Ballew Advisors, Inc Buys iShares Core U.S. Aggregate Bond, iShares TIPS Bond, iShares 10-20 Year Treasury Bond, Sells iShares 3-7 Year Treasury Bond ETF, VanEck Vectors Junior Gold Miners, VanEck Vectors Gold Miners

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Jul 13, 2020
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Investment company Ballew Advisors, Inc (Current Portfolio) buys iShares Core U.S. Aggregate Bond, iShares TIPS Bond, iShares 10-20 Year Treasury Bond, iShares 7-10 Year Treasury Bond ETF, First Trust VL Dividend, sells iShares 3-7 Year Treasury Bond ETF, VanEck Vectors Junior Gold Miners, VanEck Vectors Gold Miners, Global X Silver Miners, SPDR Gold Trust during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Ballew Advisors, Inc. As of 2020Q2, Ballew Advisors, Inc owns 79 stocks with a total value of $82 million. These are the details of the buys and sells.

For the details of Ballew Advisors, Inc's stock buys and sells, go to https://www.gurufocus.com/guru/ballew+advisors%2C+inc/current-portfolio/portfolio

These are the top 5 holdings of Ballew Advisors, Inc
  1. iShares Core S&P 500 (IVV) - 51,280 shares, 19.80% of the total portfolio. Shares added by 2.29%
  2. iShares 3-7 Year Treasury Bond ETF (IEI) - 49,241 shares, 8.06% of the total portfolio. Shares reduced by 27.91%
  3. iShares Core S&P Small-Cap (IJR) - 61,425 shares, 5.04% of the total portfolio. Shares added by 10.11%
  4. iShares 7-10 Year Treasury Bond ETF (IEF) - 31,900 shares, 4.77% of the total portfolio. Shares added by 37.00%
  5. iShares Core U.S. Aggregate Bond (AGG) - 31,365 shares, 4.55% of the total portfolio. Shares added by 113.02%
New Purchase: iShares TIPS Bond (TIP)

Ballew Advisors, Inc initiated holding in iShares TIPS Bond. The purchase prices were between $117.92 and $123.2, with an estimated average price of $121.52. The stock is now traded at around $123.60. The impact to a portfolio due to this purchase was 2.3%. The holding were 15,204 shares as of .

New Purchase: Chevron Corp (CVX)

Ballew Advisors, Inc initiated holding in Chevron Corp. The purchase prices were between $68.56 and $103.24, with an estimated average price of $89.2. The stock is now traded at around $85.94. The impact to a portfolio due to this purchase was 0.63%. The holding were 5,939 shares as of .

New Purchase: Royal Dutch Shell PLC (RDS.B)

Ballew Advisors, Inc initiated holding in Royal Dutch Shell PLC. The purchase prices were between $28.6 and $37.65, with an estimated average price of $32.71. The stock is now traded at around $30.66. The impact to a portfolio due to this purchase was 0.62%. The holding were 16,591 shares as of .

New Purchase: BP PLC (BP)

Ballew Advisors, Inc initiated holding in BP PLC. The purchase prices were between $21.64 and $28.38, with an estimated average price of $24.01. The stock is now traded at around $22.66. The impact to a portfolio due to this purchase was 0.58%. The holding were 20,504 shares as of .

New Purchase: Total SE (TOT)

Ballew Advisors, Inc initiated holding in Total SE. The purchase prices were between $32.25 and $44.19, with an estimated average price of $37.02. The stock is now traded at around $38.10. The impact to a portfolio due to this purchase was 0.54%. The holding were 11,518 shares as of .

New Purchase: Canadian Natural Resources Ltd (CNQ)

Ballew Advisors, Inc initiated holding in Canadian Natural Resources Ltd. The purchase prices were between $11.93 and $21.91, with an estimated average price of $16.43. The stock is now traded at around $17.01. The impact to a portfolio due to this purchase was 0.43%. The holding were 21,000 shares as of .

Added: iShares Core U.S. Aggregate Bond (AGG)

Ballew Advisors, Inc added to a holding in iShares Core U.S. Aggregate Bond by 113.02%. The purchase prices were between $114.07 and $117.99, with an estimated average price of $116.59. The stock is now traded at around $118.45. The impact to a portfolio due to this purchase was 2.41%. The holding were 31,365 shares as of .

Added: iShares 10-20 Year Treasury Bond (TLH)

Ballew Advisors, Inc added to a holding in iShares 10-20 Year Treasury Bond by 500.51%. The purchase prices were between $161.53 and $170.16, with an estimated average price of $167.06. The stock is now traded at around $168.31. The impact to a portfolio due to this purchase was 2.04%. The holding were 11,884 shares as of .

Added: iShares 7-10 Year Treasury Bond ETF (IEF)

Ballew Advisors, Inc added to a holding in iShares 7-10 Year Treasury Bond ETF by 37.00%. The purchase prices were between $119.66 and $122.05, with an estimated average price of $121.27. The stock is now traded at around $121.75. The impact to a portfolio due to this purchase was 1.29%. The holding were 31,900 shares as of .

Added: First Trust VL Dividend (FVD)

Ballew Advisors, Inc added to a holding in First Trust VL Dividend by 189.29%. The purchase prices were between $26.08 and $32.95, with an estimated average price of $29.5. The stock is now traded at around $30.64. The impact to a portfolio due to this purchase was 1.08%. The holding were 44,287 shares as of .

Added: iShares 20+ Year Treasury Bond ETF (TLT)

Ballew Advisors, Inc added to a holding in iShares 20+ Year Treasury Bond ETF by 112.97%. The purchase prices were between $156.11 and $171.29, with an estimated average price of $164.66. The stock is now traded at around $165.69. The impact to a portfolio due to this purchase was 1%. The holding were 9,309 shares as of .

Added: iShares Russell Midcap Growth (IWP)

Ballew Advisors, Inc added to a holding in iShares Russell Midcap Growth by 38.62%. The purchase prices were between $115.02 and $162.31, with an estimated average price of $144.54. The stock is now traded at around $164.88. The impact to a portfolio due to this purchase was 0.23%. The holding were 4,214 shares as of .

Sold Out: iShares U.S. Preferred Stock (PFF)

Ballew Advisors, Inc sold out a holding in iShares U.S. Preferred Stock. The sale prices were between $30.01 and $35.86, with an estimated average price of $34.03.

Sold Out: Alerian MLP (AMLP)

Ballew Advisors, Inc sold out a holding in Alerian MLP. The sale prices were between $16.43 and $31.7, with an estimated average price of $24.12.



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