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Cindi Hill

Ball & Co Wealth Management Inc.

Assets Managed
$119.506M
Holdings
80
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
-23.03%(2Q avg: -9.85%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ball & Co Wealth Management Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 80 positions.

Assets under management

The assets under management (AUM) of Ball & Co Wealth Management Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 119.506M in assets, with a quarterly growth rate of -23.03% and a 2-quarter average growth rate of -9.85%. The portfolio is managed by Cindi Hill, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -0.36%
22.33%
$26.679M
124,056 shares@ $215.06 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Increased 70.81%
15.59%
$18.62M
250,449 shares@ $74.35 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Decreased -51.06%
11.94%
$14.265M
33,455 shares@ $426.4 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -31.77%
11.94%
$14.26M
33,141 shares@ $430.29 avg price
KSPY
Kraneshares H Hdg Eq Idx Etf
Recent Activity
New Position
8.58%
$10.252M
373,902 shares@ $27.42 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Decreased -0.95%
7.48%
$8.935M
210,052 shares@ $42.54 avg price
AMLP
Alerian Mlp Etf
Recent Activity
Increased 3.38%
6.67%
$7.96M
151,234 shares@ $52.64 avg price
AMGN
Amgen Inc
Recent Activity
Increased 0.67%
4.2%
$5.015M
14,254 shares@ $351.84 avg price
PDBC
Invesco Optimum Yield Divers
Recent Activity
New Position
4.03%
$4.806M
277,497 shares@ $17.32 avg price
FELG
Fidelity Enhncd Lrg Cap Gwth
Recent Activity
Increased 0.93%
0.91%
$1.081M
28,844 shares@ $37.48 avg price

1-10 of 80