Ball & CO Wealth Management Inc. Sells in Q1 2025

Ball & CO Wealth Management Inc.

  • $93.3 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-44.2K
- 47.17%
$360.07 - $417.26 $15.9M - $18.4M
49.5K $17.9M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-151K
- 41.57%
$87.68 - $94.52 $13.3M - $14.3M
213K $19.9M
XLI
Industrial Sector Spdr

ETFs
-70.5K
Closed
$128.78 - $141.67 $9.08M - $9.99M
0 $0
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-40.7K
Closed
$60.91 - $71.4 $2.48M - $2.9M
0 $0
CGDV
Capital Group Divid Value ETF

ETFs
-70.7K
- 24.65%
$34.95 - $37.36 $2.47M - $2.64M
216K $7.7M
AAPL
Apple Inc.

Technology
-830
- 21.95%
$209.68 - $247.1 $174K - $205K
2.95K $655K
XLF
Financial Sector Spdr

ETFs
-6.02K
Closed
$47.32 - $52.19 $285K - $314K
0 $0
NFLX
Netflix Inc

Communication Services
-151
- 60.89%
$828.4 - $1058.6 $125K - $160K
97 $90K
GOOGL
Alphabet Inc.

Communication Services
-393
- 28.09%
$154.33 - $206.19 $60.7K - $81K
1.01K $155K
AMZN
Amazon Com Inc

Consumer Cyclical
-399
- 41.13%
$190.26 - $242.06 $75.9K - $96.6K
571 $108K
XLY
Select Sector Spdr Consumer Di

ETFs
0
Closed
$192.6 - $233.2 $0 - $0
0 $0
COST
Costco Wholesale Corp

Consumer Defensive
-66
- 22.22%
$890.62 - $1076.86 $58.8K - $71.1K
231 $218K
GOOG
Alphabet Inc.

Communication Services
-78
- 27.86%
$156.06 - $207.71 $12.2K - $16.2K
202 $31K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-35
- 6.4%
$102.49 - $119.96 $3.59K - $4.2K
512 $53K
MSFT
Microsoft Corp

Technology
-18
- 24.32%
$375.39 - $447.2 $6.76K - $8.05K
56 $21K
META
Meta Platforms, Inc.

Communication Services
-11
- 10.78%
$576.36 - $736.67 $6.34K - $8.1K
91 $52K
BA
Boeing CO

Industrials
-13
- 3.58%
$148.15 - $186.25 $1.93K - $2.42K
350 $59K
FDEM
Fidelity Emerging Markets Mult
-169
- 6.33%
N/A
2.5K $63K
DIS
Walt Disney CO

Communication Services
-13
- 17.33%
$96.87 - $114.0 $1.26K - $1.48K
62 $6K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-8
Closed
$120.29 - $134.6 $962 - $1.08K
0 $0
STZ
Constellation Brands, Inc.

Consumer Defensive
-4
Closed
$161.05 - $222.93 $644 - $892
0 $0
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
0
Closed
$42.5 - $46.71 $0 - $0
0 $0
KO
Coca Cola CO

Consumer Defensive
-25
- 12.08%
$60.81 - $72.32 $1.52K - $1.81K
182 $13K
SBUX
Starbucks Corp

Consumer Cyclical
-10
- 2.21%
$91.75 - $115.81 $918 - $1.16K
443 $43K
AMGN
Amgen Inc

Healthcare
-328
- 2.3%
$258.59 - $327.36 $84.8K - $107K
13.9K $4.34M
GLD
Spdr Gold Trust

ETFs
-25
- 0.07%
$243.19 - $288.14 $6.08K - $7.2K
35.5K $10.2M
Activity Summary
Buys All Purchases 30 New Holdings 3 Increased Positions 27 Sells All Sells 27 Reductions 19 Sold out 8 Options Calls 0 Puts 0
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