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Ballew Advisors, Inc13F | |
Ballew Advisors, Inc | |
Last update 2025-01-16 | 104 Stocks (7 new) |
Value $157.00 Mil | Turnover 9 % |
Ballew Advisors, Inc Top Holdings of 2024-12-31
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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 TRUST | 51,317 | 29,978.2 | +1.50% | 19.130 | +0.28% | 0.010 | -7.66% | -8.50% | 557,170.3 | ||
CGGR | Capital Group Growth ETF | 242,828 | 9,062.4 | +2.09% | 5.780 | +0.12% | 0.100 | -11.64% | -11.19% | 10,927.8 | ||
TOTL | SSGA ACTIVE ETF TR | 206,757 | 8,067.7 | +3.09% | 5.150 | +0.15% | 0.240 | +2.31% | +1.48% | 3,465.5 | ||
AJG | Arthur J. Gallagher & Co | 20,782 | 5,939.6 | +4.26% | 3.790 | +0.15% | 0.010 | +16.60% | +17.90% | 85,420.5 | Insurance | |
GDXJ | VANECK ETF TR | 133,989 | 5,938.4 | +33.93% | 3.790 | +0.96% | 0.130 | +35.08% | +43.20% | 5,643.6 | ||
IJR | ISHARES TRUST | 50,792 | 5,766.9 | +4.93% | 3.680 | +0.17% | 0.010 | -15.37% | -16.94% | 71,611.4 | ||
FVD | FIRST TST VALUE LI | 111,415 | 4,779.7 | +2.98% | 3.050 | +0.09% | 0.050 | +0.63% | -1.74% | 8,732.4 | ||
IEF | ISHARES TRUST | 37,776 | 3,444.0 | +38.04% | 2.200 | +0.61% | 0.010 | +3.34% | +2.09% | 34,656.2 | ||
SIL | GLOBAL X FDS | 106,772 | 3,407.1 | +52.22% | 2.170 | +0.74% | 0.320 | +22.58% | +26.60% | 1,449.3 | ||
GDX | VanEck Gold Miners ETF | 92,771 | 3,282.3 | +64.32% | 2.090 | +0.82% | 0.020 | +38.17% | +46.56% | 15,885.7 |
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 |
---|---|---|---|---|---|---|---|---|---|---|---|
GDXJ | VANECK ETF TR | 2024-12-31 | Add | +0.96% | 42.32 ($48.44) 55.35 | $61.22 | 26.38% | Add 33.93% | 133,989 | 33,946 | |
BSCO | Invesco BulletShares 2024 Corporate Bond ETF | 2024-12-31 | Sold Out | -0.95% | 21.09 ($21.13) 21.17 | $21.12 | -0.05% | Sold Out | 0 | -66,919 | |
BSJO | Invesco BulletShares 2024 High Yield Corporate Bond ETF | 2024-12-31 | Sold Out | -0.85% | 22.6 ($22.67) 22.74 | $22.68 | 0.04% | Sold Out | 0 | -55,928 | |
GDX | VanEck Gold Miners ETF | 2024-12-31 | Add | +0.82% | 33.77 ($38.33) 44.09 | $49.70 | 29.66% | Add 64.32% | 92,771 | 36,312 | |
SIL | GLOBAL X FDS | 2024-12-31 | Add | +0.74% | 31.61 ($36.74) 41.95 | $40.22 | 9.47% | Add 52.22% | 106,772 | 36,627 | |
SILJ | Amplify Junior Silver Miners ETF | 2024-12-31 | Add | +0.68% | 9.81 ($12.54) 15.08 | $12.35 | -1.52% | Add 290.54% | 142,906 | 106,314 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2024-12-31 | Add | +0.62% | 87.1 ($91.94) 97.66 | $86.89 | -5.49% | Add 77.73% | 26,066 | 11,400 | |
IEF | ISHARES TRUST | 2024-12-31 | Add | +0.61% | 92.08 ($94.42) 97.91 | $93.51 | -0.96% | Add 38.04% | 37,776 | 10,410 | |
SLV | ISHARES SILVER TST | 2024-12-31 | New Buy | +0.60% | 26.33 ($28.57) 31.74 | $29.19 | 2.17% | New holding | 34,930 | 34,930 | |
JNUG | Direxion Daily Junior Gold Miners Index Bull 2X Shares | 2024-12-31 | New Buy | +0.57% | 35.7 ($45.91) 60.17 | $68.09 | 48.31% | New holding | 23,050 | 23,050 |
Ballew Advisors, Inc Total Holding History ($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 2024-12-31
Ballew Advisors, Inc's Yearly Returns
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Ballew Advisors, Inc's Holdings Heat Map
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Ballew Advisors, Inc's Holdings Bubble Chart
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