BALANCED WEALTH GROUP LLC
Q1 2025 13F Holdings
- Locationwestlake, OH
- Num holdings
65
- Value ($000)
$206,898
- Date Filed04/15/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $37.67M | 18 % | 739,267 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $22.87M | 11 % | 48,775 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $19.34M | 9 % | 241,618 | ||
AAPL APPLE INC | COM | 037833100 | $13.91M | 7 % | 62,633 | ||
MDYV SPDR SER TR | S&P 400 MDCP VAL | 78464A839 | $10.91M | 5 % | 141,552 | ||
MDYG SPDR SER TR | S&P 400 MDCP GRW | 78464A821 | $9.51M | 5 % | 119,679 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | $8.78M | 4 % | 112,003 | ||
SLYG SPDR SER TR | S&P 600 SMCP GRW | 78464A201 | $8.32M | 4 % | 100,208 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $8.26M | 4 % | 136,119 | ||
ETV EATON VANCE TAX-MANAGED BUY- | COM | 27828Y108 | $7.15M | 4 % | 541,422 |
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