Ballew Advisors, Inc
CIK: 1729096SEC EDGAR →
Portfolio Value
$90.5B
Holdings
129
As of
Q2 2026
New Positions
17
Closed Positions
6
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CAPITAL GROUP GROWTH ETF | 304,720 | $14.2B | 15.66% |
| 2 | SSGA ACTIVE ETF TR | 288,031 | $11.3B | 12.52% |
| 3 | ISHARES TR | 56,898 | $5.4B | 5.92% |
| 4 | FIRST TR EXCHANGE TRADED FD | 62,732 | $5.0B | 5.55% |
| 5 | ISHARES TR | 56,688 | $4.8B | 5.36% |
| 6 | PUTNAM ETF TRUST | 93,076 | $4.8B | 5.31% |
| 7 | ISHARES TR | 41,899 | $3.2B | 3.52% |
| 8 | KRANESHARES TRUST | 151,181 | $2.6B | 2.90% |
| 9 | JANUS DETROIT STR TR | 45,160 | $2.2B | 2.44% |
| 10 | ISHARES INC | 27,790 | $1.9B | 2.13% |
Quarterly Changes
Top Buys
New Positions (17)
$289.9M · 11K shares
$272.1M · 5K shares
$266.1M · 6K shares
$224.6M · 8K shares
$222.2M · 4K shares
$207.4M · 2K shares
$133.7M · 10K shares
$3.5M · 5K shares
$778K · 8K shares
$253K · 407 shares
$237K · 2K shares
$234K · 551 shares
$220K · 596 shares
$218K · 2K shares
$207K · 203 shares
$207K · 170 shares
$205K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 75 | $84.6B | 93.5% |
| Unknown | 8 | $3.6B | 4.0% |
| Technology | 12 | $720.3M | 0.8% |
| Healthcare | 8 | $655.1M | 0.7% |
| Utilities | 2 | $563.4M | 0.6% |
| Energy | 6 | $310.3M | 0.3% |
| Consumer Cyclical | 5 | $5.0M | 0.0% |
| Industrials | 6 | $2.3M | 0.0% |
| Communication Services | 3 | $2.2M | 0.0% |
| Consumer Defensive | 3 | $1.6M | 0.0% |
| Basic Materials | 1 | $984K | 0.0% |