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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 7 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AGG ISHARES TR 2,103.0 $207K 0.11% NEW $98.61 -1.1%
122 GS GOLDMAN SACHS GROUP INC Financial Services 203.0 $207K 0.11% NEW $1020.73 +1.3%
123 LLY ELI LILLY & CO Healthcare 170.0 $207K 0.11% NEW $1217.01 -3.6%
124 PG PROCTER & GAMBLE CO Consumer Defensive 1,355.0 $205K 0.11% NEW $151.43 -5.1%
125 BITB BITWISE BITCOIN ETF TR Financial Services 6,005.0 $200K 0.10% $33.35 +26.2%
126 SOXS DIREXION SHARES ETF TRUST 40,019.0 $180K 0.09% +31K +356.9% $4.51 +1004.7%
127 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 10,090.0 $134K 0.07% NEW $13.25 -5.3%
128 HLN HALEON PLC Healthcare 12,413.0 $122K 0.06% $9.82 +3.0%
129 COCH ENVOY MEDICAL INC Healthcare 10,121.0 $8K 0.00% $0.75 -8.2%
Page 7 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%