Balanced Wealth Group LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ELI LILLY & Co | $417.4K | 0.2% |
| ISHARES TR | $415.1K | 0.2% |
| VANGUARD WORLD FD | $403.4K | 0.1% |
| Netflix Inc | $359.5K | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $352.0K | 0.1% |
| L3HARRIS TECHNOLOGIES, INC. /DE | $325.1K | 0.1% |
| COHERENT CORP | $320.9K | 0.1% |
| HUNTINGTON BANCSHARES INC /MD | $311.9K | 0.1% |
| ISHARES TR | $308.2K | 0.1% |
| VANGUARD ADMIRAL FDS INC | $304.6K | 0.1% |
| DNP SELECT INCOME FUND INCDNP | $302.8K | 0.1% |
| CHEVRON CORP | $297.6K | 0.1% |
| JPMORGAN CHASE & CO | $295.9K | 0.1% |
| Valero Energy Corp | $287.1K | 0.1% |
| SCHWAB STRATEGIC TR | $278.1K | 0.1% |
| VANGUARD ADMIRAL FDS INC | $273.3K | 0.1% |
| SELECT SECTOR SPDR TR | $270.0K | 0.1% |
| VANGUARD INDEX FDS | $267.2K | 0.1% |
| Salesforce Inc | $250.9K | 0.1% |
| AMERICAN ELECTRIC POWER CO INC | $221.6K | 0.1% |
| DraftKings Inc. | $204.0K | 0.1% |
| AllianceBernstein National Mun | $139.0K | 0.1% |