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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 6 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PYLD PIMCO ETF TR 10,986.0 $290K 0.15% NEW $26.39 -0.9%
102 PWR QUANTA SVCS INC Industrials 430.0 $288K 0.15% +77.0 +21.8% $668.87 -9.8%
103 SLV ISHARES SILVER TR Financial Services 4,945.0 $272K 0.14% NEW $55.02 +8.9%
104 FESM FIDELITY COVINGTON TRUST 5,592.0 $266K 0.14% NEW $47.59 -1.2%
105 HD HOME DEPOT INC Consumer Cyclical 742.0 $266K 0.14% $358.07 -8.3%
106 ENTERGY CORP NEW 2,238.0 $258K 0.13% -55.0 -2.4% $115.12
107 FXD FIRST TR EXCHANGE-TRADED FD 3,632.0 $253K 0.13% $69.66 -1.2%
108 DE DEERE & CO Industrials 407.0 $253K 0.13% NEW $620.64 +4.9%
109 VGT VANGUARD WORLD FD 2,192.0 $251K 0.13% +2K +576.5% $114.64 +4.7%
110 DAC DANAOS CORPORATION Industrials 1,995.0 $244K 0.13% +10.0 +0.5% $122.32 +23.0%
111 UTG REAVES UTIL INCOME FD Financial Services 6,019.0 $240K 0.12% +85.0 +1.4% $39.85 -5.4%
112 PLTR PALANTIR TECHNOLOGIES INC Technology 1,836.0 $237K 0.12% NEW $129.31 +43.5%
113 UNH UNITEDHEALTH GROUP INC Healthcare 551.0 $234K 0.12% NEW $425.13 -8.0%
114 ANET ARISTA NETWORKS INC Technology 1,450.0 $232K 0.12% -337.0 -18.9% $159.99 +21.7%
115 URNM SPROTT FDS TR 4,285.0 $226K 0.12% +116.0 +2.8% $52.83 +7.8%
116 HGER HARBOR ETF TRUST 7,575.0 $225K 0.12% NEW $29.65 +18.5%
117 EEMV ISHARES INC 3,030.0 $223K 0.12% -194.0 -6.0% $73.56 +3.1%
118 PAAA PGIM ETF TR 4,330.0 $222K 0.12% NEW $51.32 +0.0%
119 VTI VANGUARD INDEX FDS 596.0 $220K 0.11% NEW $368.85 +2.4%
120 CSCO CISCO SYS INC Technology 1,933.0 $218K 0.11% NEW $112.70 -2.2%
Page 6 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%