BALANCED WEALTH GROUP LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Westlake, OH
CIK
0002009783
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 66 225,989 SPYV, QQQ, SPYG, AAPL 13F-HR 10/28/2024 000195175724001131
Q2 2024 68 219,839 SPYV, QQQ, SPYG, AAPL 13F-HR 8/13/2024 000195175724000744
Q1 2024 70 224,474 SPYV, QQQ, SPYG, AAPL 13F-HR 5/13/2024 000195175724000466
Q4 2023 64 192,380 QQQ, SPYV, AAPL, IJR 13F-HR 2/6/2024 000195175724000214