Balance Wealth, LLC Purchases and Sells in Q4 2025

Balance Wealth, LLC

$312 Billion
Q4 2025

Top Buys

Incresed Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
J P MORGAN EXCHANGE TRADED F	19.6K + 5.69%	N/A	364K $27.2B
JPM	3.22K + 78.69%	$294.11 - $320.41 $946K - $1.03M	7.31K $2.35B
ISRG	1.27K + 51.05%	$429.59 - $576.2 $546K - $732K	3.76K $2.13B
SPY	959 + 47.01%	$653.02 - $687.39 $626K - $659K	3K $2.05B
MOAT	6K + 102.74%	N/A	11.8K $1.23B
BITWISE BITCOIN ETF TR	22.6K + 64.96%	N/A	57.3K $2.73B

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WMS	3.16K New	$134.05 - $150.85 $424K - $477K	3.16K $458M
QUS	2.1K New	$168.39 - $174.07 $354K - $366K	2.1K $366M
SPTM	4.27K New	$78.97 - $83.03 $337K - $354K	4.27K $352M
SPLV	4.37K New	$70.3 - $73.05 $307K - $319K	4.37K $312M
VYM	1.97K New	$137.47 - $143.13 $271K - $282K	1.97K $283M
XLK	1.94K New	$278.39 - $304.13 $539K - $589K	1.94K $279M

Top Sells

Reduced Positions

69 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	-72.2K - 61.15%	$589.5 - $635.77 $42.5M - $45.9M	45.8K $28.2B
IJJ	-126K - 50.3%	$125.45 - $131.1 $15.8M - $16.6M	125K $16.4B
XLV	-107K - 49.82%	$141.95 - $152.82 $15.2M - $16.3M	108K $16.7B
VBR	-52.7K - 52.46%	$201.42 - $211.15 $10.6M - $11.1M	47.7K $10.1B
IGIB	-89K - 42.73%	$53.68 - $54.54 $4.78M - $4.85M	119K $6.43B
VCSH	-58.2K - 41.67%	$79.55 - $80.13 $4.63M - $4.66M	81.5K $6.49B

Activity Summary All Purchases 73 New Holdings 18 Increased Positions 55 All Sells 69 Reductions 69 Sold out 0 Calls 0 Puts 0

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