Balanced Wealth Group LLC Incresed Positions in Q4 2024

Balanced Wealth Group LLC

  • $223 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
8.15K
+ 6.05%
$78.43 - $87.17 $639K - $711K
143K $11.8B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
8.69K
+ 7.59%
$86.65 - $94.9 $753K - $825K
123K $11B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
6.71K
+ 7.06%
$89.9 - $100.66 $603K - $676K
102K $9.43B
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
21.8K
+ 4.16%
$13.61 - $14.58 $297K - $318K
546K $7.87B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
14.2K
+ 1.81%
$51.09 - $55.27 $727K - $787K
803K $39B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.47K
+ 2.28%
$84.34 - $95.14 $208K - $235K
111K $9.73B
VB
Vanguard Small Cap ETF

ETFs
50
+ 0.25%
$233.76 - $261.58 $11.7K - $13.1K
20.4K $5.09B
AMZN
Amazon Com Inc

Consumer Cyclical
48
+ 1.64%
$180.88 - $232.93 $8.68K - $11.2K
2.97K $705M
GOOGL
Alphabet Inc.

Communication Services
3
+ 0.07%
$161.86 - $196.66 $486 - $590
4.2K $856M
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
19.3K
+ 23.65%
$10.81 - $11.94 $209K - $231K
101K $1.12B
GOOG
Alphabet Inc.

Communication Services
2
+ 0.07%
$163.08 - $198.16 $326 - $396
2.99K $615M
CRM
Salesforce, Inc.

Technology
3
+ 0.28%
$270.87 - $367.87 $813 - $1.1K
1.06K $363M
HBAN
Huntington Bancshares Inc

Financial Services
87
+ 0.47%
$14.18 - $18.2 $1.23K - $1.58K
18.5K $318M
VIG
Vanguard Dividend Appreciation

ETFs
26
+ 0.5%
N/A
5.19K $1.05B
EQWL
Invesco Exchange Traded Fd Tr

ETFs
27
+ 0.46%
$101.22 - $107.72 $2.73K - $2.91K
5.89K $626M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.18%
$571.78 - $647.97 $572 - $648
559 $345M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4
+ 0.13%
$126.68 - $134.74 $507 - $539
2.99K $395M
DVY
Ishares Tr

ETFs
28
+ 1.0%
$129.55 - $143.41 $3.63K - $4.02K
2.84K $383M
VLO
Valero Energy Corp

Energy
15
+ 0.91%
$118.59 - $144.02 $1.78K - $2.16K
1.67K $222M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.81K
+ 104.44%
$18.41 - $40.87 $107K - $238K
11.4K $220M
VOOV
Vanguard S&P 500 Value ETF

ETFs
20
+ 0.13%
$184.21 - $199.29 $3.68K - $3.99K
15.8K $3B
XLP
Consumer Staples Sector Spdr

ETFs
26
+ 0.77%
N/A
3.39K $267M
DNP
Dnp Select Income Fund Inc

Financial Services
386
+ 1.37%
$8.82 - $9.96 $3.4K - $3.84K
28.7K $271M
FREL
Fidelity Covington Tr Msci Rea

ETFs
1.16K
+ 4.65%
$26.61 - $29.85 $30.9K - $34.6K
26.1K $717M
EFA
Ishares Tr Msci Eafe ETF

ETFs
109
+ 1.4%
$75.1 - $82.99 $8.19K - $9.05K
7.89K $625M
DTE
Dte Energy CO

Utilities
4
+ 0.13%
$117.04 - $129.77 $468 - $519
3.09K $370M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
267
+ 1.37%
$34.13 - $37.35 $9.11K - $9.97K
19.7K $702M
MSFT
Microsoft Corp

Technology
2
+ 0.09%
$406.35 - $454.46 $813 - $909
2.14K $887M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
334
+ 1.55%
$23.41 - $25.88 $7.82K - $8.64K
21.9K $524M
IYR
Ishares Tr

ETFs
61
+ 0.87%
$90.74 - $102.87 $5.54K - $6.28K
7.07K $670M
FE
Firstenergy Corp

Utilities
250
+ 0.93%
$39.14 - $44.52 $9.79K - $11.1K
27K $1.07B
EEM
Ishares Msci Emerging Markets

ETFs
310
+ 0.67%
$41.82 - $47.36 $13K - $14.7K
46.9K $2B
VEU
Vanguard Ftse All World Ex Us

ETFs
3.97K
+ 3.03%
$57.29 - $63.1 $227K - $251K
135K $8B
Activity Summary
Buys All Purchases 36 New Holdings 2 Increased Positions 34 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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