Ball & CO Wealth Management Inc. Purchases in Q3 2025

Ball & CO Wealth Management Inc.

  • $150 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
93.3K
New
N/A
93.3K $20.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
31.3K
+ 68.2%
$420.11 - $472.68 $13.1M - $14.8M
77.1K $36.1M
LQD
Ishares Iboxx $ Investment Gra

ETFs
90.6K
New
$107.66 - $112.36 $9.75M - $10.2M
90.6K $10.1M
Series Portfolios Tr
375K
New
N/A
375K $10M
QTUM
ETF Ser Solutions Defiance Qua
21.8K
New
N/A
21.8K $2.29M
IWM
Ishares Russell 2000 ETF

ETFs
8.68K
New
$214.92 - $244.84 $1.86M - $2.12M
8.68K $2.1M
XLI
Industrial Sector Spdr

ETFs
13.2K
New
$147.94 - $154.99 $1.95M - $2.05M
13.2K $2.04M
EFV
Msci Eafe Value ETF

ETFs
29.4K
New
$62.79 - $68.42 $1.85M - $2.01M
29.4K $1.99M
CGDV
Capital Group Divid Value ETF

ETFs
10.6K
+ 5.4%
$39.59 - $42.21 $420K - $448K
207K $8.7M
FDVV
Fidelity High Dividend ETF

ETFs
8.2K
New
$52.42 - $55.71 $430K - $457K
8.2K $456K
FIDI
Fidelity Covington Tr

ETFs
13.8K
New
$23.22 - $24.85 $321K - $344K
13.8K $338K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
13.8K
+ 6.82%
$46.51 - $50.07 $644K - $693K
217K $10.2M
Fidelity Covington Trust
5.82K
New
N/A
5.82K $212K
Fidelity Covington Trust
3.09K
+ 18.04%
N/A
20.2K $677K
ABBV
Abb Vie Inc.

Healthcare
18
+ 0.8%
$184.85 - $231.54 $3.33K - $4.17K
2.27K $525K
Ishares Ethereum Tr
3.32K
New
N/A
3.32K $104K
CPER
United States Copper Index Fun

ETFs
2.97K
New
$27.21 - $36.17 $80.9K - $108K
2.97K $89K
EWA
Ishares Msci Australia ETF

ETFs
3.25K
New
$25.91 - $27.57 $84.2K - $89.6K
3.25K $87K
EWW
Ishares Inc Msci Mexico ETF

ETFs
1.28K
New
N/A
1.28K $87K
XLF
Financial Sector Spdr

ETFs
1.3K
New
$51.37 - $54.25 $66.8K - $70.6K
1.3K $70K
SLX
Vaneck ETF Tr Steel ETF

ETFs
963
New
$66.73 - $74.16 $64.3K - $71.4K
963 $69K
QQQ
Invesco Qqq Trust, Series 1

ETFs
115
New
$546.99 - $602.2 $62.9K - $69.3K
115 $69K
XLE
Energy Sector Spdr

ETFs
778
New
$84.25 - $91.99 $65.5K - $71.6K
778 $69K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.1%
$174.36 - $254.72 $174 - $255
1.01K $245K
AMGN
Amgen Inc

Healthcare
81
+ 0.58%
$271.18 - $309.22 $22K - $25K
14.1K $3.98M
Series Portfolios Tr
1.79K
+ 0.69%
N/A
261K $6.69M
PPLT
Abrdn Platinum ETF Trust

ETFs
238
New
N/A
238 $34K
ONCY
Oncolytics Biotech Inc

Healthcare
1.97K
+ 5.42%
$0.75 - $1.43 $1.48K - $2.81K
38.3K $53K
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.48%
$282.78 - $316.06 $1.13K - $1.26K
844 $266K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.41%
$357.4 - $423.42 $357 - $423
242 $98K
XOM
Exxon Mobil Corp

Energy
15
+ 0.86%
$105.83 - $117.22 $1.59K - $1.76K
1.76K $197K
CVS
Cvs Health Corp

Healthcare
12
+ 1.07%
$58.75 - $76.5 $705 - $918
1.14K $85K
GILD
Gilead Sciences, Inc.

Healthcare
53
+ 0.71%
$108.22 - $120.47 $5.74K - $6.38K
7.49K $831K
CLX
Clorox CO

Consumer Defensive
9
+ 1.03%
$117.67 - $131.43 $1.06K - $1.18K
881 $108K
AMZN
Amazon Com Inc

Consumer Cyclical
15
+ 2.5%
$211.65 - $238.24 $3.17K - $3.57K
616 $135K
MO
Altria Group, Inc.

Consumer Defensive
8
+ 1.81%
$57.75 - $67.68 $462 - $541
451 $29K
SRE
Sempra Energy

Utilities
2
+ 0.84%
$74.14 - $89.98 $148 - $180
240 $21K
EBAY
Ebay Inc

Consumer Cyclical
1
+ 0.83%
$75.33 - $100.77 $75.3 - $101
121 $11K
Super Micro Computer Inc
50
New
N/A
50 $2K
T
At&T Inc.

Communication Services
14
+ 1.02%
$26.94 - $29.62 $377 - $415
1.39K $39K
SPY
Spdr S&P 500 ETF Trust

ETFs
0
New
$617.65 - $666.84 $0 - $0
0 $0
CMCSA
Comcast Corp

Communication Services
1
+ 2.38%
$31.41 - $36.33 $31.4 - $36.3
43 $1K
PFE
Pfizer Inc

Healthcare
4
+ 2.21%
$23.29 - $25.88 $93.2 - $104
185 $4K
MET
Metlife Inc

Financial Services
2
+ 0.64%
$73.82 - $82.37 $148 - $165
314 $25K
FDEM
Fidelity Emerging Markets Mult
0
New
N/A
0 $0
MRK
Merck & Co., Inc.

Healthcare
1
+ 3.33%
$77.6 - $87.37 $77.6 - $87.4
31 $2K
DOW
Dow Inc.

Basic Materials
1
+ 14.29%
$20.87 - $30.37 $20.9 - $30.4
8 $0
IYK
Ishares U.S. Consumer Staples

ETFs
2
+ 0.45%
$67.65 - $71.68 $135 - $143
451 $30K
DIS
Walt Disney CO

Communication Services
1
+ 1.39%
$112.25 - $124.0 $112 - $124
73 $8K
Activity Summary
Buys All Purchases 55 New Holdings 22 Increased Positions 33 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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