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Ballew Advisors, Inc.
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.
Latest 13F Filing Activity
Ballew Advisors, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 121 equity positions with a total 13F market value of $179M. The fund increased holdings in Capital Group Growth Etf, First TR Exchange Traded FD, Global X FDS among other positions. Ballew Advisors, Inc. reduced exposure to Vaneck Etf Trust, Vaneck Etf Trust, Gallagher Arthur J & Co. among others.
Top Holdings
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
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