BA
| |
Ballew Advisors, Inc13F | |
| Ballew Advisors, Inc | |
| Last update 2025-04-16 | 108 Stocks (12 new) |
| Value $149.00 Mil | Turnover 7 % |
Ballew Advisors, Inc Top Holdings of 2025-03-31
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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 | 52,860 | 28,384.9 | +3.01% | 19.040 | +0.56% | 0.010 | +23.33% | +6.41% | 618,196.6 | ||
CGGR | Capital Group Growth ETF | 258,373 | 8,528.9 | +6.40% | 5.720 | +0.34% | 0.080 | +30.75% | +8.97% | 13,284.1 | ||
TOTL |
SPDR DoubleLine Total Return Tactical ETF
SPDR DoubleLine Total Return Tactical ETF
| 212,603 | 8,391.5 | +2.83% | 5.630 | +0.15% | 0.240 | +0.42% | +3.31% | 3,824.9 | ||
GDXJ | VanEck Junior Gold Miners ETF | 102,370 | 6,267.1 | -23.60% | 4.200 | -0.89% | 0.110 | +36.39% | +61.15% | 5,603.4 | ||
AJG | Arthur J. Gallagher & Co | 17,791 | 5,942.7 | -14.39% | 3.990 | -0.55% | 0.010 | +1.36% | +11.22% | 80,518.4 | Insurance | |
IJR | iShares Core S&P Small-Cap ETF | 53,565 | 5,110.6 | +5.46% | 3.430 | +0.18% | 0.010 | +19.34% | -3.04% | 80,043.8 | ||
IEF | iShares 7-10 Year Treasury Bond ETF | 38,587 | 3,608.3 | +2.15% | 2.420 | +0.05% | 0.010 | -0.02% | +4.14% | 34,558.5 | ||
BRK.B | Berkshire Hathaway Inc | 5,842 | 3,062.0 | +18.57% | 2.050 | +0.32% | 0.000 | -2.61% | +5.36% | 1,030,297.6 | Insurance | |
SIL | Global X Silver Miners ETF | 75,905 | 3,052.9 | -28.91% | 2.050 | -0.63% | 0.210 | +44.50% | +56.92% | 2,056.6 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 28,652 | 2,780.4 | -10.39% | 1.860 | -0.20% | 0.000 | +0.90% | +3.25% | 127,801.8 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
FVD |
First Trust Value Line Dividend Index Fund
First Trust Value Line Dividend Index Fund
| 2025-03-31 | Sold Out Sold Out | -3.05% | 42.61 ($44.44) 45.47 | $44.99 | 1.24% | Sold Out | 0 | -111,415 | |
GDXJ | VanEck Junior Gold Miners ETF | 2025-03-31 | Reduce Reduce | -0.89% | 43.79 ($50.42) 57.46 | $68.89 | 36.63% | Reduce -23.6% | 102,370 | -31,619 | |
GDX | VanEck Gold Miners ETF | 2025-03-31 | Reduce Reduce | -0.86% | 34.58 ($40.44) 45.97 | $53.00 | 31.06% | Reduce -41.13% | 54,612 | -38,159 | |
SIL | Global X Silver Miners ETF | 2025-03-31 | Reduce Reduce | -0.63% | 31.91 ($35.96) 40.68 | $49.77 | 38.40% | Reduce -28.91% | 75,905 | -30,867 | |
PEP | PepsiCo Inc | 2025-03-31 | New Buy New Buy | +0.58% | 142.64 ($148.84) 156.42 | $134.34 | -9.74% | New holding | 5,937 | 5,937 | |
JNUG |
Direxion Daily Junior Gold Miners Index Bull 2X Shares
Direxion Daily Junior Gold Miners Index Bull 2X Shares
| 2025-03-31 | Sold Out Sold Out | -0.57% | 38.15 ($49.42) 61.67 | $82.25 | 66.43% | Sold Out | 0 | -23,050 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.56% | 554.06 ($590.51) 615.85 | $622.55 | 5.43% | Add 3.01% | 52,860 | 1,543 | |
AJG | Arthur J. Gallagher & Co | 2025-03-31 | Reduce Reduce | -0.55% | 275.89 ($315.87) 345.24 | $314.46 | -0.45% | Reduce -14.39% | 17,791 | -2,991 | |
GLD | SPDR Gold Shares ETF | 2025-03-31 | Reduce Reduce | -0.41% | 243.19 ($264.45) 288.14 | $307.65 | 16.34% | Reduce -76.84% | 794 | -2,634 | |
BSCS |
Invesco BulletShares 2028 Corporate Bond ETF
Invesco BulletShares 2028 Corporate Bond ETF
| 2025-03-31 | New Buy New Buy | +0.37% | 20.05 ($20.24) 20.4 | $20.43 | 0.96% | New holding | 27,233 | 27,233 |
Ballew Advisors, Inc Total Holding History ($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 2025-03-31
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
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