Balanced Wealth Group LLC Reduced Holdings in Q3 2024

Balanced Wealth Group LLC

  • $226 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5.37K
- 9.16%
$434.77 - $502.96 $2.33M - $2.7M
53.2K $26B
VNQ
Vanguard Specialized Funds Van

ETFs
-161K
- 59.04%
$82.97 - $98.97 $13.4M - $16M
112K $10.8B
PFF
Ishares Trust Ishares Pfd And

ETFs
-74.5K
- 37.17%
$31.18 - $33.5 $2.32M - $2.5M
126K $4.16B
IVV
Ishares Core S&P 500 ETF

ETFs
-594
- 22.4%
$520.18 - $576.82 $309K - $343K
2.06K $1.19B
VIG
Vanguard Dividend Appreciation

ETFs
-1.19K
- 18.75%
$182.15 - $182.15 $217K - $217K
5.16K $1.02B
VTI
Vanguard Total Stock Market Et

ETFs
-677
- 13.05%
$255.18 - $283.2 $173K - $192K
4.51K $1.28B
VO
Vanguard Mid Cap ETF

ETFs
-571
- 24.1%
$237.84 - $263.83 $136K - $151K
1.8K $474M
PTF
Invesco Exchange Traded Fd Tr

ETFs
-1.28K
- 15.77%
$53.62 - $65.67 $68.4K - $83.7K
6.81K $432M
CVX
Chevron Corp

Energy
-238
- 7.51%
$137.88 - $161.97 $32.8K - $38.5K
2.93K $432M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-751
- 20.11%
$117.9 - $128.2 $88.5K - $96.3K
2.98K $382M
AMZN
Amazon Com Inc

Consumer Cyclical
-40
- 1.35%
$161.02 - $200.0 $6.44K - $8K
2.92K $544M
MFM
Mfs Municipal Income Trust

Financial Services
-7.7K
- 17.02%
$5.33 - $5.78 $41.1K - $44.5K
37.6K $215M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-895
- 6.56%
$61.47 - $67.36 $55K - $60.3K
12.7K $857M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-281
- 8.14%
$162.83 - $179.16 $45.8K - $50.3K
3.17K $568M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-171
- 0.87%
$33.74 - $37.96 $5.77K - $6.49K
19.4K $730M
PWB
Invesco Exchange Traded Fd Tr

ETFs
-104
- 0.59%
$86.85 - $98.91 $9.03K - $10.3K
17.6K $1.74B
GLD
Spdr Gold Trust

ETFs
-622
- 6.82%
$215.56 - $246.98 $134K - $154K
8.5K $2.07B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.06K
- 6.55%
$105.53 - $118.34 $217K - $244K
29.4K $3.44B
SPYG
Spdr Portfolio

ETFs
-985K
- 77.35%
$73.38 - $84.1 $72.2M - $82.8M
288K $20.9B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-776
- 1.72%
$75.47 - $83.18 $58.6K - $64.5K
44.4K $3.69B
VOOV
Vanguard S&P 500 Value ETF

ETFs
-46
- 0.29%
$175.0 - $190.72 $8.05K - $8.77K
15.8K $3.01B
VB
Vanguard Small Cap ETF

ETFs
-82
- 0.4%
$214.77 - $237.72 $17.6K - $19.5K
20.3K $4.82B
FVD
First Tr Value Line Divid Inde

ETFs
-248
- 0.21%
$40.45 - $45.49 $10K - $11.3K
117K $5.34B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-206K
- 68.43%
$85.03 - $94.56 $17.5M - $19.5M
95.1K $8.73B
AAPL
Apple Inc.

Technology
-35
- 0.06%
$207.23 - $234.82 $7.25K - $8.22K
62.7K $14.6B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-113K
- 49.54%
$81.1 - $89.18 $9.12M - $10M
115K $9.97B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-204K
- 65.28%
$77.23 - $87.97 $15.8M - $17.9M
108K $9.29B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-113K
- 45.65%
$71.9 - $79.86 $8.14M - $9.04M
135K $10.6B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-731K
- 48.09%
$48.51 - $52.86 $35.4M - $38.6M
789K $38.4B
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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