Ballew Advisors, Inc

CIK
1729096
City
Jackson
State / Country
MS

Top Portfolio Positions

53 positions · $37,313,964 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
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

25 quarters · across all stocks

Holdings in DAC

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Report Date Value (USD) Shares
2026-03-31 $223,590 1,985