Stock Taper 
BALANCED WEALTH GROUP LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Eli Lilly and Company | LLY | 301 | $360.66K |
 Johnson & Johnson | JNJ | 965 | $245.19K |
 NVIDIA Corporation | NVDA | 1.09K | $218.58K |
 JPMorgan Chase & Co. | JPM | 1.17K | $381.35K |
 The PNC Financial Services Group, Inc. | PNC | 1.19K | $293.88K |
 L3Harris Technologies, Inc. | LHX | 1.25K | $362.7K |
 DT Midstream, Inc. | DTM | 1.66K | $243.5K |
 Valero Energy Corporation | VLO | 1.74K | $453.64K |
 Microsoft Corporation | MSFT | 1.85K | $691.91K |
 Chevron Corporation | CVX | 1.93K | $320.66K |
 American Electric Power Company, Inc. | AEP | 2.09K | $286.02K |
 The Progressive Corporation | PGR | 2.33K | $510.1K |
 Amazon.com, Inc. | AMZN | 2.38K | $566.77K |
 Coherent, Inc. | COHR | 2.5K | $986.42K |
 The Sherwin-Williams Company | SHW | 2.67K | $918.73K |
 Alphabet Inc. | GOOG | 2.97K | $1.05M |
 Netflix, Inc. | NFLX | 3.06K | $218.48K |
 DTE Energy Company | DTE | 3.09K | $470.78K |
 AbbVie Inc. | ABBV | 3.19K | $802.48K |
 Marriott International, Inc. | MAR | 3.24K | $1.2M |