Sponsored

The Analysis of Ballew Advisors, Inc's Holdings & P&L

Currently, Ballew Advisors, Inc holds 118 types of securities in its portfolio with a total value $177.4M. In the most recent quarter, they have increased their positions in RDVY (+11.2K shares, valued at $811.7K), HBAN (+47.5K shares, valued at $787.3K), SIL (+8.0K shares, valued at $762.4K); decreased their positions in IYR (-9.4K shares, valued at $929.9K), USMV (-5.4K shares, valued at $510.4K), IVV (-616 shares, valued at $420.7K); initiated new positions in HBAN (+47.5K shares, valued at $787.3K), SILJ (+10.1K shares, valued at $316.3K), DAC (+2.0K shares, valued at $231.1K).

1M P&L

+49.0K+0.03%

3M P&L

+549.7K+0.32%

HY P&L

+7.6M+4.59%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A134.4M

81.8%

2Insurance Brokers3.3M

2.0%

3Oil & Gas Integrated2.7M

1.6%

Top Industries by Stock Count

1N/A63 stocks

60.0%

2Semiconductors3 stocks

2.9%

3Oil & Gas Integrated3 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR51.3K shares-1.19%2026-03-312026-04-10

CGGR CAPITAL GROUP GROWTH ETF298.0K shares1.94%2026-03-312026-04-10

TOTL SSGA ACTIVE ETF TR273.1K shares3.38%2026-03-312026-04-10

IJR ISHARES TR53.0K shares-1.50%2026-03-312026-04-10

IEF ISHARES TR55.0K shares3.62%2026-03-312026-04-10

TLT ISHARES TR55.1K shares4.29%2026-03-312026-04-10

RDVY FIRST TR EXCHANGE TRADED FD53.8K shares26.24%2026-03-312026-04-10

AJG GALLAGHER ARTHUR J & CO14.9K shares0.07%2026-03-312026-04-10

Sponsored

PVAL PUTNAM ETF TRUST64.7K shares24.59%2026-03-312026-04-10

INVESCO QQQ TR INVESCO QQQ TR5.0K shares0.04%2026-03-312026-04-10

IJH ISHARES TR41.9K shares-4.55%2026-03-312026-04-10

IWP ISHARES TR22.2K shares2.38%2026-03-312026-04-10

TDIV FIRST TR EXCHANGE TRADED FD29.1K shares-2.30%2026-03-312026-04-10

IVOL KRANESHARES TRUST147.4K shares3.33%2026-03-312026-04-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.8K shares-5.55%2026-03-312026-04-10

AAPL APPLE INC8.7K shares1.11%2026-03-312026-04-10

Sponsored

IYW ISHARES TR11.5K shares-2.17%2026-03-312026-04-10

VNLA JANUS DETROIT STR TR40.0K shares-0.07%2026-03-312026-04-10

SIL GLOBAL X FDS20.0K shares66.43%2026-03-312026-04-10

NVDA NVIDIA CORPORATION10.0K shares-4.22%2026-03-312026-04-10

EZU ISHARES INC27.6K shares-0.92%2026-03-312026-04-10

TSLA TESLA INC5.1K shares0.67%2026-03-312026-04-10

VLO VALERO ENERGY CORP7.3K shares0.00%2026-03-312026-04-10

FDVV FIDELITY COVINGTON TRUST29.8K shares0.78%2026-03-312026-04-10

Sponsored

ISHARES GOLD TR ISHARES GOLD TR18.0K shares0.00%2026-03-312026-04-10

USMV ISHARES TR16.9K shares-24.31%2026-03-312026-04-10

IYE ISHARES TR25.7K shares-2.48%2026-03-312026-04-10

SDVY FIRST TR EXCHANGE TRADED FD36.3K shares18.25%2026-03-312026-04-10

AMZN AMAZON COM INC6.3K shares8.45%2026-03-312026-04-10

IWF ISHARES TR3.0K shares-0.66%2026-03-312026-04-10

BSCQ INVESCO EXCH TRD SLF IDX FD68.1K shares0.06%2026-03-312026-04-10

VUSB VANGUARD BD INDEX FDS26.4K shares-0.29%2026-03-312026-04-10

Sponsored

PROSHARES TR PROSHARES TR107.6K shares5.61%2026-03-312026-04-10

PROSHARES TR PROSHARES TR35.0K shares5.90%2026-03-312026-04-10

PSQ PROSHARES TR41.5K shares5.80%2026-03-312026-04-10

XOM EXXON MOBIL CORP8.0K shares0.25%2026-03-312026-04-10

FXO FIRST TR EXCHANGE-TRADED FD20.8K shares-1.74%2026-03-312026-04-10

FV FIRST TR EXCHANGE TRADED FD18.6K shares-0.34%2026-03-312026-04-10

META META PLATFORMS INC1.8K shares-2.45%2026-03-312026-04-10

CVX CHEVRON CORPORATION5.7K shares0.19%2026-03-312026-04-10

Sponsored

MSFT MICROSOFT CORP2.9K shares-0.76%2026-03-312026-04-10

BSJQ INVESCO EXCH TRD SLF IDX FD42.0K shares0.00%2026-03-312026-04-10

PEP PEPSICO INC6.2K shares0.85%2026-03-312026-04-10

ACWI ISHARES TR6.0K shares0.00%2026-03-312026-04-10

NEU NEWMARKET CORP1.3K shares-4.58%2026-03-312026-04-10

IWS ISHARES TR5.2K shares-2.71%2026-03-312026-04-10

HBAN HUNTINGTON BANCSHARES INC47.5K sharesnew addition2026-03-312026-04-10

COP CONOCOPHILLIPS6.3K shares0.02%2026-03-312026-04-10

Sponsored

IWM ISHARES TR3.0K shares-1.24%2026-03-312026-04-10

XLE SELECT SECTOR SPDR TR13.4K shares1.63%2026-03-312026-04-10

GDX VANECK ETF TRUST7.7K shares1.91%2026-03-312026-04-10

FPE FIRST TR EXCH TRADED FD III39.4K shares5.15%2026-03-312026-04-10

NVR NVR INC104 shares0.00%2026-03-312026-04-10

BSJR INVESCO EXCH TRD SLF IDX FD31.4K shares0.00%2026-03-312026-04-10

BSCR INVESCO EXCH TRD SLF IDX FD35.9K shares0.00%2026-03-312026-04-10

ALPHABET INC ALPHABET INC2.2K shares0.05%2026-03-312026-04-10

Sponsored

IWR ISHARES TR6.7K shares0.79%2026-03-312026-04-10

LMBS FIRST TR EXCHANGE-TRADED FD12.3K shares4.25%2026-03-312026-04-10

WMT WALMART INC4.7K shares-1.95%2026-03-312026-04-10

CGDV CAPITAL GROUP DIVIDEND VALUE13.5K shares38.18%2026-03-312026-04-10

ARKK ARK ETF TR8.7K shares4.40%2026-03-312026-04-10

IYR ISHARES TR5.9K shares-61.30%2026-03-312026-04-10

CAT CATERPILLAR INC735 shares-11.76%2026-03-312026-04-10

GSK PLC GSK PLC9.8K shares-0.04%2026-03-312026-04-10

Sponsored

IYY ISHARES TR3.4K shares-15.10%2026-03-312026-04-10

FTXL FIRST TR EXCHANGE TRADED FD3.3K shares0.00%2026-03-312026-04-10

SO SOUTHERN CO5.7K shares0.03%2026-03-312026-04-10

BSCS INVESCO EXCH TRD SLF IDX FD27.2K shares0.00%2026-03-312026-04-10

PSX PHILLIPS 663.5K shares0.00%2026-03-312026-04-10

BSJS INVESCO EXCH TRD SLF IDX FD25.3K shares0.00%2026-03-312026-04-10

ALPS ETF TR ALPS ETF TR10.0K shares-0.48%2026-03-312026-04-10

GDXJ VANECK ETF TRUST4.0K shares53.83%2026-03-312026-04-10

Sponsored

IBIT ISHARES BITCOIN TRUST ETF11.6K shares10.99%2026-03-312026-04-10

ZROZ PIMCO ETF TR7.4K shares-3.92%2026-03-312026-04-10

EMLP FIRST TR EXCHANGE-TRADED FD10.5K shares-1.89%2026-03-312026-04-10

VANGUARD INDEX FDS VANGUARD INDEX FDS720 shares2.27%2026-03-312026-04-10

IWD ISHARES TR2.0K shares-0.40%2026-03-312026-04-10

MERCK & CO INC MERCK & CO INC3.6K shares0.50%2026-03-312026-04-10

JNJ JOHNSON & JOHNSON1.8K shares0.00%2026-03-312026-04-10

SPY STATE STR SPDR S&P 500 ETF T646 shares14.13%2026-03-312026-04-10

Sponsored

TT TRANE TECHNOLOGIES PLC927 shares0.00%2026-03-312026-04-10

TFC TRUIST FINL CORP8.3K shares0.13%2026-03-312026-04-10

TGT TARGET CORP3.2K shares0.00%2026-03-312026-04-10

ABBV ABBVIE INC1.8K shares0.23%2026-03-312026-04-10

JPM JPMORGAN CHASE & CO1.2K shares0.17%2026-03-312026-04-10

FUTY FIDELITY COVINGTON TRUST6.1K shares-2.30%2026-03-312026-04-10

YUM YUM BRANDS INC2.2K shares0.50%2026-03-312026-04-10

SHEL SHELL PLC3.9K shares-4.78%2026-03-312026-04-10

Sponsored

RTX RTX CORPORATION1.7K shares0.00%2026-03-312026-04-10

AMAT APPLIED MATLS INC833 shares0.00%2026-03-312026-04-10

SILJ AMPLIFY ETF TR10.1K sharesnew addition2026-03-312026-04-10

RNST RENASANT CORP8.0K shares0.01%2026-03-312026-04-10

VHT VANGUARD WORLD FD1.1K shares0.00%2026-03-312026-04-10

AMD ADVANCED MICRO DEVICES INC1.3K shares12.17%2026-03-312026-04-10

ITA ISHARES TR1.3K shares3.14%2026-03-312026-04-10

TSM TAIWAN SEMICONDUCTOR MANUFAC802 shares0.00%2026-03-312026-04-10

Sponsored

CGMU CAPITAL GRP FIXED INCM ETF T10.5K shares0.00%2026-03-312026-04-10

ALPHABET INC ALPHABET INC909 shares-0.33%2026-03-312026-04-10

SKYY FIRST TR EXCHANGE-TRADED FD2.6K shares0.00%2026-03-312026-04-10

URNM SPROTT FDS TR4.2K shares2.01%2026-03-312026-04-10

ETR ENTERGY CORP NEW2.3K shares3.06%2026-03-312026-04-10

V VISA INC856 shares0.12%2026-03-312026-04-10

ARISTA NETWORKS INC ARISTA NETWORKS INC1.8K shares2.11%2026-03-312026-04-10

NUE NUCOR CORP1.4K shares0.28%2026-03-312026-04-10

Sponsored

HD HOME DEPOT INC741 shares0.14%2026-03-312026-04-10

UTG REAVES UTIL INCOME FD5.9K shares1.52%2026-03-312026-04-10

FXD FIRST TR EXCHANGE-TRADED FD3.6K shares0.00%2026-03-312026-04-10

VGT VANGUARD WORLD FD324 shares2.21%2026-03-312026-04-10

BITB BITWISE BITCOIN ETF TR6.0K shares0.00%2026-03-312026-04-10

DAC DANAOS CORPORATION2.0K sharesnew addition2026-03-312026-04-10

DIREXION SHARES ETF TRUST DIREXION SHARES ETF TRUST8.8K sharesnew addition2026-03-312026-04-10

EEMV ISHARES INC3.2K shares0.00%2026-03-312026-04-10

Sponsored

ALB ALBEMARLE CORP1.2K shares0.24%2026-03-312026-04-10

PWR QUANTA SVCS INC353 sharesnew addition2026-03-312026-04-10

COST COSTCO WHOLESALE CORPORATION198 sharesnew addition2026-03-312026-04-10

AVK ADVENT CONV & INCOME FD10.4K shares2.96%2026-03-312026-04-10

HLN HALEON PLC12.4K shares0.00%2026-03-312026-04-10

COCH ENVOY MEDICAL INC10.1K shares0.00%2026-03-312026-04-10

IVV

ISHARES TR

-1.19%

Shares51.3K

Event2026-03-31

Filed2026-04-10

CGGR

CAPITAL GROUP GROWTH ETF

1.94%

Shares298.0K

Event2026-03-31

Filed2026-04-10

TOTL

SSGA ACTIVE ETF TR

3.38%

Shares273.1K

Event2026-03-31

Filed2026-04-10

IJR

ISHARES TR

-1.50%

Shares53.0K

Event2026-03-31

Filed2026-04-10

IEF

ISHARES TR

3.62%

Shares55.0K

Event2026-03-31

Filed2026-04-10

TLT

ISHARES TR

4.29%

Shares55.1K

Event2026-03-31

Filed2026-04-10

RDVY

FIRST TR EXCHANGE TRADED FD

26.24%

Shares53.8K

Event2026-03-31

Filed2026-04-10

AJG

GALLAGHER ARTHUR J & CO

0.07%

Shares14.9K

Event2026-03-31

Filed2026-04-10

PVAL

PUTNAM ETF TRUST

24.59%

Shares64.7K

Event2026-03-31

Filed2026-04-10

INVESCO QQQ TR

0.04%

Shares5.0K

Event2026-03-31

Filed2026-04-10

IJH

ISHARES TR

-4.55%

Shares41.9K

Event2026-03-31

Filed2026-04-10

IWP

ISHARES TR

2.38%

Shares22.2K

Event2026-03-31

Filed2026-04-10

TDIV

FIRST TR EXCHANGE TRADED FD

-2.30%

Shares29.1K

Event2026-03-31

Filed2026-04-10

IVOL

KRANESHARES TRUST

3.33%

Shares147.4K

Event2026-03-31

Filed2026-04-10

BERKSHIRE HATHAWAY INC DEL

-5.55%

Shares4.8K

Event2026-03-31

Filed2026-04-10

AAPL

APPLE INC

1.11%

Shares8.7K

Event2026-03-31

Filed2026-04-10

IYW

ISHARES TR

-2.17%

Shares11.5K

Event2026-03-31

Filed2026-04-10

VNLA

JANUS DETROIT STR TR

-0.07%

Shares40.0K

Event2026-03-31

Filed2026-04-10

SIL

GLOBAL X FDS

66.43%

Shares20.0K

Event2026-03-31

Filed2026-04-10

NVDA

NVIDIA CORPORATION

-4.22%

Shares10.0K

Event2026-03-31

Filed2026-04-10

EZU

ISHARES INC

-0.92%

Shares27.6K

Event2026-03-31

Filed2026-04-10

TSLA

TESLA INC

0.67%

Shares5.1K

Event2026-03-31

Filed2026-04-10

VLO

VALERO ENERGY CORP

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-10

FDVV

FIDELITY COVINGTON TRUST

0.78%

Shares29.8K

Event2026-03-31

Filed2026-04-10

ISHARES GOLD TR

0.00%

Shares18.0K

Event2026-03-31

Filed2026-04-10

USMV

ISHARES TR

-24.31%

Shares16.9K

Event2026-03-31

Filed2026-04-10

IYE

ISHARES TR

-2.48%

Shares25.7K

Event2026-03-31

Filed2026-04-10

SDVY

FIRST TR EXCHANGE TRADED FD

18.25%

Shares36.3K

Event2026-03-31

Filed2026-04-10

AMZN

AMAZON COM INC

8.45%

Shares6.3K

Event2026-03-31

Filed2026-04-10

IWF

ISHARES TR

-0.66%

Shares3.0K

Event2026-03-31

Filed2026-04-10

BSCQ

INVESCO EXCH TRD SLF IDX FD

0.06%

Shares68.1K

Event2026-03-31

Filed2026-04-10

VUSB

VANGUARD BD INDEX FDS

-0.29%

Shares26.4K

Event2026-03-31

Filed2026-04-10

PROSHARES TR

5.61%

Shares107.6K

Event2026-03-31

Filed2026-04-10

PROSHARES TR

5.90%

Shares35.0K

Event2026-03-31

Filed2026-04-10

PSQ

PROSHARES TR

5.80%

Shares41.5K

Event2026-03-31

Filed2026-04-10

XOM

EXXON MOBIL CORP

0.25%

Shares8.0K

Event2026-03-31

Filed2026-04-10

FXO

FIRST TR EXCHANGE-TRADED FD

-1.74%

Shares20.8K

Event2026-03-31

Filed2026-04-10

FIRST TR EXCHANGE TRADED FD

-0.34%

Shares18.6K

Event2026-03-31

Filed2026-04-10