Ballew Advisors, Inc 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BA Ballew Advisors, Inc | Institutional Filer | ▼ 0.03% | $177.4M | 118 |
Current Portfolio Holdings
Showing all 118 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 51K | $35.0M | 19.75% |
| 2 | CGGR | CAPITAL GROUP GROWTH ETF | — | 298K | $12.5M | 7.06% |
| 3 | TOTL | SSGA ACTIVE ETF TR | — | 273K | $10.9M | 6.13% |
| 4 | IJR | ISHARES TR | — | 53K | $6.9M | 3.90% |
| 5 | IEF | ISHARES TR | — | 55K | $5.2M | 2.96% |
| 6 | TLT | ISHARES TR | — | 55K | $4.8M | 2.69% |
| 7 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 54K | $3.9M | 2.20% |
| 8 | AJG | Arthur J. Gallagher & Co. | Financial Services | 15K | $3.3M | 1.84% |
| 9 | PVAL | PUTNAM ETF TRUST | — | 65K | $3.1M | 1.76% |
| 10 | QQQ | Invesco QQQ Trust | — | 5K | $3.0M | 1.71% |
| 11 | IJH | ISHARES TR | — | 42K | $3.0M | 1.67% |
| 12 | IWP | ISHARES TR | — | 22K | $2.9M | 1.64% |
| 13 | TDIV | FIRST TR EXCHANGE TRADED FD | — | 29K | $2.8M | 1.59% |
| 14 | IVOL | KRANESHARES TRUST | — | 147K | $2.7M | 1.54% |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 5K | $2.3M | 1.31% |
Showing 1 to 15 of 118 holdings