Balance Wealth, LLC New Holdings in Q1 2025

Balance Wealth, LLC

  • $154 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Innovator Etfs Trust
26.3K
New
N/A
26.3K $691M
Bondbloxx ETF Trust
13.5K
New
N/A
13.5K $687M
EFV
Msci Eafe Value ETF

ETFs
11.5K
New
$51.88 - $60.73 $594K - $696K
11.5K $675M
BALT
Innovator Etfs Tr
21.4K
New
$31.31 - $31.89 $670K - $682K
21.4K $671M
DUHP
Dimensional ETF Tr Dimensional

ETFs
19.8K
New
$32.57 - $35.82 $644K - $709K
19.8K $656M
IEV
Ishares Tr Europe ETF

ETFs
11.2K
New
$51.89 - $60.68 $583K - $682K
11.2K $654M
DFIC
Dimensional ETF Tr Dimensional

ETFs
23.4K
New
$25.54 - $28.79 $597K - $673K
23.4K $649M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
6.82K
New
$87.68 - $94.52 $598K - $644K
6.82K $638M
AVIG
American Centy ETF Tr Avantis

ETFs
15.2K
New
$40.06 - $41.55 $608K - $630K
15.2K $628M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
10.2K
New
$58.32 - $65.09 $592K - $661K
10.2K $611M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.6K
New
$49.25 - $50.66 $520K - $535K
10.6K $524M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
5.9K
New
N/A
5.9K $519M
Fidelity Covington Trust
17K
New
N/A
17K $502M
OEF
Ishares S&P 100 ETF

ETFs
1.85K
New
N/A
1.85K $500M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
7.9K
New
$62.72 - $71.92 $495K - $568K
7.9K $497M
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.45K
New
$85.29 - $92.57 $464K - $504K
5.45K $496M
DGRO
Ishares Core Dividend Growth E

ETFs
7.72K
New
$60.46 - $64.42 $467K - $497K
7.72K $477M
SPY
Spdr S&P 500 ETF Trust

ETFs
849
New
$551.42 - $612.93 $468K - $520K
849 $475M
JMEE
J P Morgan Exchange Traded Fd

ETFs
8.43K
New
$54.51 - $63.63 $459K - $536K
8.43K $472M
SPC
Trust For Professional Mgr Cro

ETFs
22.4K
New
$20.65 - $20.99 $463K - $471K
22.4K $470M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
22.1K
New
$20.11 - $21.21 $445K - $469K
22.1K $468M
NVDA
Nvidia Corp

Technology
4.28K
New
$106.98 - $149.43 $458K - $639K
4.28K $464M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.77K
New
$161.27 - $192.3 $447K - $533K
2.77K $447M
RDVY
First Trust Rising Dividend Ac

ETFs
7.63K
New
$57.22 - $63.39 $437K - $484K
7.63K $447M
FDN
First Tr Fd Dow Jones

ETFs
1.99K
New
$221.38 - $266.86 $441K - $532K
1.99K $443M
CTRE
Care Trust Reit, Inc.

Real Estate
15.3K
New
$24.93 - $29.13 $381K - $445K
15.3K $437M
FTCS
First Trust Capital Strength E

ETFs
4.85K
New
$86.39 - $91.35 $419K - $443K
4.85K $434M
UNH
Unitedhealth Group Inc

Healthcare
818
New
$461.52 - $548.18 $378K - $448K
818 $428M
DFAI
Dimensional ETF Tr

ETFs
13.5K
New
$28.88 - $32.4 $391K - $439K
13.5K $423M
VGLT
Vanguard Long Term Treasury Et

ETFs
7.32K
New
$53.99 - $58.43 $395K - $427K
7.32K $422M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
8.32K
New
$49.69 - $50.76 $413K - $422K
8.32K $416M
SKYY
First Trust Cloud Computing Et

ETFs
3.95K
New
$102.23 - $131.18 $404K - $518K
3.95K $404M
QQQ
Invesco Qqq Trust, Series 1

ETFs
855
New
$468.34 - $539.52 $400K - $461K
855 $401M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
3.94K
New
$95.35 - $107.82 $376K - $425K
3.94K $378M
IXC
Ishares Tr Global Energy ETF

ETFs
8.92K
New
$38.48 - $42.16 $343K - $376K
8.92K $375M
TSLA
Tesla, Inc.

Consumer Cyclical
1.37K
New
$222.15 - $428.22 $304K - $586K
1.37K $355M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
7.43K
New
$47.33 - $47.92 $351K - $356K
7.43K $353M
META
Meta Platforms, Inc.

Communication Services
604
New
$576.36 - $736.67 $348K - $445K
604 $348M
Blackrock ETF Trust
10.7K
New
N/A
10.7K $338M
PNTG
Pennant Group, Inc.

Healthcare
12.6K
New
$22.21 - $28.35 $280K - $357K
12.6K $317M
IVV
Ishares Core S&P 500 ETF

ETFs
562
New
$554.06 - $615.85 $311K - $346K
562 $316M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
567
New
$442.66 - $534.52 $251K - $303K
567 $302M
AVUS
American Centy ETF Tr Avantis

ETFs
3.26K
New
$90.7 - $101.57 $296K - $331K
3.26K $301M
LLY
Eli Lilly & CO

Healthcare
339
New
$725.72 - $929.72 $246K - $315K
339 $280M
JNJ
Johnson & Johnson

Healthcare
1.65K
New
$142.06 - $167.7 $235K - $277K
1.65K $274M
GOOGL
Alphabet Inc.

Communication Services
1.76K
New
$154.33 - $206.19 $272K - $363K
1.76K $272M
MCD
Mcdonalds Corp

Consumer Cyclical
868
New
$279.74 - $321.29 $243K - $279K
868 $271M
DFSV
Dimensional ETF Tr Dimensional

ETFs
9.44K
New
$27.56 - $32.1 $260K - $303K
9.44K $266M
MLN
Vaneck Long Muni ETF

ETFs
15.2K
New
$17.22 - $18.0 $262K - $274K
15.2K $265M
Activity Summary
Buys All Purchases 110 New Holdings 110 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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