BALBOA WEALTH PARTNERS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ENB | 9K | $470.89K |
 | MAIN | 9K | $590.88K |
 | RTX | 9K | $1.54M |
 | CSCO | 9K | $618.66K |
 | BAC | 9K | $454.01K |
 | JNJ | 9K | $1.58M |
 | INTC | 8K | $270.98K |
 | WMT | 8K | $810.18K |
 | KO | 7K | $487.81K |
 | D | 7K | $442.14K |
 | EPD | 7K | $220.24K |
 | AXP | 7K | $2.33M |
 | ABT | 7K | $932.85K |
 | UPS | 7K | $569.45K |
 | SCCO | 7K | $815.30K |
 | OKE | 7K | $490.21K |
 | COST | 6K | $5.99M |
 | AHR | 6K | $269.28K |
 | KTOS | 6K | $571.52K |
 | SUI | 6K | $792.96K |
Enbridge Inc.
ENB
Shares Held
9K
Value
$470.89K
Main Street Capital Corporation
MAIN
Shares Held
9K
Value
$590.88K
RTX Corporation
RTX
Shares Held
9K
Value
$1.54M
Cisco Systems, Inc.
CSCO
Shares Held
9K
Value
$618.66K
Bank of America Corporation
BAC
Shares Held
9K
Value
$454.01K
Johnson & Johnson
JNJ
Shares Held
9K
Value
$1.58M
Intel Corporation
INTC
Shares Held
8K
Value
$270.98K
Walmart Inc.
WMT
Shares Held
8K
Value
$810.18K
The Coca-Cola Company
KO
Shares Held
7K
Value
$487.81K
Dominion Energy, Inc.
D
Shares Held
7K
Value
$442.14K
Enterprise Products Partners L.P.
EPD
Shares Held
7K
Value
$220.24K
American Express Company
AXP
Shares Held
7K
Value
$2.33M
Abbott Laboratories
ABT
Shares Held
7K
Value
$932.85K
United Parcel Service, Inc.
UPS
Shares Held
7K
Value
$569.45K
Southern Copper Corporation
SCCO
Shares Held
7K
Value
$815.30K
ONEOK, Inc.
OKE
Shares Held
7K
Value
$490.21K
Costco Wholesale Corporation
COST
Shares Held
6K
Value
$5.99M
American Healthcare REIT, Inc.
AHR
Shares Held
6K
Value
$269.28K
Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
6K
Value
$571.52K
Sun Communities, Inc.
SUI
Shares Held
6K
Value
$792.96K