Balanced Wealth Group LLC Incresed Positions in Q2 2025

Balanced Wealth Group LLC

  • $230 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
10K
+ 4.15%
$71.83 - $95.32 $721K - $956K
252K $24.7B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
30.9K
+ 4.18%
$45.11 - $52.34 $1.4M - $1.62M
770K $40.6B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
16.1K
+ 13.47%
$70.44 - $86.87 $1.14M - $1.4M
136K $12.1B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
13K
+ 12.97%
$72.61 - $88.75 $944K - $1.15M
113K $10.1B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
15.1K
+ 13.47%
$67.03 - $80.35 $1.01M - $1.21M
127K $10.3B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
10.6K
+ 7.5%
$66.87 - $79.47 $710K - $844K
152K $12.2B
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
17.1K
+ 3.16%
$11.53 - $13.87 $197K - $237K
559K $7.7B
MSFT
Microsoft Corp

Technology
38
+ 1.78%
$354.56 - $497.45 $13.5K - $18.9K
2.18K $1.16B
EEM
Ishares Msci Emerging Markets

ETFs
2.25K
+ 4.71%
$38.52 - $48.28 $86.7K - $109K
50K $2.43B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.21K
+ 2.26%
$51.16 - $62.02 $61.9K - $75K
54.8K $3.45B
VOOV
Vanguard S&P 500 Value ETF

ETFs
166
+ 0.82%
$162.65 - $188.71 $27K - $31.3K
20.4K $3.89B
GOOGL
Alphabet Inc.

Communication Services
4
+ 0.1%
$144.7 - $178.6 $579 - $714
4.2K $807M
GOOG
Alphabet Inc.

Communication Services
3
+ 0.1%
$146.58 - $180.01 $440 - $540
3K $578M
LHX
L3 Harris Technologies, Inc.

Industrials
110
+ 11.33%
$200.21 - $256.99 $22K - $28.3K
1.08K $297M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
331
+ 1.68%
$32.66 - $40.75 $10.8K - $13.5K
20.1K $802M
ABBV
Abb Vie Inc.

Healthcare
691
+ 23.68%
$170.16 - $206.27 $118K - $143K
3.61K $682M
ABT
Abbott Laboratories

Healthcare
732
+ 20.08%
$123.95 - $138.08 $90.7K - $101K
4.38K $552M
VIG
Vanguard Dividend Appreciation

ETFs
15
+ 0.39%
N/A
3.83K $789M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
24
+ 0.41%
$91.62 - $109.97 $2.2K - $2.64K
5.94K $652M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
298
+ 1.35%
$22.61 - $26.12 $6.74K - $7.78K
22.4K $577M
DNP
Dnp Select Income Fund Inc

Financial Services
3.5K
+ 12.03%
$8.89 - $9.88 $31.1K - $34.6K
32.6K $319M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
75
+ 0.66%
$17.76 - $22.1 $1.33K - $1.66K
11.5K $250M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
5
+ 0.2%
$93.75 - $114.45 $469 - $572
2.5K $287M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4
+ 0.13%
$114.78 - $133.31 $459 - $533
3K $402M
VLO
Valero Energy Corp

Energy
13
+ 0.77%
$104.69 - $141.77 $1.36K - $1.84K
1.7K $233M
AEP
American Electric Power CO Inc

Utilities
8
+ 0.41%
$98.59 - $109.11 $789 - $873
1.96K $221M
DVY
Ishares Tr

ETFs
28
+ 0.98%
$118.37 - $134.86 $3.31K - $3.78K
2.89K $390M
DTE
Dte Energy CO

Utilities
1
+ 0.03%
$127.39 - $139.49 $127 - $139
3.09K $427M
IYR
Ishares Tr

ETFs
37
+ 0.52%
$84.48 - $96.25 $3.13K - $3.56K
7.13K $676M
XLP
Consumer Staples Sector Spdr

ETFs
23
+ 0.68%
N/A
3.43K $273M
FREL
Fidelity Covington Tr Msci Rea

ETFs
171
+ 0.65%
$24.18 - $27.61 $4.13K - $4.72K
26.5K $718M
CRM
Salesforce, Inc.

Technology
3
+ 0.28%
$236.26 - $291.15 $709 - $873
1.07K $275M
Activity Summary
Buys All Purchases 38 New Holdings 5 Increased Positions 33 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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