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Ballew Advisors, Inc

Portfolio Manager
Ballew Advisors, Inc
Performance
-4.33% (2026 Q1)
AUM (13F)
$177.36M
# of Holdings
118
Performance Rank
Allocation (Top 20)
63.52%

Ballew Advisors, Inc Holdings Map

Top 50 Ballew Advisors, Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
19.75%51.3K$35.0M
-1.19%(-616)
2025-Q1: 52.9K shares2025-Q2: 53.5K shares2025-Q3: 52.3K shares2025-Q4: 51.9K shares2026-Q1: 51.3K shares
$326.05(+122.96%)
2026-03-31
CGGR
CAPITAL GROUP GROWTH ETF
7.06%298.0K$12.5M
+1.94%(+5.68K)
2025-Q1: 258.4K shares2025-Q2: 264.9K shares2025-Q3: 292.4K shares2025-Q4: 292.3K shares2026-Q1: 298.0K shares
$24.75(+82.39%)
2026-03-31
TOTL
SSGA ACTIVE ETF TR
6.13%273.1K$10.9M
+3.38%(+8.92K)
2025-Q1: 212.6K shares2025-Q2: 203.6K shares2025-Q3: 195.8K shares2025-Q4: 264.1K shares2026-Q1: 273.1K shares
$40.13(-1.57%)
2026-03-31
IJR
ISHARES TR
3.9%53.0K$6.9M
-1.50%(-808)
2025-Q1: 53.6K shares2025-Q2: 55.2K shares2025-Q3: 56.3K shares2025-Q4: 53.8K shares2026-Q1: 53.0K shares
$91.10(+51.60%)
2026-03-31
IEF
ISHARES TR
2.96%55.0K$5.2M
+3.62%(+1.92K)
2025-Q1: 38.6K shares2025-Q2: 48.1K shares2025-Q3: 51.3K shares2025-Q4: 53.1K shares2026-Q1: 55.0K shares
$101.22(-6.61%)
2026-03-31
TLT
ISHARES TR
2.69%55.1K$4.8M
+4.29%(+2.27K)
2025-Q1: 28.0K shares2025-Q2: 41.7K shares2025-Q3: 52.3K shares2025-Q4: 52.8K shares2026-Q1: 55.1K shares
$93.92(-9.04%)
2026-03-31
RDVY
FIRST TR EXCHANGE TRADED FD
2.2%53.8K$3.9M
+26.24%(+11.18K)
2025-Q1: 7.5K shares2025-Q2: 9.5K shares2025-Q3: 36.6K shares2025-Q4: 42.6K shares2026-Q1: 53.8K shares
$65.14(+14.35%)
2026-03-31
AJG
GALLAGHER ARTHUR J & CO
1.84%14.9K$3.3M
+0.07%(+10)
2025-Q1: 17.8K shares2025-Q2: 16.8K shares2025-Q3: 15.0K shares2025-Q4: 14.9K shares2026-Q1: 14.9K shares
$159.21(+29.27%)
2026-03-31
PVAL
PUTNAM ETF TRUST
1.76%64.7K$3.1M
+24.59%(+12.78K)
2025-Q1: 0 shares2025-Q2: 39.0K shares2025-Q3: 43.0K shares2025-Q4: 52.0K shares2026-Q1: 64.7K shares
$41.20(+19.96%)
2026-03-31
QQQ
INVESCO QQQ TR
1.71%5.0K$3.0M
+0.04%(+2)
2025-Q1: 3.6K shares2025-Q2: 3.4K shares2025-Q3: 4.9K shares2025-Q4: 5.0K shares2026-Q1: 5.0K shares
$404.98(+68.31%)
2026-03-31

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