BALANCED WEALTH GROUP LLC
Q4 2024 13F Holdings
- Locationwestlake, OH
- Num holdings
67
- Value ($000)
$222,823
- Date Filed02/10/2025
- Form type13F-HR
- CIK0002009783
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $39.01M | 18 % | 802,804 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $26.00M | 12 % | 49,777 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $21.52M | 10 % | 274,475 | ||
AAPL APPLE INC | COM | 037833100 | $14.79M | 7 % | 62,672 | ||
MDYV SPDR SER TR | S&P 400 MDCP VAL | 78464A839 | $11.82M | 5 % | 142,887 | ||
MDYG SPDR SER TR | S&P 400 MDCP GRW | 78464A821 | $11.01M | 5 % | 123,279 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | $9.73M | 4 % | 110,931 | ||
SLYG SPDR SER TR | S&P 600 SMCP GRW | 78464A201 | $9.43M | 4 % | 101,790 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $8.00M | 4 % | 134,830 | ||
ETV EATON VANCE TAX-MANAGED BUY- | COM | 27828Y108 | $7.87M | 4 % | 545,774 |
Rows Per Page
1 - 10 of 6710
- 10
- 50
- 100