Balanced Wealth Group LLC Reduced Holdings in Q2 2025

Balanced Wealth Group LLC

  • $230 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
-98.7K
- 87.34%
$9.89 - $10.9 $976K - $1.08M
14.3K $145M
AAPL
Apple Inc.

Technology
-248
- 0.4%
$172.42 - $223.89 $42.8K - $55.5K
62.4K $12.9B
VNQ
Vanguard Specialized Funds Van

ETFs
-5.26K
- 8.77%
$79.79 - $91.42 $420K - $481K
54.7K $4.88B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-4.56K
- 57.81%
$72.96 - $90.39 $333K - $412K
3.33K $291M
PFF
Ishares Trust Ishares Pfd And

ETFs
-9.78K
- 19.79%
$29.0 - $30.68 $284K - $300K
39.6K $1.24B
PGR
Progressive Corp

Financial Services
-143
- 4.75%
$255.27 - $288.74 $36.5K - $41.3K
2.87K $694M
CVX
Chevron Corp

Energy
-610
- 21.59%
$133.73 - $168.51 $81.6K - $103K
2.22K $336M
FVD
First Tr Value Line Divid Inde

ETFs
-3.74K
- 3.27%
$40.62 - $45.12 $152K - $169K
111K $4.97B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.52K
- 8.97%
$90.56 - $109.49 $228K - $276K
25.5K $2.82B
VO
Vanguard Mid Cap ETF

ETFs
-507
- 35.86%
$228.54 - $279.83 $116K - $142K
907 $260M
HBAN
Huntington Bancshares Inc

Financial Services
-232
- 1.25%
$12.49 - $16.76 $2.9K - $3.89K
18.3K $300M
SPY
Spdr S&P 500 ETF Trust

ETFs
-12
- 1.58%
$496.48 - $617.85 $5.96K - $7.41K
749 $473M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-146
- 1.95%
$33.86 - $45.77 $4.94K - $6.68K
7.36K $345M
MAR
Marriott International Inc

Consumer Cyclical
-119
- 3.38%
$211.12 - $274.14 $25.1K - $32.6K
3.4K $898M
FE
Firstenergy Corp

Utilities
-88
- 0.31%
$38.31 - $43.17 $3.37K - $3.8K
28K $1.2B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-23
- 0.18%
$59.24 - $71.39 $1.36K - $1.64K
12.7K $906M
GLD
Spdr Gold Trust

ETFs
-140
- 1.81%
$273.71 - $316.29 $38.3K - $44.3K
7.58K $2.3B
IVV
Ishares Core S&P 500 ETF

ETFs
-59
- 2.99%
$498.8 - $620.9 $29.4K - $36.6K
1.91K $1.21B
VTI
Vanguard Total Stock Market Et

ETFs
-116
- 2.68%
$243.75 - $303.93 $28.3K - $35.3K
4.22K $1.31B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.35K
- 0.98%
$22.92 - $28.05 $31K - $37.9K
136K $3.9B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-58
- 1.39%
$299.15 - $396.54 $17.4K - $23K
4.11K $1.69B
VB
Vanguard Small Cap ETF

ETFs
-166
- 0.81%
$193.73 - $237.37 $32.2K - $39.4K
20.3K $4.9B
PWB
Invesco Exchange Traded Fd Tr

ETFs
-171
- 0.97%
$86.24 - $117.44 $14.7K - $20.1K
17.4K $2.07B
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.56K
- 1.15%
$54.19 - $67.22 $84.5K - $105K
135K $8.96B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.35K
- 2.77%
$416.06 - $551.64 $563K - $746K
47.4K $26.8B
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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