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| Name: |
BALANCED WEALTH GROUP LLC |
| City: |
WESTLAKE |
| State: |
OH |
| Zip: |
44145 |
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data |
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| Holdings
Found :
8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SHW |
Sherwin Williams Co |
38 |
New |
$303.80 |
$679,000 |
2,120 |
0.3% |
679,000 |
2,120 |
0.001 |
General Building Mate... |
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EQWL |
Invesco Russell Top 200 Equ... |
44 |
New |
$93.80 |
$542,000 |
5,801 |
0.24% |
542,000 |
5,801 |
0.006 |
Closed - End Fund - Debt |
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ABBV |
Abbvie Inc. |
48 |
New |
$161.24 |
$507,000 |
3,161 |
0.23% |
507,000 |
3,161 |
0 |
Drug Manufacturers - ... |
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ABT |
Abbott Laboratories |
53 |
New |
$102.19 |
$405,000 |
3,867 |
0.18% |
405,000 |
3,867 |
0 |
Drug Manufacturers - ... |
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DKNG |
Draftkings Inc Class A |
60 |
New |
$0.00 |
$273,000 |
6,207 |
0.12% |
273,000 |
6,207 |
0.01 |
N/A |
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SCHF |
Schwab Strategic Trust |
66 |
New |
$39.41 |
$216,000 |
5,513 |
0.1% |
216,000 |
5,513 |
0.001 |
Closed - End Fund - Debt |
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XOM |
Exxon Mobil Corp |
67 |
New |
$117.26 |
$214,000 |
1,805 |
0.1% |
214,000 |
1,805 |
0 |
Integrated Oil & Gas |
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NVDA |
NVIDIA Corporation |
69 |
New |
$1,096.33 |
$210,000 |
237 |
0.09% |
210,000 |
237 |
0 |
Semiconductor - Speci... |
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