Balanced Wealth Group LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| AllianceBernstein National Mun | $139.0K | 0.1% |
| DraftKings Inc. | $204.0K | 0.1% |
| AMERICAN ELECTRIC POWER CO INC | $221.6K | 0.1% |
| Salesforce Inc | $250.9K | 0.1% |
| VANGUARD INDEX FDS | $267.2K | 0.1% |
| SELECT SECTOR SPDR TR | $270.0K | 0.1% |
| VANGUARD ADMIRAL FDS INC | $273.3K | 0.1% |
| SCHWAB STRATEGIC TR | $278.1K | 0.1% |
| Valero Energy Corp | $287.1K | 0.1% |
| JPMORGAN CHASE & CO | $295.9K | 0.1% |
| CHEVRON CORP | $297.6K | 0.1% |
| DNP SELECT INCOME FUND INCDNP | $302.8K | 0.1% |
| VANGUARD ADMIRAL FDS INC | $304.6K | 0.1% |
| ISHARES TR | $308.2K | 0.1% |
| HUNTINGTON BANCSHARES INC /MD | $311.9K | 0.1% |
| COHERENT CORP | $320.9K | 0.1% |
| L3HARRIS TECHNOLOGIES, INC. /DE | $325.1K | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $352.0K | 0.1% |
| Netflix Inc | $359.5K | 0.1% |
| VANGUARD WORLD FD | $403.4K | 0.1% |
| ISHARES TR | $415.1K | 0.2% |
| ELI LILLY & Co | $417.4K | 0.2% |
| VANGUARD WHITEHALL FDS | $423.1K | 0.2% |
| DTE ENERGY CO | $432.8K | 0.2% |
| SPDR S&P 500 ETF TR | $453.1K | 0.2% |
| INVESCO EXCH TRADED FD TR II | $472.8K | 0.2% |
| VANGUARD INDEX FDS | $500.0K | 0.2% |
| INVESCO EXCHANGE TRADED FD T | $515.9K | 0.2% |
| SHERWIN WILLIAMS CO | $572.9K | 0.2% |
| ABBOTT LABORATORIES | $585.0K | 0.2% |
| Amazon.com Inc | $599.7K | 0.2% |
| INVESCO EXCH TRADED FD TR II | $604.5K | 0.2% |
| PROGRESSIVE CORP/OH | $672.7K | 0.2% |
| INVESCO EXCHANGE TRADED FD T | $686.6K | 0.3% |
| ISHARES TR | $696.9K | 0.3% |
| Alphabet Inc. | $736.9K | 0.3% |
| FIDELITY COVINGTON TRUST | $744.5K | 0.3% |
| VANGUARD SPECIALIZED FUNDS | $826.4K | 0.3% |
| SPDR INDEX SHS FDS | $865.9K | 0.3% |
| AbbVie Inc. | $874.9K | 0.3% |
| Marriott International Inc/MD | $890.6K | 0.3% |
| INVESCO EXCHANGE TRADED FD T | $936.9K | 0.3% |
| ABERDEEN MUNICIPAL INCOME FUNDMFM | $1.02M | 0.4% |
| Alphabet Inc. | $1.02M | 0.4% |
| MICROSOFT CORP | $1.12M | 0.4% |
| ISHARES TR | $1.24M | 0.5% |
| ISHARES TR | $1.28M | 0.5% |
| FirstEnergy Corp | $1.30M | 0.5% |
| VANGUARD INDEX FDS | $1.40M | 0.5% |
| VANGUARD ADMIRAL FDS INC | $1.80M | 0.7% |