Balance Wealth, LLC Purchases and Sells in Q3 2025

Balance Wealth, LLC

$405 Billion
Q3 2025

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	117K + 13085.47%	$546.99 - $602.2 $64.1M - $70.5M	118K $70.8B
VOO	12.8K + 76.2%	$567.77 - $614.76 $7.26M - $7.86M	29.6K $18.1B
VANGUARD MALVERN FDS	67.3K + 58.01%	N/A	183K $14.4B
J P MORGAN EXCHANGE TRADED F	17.2K + 5.27%	N/A	344K $25.5B
2023 ETF SERIES TRUST	45.9K + 30.82%	N/A	195K $7.48B
AAPL	3.29K + 54.63%	$202.38 - $256.87 $666K - $846K	9.32K $2.37B

New Holdings

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJJ	251K New	$122.57 - $132.57 $30.8M - $33.3M	251K $32.6B
XLV	215K New	$129.01 - $139.72 $27.7M - $30M	215K $29.9B
VBR	100K New	$195.41 - $212.37 $19.6M - $21.3M	100K $21B
IGIB	208K New	$52.55 - $54.37 $10.9M - $11.3M	208K $11.3B
VCSH	140K New	$78.96 - $80.04 $11M - $11.2M	140K $11.2B
IAGG	145K New	$50.85 - $51.35 $7.37M - $7.45M	145K $7.43B

Top Sells

Reduced Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPAB	-138K - 69.61%	$25.21 - $25.99 $3.47M - $3.58M	60.2K $1.56B
QUAL	-5.89K - 39.63%	$182.33 - $194.5 $1.07M - $1.14M	8.97K $1.74B
XC	-28.3K - 70.86%	N/A	11.6K $403M
RECS	-15.9K - 29.04%	$36.82 - $40.35 $585K - $641K	38.8K $1.57B
IYW	-3.59K - 29.68%	$171.38 - $197.01 $615K - $706K	8.5K $1.66B
EMXC	-5.63K - 20.41%	$62.54 - $68.42 $352K - $385K	22K $1.48B

Activity Summary All Purchases 78 New Holdings 34 Increased Positions 44 All Sells 52 Reductions 52 Sold out 0 Calls 0 Puts 0

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