Ball & CO Wealth Management Inc. Incresed Positions in Q2 2025

Ball & CO Wealth Management Inc.

  • $93.9 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
23.4K
+ 65.77%
$273.71 - $316.29 $6.39M - $7.39M
58.9K $17.9M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5.96K
+ 2.8%
$85.42 - $94.39 $509K - $563K
219K $20.5M
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.6%
$210.28 - $289.91 $1.05K - $1.45K
840 $243K
AMZN
Amazon Com Inc

Consumer Cyclical
30
+ 5.25%
$167.32 - $223.3 $5.02K - $6.7K
601 $131K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.1%
$144.7 - $178.6 $145 - $179
1.01K $177K
META
Meta Platforms, Inc.

Communication Services
5
+ 5.49%
$484.66 - $738.09 $2.42K - $3.69K
96 $71K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.19%
$211.12 - $274.14 $211 - $274
529 $144K
PM
Philip Morris International Inc.

Consumer Defensive
3
+ 0.97%
$149.23 - $184.95 $448 - $555
313 $57K
DIS
Walt Disney CO

Communication Services
10
+ 16.13%
$81.72 - $124.01 $817 - $1.24K
72 $9K
IYK
Ishares U.S. Consumer Staples

ETFs
53
+ 13.38%
$67.29 - $72.42 $3.57K - $3.84K
449 $31K
SRE
Sempra Energy

Utilities
2
+ 0.85%
$63.78 - $78.91 $128 - $158
238 $18K
MET
Metlife Inc

Financial Services
2
+ 0.65%
$68.42 - $82.49 $137 - $165
312 $25K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.84%
$335.24 - $380.78 $670 - $762
241 $88K
T
At&T Inc.

Communication Services
14
+ 1.03%
$26.33 - $28.94 $369 - $405
1.38K $39K
KO
Coca Cola CO

Consumer Defensive
1
+ 0.55%
$68.37 - $73.9 $68.4 - $73.9
183 $13K
PFE
Pfizer Inc

Healthcare
3
+ 1.69%
$21.59 - $24.84 $64.8 - $74.5
181 $4K
SBUX
Starbucks Corp

Consumer Cyclical
23
+ 5.19%
$79.69 - $99.41 $1.83K - $2.29K
466 $42K
MO
Altria Group, Inc.

Consumer Defensive
8
+ 1.84%
$55.56 - $60.91 $444 - $487
443 $25K
NOC
Northrop Grumman Corp

Industrials
1
+ 1.0%
$456.3 - $540.39 $456 - $540
101 $50K
GILD
Gilead Sciences, Inc.

Healthcare
54
+ 0.73%
$96.91 - $113.0 $5.23K - $6.1K
7.44K $825K
BMY
Bristol Myers Squibb CO

Healthcare
5
+ 1.27%
$44.12 - $59.6 $221 - $298
398 $18K
XOM
Exxon Mobil Corp

Energy
16
+ 0.93%
$99.93 - $119.04 $1.6K - $1.9K
1.74K $187K
CLX
Clorox CO

Consumer Defensive
8
+ 0.93%
$118.01 - $148.69 $944 - $1.19K
872 $104K
ABBV
Abb Vie Inc.

Healthcare
20
+ 0.9%
$170.16 - $206.27 $3.4K - $4.13K
2.25K $418K
AAPL
Apple Inc.

Technology
4
+ 0.14%
$172.42 - $223.89 $690 - $896
2.96K $606K
AMGN
Amgen Inc

Healthcare
104
+ 0.75%
$262.28 - $309.85 $27.3K - $32.2K
14K $3.91M
Activity Summary
Buys All Purchases 34 New Holdings 7 Increased Positions 27 Sells All Sells 8 Reductions 7 Sold out 1 Options Calls 0 Puts 0
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