Ball & CO Wealth Management Inc. Incresed Positions in Q3 2025

Ball & CO Wealth Management Inc.

  • $150 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
31.3K
+ 68.2%
$420.11 - $472.68 $13.1M - $14.8M
77.1K $36.1M
CGDV
Capital Group Divid Value ETF

ETFs
10.6K
+ 5.4%
$39.59 - $42.21 $420K - $448K
207K $8.7M
Fidelity Covington Trust
8K
+ 39.05%
N/A
28.5K $1.17M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
13.8K
+ 6.82%
$46.51 - $50.07 $644K - $693K
217K $10.2M
Fidelity Covington Trust
3.09K
+ 18.04%
N/A
20.2K $677K
ABBV
Abb Vie Inc.

Healthcare
18
+ 0.8%
$184.85 - $231.54 $3.33K - $4.17K
2.27K $525K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.1%
$174.36 - $254.72 $174 - $255
1.01K $245K
AMGN
Amgen Inc

Healthcare
81
+ 0.58%
$271.18 - $309.22 $22K - $25K
14.1K $3.98M
Series Portfolios Tr
1.79K
+ 0.69%
N/A
261K $6.69M
ONCY
Oncolytics Biotech Inc

Healthcare
1.97K
+ 5.42%
$0.75 - $1.43 $1.48K - $2.81K
38.3K $53K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.41%
$357.4 - $423.42 $357 - $423
242 $98K
XOM
Exxon Mobil Corp

Energy
15
+ 0.86%
$105.83 - $117.22 $1.59K - $1.76K
1.76K $197K
CVS
Cvs Health Corp

Healthcare
12
+ 1.07%
$58.75 - $76.5 $705 - $918
1.14K $85K
GILD
Gilead Sciences, Inc.

Healthcare
53
+ 0.71%
$108.22 - $120.47 $5.74K - $6.38K
7.49K $831K
MO
Altria Group, Inc.

Consumer Defensive
8
+ 1.81%
$57.75 - $67.68 $462 - $541
451 $29K
AMZN
Amazon Com Inc

Consumer Cyclical
15
+ 2.5%
$211.65 - $238.24 $3.17K - $3.57K
616 $135K
CLX
Clorox CO

Consumer Defensive
9
+ 1.03%
$117.67 - $131.43 $1.06K - $1.18K
881 $108K
SRE
Sempra Energy

Utilities
2
+ 0.84%
$74.14 - $89.98 $148 - $180
240 $21K
EBAY
Ebay Inc

Consumer Cyclical
1
+ 0.83%
$75.33 - $100.77 $75.3 - $101
121 $11K
T
At&T Inc.

Communication Services
14
+ 1.02%
$26.94 - $29.62 $377 - $415
1.39K $39K
CMCSA
Comcast Corp

Communication Services
1
+ 2.38%
$31.41 - $36.33 $31.4 - $36.3
43 $1K
PFE
Pfizer Inc

Healthcare
4
+ 2.21%
$23.29 - $25.88 $93.2 - $104
185 $4K
DOW
Dow Inc.

Basic Materials
1
+ 14.29%
$20.87 - $30.37 $20.9 - $30.4
8 $0
MET
Metlife Inc

Financial Services
2
+ 0.64%
$73.82 - $82.37 $148 - $165
314 $25K
MRK
Merck & Co., Inc.

Healthcare
1
+ 3.33%
$77.6 - $87.37 $77.6 - $87.4
31 $2K
DIS
Walt Disney CO

Communication Services
1
+ 1.39%
$112.25 - $124.0 $112 - $124
73 $8K
IYK
Ishares U.S. Consumer Staples

ETFs
2
+ 0.45%
$67.65 - $71.68 $135 - $143
451 $30K
Canadian Pacific Kansas City
1
+ 0.49%
N/A
204 $15K
KO
Coca Cola CO

Consumer Defensive
2
+ 1.09%
$65.67 - $71.67 $131 - $143
185 $12K
SBUX
Starbucks Corp

Consumer Cyclical
3
+ 0.64%
$81.9 - $96.86 $246 - $291
469 $39K
MAR
Marriott International Inc

Consumer Cyclical
2
+ 0.38%
$255.35 - $282.87 $511 - $566
531 $138K
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 0.64%
$157.77 - $183.27 $316 - $367
315 $51K
Activity Summary
Buys All Purchases 55 New Holdings 22 Increased Positions 33 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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