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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
AGGIshares Tr
Recent Activity
Decreased -1.49%
1.96%
$3.065M
31,973 shares@ $95.86 avg price
IWPIshares Tr
Recent Activity
Increased 1.29%
1.64%
$2.561M
20,182 shares@ $126.91 avg price
IJHIshares Tr
Recent Activity
Increased 3.75%
1.58%
$2.469M
39,579 shares@ $62.38 avg price
TDIVFirst Tr Exchange-traded Fd
Recent Activity
Decreased -0.84%
1.57%
$2.459M
31,529 shares@ $77.99 avg price
TLTIshares Tr
Recent Activity
Increased 77.74%
1.43%
$2.227M
26,066 shares@ $85.43 avg price
USMVIshares Tr
Recent Activity
Decreased -2.93%
1.41%
$2.196M
24,912 shares@ $88.17 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 1.74%
1.4%
$2.187M
4,927 shares@ $443.94 avg price
COWZPacer Fds Tr
Recent Activity
Increased 22.19%
1.26%
$1.96M
34,409 shares@ $56.96 avg price
IYWIshares Tr
Recent Activity
Increased 11.22%
1.24%
$1.934M
12,353 shares@ $156.56 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 15.39%
1.23%
$1.919M
3,795 shares@ $505.6 avg price