Ballew Advisors, Inc Portfolio Holdings
Ballew Advisors, Inc
- $146 Million
- Q3 2024
Ballew Advisors, Inc has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $146 Million distributed in 104 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 $29.2M, Ssga Active ETF Tr Spdr Doblel with a value of $8.3M, Capital Group Growth ETF Shs C with a value of $8.28M, Ishares Core S&P Sm Cap ETF with a value of $5.66M, and Arthur J. Gallagher & Co. with a value of $5.61M.
Examining the 13F form we can see an increase of $5.09M in the current position value, from $141M to 146M.
Below you can find more details about Ballew Advisors, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$146 Million
ETFs: $119 Million
Financial Services: $10 Million
Energy: $4.02 Million
Technology: $3.59 Million
Consumer Cyclical: $3.21 Million
Consumer Defensive: $1.34 Million
Communication Services: $1.29 Million
Industrials: $1.2 Million
Other: $2.36 Million