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Patrick W McNulty

@Ballew Advisors, Inc

Latest period2024 - Q4ReportedManaged Assets$156.727MTotal holdings104
Assets growth rate5.18%Assets growth rate (2-Q avg)1.95%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ballew Advisors, Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 104 positions.

Assets under management

The assets under management (AUM) of Ballew Advisors, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 156.727M in assets, with a quarterly growth rate of 5.18% and a 2-quarter average growth rate of 1.95%. The portfolio is managed by Patrick W McNulty, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Increased 1.5%
19.13%
$29.978M
51,317 shares@ $584.18 avg price
CGGRCapital Group Growth Etf
Recent Activity
Increased 2.09%
5.79%
$9.062M
242,828 shares@ $37.33 avg price
TOTLSsga Active Etf Tr
Recent Activity
Increased 3.09%
5.15%
$8.068M
206,757 shares@ $39.03 avg price
AJGGallagher Arthur J & Co
Recent Activity
Increased 4.26%
3.79%
$5.94M
20,782 shares@ $285.81 avg price
GDXJVaneck Etf Trust
Recent Activity
Increased 33.94%
3.79%
$5.938M
133,989 shares@ $44.32 avg price
IJRIshares Tr
Recent Activity
Increased 4.93%
3.68%
$5.767M
50,792 shares@ $113.54 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
Increased 2.98%
3.05%
$4.78M
111,415 shares@ $42.91 avg price
IEFIshares Tr
Recent Activity
Increased 38.04%
2.2%
$3.444M
37,776 shares@ $91.17 avg price
SILGlobal X Fds
Recent Activity
Increased 52.22%
2.18%
$3.407M
106,772 shares@ $31.91 avg price
GDXVaneck Etf Trust
Recent Activity
Increased 64.32%
2.1%
$3.282M
92,771 shares@ $35.39 avg price