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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
ACWIIshares Tr
Recent Activity
Increased 2.18%
0.45%
$700,011
6,016 shares@ $116.36 avg price
EDVVanguard World Fd
Recent Activity
Increased 0.03%
0.44%
$676,249
10,361 shares@ $65.27 avg price
IWDIshares Tr
Recent Activity
Increased 0.03%
0.43%
$665,223
3,592 shares@ $185.2 avg price
IWRIshares Tr
Recent Activity
Increased 0.05%
0.38%
$589,354
6,676 shares@ $88.28 avg price
ARKKArk Etf Tr
Recent Activity
Increased 1.65%
0.33%
$513,590
9,058 shares@ $56.71 avg price
SOSouthern Co
Recent Activity
Increased 0.14%
0.31%
$478,831
5,849 shares@ $81.87 avg price
TGTTarget Corp
Recent Activity
Increased 3.82%
0.29%
$453,536
3,268 shares@ $138.79 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.05%
0.29%
$443,630
2,323 shares@ $190.98 avg price
MRKMerck & Co Inc
Recent Activity
Increased 2.61%
0.21%
$326,630
3,235 shares@ $100.97 avg price
VOOVanguard Index Fds
Recent Activity
Increased 1.03%
0.21%
$315,970
591 shares@ $534.64 avg price