Balanced Wealth Group LLC Incresed Positions in Q3 2024

Balanced Wealth Group LLC

  • $226 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
23.4K
+ 4.68%
$12.65 - $13.91 $296K - $326K
524K $7.22B
VEU
Vanguard Ftse All World Ex Us

ETFs
479
+ 0.37%
$56.47 - $63.69 $27K - $30.5K
131K $8.24B
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
12.8K
+ 18.62%
$11.06 - $11.77 $142K - $151K
81.7K $964M
EEM
Ishares Msci Emerging Markets

ETFs
1.01K
+ 2.21%
$40.42 - $46.7 $40.8K - $47.1K
46.6K $2.14B
SHW
Sherwin Williams CO

Basic Materials
1
+ 0.05%
$294.65 - $384.0 $295 - $384
2.1K $799M
FE
Firstenergy Corp

Utilities
241
+ 0.91%
$38.25 - $44.54 $9.22K - $10.7K
26.7K $1.19B
PGR
Progressive Corp

Financial Services
1
+ 0.03%
$209.46 - $259.24 $209 - $259
3.16K $803M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
5.35K
+ 6.04%
$11.52 - $12.52 $61.6K - $66.9K
93.9K $1.16B
ABBV
Abb Vie Inc.

Healthcare
217
+ 6.8%
$163.84 - $199.33 $35.6K - $43.3K
3.41K $673M
FREL
Fidelity Covington Tr Msci Rea

ETFs
61
+ 0.25%
$25.07 - $29.94 $1.53K - $1.83K
25K $736M
ABT
Abbott Laboratories

Healthcare
209
+ 5.79%
$100.07 - $118.13 $20.9K - $24.7K
3.82K $435M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
228
+ 1.07%
$23.54 - $26.35 $5.37K - $6.01K
21.6K $562M
DTE
Dte Energy CO

Utilities
2
+ 0.06%
$108.67 - $128.41 $217 - $257
3.08K $396M
DNP
Dnp Select Income Fund Inc

Financial Services
640
+ 2.32%
$8.21 - $10.03 $5.25K - $6.42K
28.3K $284M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
28
+ 0.48%
$93.07 - $102.32 $2.61K - $2.86K
5.86K $599M
EFA
Ishares Tr Msci Eafe ETF

ETFs
124
+ 1.62%
$75.32 - $84.37 $9.34K - $10.5K
7.78K $651M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
6
+ 0.13%
$305.34 - $350.41 $1.83K - $2.1K
4.72K $1.63B
DVY
Ishares Tr

ETFs
32
+ 1.15%
$119.99 - $135.74 $3.84K - $4.34K
2.81K $380M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.24%
$517.38 - $573.86 $1.03K - $1.15K
853 $490M
XLP
Consumer Staples Sector Spdr

ETFs
17
+ 0.51%
$76.04 - $76.04 $1.29K - $1.29K
3.36K $279M
CRM
Salesforce, Inc.

Technology
2
+ 0.19%
$238.42 - $276.53 $477 - $553
1.06K $290M
RPG
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.05%
$33.68 - $39.31 $135 - $157
7.74K $304M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.18%
$514.43 - $606.85 $514 - $607
558 $327M
VLO
Valero Energy Corp

Energy
12
+ 0.73%
$132.81 - $163.48 $1.59K - $1.96K
1.66K $224M
GOOG
Alphabet Inc.

Communication Services
4
+ 0.13%
$149.54 - $192.66 $598 - $771
2.99K $500M
MSFT
Microsoft Corp

Technology
1
+ 0.05%
$395.15 - $467.56 $395 - $468
2.14K $919M
GOOGL
Alphabet Inc.

Communication Services
5
+ 0.12%
$148.65 - $191.18 $743 - $956
4.19K $695M
Activity Summary
Buys All Purchases 28 New Holdings 0 Increased Positions 28 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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