Ballew Advisors, Inc
Top Portfolio Positions
53 positions ·
$37,313,964 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 | 8.65% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,961 | $2,863,389 | 7.67% | |
| AAPL |
Apple Inc.
Technology
|
8,748 | $2,220,154 | 5.95% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
5,089 | $1,891,835 | 5.07% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
7,290 | $1,801,213 | 4.83% | |
| NVDA |
Nvidia Corp
Technology
|
10,044 | $1,751,673 | 4.69% | |
| IAU |
Ishares Gold Trust
|
18,035 | $1,589,965 | 4.26% | |
| XOM |
Exxon Mobil Corp
Energy
|
7,956 | $1,349,814 | 3.62% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,325 | $1,317,307 | 3.53% | |
| CVX |
Chevron Corp
Energy
|
5,686 | $1,176,433 | 3.15% |
Portfolio Trend
Holdings in COCH
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,730 | 10,121 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $6,689 | 10,121 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $7,853 | 10,121 | Shares | Sole | 2025-10-15 | |
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