Balance Wealth, LLC Incresed Positions in Q2 2025

Balance Wealth, LLC

  • $171 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
J P Morgan Exchange Traded F
166K
+ 103.69%
N/A
327K $22.9B
Vanguard Malvern Fds
63.7K
+ 122.06%
N/A
116K $9.02B
2023 ETF Series Trust
45.6K
+ 44.15%
N/A
149K $5.33B
Bondbloxx ETF Trust
36.6K
+ 271.12%
N/A
50.1K $2.52B
SCHX
Schwab Strategic Tr Us Large C

ETFs
18.4K
+ 3.49%
$19.6 - $24.44 $360K - $449K
546K $13.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.39K
+ 9.04%
$456.74 - $568.03 $635K - $790K
16.8K $9.53B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
30.5K
+ 101.05%
$41.1 - $42.37 $1.25M - $1.29M
60.7K $2.57B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
22.2K
+ 267.36%
$48.46 - $50.2 $1.08M - $1.12M
30.5K $1.52B
DUHP
Dimensional ETF Tr Dimensional

ETFs
28K
+ 141.6%
$29.36 - $35.56 $822K - $996K
47.8K $1.7B
SPC
Trust For Professional Mgr Cro

ETFs
48.1K
+ 214.3%
$20.4 - $21.44 $981K - $1.03M
70.5K $1.51B
MSFT
Microsoft Corp

Technology
85
+ 1.19%
$354.56 - $497.45 $30.1K - $42.3K
7.24K $3.6B
SPY
Spdr S&P 500 ETF Trust

ETFs
797
+ 93.88%
$496.48 - $617.85 $396K - $492K
1.65K $1.02B
SFLR
Innovator Etfs Tr Equity Manag
11.1K
+ 20.3%
N/A
65.9K $2.21B
NVDA
Nvidia Corp

Technology
1.39K
+ 32.46%
$94.31 - $157.99 $131K - $219K
5.67K $896M
Fidelity Covington Trust
11.1K
+ 65.19%
N/A
28.1K $899M
IXN
Ishares Global Information Tec

ETFs
695
+ 4.98%
$65.81 - $92.34 $45.7K - $64.2K
14.6K $1.35B
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
6.4K
+ 20.46%
$28.75 - $33.88 $184K - $217K
37.7K $1.28B
AMZN
Amazon Com Inc

Consumer Cyclical
658
+ 17.43%
$167.32 - $223.3 $110K - $147K
4.43K $973M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
132
+ 0.31%
$43.53 - $54.46 $5.75K - $7.19K
42.6K $2.32B
DFIC
Dimensional ETF Tr Dimensional

ETFs
4.93K
+ 21.09%
$24.94 - $31.15 $123K - $154K
28.3K $880M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
783
+ 1.09%
$26.69 - $33.44 $20.9K - $26.2K
72.4K $2.38B
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
9.48K
+ 42.9%
$19.78 - $21.29 $188K - $202K
31.6K $652M
TSLA
Tesla, Inc.

Consumer Cyclical
328
+ 23.98%
$221.86 - $362.89 $72.8K - $119K
1.7K $539M
JPM
Jpmorgan Chase & CO

Financial Services
26
+ 0.67%
$210.28 - $289.91 $5.47K - $7.54K
3.91K $1.13B
BALT
Innovator Etfs Tr
4.21K
+ 19.65%
$30.33 - $32.1 $128K - $135K
25.6K $821M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.97K
+ 5.63%
$45.12 - $46.23 $134K - $137K
55.7K $2.58B
META
Meta Platforms, Inc.

Communication Services
38
+ 6.29%
$484.66 - $738.09 $18.4K - $28K
642 $474M
GOOG
Alphabet Inc.

Communication Services
290
+ 8.45%
$146.58 - $180.01 $42.5K - $52.2K
3.72K $660M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
111
+ 1.41%
$57.46 - $75.58 $6.38K - $8.39K
8.01K $605M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
33
+ 1.19%
$139.8 - $197.22 $4.61K - $6.51K
2.8K $553M
FDN
First Tr Fd Dow Jones

ETFs
30
+ 1.5%
$200.29 - $269.33 $6.01K - $8.08K
2.02K $545M
MLN
Vaneck Long Muni ETF

ETFs
6.42K
+ 42.12%
$16.49 - $17.52 $106K - $112K
21.7K $366M
GOOGL
Alphabet Inc.

Communication Services
323
+ 18.34%
$144.7 - $178.6 $46.7K - $57.7K
2.08K $367M
QQQ
Invesco Qqq Trust, Series 1

ETFs
40
+ 4.68%
$416.06 - $551.64 $16.6K - $22.1K
895 $494M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
6
+ 0.03%
$44.64 - $55.3 $268 - $332
18K $995M
SKYY
First Trust Cloud Computing Et

ETFs
70
+ 1.77%
$89.46 - $121.64 $6.26K - $8.51K
4.02K $489M
STRV
Ea Ser Tr Strive 500 ETF
1
+ 0.0%
N/A
20.8K $832M
IEV
Ishares Tr Europe ETF

ETFs
230
+ 2.05%
$51.8 - $64.59 $11.9K - $14.9K
11.5K $725M
IVV
Ishares Core S&P 500 ETF

ETFs
52
+ 9.25%
$498.8 - $620.9 $25.9K - $32.3K
614 $381M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
26
+ 0.44%
N/A
5.92K $555M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
33
+ 0.47%
$90.56 - $109.49 $2.99K - $3.61K
6.99K $764M
RDVY
First Trust Rising Dividend Ac

ETFs
24
+ 0.31%
$51.6 - $62.74 $1.24K - $1.51K
7.66K $480M
JNJ
Johnson & Johnson

Healthcare
334
+ 20.22%
$146.36 - $159.82 $48.9K - $53.4K
1.99K $303M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
675
+ 6.4%
$48.13 - $49.85 $32.5K - $33.6K
11.2K $550M
V
Visa Inc.

Financial Services
44
+ 7.57%
$308.27 - $373.31 $13.6K - $16.4K
625 $222M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
319
+ 7.53%
$50.34 - $51.86 $16.1K - $16.5K
4.55K $234M
FTCS
First Trust Capital Strength E

ETFs
91
+ 1.88%
$81.6 - $92.39 $7.43K - $8.41K
4.94K $449M
LLY
Eli Lilly & CO

Healthcare
34
+ 10.03%
$713.71 - $898.95 $24.3K - $30.6K
373 $291M
Ea Series Trust
255
+ 2.0%
N/A
13K $262M
Activity Summary
Buys All Purchases 64 New Holdings 11 Increased Positions 53 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Balance Wealth, LLC Portfolio

Follow Balance Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balance Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balance Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email