Holdings
Balanced Wealth Group LLC
As of Jun 30, 2026, Balanced Wealth Group LLC reported 25 positions worth US$32.7M. Largest: Apple Inc, Alphabet Inc (google) Class C and Firstenergy Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 64,348 | US$18.6M | +2,000 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 7,044 | US$2.52M | +14 | Jun 30, 2026 |
| Firstenergy Corp. | 25,873 | US$1.23M | +210 | Jun 30, 2026 |
| Marriott International | 3,236 | US$1.2M | −50 | Jun 30, 2026 |
| Coherent Corp. | 2,501 | US$986K | −3 | Jun 30, 2026 |
| Sherwin-williams Company (the) | 2,668 | US$919K | +1,434 | Jun 30, 2026 |
| Abbvie Inc. | 3,189 | US$802K | +5 | Jun 30, 2026 |
| Microsoft Corp. | 1,855 | US$692K | −312 | Jun 30, 2026 |
| Amazon.com, Inc. | 2,378 | US$567K | −67 | Jun 30, 2026 |
| Progressive Corporation (the) | 2,335 | US$510K | −3 | Jun 30, 2026 |