Ballew Advisors, Inc Portfolio Holdings
Ballew Advisors, Inc
- $151 Million
- Q1 2025
Ballew Advisors, Inc has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $151 Million distributed in 108 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 $29.7M, Capital Group Growth ETF Shs C with a value of $8.85M, Ssga Active ETF Tr Spdr Doblel with a value of $8.55M, Arthur J. Gallagher & Co. with a value of $6.14M, and Vaneck ETF Tr Jr Gold Miners E with a value of $5.82M.
Examining the 13F form we can see an decrease of $1.51M in the current position value, from $152M to 151M.
Below you can find more details about Ballew Advisors, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$151 Million
ETFs: $121 Million
Financial Services: $11.2 Million
Energy: $4.16 Million
Technology: $4.01 Million
Consumer Cyclical: $3.57 Million
Consumer Defensive: $1.67 Million
Communication Services: $1.33 Million
Industrials: $1.13 Million
Other: $2.27 Million