Stock Taper

BALANCED WEALTH GROUP LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Apple Inc.AAPL64.35K$18.62M
FirstEnergy Corp.FE25.87K$1.23M
Huntington Bancshares IncorporatedHBAN13.1K$232.19K
Alphabet Inc.GOOGL4.11K$1.47M
Abbott LaboratoriesABT3.75K$340.13K
Marriott International, Inc.MAR3.24K$1.2M
AbbVie Inc.ABBV3.19K$802.48K
DTE Energy CompanyDTE3.09K$470.78K
Netflix, Inc.NFLX3.06K$218.48K
Alphabet Inc.GOOG2.97K$1.05M
The Sherwin-Williams CompanySHW2.67K$918.73K
Coherent, Inc.COHR2.5K$986.42K
Amazon.com, Inc.AMZN2.38K$566.77K
The Progressive CorporationPGR2.33K$510.1K
American Electric Power Company, Inc.AEP2.09K$286.02K
Chevron CorporationCVX1.93K$320.66K
Microsoft CorporationMSFT1.85K$691.91K
Valero Energy CorporationVLO1.74K$453.64K
DT Midstream, Inc.DTM1.66K$243.5K
L3Harris Technologies, Inc.LHX1.25K$362.7K