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Ballew Advisors, Inc.

CIK:0001729096
Investment Adviser
$1B AUM
122 holdings
Jackson, MS, USA
Founded:1988
11 employees
Latest filing:Sep 30, 2025

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 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)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
ISHARES TR19.41%$34.8M52,267$351.46$669.30+$1.2M
CAPITAL GROUP GROWTH ETF7.15%$12.8M292,389$24.85$43.92+$2.0M
SSGA ACTIVE ETF TR4.45%$8.0M195,842$40.64$40.57-$135.8K
ISHARES TR3.72%$6.7M56,298$93.71$118.83+$419.7K
GLOBAL X FDS2.87%$5.1M68,513$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%