BALBOA WEALTH PARTNERS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AVPT | 13K | $188.51K |
 | ORCL | 13K | $3.52M |
 | XYZ | 12K | $891.74K |
 | ACHR | 12K | $117.83K |
 | ARLO | 12K | $203.89K |
 | IMUX | 12K | $10.58K |
 | NVO | 12K | $661.05K |
 | HBIO | 12K | $5.15K |
 | APP | 11K | $8.23M |
 | LTBR | 11K | $241.86K |
 | AER | 11K | $1.35M |
 | DUK | 11K | $1.37M |
 | JPM | 11K | $3.32M |
 | SO | 11K | $997.64K |
 | KMI | 10K | $287.75K |
 | XOM | 10K | $1.14M |
 | GLW | 10K | $828.15K |
 | SCHW | 10K | $941.50K |
 | ABBV | 9K | $2.19M |
 | DDS | 9K | $5.78M |
AvePoint, Inc.
AVPT
Shares Held
13K
Value
$188.51K
Oracle Corporation
ORCL
Shares Held
13K
Value
$3.52M
Block, Inc.
XYZ
Shares Held
12K
Value
$891.74K
Archer Aviation Inc.
ACHR
Shares Held
12K
Value
$117.83K
Arlo Technologies, Inc.
ARLO
Shares Held
12K
Value
$203.89K
Immunic, Inc.
IMUX
Shares Held
12K
Value
$10.58K
Novo Nordisk A/S
NVO
Shares Held
12K
Value
$661.05K
Harvard Bioscience, Inc.
HBIO
Shares Held
12K
Value
$5.15K
AppLovin Corporation
APP
Shares Held
11K
Value
$8.23M
Lightbridge Corporation
LTBR
Shares Held
11K
Value
$241.86K
AerCap Holdings N.V.
AER
Shares Held
11K
Value
$1.35M
Duke Energy Corporation
DUK
Shares Held
11K
Value
$1.37M
JPMorgan Chase & Co.
JPM
Shares Held
11K
Value
$3.32M
The Southern Company
SO
Shares Held
11K
Value
$997.64K
Kinder Morgan, Inc.
KMI
Shares Held
10K
Value
$287.75K
Exxon Mobil Corporation
XOM
Shares Held
10K
Value
$1.14M
Corning Incorporated
GLW
Shares Held
10K
Value
$828.15K
The Charles Schwab Corporation
SCHW
Shares Held
10K
Value
$941.50K
AbbVie Inc.
ABBV
Shares Held
9K
Value
$2.19M
Dillard's, Inc.
DDS
Shares Held
9K
Value
$5.78M