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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 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ITA ISHARES TR 1,275.0 $316K 0.16% -40.0 -3.0% $248.19 -8.2%
22 ENTERGY CORP NEW 2,238.0 $258K 0.13% -55.0 -2.4% $115.12
23 ANET ARISTA NETWORKS INC Technology 1,450.0 $232K 0.12% -337.0 -18.9% $159.99 +21.9%
24 EEMV ISHARES INC 3,030.0 $223K 0.12% -194.0 -6.0% $73.56 +2.8%
Page 2 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%