDGS CORPITGR24,000$38,4160.01%
297NRG ENERGY INCNRG17,000$37,3480.01%
298ZSCALER INCZS30,000$37,2710.01%
299DATADOG INCDDOG24,000$37,2170.01%
300LIBERTY MEDIA CORP DELFWONB30,000$36,5750.01%
301DROPBOX INCDBX37,000$36,5660.01%
302CHEESECAKE FACTORY INCCAKE37,000$36,4610.01%
303VAIL RESORTS INCMTN38,000$35,9290.01%
304FORD MTR CO345370CZ137,000$35,7690.01%
305HAEMONETICS CORP MASSHAE38,000$35,6050.01%
306UBER TECHNOLOGIES INCUBER35,000$35,3420.01%
307POST HLDGS INCPOST30,000$35,2600.01%
308BIOMARIN PHARMACEUTICAL INCBMRN38,000$35,2350.01%
309NUTANIX INCNTNX29,000$34,9450.01%
310ON SEMICONDUCTOR CORPON37,000$34,9150.01%
311NCL CORP LTD62886HAX924,000$34,4330.01%
312PG&E CORPPCG-PX31,000$33,6810.01%
313LANTHEUS HLDGS INCLNTH25,000$33,3110.01%
314LUMENTUM HLDGS INCLITE30,000$32,9530.01%
315SOUTHWEST AIRLS CO844741BG232,000$32,8800.01%
316DEXCOM INCDXCM34,000$32,6680.01%
317HALOZYME THERAPEUTICS INCHALO30,000$32,4010.01%
318TETRA TECH INC NEWTTEK25,000$29,2810.01%
319PEBBLEBROOK HOTEL TRPEB-PH31,000$28,7990.01%
320CONMED CORPCNMD31,000$28,6870.01%
321NORTHERN OIL & GAS INCNOG24,000$28,2100.01%
322MGP INGREDIENTS INC NEWMGPI24,000$22,1200.01%
323AKAMAI TECHNOLOGIES INCAKAM20,000$21,2100.00%
324EXACT SCIENCES CORP30063PAC924,000$21,1490.00%
325INNOVIZ TECHNOLOGIES LTDINVZW12,267$20,6090.00%
326WOLFSPEED INCWOLF50,000$20,4990.00%
327BABCOCK & WILCOX ENTERPRISESBW-PA12,260$20,1060.00%
328ALNYLAM PHARMACEUTICALS INCALNY17,000$18,0780.00%
329RIVIAN AUTOMOTIVE INCRIVN17,000$17,9630.00%
330ARRAY TECHNOLOGIES INCARRY24,000$17,6120.00%
331ETSY INCETSY18,000$17,3580.00%
332MIRUM PHARMACEUTICALS INCMIRM11,000$16,7120.00%
333BLOCK INCBSQKZ17,000$16,6650.00%
334IONIS PHARMACEUTICALS INCIONS17,000$16,4320.00%
335AMPHASTAR PHARMACEUTICALS INAMPH17,000$15,7740.00%
336IMMUNIC INCIMUX12,000$12,0000.00%
337TRANSMEDICS GROUP INCTMDX11,000$11,2510.00%
338TPI COMPOSITES INCTPICQ30,000$7,5180.00%