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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 4 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IYY ISHARES TR 3,390.0 $616K 0.32% -40.0 -1.2% $181.79 +2.7%
62 LMBS FIRST TR EXCHANGE-TRADED FD 12,382.0 $616K 0.32% +116.0 +0.9% $49.73 -0.6%
63 PSX PHILLIPS 66 Energy 3,456.0 $610K 0.32% $176.44 +41.2%
64 IYR ISHARES TR 5,855.0 $609K 0.32% -80.0 -1.4% $104.01 -1.5%
65 GDX VANECK ETF TRUST 7,340.0 $576K 0.30% -407.0 -5.2% $78.43 +24.9%
66 SO SOUTHERN CO Utilities 5,748.0 $563K 0.29% $97.98 -10.7%
67 BSCS INVESCO EXCH TRD SLF IDX FD 27,233.0 $555K 0.29% $20.39 -0.4%
68 BSJS INVESCO EXCH TRD SLF IDX FD 25,316.0 $552K 0.28% $21.79 +0.0%
69 WMT WALMART INC Consumer Defensive 4,687.0 $524K 0.27% $111.83 -7.1%
70 GSK GSK PLC Healthcare 9,761.0 $524K 0.27% $53.66 -5.8%
71 AMLP ALPS ETF TR 10,032.0 $522K 0.27% $52.06 +6.5%
72 AMAT APPLIED MATLS INC Technology 833.0 $503K 0.26% $603.28 -23.7%
73 IWD ISHARES TR 2,011.0 $496K 0.26% $246.86 +4.2%
74 VOO VANGUARD INDEX FDS 720.0 $493K 0.26% $685.08 +2.8%
75 GDXJ VANECK ETF TRUST 4,751.0 $489K 0.25% +750.0 +18.8% $102.90 +23.3%
76 JNJ JOHNSON & JOHNSON Healthcare 1,837.0 $483K 0.25% $263.02 +1.2%
77 SPY STATE STR SPDR S&P 500 ETF T Financial Services 646.0 $481K 0.25% $745.02 +2.8%
78 MRK MERCK & CO INC Healthcare 3,636.0 $471K 0.24% $129.57 +13.4%
79 ZROZ PIMCO ETF TR 7,435.0 $466K 0.24% $62.61 -6.5%
80 ABBV ABBVIE INC Healthcare 1,759.0 $459K 0.24% $261.00 -2.5%
Page 4 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%