BALANCED WEALTH GROUP LLC
13F Portfolio Filings
Most recent 13F
Q1 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
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