Balanced Wealth Group LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $224 Billion distributed in 70 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $38B, Invesco Qqq Trust, Series 1 with a value of $29.5B, Spdr Portfolio with a value of $19.3B, Apple Inc. with a value of $11.9B, and Vanguard Specialized Funds Van with a value of $10.9B.
Examining the 13F form we can see an increase of $32.1B in the current position value, from $192B to 224B.
Balanced Wealth Group LLC is based out at Westlake, OH
Below you can find more details about Balanced Wealth Group LLC portfolio as well as his latest detailed transactions.