Ballew Advisors, Inc Reduced Holdings in Q4 2025

Ballew Advisors, Inc

  • $166 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SIL
Global X Silver Miners ETF

ETFs
-56.5K
- 82.49%
$62.2 - $79.85 $3.52M - $4.51M
12K $819K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-17.6K
- 87.12%
$87.56 - $111.7 $1.54M - $1.96M
2.6K $253K
AJG
Arthur J. Gallagher & Co.

Financial Services
-119
- 0.79%
$242.98 - $310.48 $28.9K - $36.9K
14.9K $3.85M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.54K
- 4.51%
$114.27 - $121.15 $290K - $307K
53.8K $6.28M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.29K
- 38.93%
$199.44 - $208.01 $257K - $268K
2.02K $413K
CGGR
Capital Group Growth ETF Shs C

ETFs
-117
- 0.04%
$43.04 - $45.68 $5.04K - $5.34K
292K $12.6M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-4.26K
- 26.57%
$49.78 - $50.16 $212K - $214K
11.8K $587K
TDIV
First Trust Nasdaq Technology

ETFs
-966
- 3.14%
$96.0 - $102.5 $92.7K - $99K
29.8K $2.87M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.96K
- 20.51%
$68.28 - $84.44 $134K - $166K
7.6K $578K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-299
- 5.58%
$475.68 - $513.11 $142K - $153K
5.06K $2.57M
TT
Trane Technologies PLC

Industrials
-185
- 16.64%
$408.5 - $448.65 $75.6K - $83K
927 $387K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-966
- 11.1%
$66.61 - $70.99 $64.3K - $68.6K
7.74K $518K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-531
- 2.44%
$55.79 - $59.43 $29.6K - $31.6K
21.2K $1.23M
FV
First Trust Dorsey Wright Focu

ETFs
-507
- 2.65%
$60.63 - $62.78 $30.7K - $31.8K
18.6K $1.13M
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
-3.09K
- 13.79%
$11.12 - $11.44 $34.3K - $35.3K
19.3K $214K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-2.25K
- 5.66%
$18.14 - $18.51 $40.8K - $41.6K
37.5K $685K
IYW
Ishares Dj Us Tech ETF

ETFs
-383
- 3.15%
$192.8 - $211.27 $73.8K - $80.9K
11.8K $2.35M
JPM
Jpmorgan Chase & CO

Financial Services
-34
- 2.77%
$294.11 - $320.41 $10K - $10.9K
1.2K $358K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-78
- 0.35%
$92.34 - $95.43 $7.2K - $7.44K
22.4K $2.11M
PSX
Phillips 66

Energy
-328
- 8.67%
$126.76 - $142.32 $41.6K - $46.7K
3.46K $491K
CVX
Chevron Corp

Energy
-122
- 2.1%
$148.9 - $157.72 $18.2K - $19.2K
5.68K $878K
GLD
Spdr Gold Trust

ETFs
-103
- 11.8%
$354.79 - $403.15 $36.5K - $41.5K
770 $289K
WMT
Walmart Inc.

Consumer Defensive
-190
- 3.82%
$101.18 - $109.03 $19.2K - $20.7K
4.78K $491K
XLF
Financial Sector Spdr

ETFs
-197
- 4.38%
$51.76 - $53.77 $10.2K - $10.6K
4.3K $225K
IWS
Ishares Russell Midcap Value E

ETFs
-28
- 0.52%
$135.66 - $140.93 $3.8K - $3.95K
5.36K $738K
IYY
Ishares Tr

ETFs
-80
- 1.94%
$159.3 - $167.44 $12.7K - $13.4K
4.04K $659K
IYE
Ishares Tr

ETFs
-873
- 3.21%
$45.39 - $48.8 $39.6K - $42.6K
26.4K $1.29M
MRK
Merck & Co., Inc.

Healthcare
-410
- 10.18%
$82.49 - $92.93 $33.8K - $38.1K
3.62K $335K
RTX
Raytheon Technologies Corp

Industrials
-99
- 5.56%
$157.0 - $179.44 $15.5K - $17.8K
1.68K $295K
EMLP
First Tr Exchange Traded Iv

ETFs
-100
- 0.93%
$37.38 - $38.54 $3.74K - $3.85K
10.7K $410K
BSM
Black Stone Minerals, L.P.

Energy
-467
- 3.49%
$12.42 - $13.76 $5.8K - $6.43K
12.9K $177K
SHEL
Shell PLC

Energy
-195
- 4.54%
$71.37 - $77.01 $13.9K - $15K
4.1K $310K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-5
- 0.16%
$459.47 - $491.71 $2.3K - $2.46K
3.03K $1.43M
XOM
Exxon Mobil Corp

Energy
-124
- 1.54%
$110.64 - $119.78 $13.7K - $14.9K
7.94K $933K
CAT
Caterpillar Inc

Industrials
-7
- 0.83%
$480.82 - $585.49 $3.37K - $4.1K
833 $459K
IVV
Ishares Core S&P 500 ETF

ETFs
-374
- 0.72%
$656.2 - $690.71 $245K - $258K
51.9K $35M
VLO
Valero Energy Corp

Energy
-10
- 0.14%
$156.39 - $181.76 $1.56K - $1.82K
7.29K $1.33M
AAPL
Apple Inc.

Technology
-32
- 0.37%
$245.27 - $275.25 $7.85K - $8.81K
8.65K $2.31M
Activity Summary
Buys All Purchases 58 New Holdings 8 Increased Positions 50 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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