Ballew Advisors, Inc Portfolio Holdings

Ballew Advisors, Inc

  • $161 Million
  • Q2 2025

Ballew Advisors, Inc has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $161 Million distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $33.2M, Capital Group Growth ETF Shs C with a value of $10.8M, Ssga Active ETF Tr Spdr Doblel with a value of $8.17M, Vaneck ETF Tr Jr Gold Miners E with a value of $6.93M, and Ishares Core S&P Sm Cap ETF with a value of $6.03M.

Examining the 13F form we can see an increase of $9.75M in the current position value, from $151M to 161M.

Below you can find more details about Ballew Advisors, Inc portfolio as well as his latest detailed transactions.

Portfolio value $161 Million
ETFs: $129 Million
Financial Services: $10.2 Million
Technology: $4.91 Million
Consumer Cyclical: $4.39 Million
Energy: $3.85 Million
Communication Services: $1.7 Million
Consumer Defensive: $1.6 Million
Industrials: $1.33 Million
Other: $2.07 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.2 Million 20.68% of portfolio
53,489
Q2 2025 Added 1.19%
$0
$10.8 Million 6.71% of portfolio
264,882
Q2 2025 Added 2.52%
$0
$8.17 Million 5.09% of portfolio
203,638
Q2 2025 Reduced 4.22%
$0
$6.93 Million 4.32% of portfolio
102,572
Q2 2025 Added 0.2%
$0
$6.03 Million 3.76% of portfolio
55,210
Q2 2025 Added 3.07%
$66.3B
$5.36 Million 3.34% of portfolio
16,755
Q2 2025 Reduced 5.82%
$0
$4.61 Million 2.87% of portfolio
48,145
Q2 2025 Added 24.77%
$0
$3.68 Million 2.29% of portfolio
41,718
Q2 2025 Added 48.84%
$0
$3.41 Million 2.12% of portfolio
70,741
Q2 2025 Reduced 6.8%
$0
$2.94 Million 1.83% of portfolio
21,234
Q2 2025 Added 1.86%
$0
$2.82 Million 1.76% of portfolio
31,303
Q2 2025 Reduced 0.18%
$0
$2.67 Million 1.66% of portfolio
43,053
Q2 2025 Added 4.9%
$0
$2.67 Million 1.66% of portfolio
51,229
Q2 2025 Reduced 6.19%
$630B
$2.64 Million 1.64% of portfolio
5,433
Q2 2025 Reduced 7.0%
$0
$2.34 Million 1.46% of portfolio
24,955
Q2 2025 Added 0.26%
$0
$2.12 Million 1.32% of portfolio
12,254
Q2 2025 Added 1.54%
$0
$1.88 Million 1.17% of portfolio
3,408
Q2 2025 Reduced 4.67%
$3.44T
$1.8 Million 1.12% of portfolio
8,758
Q2 2025 Added 6.2%
$998B
$1.71 Million 1.07% of portfolio
5,386
Q2 2025 Added 8.33%
$0
$1.66 Million 1.03% of portfolio
27,880
Q2 2025 Reduced 0.06%
$0
$1.57 Million 0.98% of portfolio
38,969
Q2 2025 New
$0
$1.52 Million 0.95% of portfolio
29,265
Q2 2025 Added 0.85%
$432B
$1.48 Million 0.92% of portfolio
9,367
Q2 2025 Added 13.54%
$0
$1.45 Million 0.9% of portfolio
15,384
Q2 2025 Added 0.38%
$0
$1.33 Million 0.83% of portfolio
67,993
Q2 2025 Added 0.08%
$1.6T
$1.31 Million 0.82% of portfolio
1,778
Q2 2025 Added 6.92%
$3.83T
$1.32 Million 0.82% of portfolio
2,646
Q2 2025 Added 4.3%
$0
$1.28 Million 0.8% of portfolio
3,043
Q2 2025 Reduced 1.1%
$0
$1.23 Million 0.77% of portfolio
27,242
Q2 2025 Added 0.52%
$0
$1.17 Million 0.73% of portfolio
20,826
Q2 2025 Reduced 0.47%
$0
$1.14 Million 0.71% of portfolio
19,210
Q2 2025 Added 2.34%
$2.36T
$1.12 Million 0.7% of portfolio
5,105
Q2 2025 Added 6.96%
$0
$1.12 Million 0.7% of portfolio
11,060
Q2 2025 Reduced 5.31%
$18.2B
$1.11 Million 0.69% of portfolio
33,881
Q2 2025 Reduced 0.29%
$53.4B
$1.05 Million 0.66% of portfolio
16,910
Q3 2024 Reduced 44.8%
$0
$999,000 0.62% of portfolio
28,320
Q2 2025 Added 8.66%
$54.7B
$981,000 0.61% of portfolio
7,300
Q2 2021 Reduced 50.0%
$0
$981,000 0.61% of portfolio
42,049
Q1 2025 Added 62.09%
$6.97B
$933,000 0.58% of portfolio
1,351
Q2 2025 Reduced 3.84%
$460B
$820,000 0.51% of portfolio
7,609
Q2 2025 Added 0.36%
$0
$802,000 0.5% of portfolio
6,073
Q2 2025 Added 0.15%
$0
$786,000 0.49% of portfolio
15,976
Q2 2025 Reduced 0.21%
$198B
$791,000 0.49% of portfolio
5,998
Q2 2025 Added 1.03%
$25B
$768,000 0.48% of portfolio
104
Q2 2025 Reduced 1.89%
$0
$773,000 0.48% of portfolio
6,016
Q4 2024 Added 2.17%
$0
$741,000 0.46% of portfolio
35,867
Q2 2025 Added 0.04%
$0
$721,000 0.45% of portfolio
31,285
Q2 2025 Added 0.15%
$0
$706,000 0.44% of portfolio
35,947
Q1 2025 Added 114.1%
$0
$713,000 0.44% of portfolio
31,396
Q1 2025 Added 113.01%

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $161 Million
  • Prior Value $151 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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