test

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
AGGIshares Tr
Recent Activity
Decreased -1.49%
1.96%
$3.065M
31,973 shares@ $95.86 avg price
TDIVFirst Tr Exchange-traded Fd
Recent Activity
Decreased -0.84%
1.57%
$2.459M
31,529 shares@ $77.99 avg price
USMVIshares Tr
Recent Activity
Decreased -2.93%
1.41%
$2.196M
24,912 shares@ $88.17 avg price
IYRIshares Tr
Recent Activity
Decreased -9.88%
0.89%
$1.384M
15,277 shares@ $90.62 avg price
TSLATesla Inc
Recent Activity
Decreased -3.27%
0.78%
$1.215M
3,012 shares@ $403.28 avg price
TLHIshares Tr
Recent Activity
Decreased -4.35%
0.72%
$1.128M
11,585 shares@ $97.4 avg price
FVFirst Tr Exchange-traded Fd
Recent Activity
Decreased -1.97%
0.72%
$1.124M
19,179 shares@ $58.6 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -0.1%
0.61%
$952,740
10,557 shares@ $90.25 avg price
NEUNewmarket Corp
Recent Activity
Decreased -3.76%
0.45%
$691,351
1,405 shares@ $492.07 avg price
IYYIshares Tr
Recent Activity
Decreased -0.52%
0.43%
$673,412
4,740 shares@ $142.08 avg price