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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 5 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TT TRANE TECHNOLOGIES PLC Industrials 927.0 $443K 0.23% $478.13 -6.9%
82 AMD ADVANCED MICRO DEVICES INC Technology 846.0 $438K 0.23% -444.0 -34.4% $518.03 -9.5%
83 TFC TRUIST FINL CORP Financial Services 8,339.0 $425K 0.22% $50.98 -1.9%
84 EMLP FIRST TR EXCHANGE-TRADED FD 9,479.0 $414K 0.21% -975.0 -9.3% $43.70 +0.5%
85 IBIT ISHARES BITCOIN TRUST ETF Financial Services 11,607.0 $405K 0.21% $34.87 +26.6%
86 JPM JPMORGAN CHASE & CO Financial Services 1,198.0 $401K 0.21% $334.60 +6.5%
87 TGT TARGET CORP Consumer Defensive 3,069.0 $400K 0.21% -120.0 -3.8% $130.22 +25.5%
88 SILJ AMPLIFY ETF TR 14,500.0 $388K 0.20% +4K +43.9% $26.73 +16.5%
89 YUM YUM BRANDS INC Consumer Cyclical 2,238.0 $369K 0.19% $164.70 -6.3%
90 FUTY FIDELITY COVINGTON TRUST 6,181.0 $365K 0.19% +72.0 +1.2% $58.98 -7.9%
91 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 828.0 $360K 0.19% +26.0 +3.2% $434.36 -3.2%
92 SKYY FIRST TR EXCHANGE-TRADED FD 2,612.0 $352K 0.18% $134.86 +22.3%
93 VHT VANGUARD WORLD FD 1,115.0 $344K 0.18% $308.41 +3.1%
94 RNST RENASANT CORP Financial Services 7,959.0 $342K 0.18% $42.98 -4.8%
95 RTX RTX CORPORATION Industrials 1,644.0 $327K 0.17% -38.0 -2.3% $199.20 +5.1%
96 GOOG ALPHABET INC 910.0 $324K 0.17% $356.16
97 ITA ISHARES TR 1,275.0 $316K 0.16% -40.0 -3.0% $248.19 -7.8%
98 V VISA INC Financial Services 857.0 $310K 0.16% $362.10 +4.9%
99 CGMU CAPITAL GRP FIXED INCM ETF T 11,240.0 $309K 0.16% +700.0 +6.6% $27.49 -2.1%
100 SHEL SHELL PLC Energy 3,909.0 $305K 0.16% $78.02 +18.5%
Page 5 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%