Balanced Wealth Group LLC Purchases and Sells in Q2 2025

Balanced Wealth Group LLC

$230 Billion
Q2 2025

Top Buys

Incresed Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYG	10K + 4.15%	$71.83 - $95.32 $721K - $956K	252K $24.7B
SPYV	30.9K + 4.18%	$45.11 - $52.34 $1.4M - $1.62M	770K $40.6B
MDYG	16.1K + 13.47%	$70.44 - $86.87 $1.14M - $1.4M	136K $12.1B
SLYG	13K + 12.97%	$72.61 - $88.75 $944K - $1.15M	113K $10.1B
SLYV	15.1K + 13.47%	$67.03 - $80.35 $1.01M - $1.21M	127K $10.3B
MDYV	10.6K + 7.5%	$66.87 - $79.47 $710K - $844K	152K $12.2B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MFM	182K New	$4.98 - $5.37 $905K - $976K	182K $932M
VOO	787 New	$456.74 - $568.03 $359K - $447K	787 $457M
COHERENT CORP	2.8K New	N/A	2.8K $301M
JPM	952 New	$210.28 - $289.91 $200K - $276K	952 $282M
DKNG	5.8K New	$31.67 - $42.89 $184K - $249K	5.8K $261M

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AFB	-98.7K - 87.34%	$9.89 - $10.9 $976K - $1.08M	14.3K $145M
AAPL	-248 - 0.4%	$172.42 - $223.89 $42.8K - $55.5K	62.4K $12.9B
VNQ	-5.26K - 8.77%	$79.79 - $91.42 $420K - $481K	54.7K $4.88B
EFA	-4.56K - 57.81%	$72.96 - $90.39 $333K - $412K	3.33K $291M
PFF	-9.78K - 19.79%	$29.0 - $30.68 $284K - $300K	39.6K $1.24B
PGR	-143 - 4.75%	$255.27 - $288.74 $36.5K - $41.3K	2.87K $694M

Activity Summary All Purchases 38 New Holdings 5 Increased Positions 33 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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