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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 $149,114,843
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 52,860 $28,384,864 19.04%
2.
Capital Group Growth Etf
 258,373 $8,528,904 5.72%
3.
Ssga Active Etf Tr
 212,603 $8,391,459 5.63%
4.
Vaneck Etf Trust
 102,370 $6,267,086 4.2%
5.
Arthur J. Gallagher & Co.
 AJG 17,791 $5,942,674 3.99%
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)