Balanced Wealth Group LLC Incresed Positions in Q1 2025

Balanced Wealth Group LLC

  • $207 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOOV
Vanguard S&P 500 Value ETF

ETFs
4.41K
+ 27.85%
$179.71 - $192.06 $792K - $847K
20.2K $3.73B
VEU
Vanguard Ftse All World Ex Us

ETFs
1.29K
+ 0.96%
$56.51 - $62.98 $72.8K - $81.2K
136K $8.26B
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
12K
+ 11.92%
$10.68 - $11.3 $129K - $136K
113K $1.23B
EEM
Ishares Msci Emerging Markets

ETFs
881
+ 1.88%
$40.81 - $45.34 $36K - $39.9K
47.8K $2.09B
FE
Firstenergy Corp

Utilities
1.09K
+ 4.03%
$37.95 - $43.5 $41.3K - $47.3K
28.1K $1.13B
CVX
Chevron Corp

Energy
30
+ 1.07%
$146.71 - $167.97 $4.4K - $5.04K
2.83K $473M
ABT
Abbott Laboratories

Healthcare
3
+ 0.08%
$111.1 - $140.22 $333 - $421
3.65K $483M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
55
+ 0.28%
$33.84 - $37.77 $1.86K - $2.08K
19.8K $719M
DNP
Dnp Select Income Fund Inc

Financial Services
415
+ 1.45%
$8.93 - $9.92 $3.71K - $4.12K
29.1K $288M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
243
+ 1.11%
$23.18 - $24.68 $5.63K - $6K
22.1K $537M
IYR
Ishares Tr

ETFs
27
+ 0.38%
$89.49 - $98.98 $2.42K - $2.67K
7.09K $679M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.2%
$725.72 - $929.72 $726 - $930
505 $417M
FREL
Fidelity Covington Tr Msci Rea

ETFs
244
+ 0.93%
$25.98 - $28.59 $6.34K - $6.98K
26.4K $724M
DVY
Ishares Tr

ETFs
22
+ 0.77%
$128.58 - $138.1 $2.83K - $3.04K
2.86K $385M
VLO
Valero Energy Corp

Energy
15
+ 0.9%
$121.76 - $142.99 $1.83K - $2.14K
1.69K $223M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4
+ 0.13%
$126.11 - $135.06 $504 - $540
2.99K $386M
SHW
Sherwin Williams CO

Basic Materials
1
+ 0.06%
$330.16 - $365.55 $330 - $366
1.76K $615M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
30
+ 0.51%
$100.56 - $108.28 $3.02K - $3.25K
5.92K $610M
RPG
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.07%
$37.33 - $45.03 $187 - $225
7.51K $287M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.18%
$542.38 - $646.34 $542 - $646
560 $304M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.05%
$65.27 - $71.18 $392 - $427
12.7K $844M
MSFT
Microsoft Corp

Technology
2
+ 0.09%
$375.39 - $447.2 $751 - $894
2.14K $803M
VTI
Vanguard Total Stock Market Et

ETFs
21
+ 0.49%
$271.18 - $303.12 $5.69K - $6.37K
4.34K $1.19B
GOOG
Alphabet Inc.

Communication Services
4
+ 0.13%
$156.06 - $207.71 $624 - $831
3K $468M
GOOGL
Alphabet Inc.

Communication Services
5
+ 0.12%
$154.33 - $206.19 $772 - $1.03K
4.2K $649M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.28K
+ 3.98%
$25.58 - $29.24 $135K - $154K
138K $3.61B
VB
Vanguard Small Cap ETF

ETFs
75
+ 0.37%
$217.89 - $252.64 $16.3K - $18.9K
20.5K $4.54B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.07K
+ 0.97%
$77.33 - $90.16 $82.9K - $96.7K
112K $8.78B
Activity Summary
Buys All Purchases 32 New Holdings 3 Increased Positions 29 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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