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  Name: BALANCED WEALTH GROUP LLC
  City: WESTLAKE
  State: OH
  Zip: 44145
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $224,472,000
  Total Value Change : $32,094,000
  Securities Held Change : 6
   
All Securities Held : 70
  New Positions : 8
  Closed Positions : 2
  Increased Positions : 36
  Unchanged Positions : 4
  Decreased Positions : 22

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Holdings Found : 4     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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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
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus 36 - $36.29 $692,000 19,260 0.31% 37,000 0 0.002    Closed - End Fund - E...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 46 - $173.96 $522,000 3,043 0.23% 93,000 0 0    Search Engines & Info...
   (LHX)1 Year Chart         LHX L3harris Technologies Inc 68 - $224.83 $213,000 971 0.09% 9,000 0 0    Communication Equipment
   (HBAN)1 Year Chart         HBAN Huntington Bancshares Inc 70 - $13.92 $197,000 14,061 0.09% 18,000 0 0.001    Domestic Regional Banks

      4 Records Found
  1    
Page 1 of 1
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