Ballew Advisors, Inc Portfolio Holdings
Ballew Advisors, Inc
- $166 Million
- Q4 2025
Ballew Advisors, Inc has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $166 Million distributed in 120 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 $35M, Capital Group Growth ETF Shs C with a value of $12.6M, Ssga Active ETF Tr Spdr Doblel with a value of $10.7M, Ishares Core S&P Sm Cap ETF with a value of $6.28M, and Ishares Barclays with a value of $5.12M.
Examining the 13F form we can see an decrease of $4.17M in the current position value, from $170M to 166M.
Below you can find more details about Ballew Advisors, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$166 Million
ETFs: $131 Million
Financial Services: $8.26 Million
Technology: $6.43 Million
Consumer Cyclical: $4.99 Million
Energy: $4.67 Million
Communication Services: $2.01 Million
Consumer Defensive: $1.68 Million
Basic Materials: $1.38 Million
Other: $3.1 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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