Balance Wealth, LLC Sells in Q4 2025

Balance Wealth, LLC

  • $312 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-72.2K
- 61.15%
$589.5 - $635.77 $42.5M - $45.9M
45.8K $28.2B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-126K
- 50.3%
$125.45 - $131.1 $15.8M - $16.6M
125K $16.4B
XLV
Select Sector Spdr Fund Health

ETFs
-107K
- 49.82%
$141.95 - $152.82 $15.2M - $16.3M
108K $16.7B
VBR
Vanguard Small Cap Value ETF

ETFs
-52.7K
- 52.46%
$201.42 - $211.15 $10.6M - $11.1M
47.7K $10.1B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-89K
- 42.73%
$53.68 - $54.54 $4.78M - $4.85M
119K $6.43B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-58.2K
- 41.67%
$79.55 - $80.13 $4.63M - $4.66M
81.5K $6.49B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-62.6K
- 43.19%
$51.27 - $51.8 $3.21M - $3.24M
82.4K $4.12B
VGIT
Vanguard Intermediate Term Tre

ETFs
-51.1K
- 42.39%
$59.84 - $60.54 $3.06M - $3.09M
69.4K $4.16B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-15.7K
- 46.9%
$102.72 - $103.6 $1.62M - $1.63M
17.8K $1.82B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.27K
- 11.04%
$600.51 - $631.95 $1.96M - $2.06M
26.3K $16.5B
VCIT
Vanguard Intermediate Term Cor

ETFs
-13.1K
- 47.46%
$83.45 - $84.82 $1.09M - $1.11M
14.5K $1.21B
Bondbloxx ETF Trust
-5.9K
- 9.34%
N/A
57.2K $2.87B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-5.18K
- 22.87%
$50.55 - $50.74 $262K - $263K
17.5K $884M
GLDM
World Gold Trust

ETFs
-3.86K
- 49.72%
$76.32 - $86.69 $295K - $335K
3.9K $333M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-393
- 21.12%
$475.68 - $513.11 $187K - $202K
1.47K $738M
META
Meta Platforms, Inc.

Communication Services
-184
- 19.13%
$609.01 - $751.67 $112K - $138K
778 $514M
AVIG
American Centy ETF Tr Avantis

ETFs
-4.31K
- 29.38%
$41.84 - $42.48 $180K - $183K
10.4K $435M
DGRO
Ishares Core Dividend Growth E

ETFs
-2.77K
- 37.79%
$66.93 - $69.17 $185K - $191K
4.56K $316M
Bondbloxx ETF Trust
-3.07K
- 5.71%
N/A
50.7K $2.57B
FCX
Freeport Mcmoran Inc

Basic Materials
-5.7K
- 49.24%
$38.65 - $43.31 $220K - $247K
5.87K $298M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-5.12K
- 8.51%
$25.75 - $26.12 $132K - $134K
55K $1.42B
DFAU
Dimensional ETF Tr

ETFs
-3.61K
- 9.09%
$44.77 - $47.01 $162K - $170K
36.1K $1.69B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-2.57K
- 4.19%
$42.71 - $43.27 $110K - $111K
58.9K $2.5B
Innovator Etfs Trust
-4.3K
- 18.31%
N/A
19.2K $535M
VST
Vistra Corp.

Utilities
-3
- 0.09%
$171.56 - $210.85 $515 - $633
3.17K $512M
2023 ETF Series Trust
-10.9K
- 5.63%
N/A
184K $7.37B
CSCO
Cisco Systems, Inc.

Technology
-2.15K
- 28.14%
$67.46 - $78.0 $145K - $168K
5.5K $424M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-3.01K
- 15.93%
$26.76 - $27.67 $80.6K - $83.3K
15.9K $421M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-585
- 6.52%
$191.01 - $199.18 $112K - $117K
8.38K $1.66B
SFLR
Innovator Etfs Tr Equity Manag
-3.45K
- 5.48%
N/A
59.4K $2.19B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-661
- 11.67%
$92.34 - $95.43 $61K - $63.1K
5K $471M
NVDA
Nvidia Corp

Technology
-321
- 4.82%
$179.83 - $207.04 $57.7K - $66.5K
6.33K $1.18B
UNH
Unitedhealth Group Inc

Healthcare
-108
- 8.61%
$320.52 - $369.92 $34.6K - $40K
1.15K $379M
EFG
Msci Eafe Growth ETF

ETFs
-398
- 3.74%
$112.91 - $117.61 $44.9K - $46.8K
10.2K $1.17B
MBB
Ishares Tr

ETFs
-465
- 5.52%
$94.9 - $96.23 $44.1K - $44.7K
7.96K $758M
AMZN
Amazon Com Inc

Consumer Cyclical
-507
- 7.06%
$213.04 - $254.0 $108K - $129K
6.67K $1.54B
LLY
Eli Lilly & CO

Healthcare
-122
- 39.23%
$799.57 - $1025.28 $97.5K - $125K
189 $203M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-280
- 0.58%
$77.73 - $78.84 $21.8K - $22.1K
48.3K $3.76B
MA
Mastercard Inc

Financial Services
-50
- 10.18%
$536.85 - $580.45 $26.8K - $29K
441 $252M
XC
Wisdomtree Tr Emerging Mkts Ex
-33
- 0.28%
N/A
11.6K $376M
RECS
Columbia ETF Tr I

ETFs
-1.12K
- 2.87%
$39.39 - $41.32 $43.9K - $46.1K
37.7K $1.54B
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-328
- 8.95%
$115.02 - $121.67 $37.7K - $39.9K
3.34K $404M
OEF
Ishares S&P 100 ETF

ETFs
-109
- 7.37%
N/A
1.37K $470M
MCD
Mcdonalds Corp

Consumer Cyclical
-79
- 5.47%
$293.81 - $310.11 $23.2K - $24.5K
1.37K $417M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-309
- 7.19%
$63.25 - $66.24 $19.5K - $20.5K
3.99K $263M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-129
- 0.39%
$47.34 - $48.01 $6.11K - $6.19K
33.2K $1.57B
Bondbloxx ETF Trust
-233
- 2.35%
N/A
9.69K $490M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-466
- 3.41%
$28.9 - $30.17 $13.5K - $14.1K
13.2K $397M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-106
- 2.48%
$358.39 - $376.54 $38K - $39.9K
4.17K $1.56B
Activity Summary
Buys All Purchases 73 New Holdings 18 Increased Positions 55 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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