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Home > Institutional Investor > Ball & Co Wealth Management Inc. > Profile

Instuitional Investor - Ball & Co Wealth Management Inc.

Fund Profile
Filing Period:
Fund Name: Ball & Co Wealth Management Inc.
Portfolio Value $93,305
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - MSCI USA MIN VOL
 212,769 $19,927 21.36%
2.
Ishares Trust
 IEF 49,511 $17,878 19.16%
3.
Alps Etf Trust
 294,595 $15,301 16.4%
4.
Spdr Gold Trust
 GLD 35,513 $10,232 10.97%
5.
Capital Group Dividend Value
 216,052 $7,700 8.25%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)