Balanced Wealth Group LLC Portfolio Holdings
Balanced Wealth Group LLC
- $220 Billion
- Q2 2024
Balanced Wealth Group LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $220 Billion distributed in 68 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $36.5B, Invesco Qqq Trust, Series 1 with a value of $28.2B, Spdr Portfolio with a value of $20.8B, Apple Inc. with a value of $13.6B, and Vanguard Specialized Funds Van with a value of $12.1B.
Examining the 13F form we can see an decrease of $4.64B in the current position value, from $224B to 220B.
Balanced Wealth Group LLC is based out at Westlake, OH
Below you can find more details about Balanced Wealth Group LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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