BALBOA WEALTH PARTNERS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MS | 3K | $496.27K |
 | ARM | 3K | $439.75K |
 | GS | 3K | $2.46M |
 | NFLX | 3K | $3.66M |
 | BX | 3K | $511.08K |
 | TRMB | 3K | $243.56K |
 | IBM | 3K | $802.62K |
 | MCD | 3K | $860.88K |
 | SBUX | 3K | $225.54K |
 | EMR | 3K | $347.24K |
 | AMAT | 3K | $522.99K |
 | JCI | 3K | $277.73K |
 | PEP | 2K | $342.71K |
 | BSX | 2K | $236.36K |
 | MDT | 2K | $225.31K |
 | SSD | 2K | $395.71K |
 | NTAP | 2K | $272.22K |
 | PLD | 2K | $259.99K |
 | MAA | 2K | $312.02K |
 | UBER | 2K | $212.69K |
Morgan Stanley
MS
Shares Held
3K
Value
$496.27K
Arm Holdings plc American Depositary Shares
ARM
Shares Held
3K
Value
$439.75K
The Goldman Sachs Group, Inc.
GS
Shares Held
3K
Value
$2.46M
Netflix, Inc.
NFLX
Shares Held
3K
Value
$3.66M
Blackstone Inc.
BX
Shares Held
3K
Value
$511.08K
Trimble Inc.
TRMB
Shares Held
3K
Value
$243.56K
International Business Machines Corporation
IBM
Shares Held
3K
Value
$802.62K
McDonald's Corporation
MCD
Shares Held
3K
Value
$860.88K
Starbucks Corporation
SBUX
Shares Held
3K
Value
$225.54K
Emerson Electric Co.
EMR
Shares Held
3K
Value
$347.24K
Applied Materials, Inc.
AMAT
Shares Held
3K
Value
$522.99K
Johnson Controls International plc
JCI
Shares Held
3K
Value
$277.73K
PepsiCo, Inc.
PEP
Shares Held
2K
Value
$342.71K
Boston Scientific Corporation
BSX
Shares Held
2K
Value
$236.36K
Medtronic plc
MDT
Shares Held
2K
Value
$225.31K
Simpson Manufacturing Co., Inc.
SSD
Shares Held
2K
Value
$395.71K
NetApp, Inc.
NTAP
Shares Held
2K
Value
$272.22K
Prologis, Inc.
PLD
Shares Held
2K
Value
$259.99K
Mid-America Apartment Communities, Inc.
MAA
Shares Held
2K
Value
$312.02K
Uber Technologies, Inc.
UBER
Shares Held
2K
Value
$212.69K