Ballew Advisors, Inc - Portfolio overview

Ballew Advisors, Inc has 133 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 19.05%
2. CGGR - CAPITAL GROUP GROWTH ETF, 6.81%
3. TOTL - SSGA ACTIVE ETF TR, 5.91%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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