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Home > Institutional Investor > Ballew Advisors, Inc > Profile

Instuitional Investor - Ballew Advisors, Inc

Fund Profile
Filing Period:
Fund Name: Ballew Advisors, Inc
Portfolio Value $133,081,797
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 51,265 $24,468,900 18.38%
2.
Ssga Active Etf Tr
 231,946 $9,289,450 6.98%
3.
Capital Group Growth Etf
 214,103 $6,024,848 4.52%
4.
Vaneck Etf Trust
 142,266 $4,930,925 3.7%
5.
Arthur J. Gallagher & Co.
 AJG 20,721 $4,837,639 3.63%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)