Ballew Advisors, Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, Ballew Advisors, Inc held in its portfolio 120 assets valued at $177,418,393 (i.e. $177.42M).
The most valuable assets in the portfolio included: ISHARES TR ($36.16M), CAPITAL GROUP GROWTH ETF ($13.25M), and SSGA ACTIVE ETF TR ($10.65M).
The chart below shows the top 10 valuable assets, and the table below shows the top 120 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Ballew Advisors, Inc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 51893 | 36162588 | CORE S&P500 ETF |
| CAPITAL GROUP GROWTH ETF | 292272 | 13251602 | SHS CREATION UNI |
| SSGA ACTIVE ETF TR | 264135 | 10649942 | STATE STREET DOU |
| ISHARES TR | 53761 | 6801796 | CORE S&P SCP ETF |
| ISHARES TR | 53070 | 5110618 | 7-10 YR TRSY BD |
| ISHARES TR | 52798 | 4636708 | 20 YR TR BD ETF |
| GALLAGHER ARTHUR J & CO | 14895 | 3827981 | COM |
| INVESCO QQQ TR | 4959 | 3105444 | UNIT SER 1 |
| FIRST TR EXCHANGE TRADED FD | 42590 | 3068211 | RISNG DIVD ACHIV |
| ISHARES TR | 21642 | 3059995 | RUS MD CP GR ETF |
| ISHARES TR | 43914 | 3045902 | CORE S&P MCP ETF |
| FIRST TR EXCHANGE TRADED FD | 29830 | 2964679 | NASD TECH DIV |
| KRANESHARES TRUST | 142679 | 2705191 | QUADRTC INT RT |
| BERKSHIRE HATHAWAY INC DEL | 5059 | 2505583 | CL B NEW |
| PUTNAM ETF TRUST | 51962 | 2430246 | FOCUSED LAR CAP |
| ISHARES TR | 11792 | 2380867 | U.S. TECH ETF |
| TESLA INC | 5055 | 2260499 | COM |
| APPLE INC | 8652 | 2258511 | COM |
| ISHARES TR | 22368 | 2108845 | MSCI USA MIN VOL |
| JANUS DETROIT STR TR | 40071 | 1972712 | HENDRSN SHRT ETF |
| NVIDIA CORPORATION | 10486 | 1948462 | COM |
| ISHARES INC | 27895 | 1842999 | MSCI EURZONE ETF |
| FIDELITY COVINGTON TRUST | 29561 | 1692688 | HIGH DIVID ETF |
| ISHARES GOLD TR | 18035 | 1557503 | ISHARES NEW |
| ISHARES TR | 15337 | 1463619 | U.S. REAL ES ETF |
| ISHARES TR | 3028 | 1440631 | RUS 1000 GRW ETF |
| AMAZON COM INC | 5832 | 1414887 | COM |
| MICROSOFT CORP | 2899 | 1364337 | COM |
| INVESCO EXCH TRD SLF IDX FD | 68082 | 1333722 | BULSHS 2026 CB |
| VALERO ENERGY CORP | 7290 | 1324885 | COM |
| VANGUARD BD INDEX FDS | 26459 | 1320024 | VANGUARD ULTRA |
| ISHARES TR | 26362 | 1312058 | U.S. ENERGY ETF |
| FIRST TR EXCHANGE TRADED FD | 21196 | 1279603 | FINLS ALPHADEX |
| PROSHARES TR | 101891 | 1252756 | PSHS SH MSCI EAF |
| FIRST TR EXCHANGE TRADED FD | 18638 | 1236061 | DORSEY WRT 5 ETF |
| FIRST TR EXCHANGE-TRADED FD | 30731 | 1228952 | SMID RISNG ETF |
| META PLATFORMS INC | 1878 | 1185257 | CL A |
| PROSHARES TR | 33057 | 1172862 | SHORT S&P 500 NE |
| PROSHARES TR | 39194 | 1163278 | SHORT QQQ |
| GLOBAL X FDS | 11997 | 1132846 | GLOBAL X SILVER |
| EXXON MOBIL CORP | 7936 | 1004211 | COM |
| INVESCO EXCH TRD SLF IDX FD | 42049 | 982045 | INVSCO BLSH 26 |
| NEWMARKET CORP | 1311 | 931920 | COM |
| CHEVRON CORP NEW | 5675 | 929957 | COM |
| PEPSICO INC | 6114 | 877273 | COM |
| ISHARES TR | 6016 | 871719 | MSCI ACWI ETF |
| NVR INC | 104 | 798025 | COM |
| ISHARES TR | 5355 | 788365 | RUS MDCP VAL ETF |
| ISHARES TR | 2988 | 780937 | RUSSELL 2000 ETF |
| ALPHABET INC | 2184 | 733869 | CAP STK CL A |
| VANECK ETF TRUST | 7602 | 733393 | GOLD MINERS ETF |
| INVESCO EXCH TRD SLF IDX FD | 31396 | 711282 | BULETSHS 2027 |
| INVESCO EXCH TRD SLF IDX FD | 35947 | 709959 | BULSHS 2027 CB |
| ARK ETF TR | 8289 | 689695 | INNOVATION ETF |
| FIRST TR EXCH TRADED FD III | 37475 | 686542 | PFD SECS INC ETF |
| ISHARES TR | 4040 | 682639 | DOW JONES US ETF |
| ISHARES TR | 6686 | 670313 | RUS MID CAP ETF |
| SELECT SECTOR SPDR TR | 13200 | 620411 | STATE STREET ENE |
| CONOCOPHILLIPS | 6319 | 609560 | COM |
| FIRST TR EXCHANGE-TRADED FD | 11766 | 590653 | FST LOW OPPT EFT |
| WALMART INC | 4778 | 575131 | COM |
| INVESCO EXCH TRD SLF IDX FD | 27233 | 561279 | INVSCO BLSH 28 |
| INVESCO EXCH TRD SLF IDX FD | 25316 | 558728 | INVSCO 28 HYCORP |
| ISHARES BITCOIN TRUST ETF | 10417 | 558057 | SHS BEN INT |
| CATERPILLAR INC | 833 | 530158 | COM |
| SOUTHERN CO | 5743 | 502812 | COM |
| PIMCO ETF TR | 7738 | 500881 | 25YR+ ZERO U S |
| ALPS ETF TR | 10080 | 494209 | ALERIAN MLP |
| GSK PLC | 9764 | 487200 | SPONSORED ADR |
| FIRST TR EXCHANGE TRADED FD | 3316 | 483373 | NASDQ SEMCNDTR |
| PHILLIPS 66 | 3456 | 475955 | COM |
| VANGUARD INDEX FDS | 704 | 449475 | S&P 500 ETF SHS |
| ISHARES TR | 2019 | 439246 | RUS 1000 VAL ETF |
| CAPITAL GROUP DIVIDEND VALUE | 9777 | 434490 | SHS CREATION UNI |
| TRUIST FINL CORP | 8316 | 413212 | COM |
| FIRST TR EXCHANGE-TRADED FD | 10655 | 409998 | NO AMER ENERGY |
| DIREXION SHS ETF TR | 179944 | 408473 | DAILY SEMICONDUC |
| SPDR S&P 500 ETF TR | 566 | 392816 | TR UNIT |
| JOHNSON & JOHNSON | 1836 | 392193 | COM |
| MERCK & CO INC | 3618 | 391684 | COM |
| ABBVIE INC | 1749 | 386035 | COM |
| JPMORGAN CHASE & CO. | 1195 | 371488 | COM |
| TRANE TECHNOLOGIES PLC | 927 | 362531 | SHS |
| FIDELITY COVINGTON TRUST | 6253 | 347776 | MSCI UTILS INDEX |
| YUM BRANDS INC | 2216 | 346537 | COM |
| TARGET CORP | 3189 | 346457 | COM |
| FIRST TR EXCHANGE TRADED FD | 2612 | 336530 | CLOUD COMPUTING |
| VANECK ETF TRUST | 2601 | 328089 | JUNIOR GOLD MINE |
| RTX CORPORATION | 1682 | 326414 | COM |
| VANGUARD WORLD FD | 1115 | 324878 | HEALTH CAR ETF |
| SPDR GOLD TR | 770 | 324710 | GOLD SHS |
| BITWISE BITCOIN ETF TR | 6005 | 308297 | SHS BEN INT |
| ALPHABET INC | 912 | 306674 | CAP STK CL C |
| ISHARES TR | 1275 | 302864 | US AER DEF ETF |
| SHELL PLC | 4100 | 300041 | SPON ADS |
| CAPITAL GRP FIXED INCM ETF T | 10540 | 290482 | MUNICIPAL INCOME |
| RENASANT CORP | 7958 | 281252 | COM |
| HOME DEPOT INC | 740 | 280847 | COM |
| VISA INC | 855 | 280451 | COM CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 802 | 265794 | SPONSORED ADS |
| SPROTT FDS TR | 4087 | 262716 | URANIUM MINERS E |
| FIRST TR EXCHANGE TRADED FD | 3632 | 262339 | CONSUMR DISCRE |
| ADVANCED MICRO DEVICES INC | 1150 | 254191 | COM |
| APPLIED MATLS INC | 833 | 253887 | COM |
| LOWES COS INC | 898 | 246272 | COM |
| VANGUARD WORLD FD | 317 | 242319 | INF TECH ETF |
| NUCOR CORP | 1410 | 239022 | COM |
| SELECT SECTOR SPDR TR | 4301 | 233260 | STATE STREET FIN |
| ARISTA NETWORKS INC | 1750 | 227378 | COM SHS |
| VANECK BITCOIN ETF | 8232 | 219959 | SH BEN INT |
| EATON VANCE SR FLTNG RTE TR | 19295 | 218807 | COM |
| ALBEMARLE CORP | 1234 | 218350 | COM |
| REAVES UTIL INCOME FD | 5845 | 216727 | COM SH BEN INT |
| ISHARES INC | 3224 | 212469 | MSCI EMERG MRKT |
| ENTERGY CORP NEW | 2225 | 209934 | COM |
| VANGUARD INDEX FDS | 595 | 203813 | TOTAL STK MKT |
| BLACK STONE MINERALS L P | 12897 | 183015 | COM UNIT |
| ADVENT CONV & INCOME FD | 10077 | 129489 | COM |
| HALEON PLC | 12411 | 121875 | SPON ADS |
| ENVOY MEDICAL INC | 10121 | 6936 | CL A |
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