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American Balanced shares owned by ORG Partners

Quarter-by-quarter ownership of American Balanced (ABALX) shares owned by ORG Partners from 13F filings

Historical chart of ORG Partners investment in American Balanced

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All positions including American Balanced held by ORG Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Balanced by ORG Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $13k 381 34.59
2023-09-30 $11k 373 29.61

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Vox Royalty Corp Registered Shs Isin#ca92919f1036 Stock (VOXR)
Ishares Tr Core Total Usd Bd Mkt Etf Stock (IUSB)
Vanguard Index Fds S&p 500 Etf Stock (VOO)
Aptus Collared Inv Uit Exchange Traded (ACIO)
Aptus Defined Risk Etf Uit Exchange Traded (DRSK)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
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1/100 Berkshire Htwy A Common Stock
Apple Stock (AAPL)
Aptus Drawdown Managed Uit Exchange Traded (ADME)
Aptus Enhanced Yield Uit Exchange Traded (JUCY)
Gldmn Sch Eql Wght Us Uit Exchange Traded (GSEW)
Nvidia Corp Stock (NVDA)
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View all positions for ORG Partners

Top funds holding American Balanced

Ethos Financial Group
Arvest Trust Co N A
Tower Bridge Advisors
Winslow Asset Management
Financial Gravity Wealth
Tucker Asset Management
Coston, McIsaac & Partners
ORG Partners
Laffer Investments

View all funds holding American Balanced