BALANCED WEALTH GROUP LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationwestlake, OH
- CIK0002009783
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
67 | $222.82M | SPYV, NDQ, KRE, AAPL | 13F-HR | Feb 10, 2025 | 000195175725000219 | ||
66 | $225.99M | SPYV, NDQ, KRE, AAPL | 13F-HR | Oct 28, 2024 | 000195175724001131 | ||
68 | $219.84M | SPYV, NDQ, KRE, AAPL | 13F-HR | Aug 13, 2024 | 000195175724000744 | ||
70 | $224.47M | SPYV, NDQ, KRE, AAPL | 13F-HR | May 13, 2024 | 000195175724000466 | ||
64 | $192.38M | NDQ, SPYV, AAPL, IJR | 13F-HR | Feb 6, 2024 | 000195175724000214 |