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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 2025 · Filed April 23, 2025 · Accession 0001951757-25-000427

Total Value
$414.2M
Positions
327
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (327)

#IssuerTicker / CUSIPSharesValue% of Filing
1TESLA INCTSLA125,969$32.6M7.88%
2NVIDIA CORPORATIONNVDA288,938$31.3M7.56%
3SPDR SER TR78468R663264,321$24.2M5.85%
4MICROSOFT CORPMSFT54,502$20.5M4.94%
5APPLE INCAAPL68,484$15.2M3.67%
6AMAZON COM INCAMZN62,996$12.0M2.89%
7SPDR S&P 500 ETF TRSPY20,710$11.6M2.80%
8ADVANCED MICRO DEVICES INCAMD80,806$8.3M2.00%
9META PLATFORMS INCMETA14,213$8.2M1.98%
10ALPHABET INCGOOG46,644$7.3M1.76%
11SPDR GOLD TRGLD24,663$7.1M1.72%
12BERKSHIRE HATHAWAY INC DELBRK-A8$6.4M1.54%
13BERKSHIRE HATHAWAY INC DELBRK-A11,794$6.3M1.52%
14VANGUARD INDEX FDS92290876919,845$5.5M1.32%
15TAIWAN SEMICONDUCTOR MFG LTD87403910032,503$5.4M1.30%
16PALANTIR TECHNOLOGIES INCPLTR60,678$5.1M1.24%
17SPDR S&P MIDCAP 400 ETF TRMDY9,112$4.9M1.17%
18ISHARES TR46438G612183,128$4.7M1.14%
19COSTCO WHSL CORP NEW22160K1054,690$4.4M1.07%
20ZACKS TRUST98888G105142,856$4.3M1.04%
21ASML HOLDING N VASMLF6,075$4.0M0.97%
22APPLOVIN CORPAPP14,983$4.0M0.96%
23INVESCO QQQ TRIVZ8,037$3.8M0.91%
24SPDR DOW JONES INDL AVERAGE78467X1098,495$3.6M0.86%
25DILLARDS INC2540671019,332$3.3M0.81%
26VANGUARD TAX-MANAGED FDS92194385856,289$2.9M0.69%
27ISHARES TR46436E71827,276$2.7M0.66%
28MASTERCARD INCORPORATEDMA4,954$2.7M0.66%
29VANGUARD INDEX FDS9229083635,216$2.7M0.65%
30ALPHABET INCGOOG15,692$2.4M0.59%
31ISHARES TR46428730926,131$2.4M0.59%
32BROADCOM INCAVGO14,380$2.4M0.58%
33BOEING COBA-PA14,021$2.4M0.58%
34JPMORGAN CHASE & CO.VYLD9,508$2.3M0.56%
35ADOBE INCADBE6,020$2.3M0.56%
36VERTIV HOLDINGS COVRT29,408$2.1M0.51%
37SELECT SECTOR SPDR TR81369Y50622,542$2.1M0.51%
38SELECT SECTOR SPDR TR81369Y80310,044$2.1M0.50%
39SSGA ACTIVE TR78470P50779,904$2.1M0.50%
40MICRON TECHNOLOGY INCMU23,267$2.0M0.49%
41VISA INCV5,519$1.9M0.47%
42VANGUARD SCOTTSDALE FDS92206C10232,453$1.9M0.46%
43STERLING INFRASTRUCTURE INCSTRL15,841$1.8M0.43%
44GOLDMAN SACHS GROUP INCGSCE3,228$1.8M0.43%
45AMERICAN EXPRESS COAXP6,513$1.8M0.42%
46VANGUARD INDEX FDS9229087449,994$1.7M0.42%
47VANGUARD INTL EQUITY INDEX F92204285837,618$1.7M0.41%
48ABBVIE INCABBV7,810$1.6M0.40%
49DIMENSIONAL ETF TRUST25434V60930,482$1.6M0.38%
50GRAYSCALE BITCOIN MINI TR ET38993020742,821$1.6M0.38%
51SSGA ACTIVE TR78470P40830,509$1.5M0.37%
52SPDR INDEX SHS FDS78463X88941,299$1.5M0.36%
53ZACKS TRUST98888G20448,954$1.5M0.36%
54RTX CORPORATIONRTX10,684$1.4M0.34%
55ISHARES TR46432F84218,477$1.4M0.34%
56HOME DEPOT INCHD3,775$1.4M0.33%
57ELI LILLY & COLLY1,622$1.3M0.32%
58VANGUARD SCOTTSDALE FDS92206C40916,934$1.3M0.32%
59ISHARES TR46428722613,431$1.3M0.32%
60SPDR INDEX SHS FDS78463X50933,211$1.3M0.32%
61VERIZON COMMUNICATIONS INCVZ28,572$1.3M0.31%
62JOHNSON & JOHNSONJNJ7,462$1.2M0.30%
63SERVICENOW INCNOW1,551$1.2M0.30%
64NETFLIX INCNFLX1,324$1.2M0.30%
65AERCAP HOLDINGS NVAER11,925$1.2M0.29%
66MARVELL TECHNOLOGY INCMRVL19,786$1.2M0.29%
67FIRST TR EXCHANGE-TRADED FD33738D87951,250$1.2M0.29%
68AT&T INCT-PC41,973$1.2M0.29%
69EXXON MOBIL CORPXOM9,980$1.2M0.29%
70DUKE ENERGY CORP NEWDUKB9,439$1.2M0.28%
71REDDIT INCRDDT10,895$1.1M0.28%
72APPLIED MATLS INC0382221057,771$1.1M0.27%
73ABBOTT LABSABLZF8,453$1.1M0.27%
74SOUTHERN COSOMN11,978$1.1M0.27%
75UBIQUITI INCUI3,434$1.1M0.26%
76CAMECO CORPCCJ25,379$1.0M0.25%
77PIMCO STRATEGIC INCOME FD72200X104162,834$1.0M0.25%
78ARES CAPITAL CORPARCC45,097$999,3580.24%
79ISHARES TR4642872001,694$952,0020.23%
80PROCTER AND GAMBLE CO7427181095,516$940,0060.23%
81CHENIERE ENERGY INCLNG4,059$939,1800.23%
82ORACLE CORPORCL-PD6,601$922,8460.22%
83REGENERON PHARMACEUTICALSREGN1,445$916,4620.22%
84MERCADOLIBRE INCMELI467$911,0560.22%
85FIRST TR EXCHNG TRADED FD VI33740F75530,146$895,0350.22%
86DIMENSIONAL ETF TRUST25434V72421,219$874,4350.21%
87PARKER-HANNIFIN CORPPH1,425$866,1950.21%
88SCHWAB STRATEGIC TR80852486234,976$851,3160.21%
89SCHWAB CHARLES CORPSCHW-PJ10,656$834,1630.20%
90SELECT SECTOR SPDR TR81369Y60516,662$829,9500.20%
91MCDONALDS CORPMCD2,598$811,5690.20%
92SPDR SER TR78464A37523,662$786,5250.19%
93PALO ALTO NETWORKS INCPANW4,591$783,4080.19%
94PFIZER INCPFE30,744$779,0500.19%
95ETFS GOLD TR00326A10425,737$767,4770.19%
96UNITED PARCEL SERVICE INCUPS6,976$767,3360.19%
97NOVO-NORDISK A SNONOF11,018$765,0960.18%
98ISHARES TR46434V86014,920$755,8470.18%
99ONEOK INC NEWOKE7,385$732,7400.18%
100INTUITIVE SURGICAL INCISRG1,456$720,9260.17%
101FEDERAL AGRIC MTG CORP3131483063,825$717,2260.17%
102GALLAGHER ARTHUR J & CO3635761092,064$712,6850.17%
103J P MORGAN EXCHANGE TRADED F46641Q33212,377$707,2220.17%
104MCKESSON CORPMCK1,050$706,7580.17%
105QUALCOMM INCQCOM4,524$694,9360.17%
106GABELLI UTIL TR36240A101127,004$678,2010.16%
107WALMART INCWMT7,696$675,6550.16%
108CORNING INCGLW14,557$666,4340.16%
109SOUTHERN MO BANCORP INCSOMN12,775$664,5360.16%
110SELECT SECTOR SPDR TR81369Y2094,539$662,7300.16%
111VANGUARD SCOTTSDALE FDS92206C77113,849$641,3470.15%
112SPDR SER TR78464A6313,929$631,3600.15%
113BP PLCBPPFF18,406$621,9490.15%
114GLOBAL X FDS37954Y87126,785$613,9120.15%
115VANGUARD WHITEHALL FDS9219464064,692$605,1030.15%
116SPDR SER TR78468R44021,687$600,9470.15%
117CHEVRON CORP NEWCVX3,555$594,7010.14%
118PHILIP MORRIS INTL INC7181721093,688$585,3760.14%
119LOCKHEED MARTIN CORPLMT1,309$584,5590.14%
120SCHWAB STRATEGIC TR80852470620,609$568,1900.14%
121VANGUARD BD INDEX FDS9219378357,631$560,4970.14%
122CISCO SYS INCCSCO8,997$555,1950.13%
123HERCULES CAPITAL INCHCXY28,449$546,5050.13%
124ISHARES TR4642875079,233$538,7460.13%
125J P MORGAN EXCHANGE TRADED F46641Q83710,633$538,3490.13%
126MAIN STR CAP CORP56035L1049,392$531,2120.13%
127ISHARES TR4642876552,662$531,0420.13%
128S&P GLOBAL INCSPGI1,044$530,3150.13%
129SCHWAB STRATEGIC TR80852479718,578$519,4490.13%
130DIMENSIONAL ETF TRUST25434V70815,578$513,9180.12%
131VANGUARD SCOTTSDALE FDS92206C7146,154$507,9190.12%
132COCA COLA COKO7,024$503,0380.12%
133INTERNATIONAL BUSINESS MACHSINTR1,961$487,7450.12%
134NORTHROP GRUMMAN CORPNOC953$487,7420.12%
135WELLTOWER INCWELL3,106$475,8700.11%
136ISHARES TR46429B6559,292$474,3570.11%
137CATERPILLAR INCCAT1,434$473,0680.11%
138EATON CORP PLCETN1,740$472,9840.11%
139UNITEDHEALTH GROUP INCUNH880$460,9570.11%
140SNOWFLAKE INCSNOW3,140$458,9420.11%
141SPDR SER TR78464A36720,157$454,9430.11%
142DISNEY WALT CO2546871064,585$452,5730.11%
143INVESCO EXCHANGE TRADED FD TIVZ9,450$434,8890.10%
144SSGA ACTIVE ETF TR78467V60810,489$431,4130.10%
145SIMPSON MFG INC8290731052,712$426,0010.10%
146J P MORGAN EXCHANGE TRADED F46654Q2038,150$422,0280.10%
147EAGLE POINT CREDIT COMPANY IECCW51,849$419,9790.10%
148OLD DOMINION FREIGHT LINE INODFL2,528$418,2580.10%
149TJX COS INC NEW8725401093,405$414,6910.10%
150SPDR SER TR78468R51516,977$410,1880.10%
151OKLO INCOKLO18,960$410,1050.10%
152ROBINHOOD MKTS INC7707001029,601$399,5940.10%
153SALESFORCE INCCRM1,485$398,5150.10%
154MERCK & CO INCMRK4,395$394,5250.10%
155INNOVATOR ETFS TRUSTINHD10,654$394,3050.10%
156ON SEMICONDUCTOR CORPON9,629$391,8040.09%
157ALBEMARLE CORPALB-PA5,337$384,3710.09%
158SPDR INDEX SHS FDS78463X1038,702$382,9750.09%
159PEPSICO INCPEP2,549$382,2320.09%
160GOLDMAN SACHS ETF TRNVGLF7,543$378,1310.09%
161HUNTINGTON BANCSHARES INCHBANP25,180$377,9570.09%
162MOODYS CORPMCO811$377,7680.09%
163MUELLER WTR PRODS INC62475810814,795$376,0770.09%
164JANUS DETROIT STR TR47103U8457,324$371,3930.09%
165DIGITAL RLTY TR INC2538681032,587$370,7140.09%
166ISHARES INC46428631913,576$370,4910.09%
167FIRST TR EXCHANGE TRADED FD33734X8465,724$360,6230.09%
168HALOZYME THERAPEUTICS INCHALO5,635$359,5690.09%
169GENERAL DYNAMICS CORPGD1,311$357,4670.09%
170FIRST TR VALUE LINE DIVID IN33734H1067,956$354,7470.09%
171NEOS ETF TRUST78433H6757,445$353,1160.09%
172VANECK ETF TRUST92189H7486,646$351,1950.08%
173FIRST TR HIGH YIELD OPPRT 2033741Q10724,211$349,8490.08%
174ILLINOIS TOOL WKS INC4523081091,409$349,4390.08%
175MORGAN STANLEYMS-PQ2,936$342,5430.08%
176SELECT SECTOR SPDR TR81369Y3084,165$340,1540.08%
177SPDR SER TR78468R86117,650$338,7040.08%
178GOLDMAN SACHS ETF TRNVGLF7,250$337,9230.08%
179CORCEPT THERAPEUTICS INCCORT2,936$335,3500.08%
180WILLIAMS COS INC9694571005,502$328,8000.08%
181ISHARES TR4642878043,112$325,4220.08%
182GOLDMAN SACHS ETF TRNVGLF7,250$323,3500.08%
183FIRST TR EXCHNG TRADED FD VI33740F88813,017$322,1710.08%
184FIRST TR EXCHNG TRADED FD VI33740U48915,935$319,5680.08%
185FIRST TR EXCHANGE-TRADED FD33733E1043,565$319,5580.08%
186TARGET CORPTGT3,050$318,3110.08%
187SPDR SER TR78464A64912,453$318,0500.08%
188REAVES UTIL INCOME FD7561581019,706$315,8330.08%
189SOUTHERN COPPER CORPSCCO3,372$315,1470.08%
190SPDR SER TR78464A8476,151$314,8080.08%
191ISHARES TR464287614868$313,5260.08%
192FIRST TR EXCHANGE-TRADED FD33741X1029,340$312,8900.08%
193VANGUARD INDEX FDS9229085381,276$312,1610.08%
194ARISTA NETWORKS INCANET3,957$306,5880.07%
195ENTERPRISE PRODS PARTNERS L2937921078,943$305,3140.07%
196ZACKS TRUST98888G80813,676$304,9970.07%
197VANGUARD STAR FDS9219097684,854$301,4220.07%
198BLACKSTONE INCBX2,125$296,9980.07%
199TRANE TECHNOLOGIES PLCTT879$296,1530.07%
200EA SERIES TRUST02072L44114,500$294,4950.07%
201ISHARES TR4642882572,529$294,3500.07%
202AMGEN INCAMGN943$293,6640.07%
203STARBUCKS CORPSBUX2,981$292,4060.07%
204ARM HOLDINGS PLC0420682052,725$291,0030.07%
205SELECT SECTOR SPDR TR81369Y4071,467$289,6710.07%
206KINDER MORGAN INC DELEP-PC10,131$289,0400.07%
207BAKER HUGHES COMPANYBKR6,571$288,7950.07%
208AMERICAN CENTY ETF TR0250728773,305$288,1330.07%
209DIAMONDBACK ENERGY INCFANG1,786$285,5460.07%
210WASTE MGMT INC DEL94106L1091,231$284,9760.07%
211INTEL CORPINTC12,343$280,3100.07%
212ISHARES TR46435U7136,192$279,0850.07%
213CROWDSTRIKE HLDGS INCCRWD772$272,1920.07%
214CAPITAL GRP FIXED INCM ETF T14020Y3009,852$268,9730.06%
215THE CIGNA GROUP125523100811$266,8900.06%
216ISHARES TR4642874322,916$265,4430.06%
217ISHARES TR4642886878,587$263,8870.06%
218AUTOMATIC DATA PROCESSING INADP863$263,7630.06%
219BOOKING HOLDINGS INCBKNG57$262,7470.06%
220ISHARES GOLD TRIAU4,411$260,0730.06%
221ALTRIA GROUP INCMO4,259$255,6490.06%
222CONSOLIDATED EDISON INCED2,286$252,8260.06%
223SPDR SER TR78468R8536,193$252,4410.06%
224ILLUMINA INCILMN3,158$250,5560.06%
225EMCOR GROUP INCEME672$248,3910.06%
226ALPS ETF TR00162Q4524,756$247,0260.06%
227SPDR SER TR78468R6222,580$245,8740.06%
228APPLIED INDL TECHNOLOGIES IN03820C1051,085$244,4940.06%
229EXLSERVICE HOLDINGS INCEXLS5,140$242,6590.06%
230T-MOBILE US INCTMUSZ903$240,8390.06%
231SCHWAB STRATEGIC TR8085248549,663$240,2220.06%
232ISHARES TR46429B2915,010$238,1250.06%
233FIRST TR EXCHANGE-TRADED FD33733E3021,065$236,5900.06%
234AIM ETF PRODUCTS TRUST00888H6798,471$236,1710.06%
235EMERSON ELEC COEMR2,152$235,9600.06%
236CHIPOTLE MEXICAN GRILL INCCMG4,670$234,4810.06%
237APTARGROUP INCATR1,576$233,8390.06%
238GILEAD SCIENCES INCGILD2,087$233,8010.06%
239NETAPP INCNTAP2,659$233,5560.06%
240AIM ETF PRODUCTS TRUST00888H7297,706$233,2270.06%
241SPDR INDEX SHS FDS78463X8717,116$227,4270.05%
242KIMBERLY-CLARK CORPKMB1,598$227,3300.05%
243FIRST TR EXCHANGE-TRADED FD33739Q4083,783$226,3750.05%
244ISHARES TR46434V6213,648$225,3580.05%
245VANGUARD INDEX FDS922908736605$224,3460.05%
246INVESCO EXCH TRADED FD TR IIIVZ3,000$224,1600.05%
247JOHNSON CTLS INTL PLCG515021052,792$223,6650.05%
248DOMINION ENERGY INCD3,984$223,3590.05%
249FIRST TR EXCH TRADED FD III33739P1033,438$220,3350.05%
250ISHARES TR4642874081,153$219,6510.05%
251VANGUARD INDEX FDS922908751990$219,5330.05%
252ISHARES TR4642874652,663$217,6470.05%
253MEDTRONIC PLCMDT2,422$217,6360.05%
254VANECK ETF TRUST92189H3009,097$217,0660.05%
255FORTINET INCFTNT2,234$215,0450.05%
256REALTY INCOME CORPO3,654$211,9690.05%
257SPDR SER TR78464A39110,507$210,8750.05%
258FIRST TR EXCHNG TRADED FD VI33740U7527,000$209,0200.05%
259DIMENSIONAL ETF TRUST25434V8075,308$208,9160.05%
260FIRST TR EXCH TRADED FD III33738D82010,450$208,6870.05%
261AON PLCAON517$206,3300.05%
262GE AEROSPACE3696043011,023$204,7370.05%
263MPLX LPMPLXP3,821$204,5000.05%
264PATRICK INDS INC7033431032,404$203,2820.05%
265REPUBLIC SVCS INC760759100839$203,2230.05%
266CITIGROUP INCC-PR2,838$201,4890.05%
267TRIMBLE INCTRMB3,060$200,8890.05%
268BOYD GAMING CORPBYD3,050$200,7820.05%
269RITHM CAPITAL CORPRITM-PF17,523$200,6340.05%
270THERMO FISHER SCIENTIFIC INCTMO402$200,1050.05%
271AVEPOINT INCAVPT12,664$182,8680.04%
272FIRST TR STOXX EUROPEAN SELE33735T10911,962$162,3240.04%
273SPINNAKER ETF SERIES84858T86315,020$147,0470.04%
274LITHIUM AMERS CORP NEWLTUM54,018$146,3890.04%
275EXCHANGE TRADED CONCEPTS TRU30150562411,230$136,3320.03%
276ARLO TECHNOLOGIES INCARLO12,049$118,9240.03%
277LITHIUM ARGENTINA AGLAR42,050$89,9870.02%
278LOOP INDS INC54351810466,374$76,3300.02%
279SERVE ROBOTICS INCSERV10,430$59,9730.01%
280NICE LTDNCSYF49,000$47,6330.01%
281CHEFS WHSE INC163086AE130,000$41,4710.01%
282LIVE NATION ENTERTAINMENT INLYV30,000$41,4620.01%
283UBER TECHNOLOGIES INCUBER33,000$40,2180.01%
284NRG ENERGY INCNRG17,000$39,8620.01%
285ZSCALER INCZS30,000$39,5720.01%
286NUTANIX INCNTNX29,000$38,5670.01%
287HALOZYME THERAPEUTICS INCHALO30,000$38,1910.01%
288FORD MTR CO345370CZ137,000$36,5640.01%
289LIBERTY MEDIA CORP DELFWONB30,000$36,4100.01%
290CLOUDFLARE INCNET36,000$36,1650.01%
291POST HLDGS INCPOST30,000$35,7470.01%
292BIOMARIN PHARMACEUTICAL INCBMRN38,000$35,6960.01%
293LANTHEUS HLDGS INCLNTH25,000$35,1890.01%
294CHEESECAKE FACTORY INCCAKE36,000$35,0130.01%
295VAIL RESORTS INCMTN36,000$34,4430.01%
296DROPBOX INCDBX35,000$34,4210.01%
297HAEMONETICS CORP MASSHAE36,000$34,2570.01%
298AKAMAI TECHNOLOGIES INCAKAM35,000$33,9220.01%
299INTEGER HLDGS CORPITGR23,000$33,6630.01%
300PATRICK INDS INC703343AG824,000$33,4770.01%
301SHIFT4 PMTS INC82452JAB529,000$32,9990.01%
302PG&E CORPPCG-PX31,000$32,8740.01%
303WESTERN DIGITAL CORPWDC25,000$32,1580.01%
304DEXCOM INCDXCM33,000$32,0360.01%
305LUMENTUM HLDGS INCLITE30,000$30,8640.01%
306ON SEMICONDUCTOR CORPON36,000$30,8450.01%
307ADVANCED ENERGY INDS007973AE030,000$30,6640.01%
308SOUTHWEST AIRLS CO844741BG230,000$29,9100.01%
309CONMED CORPCNMD30,000$28,2890.01%
310PEBBLEBROOK HOTEL TRPEB-PH30,000$28,0560.01%
311NCL CORP LTD62886HAX923,000$26,1060.01%
312NORTHERN OIL & GAS INCNOG23,000$24,4870.01%
313TETRA TECH INC NEWTTEK23,000$23,6650.01%
314MGP INGREDIENTS INC NEWMGPI24,000$22,3560.01%
315EXACT SCIENCES CORP30063PAC924,000$20,8710.01%
316ALNYLAM PHARMACEUTICALS INCALNY17,000$19,5640.00%
317MIRUM PHARMACEUTICALS INCMIRM11,000$17,8820.00%
318ARRAY TECHNOLOGIES INCARRY24,000$17,5720.00%
319ETSY INCETSY18,000$17,2930.00%
320IONIS PHARMACEUTICALS INCIONS17,000$16,7000.00%
321RIVIAN AUTOMOTIVE INCRIVN17,000$16,5900.00%
322AMPHASTAR PHARMACEUTICALS INAMPH17,000$15,0100.00%
323IMMUNIC INCIMUX12,000$13,0800.00%
324WOLFSPEED INCWOLF50,000$11,0910.00%
325INNOVIZ TECHNOLOGIES LTDINVZW10,251$6,6830.00%
326HARVARD BIOSCIENCE INCHBIO11,250$6,3680.00%
327TPI COMPOSITES INCTPICQ30,000$4,5070.00%