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Size ($ in 1000's)
At 03/31/2024: $144,194
At 12/31/2023: $133,179
Ballew Advisors Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ballew Advisors Inc 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Ballew Advisors Inc top holdings by largest position size, as per the latest 13f filing made by Ballew Advisors Inc.
In the Ballew Advisors Inc-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Ballew Advisors Inc in that top holding, then the share count change between reporting periods, and finally the Ballew Advisors Inc top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVV) |
50,664 |
-601 |
$26,179 | | IVV | 50,664 | -601 | $26,179 | | SSGA ACTIVE ETF TR (TOTL) |
223,723 |
-8,223 |
$8,788 | | TOTL | 223,723 | -8,223 | $8,788 | | CAPITAL GROUP GROWTH ETF (CGGR) |
224,994 |
+10,891 |
$7,146 | | CGGR | 224,994 | +10,891 | $7,146 | | VANECK ETF TRUST (GDXJ) |
134,368 |
-7,898 |
$5,627 | | GDXJ | 134,368 | -7,898 | $5,627 | | ISHARES TR (IJR) |
47,540 |
+1,501 |
$5,023 | | IJR | 47,540 | +1,501 | $5,023 | | GALLAGHER ARTHUR J & CO |
20,739 |
+18 |
$4,978 | | AJG | 20,739 | +18 | $4,978 | | FIRST TR VALUE LINE DIVID IN (FVD) |
101,353 |
-450 |
$4,150 | | FVD | 101,353 | -450 | $4,150 | | VANECK ETF TRUST (GDX) |
97,036 |
-1,508 |
$3,268 | | GDX | 97,036 | -1,508 | $3,268 | | ISHARES TR (AGG) |
32,181 |
-214 |
$3,082 | | AGG | 32,181 | -214 | $3,082 | | GLOBAL X FDS |
110,020 |
-5,367 |
$3,021 | | SIL | 110,020 | -5,367 | $3,021 | | ISHARES TR (IEF) |
28,541 |
+8,330 |
$2,627 | | IEF | 28,541 | +8,330 | $2,627 | | ISHARES TR (USMV) |
29,522 |
-91 |
$2,406 | | USMV | 29,522 | -91 | $2,406 | | FIRST TR EXCHANGE TRADED FD (TDIV) |
33,482 |
+1,333 |
$2,299 | | TDIV | 33,482 | +1,333 | $2,299 | | ISHARES TR (IJH) |
35,518 |
+28,063 |
$2,088 | | IJH | 35,518 | +28,063 | $2,088 | | INVESCO EXCH TRD SLF IDX FD |
90,940 |
-533 |
$1,911 | | BSCO | 90,940 | -533 | $1,911 | | INVESCO EXCH TRD SLF IDX FD |
79,638 |
+7,229 |
$1,811 | | BSJO | 79,638 | +7,229 | $1,811 | | JANUS DETROIT STR TR |
30,712 |
+1,047 |
$1,483 | | VNLA | 30,712 | +1,047 | $1,483 | | ISHARES TR (IYR) |
17,263 |
+724 |
$1,478 | | IYR | 17,263 | +724 | $1,478 | | INVESCO EXCH TRD SLF IDX FD |
64,255 |
+7,730 |
$1,471 | | BSJP | 64,255 | +7,730 | $1,471 | | ISHARES INC (EZU) |
29,286 |
+567 |
$1,465 | | EZU | 29,286 | +567 | $1,465 | | INVESCO QQQ TR |
3,295 |
UNCH |
$1,444 | | QQQ | 3,295 | UNCH | $1,444 | | INVESCO EXCH TRD SLF IDX FD |
75,083 |
+13,251 |
$1,436 | | BSCQ | 75,083 | +13,251 | $1,436 | | ISHARES TR (IYW) |
10,690 |
UNCH |
$1,427 | | IYW | 10,690 | UNCH | $1,427 | | ISHARES TR (TLT) |
15,807 |
+11,104 |
$1,426 | | TLT | 15,807 | +11,104 | $1,426 | | VANGUARD BD INDEX FDS (VUSB) |
28,563 |
+580 |
$1,408 | | VUSB | 28,563 | +580 | $1,408 | | ISHARES TR (IWP) |
12,622 |
+583 |
$1,406 | | IWP | 12,622 | +583 | $1,406 | | INVESCO EXCH TRD SLF IDX FD |
66,408 |
-2,416 |
$1,355 | | BSCP | 66,408 | -2,416 | $1,355 | | ISHARES GOLD TR (IAU) |
30,729 |
UNCH |
$1,353 | | IAU | 30,729 | UNCH | $1,353 | | APPLE INC |
7,842 |
+191 |
$1,316 | | AAPL | 7,842 | +191 | $1,316 | | ISHARES TR (TLH) |
12,879 |
-155 |
$1,296 | | TLH | 12,879 | -155 | $1,296 | | AMPLIFY ETF TR (SILJ) |
130,092 |
+10,000 |
$1,292 | | SILJ | 130,092 | +10,000 | $1,292 | | VALERO ENERGY CORP |
7,300 |
UNCH |
$1,283 | | VLO | 7,300 | UNCH | $1,283 | | ISHARES TR (IYE) |
23,819 |
-908 |
$1,217 | | IYE | 23,819 | -908 | $1,217 | | FIRST TR EXCHANGE TRADED FD (FXO) |
26,390 |
-2,455 |
$1,202 | | FXO | 26,390 | -2,455 | $1,202 | | PACER FDS TR |
21,057 |
+1,591 |
$1,201 | | COWZ | 21,057 | +1,591 | $1,201 | | INVESCO EXCH TRD SLF IDX FD |
48,769 |
+11,474 |
$1,124 | | BSJQ | 48,769 | +11,474 | $1,124 | | FIRST TR EXCHANGE TRADED FD (FV) |
19,224 |
-321 |
$1,070 | | FV | 19,224 | -321 | $1,070 | | ISHARES TR (IWF) |
3,103 |
-39 |
$1,032 | | IWF | 3,103 | -39 | $1,032 | | SELECT SECTOR SPDR TR (XLE) |
10,379 |
-47 |
$1,015 | | XLE | 10,379 | -47 | $1,015 | | MICROSOFT CORP |
2,328 |
+60 |
$985 | | MSFT | 2,328 | +60 | $985 | | CONOCOPHILLIPS |
7,236 |
+33 |
$961 | | COP | 7,236 | +33 | $961 | | NEWMARKET CORP |
1,520 |
UNCH |
$913 | | NEU | 1,520 | UNCH | $913 | | ISHARES TR (IWS) |
7,112 |
-519 |
$867 | | IWS | 7,112 | -519 | $867 | | INVESCO EXCH TRD SLF IDX FD |
38,672 |
+6,310 |
$853 | | BSJR | 38,672 | +6,310 | $853 | | SPDR GOLD TR (GLD) |
3,930 |
+100 |
$847 | | GLD | 3,930 | +100 | $847 | | NVR INC |
108 |
-4 |
$827 | | NVR | 108 | -4 | $827 | | INVESCO EXCH TRD SLF IDX FD |
43,243 |
+6,712 |
$826 | | BSCR | 43,243 | +6,712 | $826 | | AMAZON COM INC |
4,248 |
+62 |
$790 | | AMZN | 4,248 | +62 | $790 | | VANGUARD WORLD FD (EDV) |
10,984 |
-391 |
$784 | | EDV | 10,984 | -391 | $784 | | CHEVRON CORP NEW |
4,650 |
+13 |
$756 | | CVX | 4,650 | +13 | $756 |
See Full List: All Stocks Held By Ballew Advisors Inc
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Ballew Advisors Inc
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