BALANCED WEALTH GROUP LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 62K | $15.93M |
 | FE | 28K | $1.30M |
 | HBAN | 18K | $311.87K |
 | DKNG | 6K | $204.00K |
 | ABT | 4K | $584.97K |
 | GOOGL | 4K | $1.02M |
 | ABBV | 4K | $874.87K |
 | MAR | 3K | $890.58K |
 | DTE | 3K | $432.79K |
 | GOOG | 3K | $736.93K |
 | COHR | 3K | $320.90K |
 | PGR | 3K | $672.68K |
 | AMZN | 3K | $599.67K |
 | MSFT | 2K | $1.12M |
 | AEP | 2K | $221.56K |
 | CVX | 2K | $297.59K |
 | VLO | 2K | $287.05K |
 | SHW | 2K | $572.86K |
 | LHX | 1K | $325.06K |
 | CRM | 1K | $250.94K |
Apple Inc.
AAPL
Shares Held
62K
Value
$15.93M
FirstEnergy Corp.
FE
Shares Held
28K
Value
$1.30M
Huntington Bancshares Incorporated
HBAN
Shares Held
18K
Value
$311.87K
DraftKings Inc.
DKNG
Shares Held
6K
Value
$204.00K
Abbott Laboratories
ABT
Shares Held
4K
Value
$584.97K
Alphabet Inc.
GOOGL
Shares Held
4K
Value
$1.02M
AbbVie Inc.
ABBV
Shares Held
4K
Value
$874.87K
Marriott International, Inc.
MAR
Shares Held
3K
Value
$890.58K
DTE Energy Company
DTE
Shares Held
3K
Value
$432.79K
Alphabet Inc.
GOOG
Shares Held
3K
Value
$736.93K
Coherent, Inc.
COHR
Shares Held
3K
Value
$320.90K
The Progressive Corporation
PGR
Shares Held
3K
Value
$672.68K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$599.67K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$1.12M
American Electric Power Company, Inc.
AEP
Shares Held
2K
Value
$221.56K
Chevron Corporation
CVX
Shares Held
2K
Value
$297.59K
Valero Energy Corporation
VLO
Shares Held
2K
Value
$287.05K
The Sherwin-Williams Company
SHW
Shares Held
2K
Value
$572.86K
L3Harris Technologies, Inc.
LHX
Shares Held
1K
Value
$325.06K
Salesforce, Inc.
CRM
Shares Held
1K
Value
$250.94K