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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
BSCOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$1.415M
66,919 shares@ $21.15 avg price
BSJOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$1.27M
55,928 shares@ $22.71 avg price
RNSTRenasant Corp
Recent Activity
Exited
0%
$297,236
9,412 shares@ $31.59 avg price
NUVNuveen Mun Value Fd Inc
Recent Activity
Exited
0%
$246,444
27,052 shares@ $9.12 avg price
NVONovo-nordisk A S
Recent Activity
Exited
0%
$233,283
1,994 shares@ $117.0 avg price
ABBVAbbvie Inc
Recent Activity
Exited
0%
$218,685
1,123 shares@ $194.74 avg price
EEMVIshares Inc
Recent Activity
Exited
0%
$207,573
3,358 shares@ $61.82 avg price