Ballew Advisors, Inc
Top Portfolio Positions
54 positions ·
$39,603,581 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
14,905 | $3,228,124 | 8.15% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,961 | $2,863,389 | 7.23% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
4,778 | $2,289,617 | 5.78% | |
| AAPL |
Apple Inc.
Technology
|
8,748 | $2,220,154 | 5.61% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
5,089 | $1,891,835 | 4.78% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
7,290 | $1,801,213 | 4.55% | |
| NVDA |
Nvidia Corp
Technology
|
10,044 | $1,751,673 | 4.42% | |
| IAU |
Ishares Gold Trust
|
18,035 | $1,589,965 | 4.01% | |
| XOM |
Exxon Mobil Corp
Energy
|
7,956 | $1,349,814 | 3.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,325 | $1,317,307 | 3.33% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AVK
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $115,785 | 10,375 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $126,365 | 10,077 | Shares | Sole | 2026-01-14 | |
| No 13F history on record for this holder in this stock. | ||||||