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Home > Institutional Investor > Ballew Advisors, Inc > Profile

Instuitional Investor - Ballew Advisors, Inc

Fund Profile
Filing Period:
Fund Name: Ballew Advisors, Inc
Portfolio Value $201,282,049
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 49,824 $38,518,720 19.14%
2.
Capital Group Growth Etf
 312,266 $14,929,414 7.42%
3.
Ssga Active Etf Tr - ST STR TOTAL ETF
 325,499 $12,137,876 6.03%
4.
Ishares Trust
 IEF 52,121 $7,219,840 3.59%
5.
Putnam Etf Trust
 115,076 $6,073,715 3.02%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.