BALBOA WEALTH PARTNERS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PG | 6K | $940.92K |
 | BIPC | 6K | $245.40K |
 | WMB | 6K | $363.82K |
 | V | 6K | $1.93M |
 | NUE | 6K | $756.11K |
 | ADBE | 5K | $1.93M |
 | EVRG | 5K | $407.85K |
 | PAHC | 5K | $216.46K |
 | PANW | 5K | $1.08M |
 | EXLS | 5K | $226.31K |
 | MA | 5K | $2.83M |
 | CRWV | 5K | $648.26K |
 | CVX | 5K | $717.87K |
 | QCOM | 4K | $742.11K |
 | DLR | 4K | $769.33K |
 | MRK | 4K | $373.10K |
 | MO | 4K | $287.50K |
 | O | 4K | $262.43K |
 | TJX | 4K | $608.51K |
 | PM | 4K | $679.75K |
The Procter & Gamble Company
PG
Shares Held
6K
Value
$940.92K
Brookfield Infrastructure Corporation
BIPC
Shares Held
6K
Value
$245.40K
The Williams Companies, Inc.
WMB
Shares Held
6K
Value
$363.82K
Visa Inc.
V
Shares Held
6K
Value
$1.93M
Nucor Corporation
NUE
Shares Held
6K
Value
$756.11K
Adobe Inc.
ADBE
Shares Held
5K
Value
$1.93M
Evergy, Inc.
EVRG
Shares Held
5K
Value
$407.85K
Phibro Animal Health Corporation
PAHC
Shares Held
5K
Value
$216.46K
Palo Alto Networks, Inc.
PANW
Shares Held
5K
Value
$1.08M
ExlService Holdings, Inc.
EXLS
Shares Held
5K
Value
$226.31K
Mastercard Incorporated
MA
Shares Held
5K
Value
$2.83M
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
5K
Value
$648.26K
Chevron Corporation
CVX
Shares Held
5K
Value
$717.87K
QUALCOMM Incorporated
QCOM
Shares Held
4K
Value
$742.11K
Digital Realty Trust, Inc.
DLR
Shares Held
4K
Value
$769.33K
Merck & Co., Inc.
MRK
Shares Held
4K
Value
$373.10K
Altria Group, Inc.
MO
Shares Held
4K
Value
$287.50K
Realty Income Corporation
O
Shares Held
4K
Value
$262.43K
The TJX Companies, Inc.
TJX
Shares Held
4K
Value
$608.51K
Philip Morris International Inc.
PM
Shares Held
4K
Value
$679.75K