BALANCED WEALTH GROUP LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 62K | $15.82M |
 | FE | 26K | $1.30M |
 | HBAN | 18K | $276.89K |
 | ABT | 4K | $451.25K |
 | GOOGL | 4K | $1.17M |
 | MAR | 3K | $1.07M |
 | ABBV | 3K | $692.43K |
 | DTE | 3K | $451.69K |
 | NFLX | 3K | $294.22K |
 | GOOG | 3K | $850.83K |
 | COHR | 3K | $596.48K |
 | AMZN | 2K | $509.22K |
 | PGR | 2K | $463.50K |
 | MSFT | 2K | $802.02K |
 | AEP | 2K | $273.03K |
 | CVX | 2K | $378.06K |
 | VLO | 2K | $428.22K |
 | DTM | 2K | $222.00K |
 | XOM | 1K | $243.72K |
 | NVDA | 1K | $216.52K |
Apple Inc.
AAPL
Shares Held
62K
Value
$15.82M
FirstEnergy Corp.
FE
Shares Held
26K
Value
$1.30M
Huntington Bancshares Incorporated
HBAN
Shares Held
18K
Value
$276.89K
Abbott Laboratories
ABT
Shares Held
4K
Value
$451.25K
Alphabet Inc.
GOOGL
Shares Held
4K
Value
$1.17M
Marriott International, Inc.
MAR
Shares Held
3K
Value
$1.07M
AbbVie Inc.
ABBV
Shares Held
3K
Value
$692.43K
DTE Energy Company
DTE
Shares Held
3K
Value
$451.69K
Netflix, Inc.
NFLX
Shares Held
3K
Value
$294.22K
Alphabet Inc.
GOOG
Shares Held
3K
Value
$850.83K
Coherent, Inc.
COHR
Shares Held
3K
Value
$596.48K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$509.22K
The Progressive Corporation
PGR
Shares Held
2K
Value
$463.50K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$802.02K
American Electric Power Company, Inc.
AEP
Shares Held
2K
Value
$273.03K
Chevron Corporation
CVX
Shares Held
2K
Value
$378.06K
Valero Energy Corporation
VLO
Shares Held
2K
Value
$428.22K
DT Midstream, Inc.
DTM
Shares Held
2K
Value
$222.00K
Exxon Mobil Corporation
XOM
Shares Held
1K
Value
$243.72K
NVIDIA Corporation
NVDA
Shares Held
1K
Value
$216.52K