Balanced Wealth Group LLC Incresed Positions in Q4 2025

Balanced Wealth Group LLC

  • $273 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
7.98K
+ 3.22%
$102.4 - $109.39 $818K - $873K
256K $26.8B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
22.6K
+ 2.94%
$54.27 - $56.85 $1.23M - $1.28M
791K $43.8B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
3.69K
+ 2.92%
$84.91 - $90.88 $314K - $336K
130K $11.6B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
5.32K
+ 3.95%
$88.9 - $93.29 $473K - $497K
140K $12.9B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.87K
+ 4.38%
$90.99 - $95.91 $443K - $467K
116K $11B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
4.88K
+ 3.22%
$80.59 - $84.32 $393K - $411K
157K $13.1B
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
16K
+ 2.88%
$14.07 - $14.56 $225K - $233K
572K $8.15B
VB
Vanguard Small Cap ETF

ETFs
62
+ 0.31%
$248.1 - $260.08 $15.4K - $16.1K
20.3K $5.18B
VOOV
Vanguard S&P 500 Value ETF

ETFs
371
+ 1.84%
$195.54 - $204.93 $72.5K - $76K
20.5K $4.1B
GOOG
Alphabet Inc.

Communication Services
2
+ 0.07%
$237.49 - $291.74 $475 - $583
3K $737M
VNQ
Vanguard Specialized Funds Van

ETFs
918
+ 1.66%
$88.13 - $92.69 $80.9K - $85.1K
56.1K $5.14B
FE
Firstenergy Corp

Utilities
271
+ 0.97%
$45.46 - $47.69 $12.3K - $12.9K
28.3K $1.3B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
29
+ 0.05%
$63.25 - $66.24 $1.83K - $1.92K
54.9K $3.59B
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
8.02K
+ 24.87%
$11.35 - $11.74 $91K - $94.2K
40.3K $473M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
29
+ 3.69%
$600.51 - $631.95 $17.4K - $18.3K
814 $500M
VLO
Valero Energy Corp

Energy
13
+ 0.77%
$156.39 - $181.76 $2.03K - $2.36K
1.71K $287M
LHX
L3 Harris Technologies, Inc.

Industrials
1
+ 0.09%
$283.87 - $306.76 $284 - $307
1.08K $325M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
25
+ 0.42%
$112.85 - $117.98 $2.82K - $2.95K
5.96K $687M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.05%
$72.21 - $75.0 $433 - $450
12.7K $937M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.2%
$799.57 - $1025.28 $800 - $1.03K
506 $417M
VO
Vanguard Mid Cap ETF

ETFs
52
+ 6.05%
$286.27 - $296.23 $14.9K - $15.4K
911 $267M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
398
+ 3.48%
$23.02 - $24.23 $9.16K - $9.64K
11.9K $278M
DTE
Dte Energy CO

Utilities
1
+ 0.03%
$133.44 - $143.32 $133 - $143
3.09K $433M
DVY
Ishares Tr

ETFs
25
+ 0.86%
$138.1 - $143.11 $3.45K - $3.58K
2.92K $415M
FREL
Fidelity Covington Tr Msci Rea

ETFs
218
+ 0.82%
$26.82 - $28.15 $5.85K - $6.14K
26.8K $744M
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.42%
$294.11 - $320.41 $1.18K - $1.28K
952 $296M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4
+ 0.13%
$137.47 - $143.13 $550 - $573
3K $423M
AEP
American Electric Power CO Inc

Utilities
8
+ 0.41%
$112.75 - $122.73 $902 - $982
1.97K $222M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
12
+ 0.48%
$117.28 - $123.9 $1.41K - $1.49K
2.51K $305M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
264
+ 1.18%
$26.1 - $27.38 $6.89K - $7.23K
22.7K $604M
IYR
Ishares Tr

ETFs
45
+ 0.63%
$93.69 - $98.5 $4.22K - $4.43K
7.18K $697M
HBAN
Huntington Bancshares Inc

Financial Services
41
+ 0.22%
$15.16 - $17.21 $622 - $706
18.3K $312M
XLP
Consumer Staples Sector Spdr

ETFs
24
+ 0.7%
N/A
3.45K $270M
ABT
Abbott Laboratories

Healthcare
6
+ 0.14%
$123.62 - $134.59 $742 - $808
4.38K $585M
CRM
Salesforce, Inc.

Technology
2
+ 0.19%
$235.69 - $263.41 $471 - $527
1.07K $251M
Activity Summary
Buys All Purchases 39 New Holdings 3 Increased Positions 36 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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