Ballew Advisors, Inc
CIK: 1729096SEC EDGAR →
Portfolio Value
$87.3B
Holdings
118
As of
Q1 2026
New Positions
118
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CAPITAL GROUP GROWTH ETF | 297,955 | $12.5B | 14.34% |
| 2 | SSGA ACTIVE ETF TR | 273,058 | $10.9B | 12.44% |
| 3 | ISHARES TR | 54,993 | $5.2B | 6.01% |
| 4 | ISHARES TR | 55,065 | $4.8B | 5.47% |
| 5 | FIRST TR EXCHANGE TRADED FD | 53,766 | $3.9B | 4.47% |
| 6 | PUTNAM ETF TRUST | 64,737 | $3.1B | 3.57% |
| 7 | ISHARES TR | 41,915 | $3.0B | 3.39% |
| 8 | FIRST TR EXCHANGE TRADED FD | 29,144 | $2.8B | 3.23% |
| 9 | KRANESHARES TRUST | 147,432 | $2.7B | 3.13% |
| 10 | JANUS DETROIT STR TR | 40,043 | $2.0B | 2.25% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 66 | $81.4B | 93.2% |
| Unknown | 9 | $3.7B | 4.3% |
| Healthcare | 6 | $701.7M | 0.8% |
| Technology | 10 | $612.4M | 0.7% |
| Utilities | 2 | $561.0M | 0.6% |
| Energy | 6 | $361.0M | 0.4% |
| Consumer Cyclical | 5 | $4.6M | 0.0% |
| Communication Services | 3 | $2.1M | 0.0% |
| Industrials | 5 | $1.8M | 0.0% |
| Consumer Defensive | 3 | $1.8M | 0.0% |
| Basic Materials | 3 | $1.3M | 0.0% |