Balanced Wealth Group LLC Portfolio Holdings

Balanced Wealth Group LLC

  • $223 Billion
  • Q4 2024

Balanced Wealth Group LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $223 Billion distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $39B, Invesco Qqq Trust, Series 1 with a value of $26B, Spdr Portfolio with a value of $21.5B, Apple Inc. with a value of $14.8B, and Spdr S&P 400 Mid Cap Value ETF with a value of $11.8B.

Examining the 13F form we can see an decrease of $3.17B in the current position value, from $226B to 223B.

Balanced Wealth Group LLC is based out at Westlake, OH

Below you can find more details about Balanced Wealth Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $223 Billion
ETFs: $188 Billion
Technology: $16 Billion
Financial Services: $10.6 Billion
Communication Services: $2.05 Billion
Consumer Cyclical: $1.97 Billion
Utilities: $1.44 Billion
Healthcare: $1.44 Billion
Energy: $639 Million
Other: $837 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $223 Billion
  • Prior Value $226 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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