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Portfolio (Quarterly) Guide ↗

Ballew Advisors, Inc

· CIK 0001729096
13F Portfolio $177M AUM 118 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 37 Added 25 Reduced 8 Exited
Page 5 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TT TRANE TECHNOLOGIES PLC Industrials 927.0 $427K 0.24% $460.11 +0.3%
82 TFC TRUIST FINL CORP Financial Services 8,327.0 $420K 0.24% $50.48 -3.6%
83 TGT TARGET CORP Consumer Defensive 3,189.0 $396K 0.22% $124.04 +1.1%
84 ABBV ABBVIE INC Healthcare 1,753.0 $372K 0.21% $212.45 +0.3%
85 JPM JPMORGAN CHASE & CO Financial Services 1,197.0 $371K 0.21% $310.26 -1.1%
86 FUTY FIDELITY COVINGTON TRUST 6,109.0 $371K 0.21% -144.0 -2.3% $60.76 -3.4%
87 YUM YUM BRANDS INC Consumer Cyclical 2,227.0 $358K 0.20% $160.77 -3.5%
88 SHEL SHELL PLC Energy 3,904.0 $356K 0.20% -196.0 -4.8% $91.09 -6.7%
89 RTX RTX CORPORATION Industrials 1,682.0 $342K 0.19% $203.23 -11.9%
90 AMAT APPLIED MATLS INC Technology 833.0 $331K 0.19% $397.85 +14.3%
91 SILJ AMPLIFY ETF TR 10,074.0 $316K 0.18% NEW $31.40 -4.4%
92 RNST RENASANT CORP Financial Services 7,959.0 $316K 0.18% $39.74 +4.2%
93 VHT VANGUARD WORLD FD 1,115.0 $310K 0.17% $277.65 -0.1%
94 AMD ADVANCED MICRO DEVICES INC Technology 1,290.0 $305K 0.17% +140.0 +12.2% $236.70 +112.9%
95 ITA ISHARES TR 1,315.0 $305K 0.17% +40.0 +3.1% $231.77 -1.0%
96 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 802.0 $293K 0.17% $365.72 +12.7%
97 CGMU CAPITAL GRP FIXED INCM ETF T 10,540.0 $289K 0.16% $27.39 -0.3%
98 GOOG ALPHABET INC Communication Services 909.0 $288K 0.16% $316.51 +21.6%
99 SKYY FIRST TR EXCHANGE-TRADED FD 2,612.0 $282K 0.16% $107.84 +23.9%
100 URNM SPROTT FDS TR 4,169.0 $269K 0.15% +82.0 +2.0% $64.62 -5.8%
Page 5 of 6  ·  118 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 30.4%
Technology 16.8%
Energy 15.0%
Consumer Cyclical 11.9%
Consumer Defensive 5.7%
Communication Services 5.6%
Healthcare 5.1%
Industrials 4.7%
Basic Materials 3.3%
Utilities 1.5%