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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 $156,726,884
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 51,317 $29,978,165 19.12%
2.
Capital Group Growth Etf
 242,828 $9,062,354 5.78%
3.
Ssga Active Etf Tr
 206,757 $8,067,669 5.14%
4.
Arthur J. Gallagher & Co.
 AJG 20,782 $5,939,570 3.78%
5.
Vaneck Etf Trust
 133,989 $5,938,385 3.78%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)