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All Stocks Held By Balanced Wealth Group LLC
As of  03/31/2024, we find all stocks held by Balanced Wealth Group LLC to be as follows, presented in the table below with each row detailing each Balanced Wealth Group LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Balanced Wealth Group LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Balanced Wealth Group LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
SPDR SER TR (SPYG) 1,277,559 +1,165,022 $93,453
     SPYG1,277,559+1,165,022$93,453
SPDR SER TR (SPYV) 1,537,752 +895,218 $77,041
     SPYV1,537,752+895,218$77,041
INVESCO QQQ TR 66,982 -9,379 $29,540
     QQQ66,982-9,379$29,540
SPDR SER TR (SLYG) 291,710 +265,139 $25,446
     SLYG291,710+265,139$25,446
SPDR SER TR (SLYV) 300,609 +271,557 $24,942
     SLYV300,609+271,557$24,942
VANGUARD INDEX FDS (VNQ) 259,346 +175,055 $22,428
     VNQ259,346+175,055$22,428
SPDR SER TR (MDYG) 214,115 +177,178 $18,690
     MDYG214,115+177,178$18,690
SPDR SER TR (MDYV) 234,401 +192,575 $17,814
     MDYV234,401+192,575$17,814
APPLE INC 64,459 +861 $11,897
     AAPL64,459+861$11,897
VANGUARD INTL EQUITY INDEX F (VEU) 139,621 +13,250 $8,273
     VEU139,621+13,250$8,273
ISHARES TR (PFF) 215,219 +10,497 $6,937
     PFF215,219+10,497$6,937
EATON VANCE TAX MANAGED BUY 489,265 +65,220 $6,092
     ETV489,265+65,220$6,092
ISHARES TR (IJH) 93,944 +59,758 $5,623
     IJH93,944+59,758$5,623
ISHARES TR (IJR) 45,798 -43,742 $5,018
     IJR45,798-43,742$5,018
FIRST TR VALUE LINE DIVID IN (FVD) 119,352 +19,443 $5,008
     FVD119,352+19,443$5,008
VANGUARD INDEX FDS (VB) 20,791 +1,800 $4,645
     VB20,791+1,800$4,645
SCHWAB STRATEGIC TR 45,051 +6,948 $3,596
     SCHM45,051+6,948$3,596
VANGUARD ADMIRAL FDS INC (VOOV) 15,556 +186 $2,765
     VOOV15,556+186$2,765
ISHARES TR (EEM) 55,780 +185 $2,366
     EEM55,780+185$2,366
SPDR GOLD TR (GLD) 10,753 -5,964 $2,333
     GLD10,753-5,964$2,333
VANGUARD INDEX FDS (VTI) 8,006 -10,036 $2,064
     VTI8,006-10,036$2,064
ISHARES TR (AGG) 17,184 -54,385 $1,657
     AGG17,184-54,385$1,657
INVESCO EXCHANGE TRADED FD T (PWB) 17,705 +2 $1,566
     PWB17,705+2$1,566
ISHARES TR (IVV) 2,735 +264 $1,430
     IVV2,735+264$1,430
VANGUARD ADMIRAL FDS INC (VOOG) 4,537 -169 $1,386
     VOOG4,537-169$1,386
VANGUARD SPECIALIZED FUNDS (VIG) 6,969 +219 $1,258
     VIG6,969+219$1,258
INVESCO EXCH TRADED FD TR II (PGX) 102,321 +23,345 $1,178
     PGX102,321+23,345$1,178
FIRSTENERGY CORP 26,236 +4,775 $1,045
     FE26,236+4,775$1,045
MICROSOFT CORP 2,390 -60 $985
     MSFT2,390-60$985
ALLIANCEBERNSTEIN NATL MUN I 88,719 +20,313 $963
     AFB88,719+20,313$963
MARRIOTT INTL INC NEW 3,559 +7 $845
     MAR3,559+7$845
INVESCO EXCHANGE TRADED FD T (SPHQ) 13,627 +9 $816
     SPHQ13,627+9$816
VANGUARD INDEX FDS (VO) 3,113 -2,752 $764
     VO3,113-2,752$764
ISHARES TR (IYR) 8,390 -24 $725
     IYR8,390-24$725
SPDR INDEX SHS FDS (SPDW) 19,260 UNCH $692
     SPDW19,260UNCH$692
PROGRESSIVE CORP 3,216 -123 $687
     PGR3,216-123$687
SHERWIN WILLIAMS CO 2,120 +2,120 $679
     SHW2,120+2,120$679
INVESCO EXCHANGE TRADED FD T (RSP) 4,044 -198 $671
     RSP4,044-198$671
FIDELITY COVINGTON TRUST 25,896 +252 $649
     FREL25,896+252$649
ALPHABET INC 4,183 +480 $631
     GOOGL4,183+480$631
AMAZON COM INC 3,310 -90 $627
     AMZN3,310-90$627
ISHARES TR (EFA) 7,525 +4,748 $603
     EFA7,525+4,748$603
ABBVIE INC 3,161 +3,161 $576
     ABBV3,161+3,161$576
ELI LILLY & CO 712 -66 $550
     LLY712-66$550
INVESCO EXCHANGE TRADED FD T (EQWL) 5,801 +5,801 $542
     EQWL5,801+5,801$542
VANGUARD BD INDEX FDS (BND) 7,511 -8,086 $538
     BND7,511-8,086$538
CHEVRON CORP NEW 3,137 +1,464 $519
     CVX3,137+1,464$519
INVESCO EXCH TRADED FD TR II (EELV) 21,055 +135 $505
     EELV21,055+135$505
VANGUARD WHITEHALL FDS (VYM) 4,007 -439 $479
     VYM4,007-439$479
ALPHABET INC 3,043 UNCH $463
     GOOG3,043UNCH$463
INVESCO EXCHANGE TRADED FD T (PTF) 8,087 -366 $457
     PTF8,087-366$457
SPDR S&P 500 ETF TR (SPY) 851 +6 $443
     SPY851+6$443
ABBOTT LABS 3,867 +3,867 $405
     ABT3,867+3,867$405
DTE ENERGY CO 3,081 +94 $358
     DTE3,081+94$358
MFS MUN INCOME TR 67,311 -60,560 $356
     MFM67,311-60,560$356
ISHARES TR (DVY) 2,759 +22 $342
     DVY2,759+22$342
VANGUARD WORLD FD (VGT) 632 -51 $326
     VGT632-51$326
SALESFORCE INC 1,057 +201 $291
     CRM1,057+201$291
JPMORGAN CHASE & CO 1,476 +12 $291
     JPM1,476+12$291
DRAFTKINGS INC NEW 6,207 +6,207 $273
     DKNG6,207+6,207$273
INVESCO EXCHANGE TRADED FD T (RPG) 7,733 -220 $273
     RPG7,733-220$273
DNP SELECT INCOME FD INC 29,018 -4,812 $259
     DNP29,018-4,812$259
VALERO ENERGY CORP 1,633 +12 $259
     VLO1,633+12$259
SELECT SECTOR SPDR TR (XLP) 3,318 -429 $256
     XLP3,318-429$256
ISHARES TR (AOR) 4,107 -2,920 $227
     AOR4,107-2,920$227
SCHWAB STRATEGIC TR 5,513 +5,513 $216
     SCHF5,513+5,513$216
EXXON MOBIL CORP 1,805 +1,805 $214
     XOM1,805+1,805$214
L3HARRIS TECHNOLOGIES INC 971 UNCH $213
     LHX971UNCH$213
NVIDIA CORPORATION 237 +237 $210
     NVDA237+237$210
HUNTINGTON BANCSHARES INC (HBAN) 14,061 +0 $197
     HBAN14,061UNCH$197
SPDR SER TR $0 (exited)
     SPAB0-53,881$0
VANGUARD WORLD FDS 0 -824 $0 (exited)
     VHT0-824$0

See Summary: Balanced Wealth Group LLC Top Holdings
See Details: Top 10 Stocks Held By Balanced Wealth Group LLC

Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
SHW +2,120+$679
ABBV +3,161+$576
EQWL +5,801+$542
ABT +3,867+$405
DKNG +6,207+$273
SCHF +5,513+$216
XOM +1,805+$214
NVDA +237+$210
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
SPAB -53,881-$1,382
VHT -824-$206
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
SPYG +1,165,022+$86,131
SPYV +895,218+$47,080
SLYV +271,557+$22,522
SLYG +265,139+$23,224
MDYV +192,575+$14,745
MDYG +177,178+$15,895
VNQ +175,055+$14,980
ETV +65,220+$864
IJH +59,758-$3,852
PGX +23,345+$272
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
MFM -60,560-$305
AGG -54,385-$5,446
IJR -43,742-$4,675
VTI -10,036-$2,216
QQQ -9,379-$1,731
BND -8,086-$609
GLD -5,964-$863
DNP -4,812-$28
AOR -2,920-$147
Balanced Wealth Group LLC Info
Size ($ in 1000's)
At 03/31/2024: $405,866
At 12/31/2023: $192,378

Balanced Wealth Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Balanced Wealth Group LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Balanced Wealth Group LLC | www.HoldingsChannel.com

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