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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 3 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVX CHEVRON CORPORATION Energy 6,223.0 $1.1M 0.54% +537.0 +9.4% $169.19 +21.5%
42 NEU NEWMARKET CORP Basic Materials 1,251.0 $984K 0.51% $786.61 +15.9%
43 BSJQ INVESCO EXCH TRD SLF IDX FD 42,049.0 $965K 0.50% $22.95 -0.3%
44 ACWI ISHARES TR 6,016.0 $939K 0.48% $156.16 +2.8%
45 PEP PEPSICO INC Consumer Defensive 6,258.0 $903K 0.47% +92.0 +1.5% $144.23 -2.8%
46 IWM ISHARES TR 2,951.0 $878K 0.45% $297.59 -1.4%
47 FTXL FIRST TR EXCHANGE TRADED FD 3,316.0 $830K 0.43% $250.32 -11.8%
48 HBAN HUNTINGTON BANCSHARES INC Financial Services 46,383.0 $828K 0.43% -1K -2.3% $17.86 -6.4%
49 GOOGL ALPHABET INC Communication Services 2,185.0 $786K 0.41% $359.93 -6.1%
50 WTV WISDOMTREE TR 7,547.0 $778K 0.40% NEW $103.14 +4.8%
51 IWR ISHARES TR 6,921.0 $764K 0.40% +182.0 +2.7% $110.33 +1.2%
52 FPE FIRST TR EXCH TRADED FD III 39,475.0 $709K 0.37% $17.95 -1.5%
53 BSCR INVESCO EXCH TRD SLF IDX FD 35,947.0 $705K 0.36% $19.63 -0.1%
54 ARKK ARK ETF TR 8,654.0 $703K 0.36% $81.25 +3.7%
55 BSJR INVESCO EXCH TRD SLF IDX FD 31,396.0 $702K 0.36% $22.36 -0.1%
56 NVR NVR INC Consumer Cyclical 104.0 $702K 0.36% $6750.79 -5.6%
57 CAT CATERPILLAR INC Industrials 724.0 $698K 0.36% -11.0 -1.5% $963.43 -18.0%
58 CGDV CAPITAL GROUP DIVIDEND VALUE 13,510.0 $661K 0.34% $48.95 +2.2%
59 COP CONOCOPHILLIPS Energy 6,202.0 $650K 0.34% -118.0 -1.9% $104.73 +26.3%
60 XLE SELECT SECTOR SPDR TR 12,148.0 $647K 0.33% -1K -9.4% $53.22 +19.3%
Page 3 of 7  ·  129 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%