Balanced Wealth Group LLC Reduced Holdings in Q4 2025

Balanced Wealth Group LLC

  • $273 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
-89.4K
- 87.55%
$10.79 - $11.07 $965K - $990K
12.7K $139M
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.48K
- 10.3%
$30.84 - $31.79 $138K - $142K
39K $1.24B
PGR
Progressive Corp

Financial Services
-140
- 4.88%
$203.7 - $246.46 $28.5K - $34.5K
2.73K $673M
SHW
Sherwin Williams CO

Basic Materials
-84
- 4.76%
$330.74 - $354.45 $27.8K - $29.8K
1.68K $573M
CVX
Chevron Corp

Energy
-291
- 13.13%
$148.9 - $157.72 $43.3K - $45.9K
1.93K $298M
DNP
Dnp Select Income Fund Inc

Financial Services
-2K
- 6.19%
$9.93 - $10.23 $19.9K - $20.5K
30.3K $303M
SPY
Spdr S&P 500 ETF Trust

ETFs
-69
- 9.24%
$653.02 - $687.39 $45.1K - $47.4K
678 $453M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-145
- 1.93%
$45.61 - $48.53 $6.61K - $7.04K
7.37K $352M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-56
- 1.68%
$92.24 - $96.56 $5.17K - $5.41K
3.27K $308M
MSFT
Microsoft Corp

Technology
-71
- 3.18%
$496.82 - $542.07 $35.3K - $38.5K
2.16K $1.12B
VIG
Vanguard Dividend Appreciation

ETFs
-11
- 0.29%
N/A
3.81K $826M
FVD
First Tr Value Line Divid Inde

ETFs
-688
- 0.62%
$45.0 - $46.25 $31K - $31.8K
111K $5.11B
VTI
Vanguard Total Stock Market Et

ETFs
-97
- 2.23%
$321.8 - $337.95 $31.2K - $32.8K
4.26K $1.4B
IVV
Ishares Core S&P 500 ETF

ETFs
-23
- 1.19%
$656.2 - $690.71 $15.1K - $15.9K
1.9K $1.28B
PWB
Invesco Exchange Traded Fd Tr

ETFs
-171
- 0.97%
$124.19 - $131.31 $21.2K - $22.5K
17.4K $2.19B
ABBV
Abb Vie Inc.

Healthcare
-169
- 4.51%
$211.96 - $244.38 $35.8K - $41.3K
3.58K $875M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-14
- 0.34%
$426.99 - $455.46 $5.98K - $6.38K
4.11K $1.8B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1
- -0.0%
$114.27 - $121.15 $114 - $121
25.5K $3.04B
EEM
Ishares Msci Emerging Markets

ETFs
-661
- 1.32%
$51.94 - $56.01 $34.3K - $37K
49.5K $2.66B
GOOGL
Alphabet Inc.

Communication Services
-22
- 0.52%
$236.57 - $291.31 $5.2K - $6.41K
4.18K $1.02B
GLD
Spdr Gold Trust

ETFs
-186
- 2.45%
$354.79 - $403.15 $66K - $75K
7.42K $2.64B
VEU
Vanguard Ftse All World Ex Us

ETFs
-458
- 0.34%
$70.2 - $73.89 $32.2K - $33.8K
134K $9.63B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-356
- 0.75%
$589.5 - $635.77 $210K - $226K
47.2K $28.5B
AAPL
Apple Inc.

Technology
-302
- 0.48%
$245.27 - $275.25 $74.1K - $83.1K
62.4K $15.9B
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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