Balance Wealth, LLC Incresed Positions in Q3 2025

Balance Wealth, LLC

  • $405 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
117K
+ 13085.47%
$546.99 - $602.2 $64.1M - $70.5M
118K $70.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
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
Apple Inc.

Technology
3.29K
+ 54.63%
$202.38 - $256.87 $666K - $846K
9.32K $2.37B
Bitwise Bitcoin ETF Tr
10.1K
+ 40.72%
N/A
34.7K $2.16B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3.07K
+ 13.0%
$134.94 - $145.86 $414K - $447K
26.6K $3.88B
TSLA
Tesla, Inc.

Consumer Cyclical
1.06K
+ 62.68%
$293.94 - $444.72 $312K - $473K
2.76K $1.23B
Bondbloxx ETF Trust
13K
+ 26.01%
N/A
63.1K $3.19B
GOOG
Alphabet Inc.

Communication Services
1.51K
+ 40.61%
$175.16 - $255.24 $265K - $386K
5.24K $1.28B
AMZN
Amazon Com Inc

Consumer Cyclical
2.75K
+ 61.94%
$211.65 - $238.24 $581K - $654K
7.18K $1.58B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.52K
+ 10.6%
$54.35 - $59.32 $246K - $268K
47.2K $2.79B
MLN
Vaneck Long Muni ETF

ETFs
25.2K
+ 116.35%
$16.52 - $17.5 $416K - $441K
46.9K $819M
NVDA
Nvidia Corp

Technology
985
+ 17.38%
$153.3 - $186.58 $151K - $184K
6.65K $1.24B
SPY
Spdr S&P 500 ETF Trust

ETFs
394
+ 23.94%
$617.65 - $666.84 $243K - $263K
2.04K $1.36B
MSFT
Microsoft Corp

Technology
367
+ 5.07%
$491.09 - $535.64 $180K - $197K
7.61K $3.94B
IVV
Ishares Core S&P 500 ETF

ETFs
405
+ 65.96%
$620.67 - $670.08 $251K - $271K
1.02K $682M
META
Meta Platforms, Inc.

Communication Services
320
+ 49.84%
$695.21 - $791.73 $222K - $253K
962 $707M
MCD
Mcdonalds Corp

Consumer Cyclical
579
+ 66.94%
$291.67 - $316.99 $169K - $184K
1.44K $439M
SPC
Trust For Professional Mgr Cro

ETFs
7.68K
+ 10.89%
$20.41 - $21.69 $157K - $167K
78.2K $1.7B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.71K
+ 43.06%
$92.18 - $95.14 $157K - $162K
5.67K $539M
AVDE
American Centy ETF Tr Avantis

ETFs
708
+ 3.15%
$73.24 - $79.04 $51.9K - $56K
23.2K $1.83B
JPM
Jpmorgan Chase & CO

Financial Services
182
+ 4.66%
$282.78 - $316.06 $51.5K - $57.5K
4.09K $1.29B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
2.67K
+ 58.56%
$50.9 - $52.37 $136K - $140K
7.22K $378M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.34K
+ 7.65%
$49.09 - $50.58 $115K - $118K
32.9K $1.66B
SPMD
Spdr Portfolio

ETFs
1.29K
+ 5.63%
$54.43 - $58.29 $70.3K - $75.3K
24.2K $1.39B
UNH
Unitedhealth Group Inc

Healthcare
253
+ 25.25%
$237.77 - $353.61 $60.2K - $89.5K
1.26K $433M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.47K
+ 34.04%
$28.15 - $30.13 $97.7K - $105K
13.7K $405M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
350
+ 5.01%
$108.46 - $120.63 $38K - $42.2K
7.34K $873M
Bondbloxx ETF Trust
1.52K
+ 2.92%
N/A
53.7K $2.74B
MA
Mastercard Inc

Financial Services
122
+ 33.06%
$550.18 - $598.96 $67.1K - $73.1K
491 $279M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
719
+ 1.18%
$41.8 - $43.15 $30.1K - $31K
61.4K $2.63B
Ishares Bitcoin Trust ETF
687
+ 20.16%
N/A
4.09K $266M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
618
+ 16.79%
$62.09 - $66.51 $38.4K - $41.1K
4.3K $280M
DFIC
Dimensional ETF Tr Dimensional

ETFs
64
+ 0.23%
$30.76 - $33.01 $1.97K - $2.11K
28.4K $930M
AVGO
Broadcom Inc.

Technology
9
+ 1.07%
$264.74 - $369.57 $2.38K - $3.33K
851 $281M
DUK
Duke Energy Corp

Utilities
207
+ 11.14%
$116.31 - $125.93 $24.1K - $26.1K
2.07K $256M
Ea Series Trust
1.41K
+ 10.82%
N/A
14.4K $292M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
151
+ 1.34%
$48.5 - $50.19 $7.32K - $7.58K
11.4K $570M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
811
+ 2.57%
$20.0 - $20.97 $16.2K - $17K
32.4K $671M
IBM
International Business Machines Corp

Technology
7
+ 0.9%
$234.77 - $292.47 $1.64K - $2.05K
781 $220M
ISRG
Intuitive Surgical Inc

Healthcare
24
+ 0.97%
$433.66 - $544.47 $10.4K - $13.1K
2.49K $1.11B
Activity Summary
Buys All Purchases 78 New Holdings 34 Increased Positions 44 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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