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
$697,000 0.43% of portfolio
39,200
Q2 2025 Added 32.66%
$303B
$691,000 0.43% of portfolio
4,826
Q2 2025 Added 0.33%
$0
$694,000 0.43% of portfolio
3,574
Q2 2025 Reduced 0.5%
$0
$660,000 0.41% of portfolio
4,380
Q2 2025 Reduced 7.59%
$0
$642,000 0.4% of portfolio
9,542
Q2 2025 Reduced 9.06%
$0
$644,000 0.4% of portfolio
2,987
Q2 2025 Reduced 2.99%
$0
$632,000 0.39% of portfolio
7,455
Q2 2025 Reduced 22.12%
$117B
$624,000 0.39% of portfolio
6,957
Q2 2025 Added 0.01%
$0
$622,000 0.39% of portfolio
8,853
Q2 2025 Reduced 3.08%
$0
$614,000 0.38% of portfolio
6,681
Q2 2025 Added 0.04%
$0
$598,000 0.37% of portfolio
9,542
Q2 2025 Added 27.01%
$0
$558,000 0.35% of portfolio
27,233
Q1 2025 New
$0
$558,000 0.35% of portfolio
25,316
Q1 2025 New
$99.3B
$526,000 0.33% of portfolio
5,738
Q2 2025 Added 0.14%
$0
$511,000 0.32% of portfolio
10,314
Q2 2025 Added 0.35%
$0
$497,000 0.31% of portfolio
10,173
Q2 2025 Reduced 2.81%
$94.9B
$486,000 0.3% of portfolio
1,112
Q3 2024 Reduced 4.3%
$63.6B
$450,000 0.28% of portfolio
3,776
Q2 2025 Added 0.03%
$2.47B
$407,000 0.25% of portfolio
11,185
Q2 2025 Added 0.94%
$0
$403,000 0.25% of portfolio
10,755
Q2 2025 Reduced 4.99%
$1.43T
$392,000 0.24% of portfolio
2,229
Q2 2025 Reduced 8.16%
$0
$365,000 0.23% of portfolio
30,148
Q2 2025 Reduced 16.15%
$874B
$353,000 0.22% of portfolio
1,221
Q2 2025 Added 0.16%
$60.1B
$357,000 0.22% of portfolio
8,323
Q2 2025 Added 0.17%
$0
$345,000 0.21% of portfolio
6,562
Q2 2025 Reduced 8.24%
$0
$336,000 0.21% of portfolio
592
Q2 2025 Reduced 0.17%
$221B
$329,000 0.2% of portfolio
849
Q2 2025 Reduced 3.3%
$41.8B
$324,000 0.2% of portfolio
3,289
Q2 2025 Added 0.34%
$41.5B
$325,000 0.2% of portfolio
2,195
Q2 2025 Added 0.46%
$100B
$316,000 0.2% of portfolio
14,148
Q2 2025 Reduced 2.53%
$0
$317,000 0.2% of portfolio
2,612
Q4 2023 New
$0
$286,000 0.18% of portfolio
463
Q2 2025 Added 0.65%
$562B
$285,000 0.18% of portfolio
804
Q2 2025 Reduced 1.11%
$425B
$269,000 0.17% of portfolio
734
Q2 2025 Added 0.27%
$256B
$280,000 0.17% of portfolio
3,990
Q2 2025 Added 0.1%
$1.97B
$258,000 0.16% of portfolio
3,001
Q2 2025 Added 0.37%
$223B
$259,000 0.16% of portfolio
1,780
Q2 2025 Added 0.11%
$0
$256,000 0.16% of portfolio
845
Q2 2025 Added 0.12%
$0
$248,000 0.15% of portfolio
1,000
Q1 2025 New
$0
$248,000 0.15% of portfolio
2,507
Q2 2025 Reduced 91.25%
$372B
$245,000 0.15% of portfolio
1,325
Q2 2025 Added 0.45%
$115B
$246,000 0.15% of portfolio
809
Q2 2025 Added 1.89%
$0
$236,000 0.15% of portfolio
4,523
Q2 2025 New
$214B
$235,000 0.15% of portfolio
2,973
Q1 2025 Reduced 8.1%
$0
$230,000 0.14% of portfolio
3,632
Q2 2025 New
$0
$205,000 0.13% of portfolio
310
Q2 2025 New
$0
$201,000 0.13% of portfolio
3,215
Q2 2025 New
$0
$208,000 0.13% of portfolio
8,220
Q1 2025 New
$0
$204,000 0.13% of portfolio
5,664
Q2 2025 New

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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