Balance Wealth, LLC Q1 2025 Filing
Filed April 23, 2025
Portfolio Value
$153.9B
Holdings
110
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (110 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | STXTEA SERIES TRUST | 12,740 | $256.3M | 0.17% | |
| 102 | EMBISHARES TR | 2,523 | $228.5M | 0.15% | |
| 103 | DFEMDIMENSIONAL ETF TRUST | 8,573 | $226.8M | 0.15% | |
| 104 | DUKDUKE ENERGY CORP NEW | 1,859 | $226.7M | 0.15% | |
| 105 | MUNIPIMCO ETF TR | 4,235 | $218.3M | 0.14% | |
| 106 | IJHISHARES TR | 3,680 | $214.7M | 0.14% | |
| 107 | VVISA INC | 581 | $203.6M | 0.13% | |
| 108 | CDNACAREDX INC | 10,666 | $189.3M | 0.12% | |
| 109 | TMCITREACE MED CONCEPTS INC | 15,964 | $133.9M | 0.09% | |
| 110 | MSPRWMSP RECOVERY INC | 65,675 | $204K | 0.00% |
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