BA
| |
Ballew Advisors, Inc13F | |
| Ballew Advisors, Inc | |
| Last update 2025-07-08 | 112 Stocks (10 new) |
| Value $168.00 Mil | Turnover 5 % |
Ballew Advisors, Inc Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 53,489 | 33,600.4 | +1.19% | 19.950 | +0.23% | 0.010 | +18.87% | +8.94% | 642,209.1 | ||
CGGR | Capital Group Growth ETF | 264,882 | 10,815.1 | +2.52% | 6.420 | +0.16% | 0.080 | +24.77% | +11.81% | 14,266.1 | ||
TOTL |
SPDR DoubleLine Total Return Tactical ETF
SPDR DoubleLine Total Return Tactical ETF
| 203,638 | 8,100.7 | -4.22% | 4.810 | -0.24% | 0.210 | +1.58% | +3.79% | 3,812.6 | ||
GDXJ | VanEck Junior Gold Miners ETF | 102,572 | 7,021.0 | +0.20% | 4.170 | +0.01% | 0.130 | +13.47% | +61.57% | 5,611.5 | ||
IJR | iShares Core S&P Small-Cap ETF | 55,210 | 6,243.1 | +3.07% | 3.710 | +0.11% | 0.010 | +17.04% | -0.26% | 83,183.4 | ||
AJG | Arthur J. Gallagher & Co | 16,755 | 5,329.6 | -5.82% | 3.160 | -0.23% | 0.010 | -6.14% | +9.92% | 79,578.7 | Insurance | |
IEF | iShares 7-10 Year Treasury Bond ETF | 48,145 | 4,562.2 | +24.77% | 2.710 | +0.54% | 0.010 | +1.32% | +4.35% | 34,844.8 | ||
TLT | iShares 20+ Year Treasury Bond ETF | 41,718 | 3,628.2 | +48.84% | 2.150 | +0.71% | 0.010 | -1.47% | -1.48% | 47,770.6 | ||
SIL | Global X Silver Miners ETF | 70,741 | 3,472.7 | -6.80% | 2.060 | -0.14% | 0.170 | +26.95% | +60.80% | 2,235.1 | ||
IWP | iShares Russell Mid-Cap Growth ETF | 21,234 | 2,972.5 | +1.86% | 1.760 | +0.03% | 0.010 | +22.04% | +11.73% | 19,698.3 |
Ballew Advisors, Inc's Historical Top Holdings Breakdowns
Ballew Advisors, Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-06-30 | Reduce Reduce | -1.70% | 96.82 ($98) 99.46 | $98.35 | 0.36% | Reduce -91.25% | 2,507 | -26,145 | |
COWZ | Pacer US Cash Cows 100 ETF | 2025-06-30 | Sold Out Sold Out | -1.00% | 47.46 ($52.98) 55.3 | $57.41 | 8.36% | Sold Out | 0 | -29,904 | |
PVAL | Putnam Focused Large Cap Value ETF | 2025-06-30 | New Buy New Buy | +0.95% | 33.6 ($37.7) 40.23 | $41.36 | 9.71% | New holding | 38,969 | 38,969 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-06-30 | Add Add | +0.71% | 83.97 ($87.25) 92.85 | $86.03 | -1.40% | Add 48.84% | 41,718 | 13,690 | |
IEF | iShares 7-10 Year Treasury Bond ETF | 2025-06-30 | Add Add | +0.54% | 93.15 ($94.57) 96.56 | $94.66 | 0.10% | Add 24.77% | 48,145 | 9,558 | |
SOXS |
Direxion Daily Semiconductor Bear 3X Shares
Direxion Daily Semiconductor Bear 3X Shares
| 2025-06-30 | New Buy New Buy | +0.53% | 7.87 ($17.17) 47.02 | $7.56 | -55.97% | New holding | 120,250 | 120,250 | |
XOP |
SPDR Oil & Gas Exploration and Production ETF
SPDR Oil & Gas Exploration and Production ETF
| 2025-06-30 | Sold Out Sold Out | -0.40% | 101.91 ($120.09) 134.83 | $128.46 | 6.97% | Sold Out | 0 | -5,606 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-06-30 | Sold Out Sold Out | -0.30% | 108.12 ($124.74) 135.04 | $138.81 | 11.28% | Sold Out | 0 | -3,901 | |
TOTL |
SPDR DoubleLine Total Return Tactical ETF
SPDR DoubleLine Total Return Tactical ETF
| 2025-06-30 | Reduce Reduce | -0.24% | 39.36 ($39.77) 40.41 | $39.86 | 0.23% | Reduce -4.22% | 203,638 | -8,965 | |
AJG | Arthur J. Gallagher & Co | 2025-06-30 | Reduce Reduce | -0.23% | 310.86 ($329.88) 348.77 | $310.79 | -5.79% | Reduce -5.82% | 16,755 | -1,036 |
Ballew Advisors, Inc Total Holding History ($B)
Ballew Advisors, Inc's Asset Allocation
Ballew Advisors, Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Ballew Advisors, Inc's Hypothetical Growth since 2025-06-30
Ballew Advisors, Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Ballew Advisors, Inc's Holdings Heat Map
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Ballew Advisors, Inc's Holdings Bubble Chart
Ballew Advisors, Inc News
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