Ballew Advisors, Inc.
CIK:0001729096
Investment Adviser
$1B AUM
122 holdings
Jackson, MS, USA
Ballew Advisors, Inc. is associated with Ballew Wealth Management, which offers investment advisory services, private wealth management, and more. However, specific details about Ballew Advisors itself are limited.
Investment Strategy
Not specified for Ballew Advisors, but Ballew Wealth Management creates portfolios reflecting current economic conditions and market trends.
Top Buys
C
CGGRCAPITAL GROUP GROWTH ETF+$2.0M
R
RDVYFIRST TR EXCHANGE TRADED FD+$1.8M
S
SILGLOBAL X FDS+$1.7M
E
EFZPROSHARES TR+$1.3M
I
IVVISHARES TR+$1.2M
Top Sells
G
GDXJVANECK ETF TRUST-$4.9M
G
GDXVANECK ETF TRUST-$2.0M
A
AJGGALLAGHER ARTHUR J & CO-$769.4K
T
TLHISHARES TR-$763.4K
E
EDVVANGUARD WORLD FD-$626.1K
Top Holdings
I
IVVISHARES TR+19.4%$34.8M
C
CGGRCAPITAL GROUP GROWTH ETF+7.2%$12.8M
T
TOTLSSGA ACTIVE ETF TR+4.4%$8.0M
I
IJRISHARES TR+3.7%$6.7M
S
SILGLOBAL X FDS+2.9%$5.1M
Equity Positions (121)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 19.41% | $34.8M | 52,267 | $351.46 | $669.30 | +$1.2M |
C CGGR | CAPITAL GROUP GROWTH ETF | 7.15% | $12.8M | 292,389 | $24.85 | $43.92 | +$2.0M |
T TOTL | SSGA ACTIVE ETF TR | 4.45% | $8.0M | 195,842 | $40.64 | $40.57 | -$135.8K |
I IJR | ISHARES TR | 3.72% | $6.7M | 56,298 | $93.71 | $118.83 | +$419.7K |
S SIL | GLOBAL X FDS | 2.87% | $5.1M | 68,513 | $32.92 | $71.63 | +$1.7M |
Industry Allocation
COMMODITY CONTRACTS BROKERS & DEALERS
+2.7%
INSURANCE AGENTS, BROKERS & SERVICE
+2.5%
PETROLEUM REFINING
+2.3%
FIRE, MARINE & CASUALTY INSURANCE
+1.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.2%