Balanced Wealth Group LLC Reduced Holdings in Q4 2024

Balanced Wealth Group LLC

  • $223 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
-51.5K
- 45.93%
$87.85 - $98.6 $4.52M - $5.07M
60.6K $5.37B
PFF
Ishares Trust Ishares Pfd And

ETFs
-76.3K
- 60.53%
$31.23 - $33.51 $2.38M - $2.56M
49.7K $1.56B
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-53K
- 56.49%
$11.42 - $12.5 $606K - $663K
40.9K $472M
FVD
First Tr Value Line Divid Inde

ETFs
-2.81K
- 2.39%
$43.4 - $46.7 $122K - $131K
115K $5.09B
SHW
Sherwin Williams CO

Basic Materials
-334
- 15.94%
$338.75 - $399.71 $113K - $134K
1.76K $631M
MFM
Mfs Municipal Income Trust

Financial Services
-24.9K
- 66.4%
$5.3 - $5.75 $132K - $143K
12.6K $68.5M
ABBV
Abb Vie Inc.

Healthcare
-355
- 10.42%
$164.99 - $203.87 $58.6K - $72.4K
3.05K $561M
LLY
Eli Lilly & CO

Healthcare
-32
- 5.97%
$727.2 - $932.06 $23.3K - $29.8K
504 $409M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-910
- 3.09%
$113.92 - $127.38 $104K - $116K
28.5K $3.37B
PGR
Progressive Corp

Financial Services
-79
- 2.5%
$239.6 - $268.88 $18.9K - $21.2K
3.08K $760M
VO
Vanguard Mid Cap ETF

ETFs
-221
- 12.29%
$261.5 - $284.63 $57.8K - $62.9K
1.58K $435M
CVX
Chevron Corp

Energy
-136
- 4.64%
$141.15 - $162.53 $19.2K - $22.1K
2.8K $417M
DKNG
Draft Kings Inc.

Consumer Cyclical
-364
- 5.86%
$35.32 - $44.84 $12.9K - $16.3K
5.84K $245M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.18K
- 3.51%
$61.68 - $67.87 $134K - $148K
59.8K $3.86B
VTI
Vanguard Total Stock Market Et

ETFs
-197
- 4.37%
$280.04 - $302.45 $55.2K - $59.6K
4.31K $1.29B
SPY
Spdr S&P 500 ETF Trust

ETFs
-5
- 0.59%
$567.81 - $607.81 $2.84K - $3.04K
848 $510M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-239
- 3.09%
$38.88 - $44.07 $9.29K - $10.5K
7.5K $328M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-24
- 0.19%
$65.67 - $69.79 $1.58K - $1.67K
12.7K $887M
ABT
Abbott Laboratories

Healthcare
-174
- 4.56%
$111.93 - $119.39 $19.5K - $20.8K
3.64K $466M
IVV
Ishares Core S&P 500 ETF

ETFs
-22
- 1.07%
$570.51 - $610.59 $12.6K - $13.4K
2.04K $1.23B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.4K
- 6.39%
$481.22 - $538.17 $1.63M - $1.83M
49.8K $26B
GLD
Spdr Gold Trust

ETFs
-97
- 1.14%
$236.59 - $257.5 $22.9K - $25K
8.4K $2.17B
MAR
Marriott International Inc

Consumer Cyclical
-36
- 1.01%
$246.06 - $292.59 $8.86K - $10.5K
3.52K $1.02B
PWB
Invesco Exchange Traded Fd Tr

ETFs
-35
- 0.2%
$98.04 - $108.11 $3.43K - $3.78K
17.6K $1.9B
SPYG
Spdr Portfolio

ETFs
-13.8K
- 4.8%
$81.74 - $91.38 $1.13M - $1.26M
274K $21.5B
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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