Ballew Advisors, Inc Incresed Positions in Q1 2025

Ballew Advisors, Inc

  • $151 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
915
+ 18.57%
$442.66 - $534.52 $405K - $489K
5.84K $3.11M
NVDA
Nvidia Corp

Technology
4.69K
+ 131.87%
$106.98 - $149.43 $502K - $701K
8.25K $894K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
5.85K
+ 2.83%
$38.99 - $40.37 $228K - $236K
213K $8.55M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
19.3K
+ 39.56%
$19.42 - $19.54 $374K - $376K
67.9K $1.32M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
19.2K
+ 114.1%
$19.43 - $19.62 $372K - $376K
35.9K $704K
BSJR
Invesco Indx Tr

ETFs
16.7K
+ 113.01%
$22.4 - $22.69 $373K - $378K
31.4K $703K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
16.1K
+ 62.09%
$23.19 - $23.5 $374K - $379K
42K $975K
IYE
Ishares Tr

ETFs
4.63K
+ 20.61%
$45.23 - $49.95 $209K - $231K
27.1K $1.34M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.96K
+ 7.53%
$85.29 - $92.57 $167K - $182K
28K $2.55M
VNLA
Janus Henderson Short Duration

ETFs
4.09K
+ 11.48%
$48.89 - $49.21 $200K - $201K
39.8K $1.95M
XOM
Exxon Mobil Corp

Energy
827
+ 12.24%
$105.44 - $118.93 $87.2K - $98.4K
7.58K $901K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5K
+ 23.74%
$32.49 - $37.99 $162K - $190K
26.1K $873K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
1.21K
+ 20.27%
$48.13 - $51.78 $58K - $62.4K
7.15K $364K
TSLA
Tesla, Inc.

Consumer Cyclical
1.96K
+ 65.07%
$222.15 - $428.22 $435K - $839K
4.97K $1.29M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
527
+ 10.38%
$120.5 - $145.97 $63.5K - $76.9K
5.61K $732K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.05K
+ 6.99%
$48.31 - $49.23 $50.5K - $51.5K
16K $787K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
95
+ 0.82%
$97.25 - $104.79 $9.24K - $9.96K
11.7K $1.21M
INTC
Intel Corp

Technology
700
+ 5.07%
$19.1 - $27.39 $13.4K - $19.2K
14.5K $329K
FDVV
Fidelity High Dividend ETF

ETFs
1.11K
+ 3.97%
$48.86 - $52.28 $54.2K - $58K
29K $1.44M
SHEL
Shell PLC

Energy
5
+ 0.13%
$62.84 - $73.29 $314 - $366
3.99K $292K
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.5K
+ 9.24%
$17.53 - $17.87 $43.8K - $44.7K
29.6K $519K
EDV
Vanguard Extended Duration Tre

ETFs
132
+ 1.27%
$65.05 - $73.43 $8.59K - $9.69K
10.5K $735K
TRMK
Trustmark Corp

Financial Services
1.23K
+ 12.5%
$32.92 - $38.83 $40.5K - $47.8K
11.1K $382K
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.06%
$114.1 - $135.66 $114 - $136
1.78K $235K
IYR
Ishares Tr

ETFs
49
+ 0.32%
$89.49 - $98.98 $4.39K - $4.85K
15.3K $1.45M
HD
Home Depot, Inc.

Consumer Cyclical
102
+ 16.19%
$347.25 - $424.87 $35.4K - $43.3K
732 $268K
JPM
Jpmorgan Chase & CO

Financial Services
15
+ 1.25%
$225.19 - $279.95 $3.38K - $4.2K
1.22K $299K
CAT
Caterpillar Inc

Industrials
91
+ 11.56%
$326.75 - $407.63 $29.7K - $37.1K
878 $289K
VUSB
Vanguard Bd Index Fds
287
+ 1.09%
N/A
26.6K $0
Ishares Bitcoin Trust ETF
261
+ 4.09%
N/A
6.64K $0
DAC
Danaos Corp

Industrials
60
+ 2.05%
$76.71 - $85.73 $4.6K - $5.14K
2.99K $233K
WMT
Walmart Inc.

Consumer Defensive
25
+ 0.51%
$84.5 - $105.05 $2.11K - $2.63K
4.95K $434K
TFC
Truist Financial Corp

Financial Services
150
+ 1.84%
$39.48 - $48.15 $5.92K - $7.22K
8.31K $341K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.34%
$507.05 - $563.67 $1.01K - $1.13K
593 $304K
IWR
Ishares Russell Mid Cap ETF

ETFs
2
+ 0.03%
$82.81 - $92.93 $166 - $186
6.68K $568K
GOOGL
Alphabet Inc.

Communication Services
104
+ 4.48%
$154.33 - $206.19 $16.1K - $21.4K
2.43K $375K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.46K
+ 3.69%
$57.21 - $65.8 $83.6K - $96.2K
41K $2.39M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
76
+ 0.84%
$47.25 - $67.02 $3.59K - $5.09K
9.13K $434K
TGT
Target Corp

Consumer Defensive
10
+ 0.31%
$103.65 - $142.5 $1.04K - $1.43K
3.28K $342K
MSFT
Microsoft Corp

Technology
39
+ 1.56%
$375.39 - $447.2 $14.6K - $17.4K
2.54K $952K
IWP
Ishares Russell Mid Cap Growth

ETFs
664
+ 3.29%
$114.9 - $139.6 $76.3K - $92.7K
20.8K $2.45M
AMZN
Amazon Com Inc

Consumer Cyclical
76
+ 1.62%
$190.26 - $242.06 $14.5K - $18.4K
4.77K $908K
AAPL
Apple Inc.

Technology
303
+ 3.81%
$209.68 - $247.1 $63.5K - $74.9K
8.25K $1.83M
CGGR
Capital Group Growth ETF Shs C

ETFs
15.5K
+ 6.4%
$33.98 - $39.84 $528K - $619K
258K $8.85M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.77K
+ 5.46%
$102.49 - $119.96 $284K - $333K
53.6K $5.6M
IVV
Ishares Core S&P 500 ETF

ETFs
1.54K
+ 3.01%
$554.06 - $615.85 $855K - $950K
52.9K $29.7M
Activity Summary
Buys All Purchases 59 New Holdings 12 Increased Positions 47 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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