Ballew Advisors, Inc Portfolio Holdings
Ballew Advisors, Inc
- $170 Million
- Q3 2025
Ballew Advisors, Inc has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $170 Million distributed in 122 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 $35M, Capital Group Growth ETF Shs C with a value of $12.8M, Ssga Active ETF Tr Spdr Doblel with a value of $7.95M, Ishares Core S&P Sm Cap ETF with a value of $6.69M, and Ishares Barclays with a value of $4.95M.
Examining the 13F form we can see an increase of $9.41M in the current position value, from $161M to 170M.
Below you can find more details about Ballew Advisors, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$170 Million
ETFs: $135 Million
Financial Services: $9.4 Million
Technology: $5.65 Million
Consumer Cyclical: $5.04 Million
Energy: $4.7 Million
Communication Services: $2.04 Million
Consumer Defensive: $1.94 Million
Healthcare: $1.17 Million
Other: $3 Million