BALANCED WEALTH GROUP LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 63K | $13.02M |
 | FE | 28K | $1.13M |
 | HBAN | 18K | $313.72K |
 | DKNG | 6K | $243.63K |
 | ABT | 4K | $596.37K |
 | GOOGL | 4K | $739.26K |
 | ABBV | 4K | $712.30K |
 | MAR | 3K | $946.44K |
 | DTE | 3K | $408.84K |
 | GOOG | 3K | $530.53K |
 | PGR | 3K | $758.24K |
 | COHR | 3K | $242.50K |
 | AMZN | 3K | $599.21K |
 | MSFT | 2K | $1.10M |
 | CVX | 2K | $322.56K |
 | AEP | 2K | $204.31K |
 | SHW | 2K | $626.41K |
 | VLO | 2K | $234.52K |
 | LHX | 1K | $272.70K |
 | CRM | 1K | $289.08K |
Apple Inc.
AAPL
Shares Held
63K
Value
$13.02M
FirstEnergy Corp.
FE
Shares Held
28K
Value
$1.13M
Huntington Bancshares Incorporated
HBAN
Shares Held
18K
Value
$313.72K
DraftKings Inc.
DKNG
Shares Held
6K
Value
$243.63K
Abbott Laboratories
ABT
Shares Held
4K
Value
$596.37K
Alphabet Inc.
GOOGL
Shares Held
4K
Value
$739.26K
AbbVie Inc.
ABBV
Shares Held
4K
Value
$712.30K
Marriott International, Inc.
MAR
Shares Held
3K
Value
$946.44K
DTE Energy Company
DTE
Shares Held
3K
Value
$408.84K
Alphabet Inc.
GOOG
Shares Held
3K
Value
$530.53K
The Progressive Corporation
PGR
Shares Held
3K
Value
$758.24K
Coherent, Inc.
COHR
Shares Held
3K
Value
$242.50K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$599.21K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$1.10M
Chevron Corporation
CVX
Shares Held
2K
Value
$322.56K
American Electric Power Company, Inc.
AEP
Shares Held
2K
Value
$204.31K
The Sherwin-Williams Company
SHW
Shares Held
2K
Value
$626.41K
Valero Energy Corporation
VLO
Shares Held
2K
Value
$234.52K
L3Harris Technologies, Inc.
LHX
Shares Held
1K
Value
$272.70K
Salesforce, Inc.
CRM
Shares Held
1K
Value
$289.08K