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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
SLVIshares Silver Tr
Recent Activity
New Position
0.61%
$941,713
34,930 shares@ $26.97 avg price
JNUGDirexion Shs Etf Tr
Recent Activity
New Position
0.57%
$890,432
23,050 shares@ $38.64 avg price
FPEFirst Tr Exch Traded Fd Iii
Recent Activity
New Position
0.31%
$474,187
27,050 shares@ $17.54 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
New Position
0.22%
$339,555
6,380 shares@ $53.23 avg price
BITBBitwise Bitcoin Etf Tr
Recent Activity
New Position
0.2%
$305,880
6,000 shares@ $50.98 avg price
HODLVaneck Bitcoin Etf
Recent Activity
New Position
0.14%
$218,333
2,058 shares@ $106.09 avg price
TNXPTonix Pharmaceuticals Hldg C
Recent Activity
New Position
0.01%
$6,410
25,000 shares@ $0.26 avg price