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C Brooks Mosby

Ballew Advisors, Inc

Assets Managed
$193.518M
Holdings
129
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
9.11%(2Q avg: 4.54%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ballew Advisors, Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 129 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 2026 - Q2, they manage 193.518M in assets, with a quarterly growth rate of 9.11% and a 2-quarter average growth rate of 4.54%. The portfolio is managed by C Brooks Mosby, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.62%
19.71%
$38.137M
50,956 shares@ $748.44 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Increased 2.28%
7.33%
$14.179M
304,720 shares@ $46.53 avg price
TOTL
Spdr Doubleline Tr Tact Etf
Recent Activity
Increased 5.49%
5.86%
$11.33M
288,031 shares@ $39.34 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.84%
3.98%
$7.691M
52,503 shares@ $146.48 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 3.47%
2.77%
$5.355M
56,898 shares@ $94.13 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 16.68%
2.6%
$5.027M
62,732 shares@ $80.14 avg price
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
Increased 2.95%
2.51%
$4.847M
56,688 shares@ $85.52 avg price
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
Increased 43.78%
2.49%
$4.809M
93,076 shares@ $51.68 avg price
AJG
Arthur J Gallagher & Co
Recent Activity
Increased 0.07%
1.95%
$3.765M
14,915 shares@ $252.44 avg price
ur-7⤦
Invesco Qqq Tr
Recent Activity
New Position
1.83%
$3.535M
4,961 shares@ $712.66 avg price

1-10 of 129