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Portfolio (Quarterly) Guide ↗

Ballew Advisors, Inc

· CIK 0001729096
13F Portfolio $194M AUM 129 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 34 Added 24 Reduced 6 Exited
Page 1 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 50,956.0 $38.1M 19.71% -321.0 -0.6% $748.43 +3.3%
2 IJR ISHARES TR 52,503.0 $7.7M 3.97% -450.0 -0.8% $146.48 -0.6%
3 TDIV FIRST TR EXCHANGE TRADED FD 28,860.0 $3.2M 1.66% -284.0 -1.0% $111.22 +4.1%
4 BERKSHIRE HATHAWAY INC DEL 3,124.0 $1.6M 0.82% -2K -34.6% $507.72
5 USMV ISHARES TR 15,926.0 $1.6M 0.81% -1K -5.9% $97.89 +3.9%
6 AMZN AMAZON COM INC Consumer Cyclical 5,872.0 $1.4M 0.74% -453.0 -7.2% $242.68 +9.8%
7 FV FIRST TR EXCHANGE TRADED FD 18,421.0 $1.3M 0.69% -154.0 -0.8% $72.51 +1.0%
8 EFZ PROSHARES TR 56,615.0 $1.3M 0.67% -51K -47.4% $22.92 -2.6%
9 XOM EXXON MOBIL CORP Energy 7,912.0 $1.1M 0.56% -44.0 -0.6% $137.10 +14.3%
10 HBAN HUNTINGTON BANCSHARES INC Financial Services 46,383.0 $828K 0.43% -1K -2.3% $17.86 -5.3%
11 CAT CATERPILLAR INC Industrials 724.0 $698K 0.36% -11.0 -1.5% $963.43 -16.9%
12 COP CONOCOPHILLIPS Energy 6,202.0 $650K 0.34% -118.0 -1.9% $104.73 +24.5%
13 XLE SELECT SECTOR SPDR TR 12,148.0 $647K 0.33% -1K -9.4% $53.22 +17.8%
14 IYY ISHARES TR 3,390.0 $616K 0.32% -40.0 -1.2% $181.79 +3.1%
15 IYR ISHARES TR 5,855.0 $609K 0.32% -80.0 -1.4% $104.01 -0.6%
16 GDX VANECK ETF TRUST 7,340.0 $576K 0.30% -407.0 -5.2% $78.43 +27.0%
17 AMD ADVANCED MICRO DEVICES INC Technology 846.0 $438K 0.23% -444.0 -34.4% $518.03 -10.1%
18 EMLP FIRST TR EXCHANGE-TRADED FD 9,479.0 $414K 0.21% -975.0 -9.3% $43.70 +0.6%
19 TGT TARGET CORP Consumer Defensive 3,069.0 $400K 0.21% -120.0 -3.8% $130.22 +25.3%
20 RTX RTX CORPORATION Industrials 1,644.0 $327K 0.17% -38.0 -2.3% $199.20 +6.3%
Page 1 of 2  ·  24 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 24.5%
Technology 21.2%
Energy 14.7%
Consumer Cyclical 13.0%
Healthcare 6.5%
Industrials 5.9%
Consumer Defensive 5.3%
Communication Services 4.9%
Basic Materials 2.6%
Utilities 1.5%