Ballew Advisors, Inc Portfolio Holdings
Ballew Advisors, Inc
- $152 Million
- Q4 2024
Ballew Advisors, Inc has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $152 Million distributed in 104 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 $30.2M, Capital Group Growth ETF Shs C with a value of $9.03M, Ssga Active ETF Tr Spdr Doblel with a value of $8.14M, Arthur J. Gallagher & Co. with a value of $5.9M, and Ishares Core S&P Sm Cap ETF with a value of $5.85M.
Examining the 13F form we can see an increase of $6.19M in the current position value, from $146M to 152M.
Below you can find more details about Ballew Advisors, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$152 Million
ETFs: $126 Million
Financial Services: $9.84 Million
Technology: $3.79 Million
Energy: $3.72 Million
Consumer Cyclical: $3.58 Million
Communication Services: $1.42 Million
Consumer Defensive: $1.28 Million
Industrials: $1.13 Million
Other: $1.73 Million