• 13F History

Ballew Advisors, Inc

13F Filings History

Latest 13F report
Q1 2025 - Apr 16, 2025
Value $
$149M
Signature - Title
Patrick W McNulty - Chief Operating Officer
Location
Jackson, MS
Summary
This page shows a list of all the recent 13F filings made by Ballew Advisors, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ballew Advisors, Inc reported 108 stock holdings with total value $149M as of Q1 2025. Top holdings included IVV, CGGR, TOTL, GDXJ, and AJG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 108 $149M +$10.7M -$15.5M -$4.79M IVV, CGGR, TOTL, GDXJ, AJG 13F-HR 4/16/2025, 09:50 AM
Q4 2024 104 $157M +$14M -$4.51M +$9.45M IVV, CGGR, TOTL, AJG, GDXJ 13F-HR 1/15/2025, 05:13 PM
Q3 2024 104 $148M +$5.81M -$11.5M -$5.7M IVV, CGGR, TOTL, AJG, IJR 13F-HR 10/10/2024, 03:23 PM
Q2 2024 102 $150M +$5.8M -$8.45M -$2.64M IVV, TOTL, CGGR, GDXJ, AJG 13F-HR 7/17/2024, 01:04 PM
Q1 2024 100 $145M +$8.73M -$4M +$4.72M IVV, TOTL, CGGR, GDXJ, IJR 13F-HR 4/11/2024, 12:08 PM
Q4 2023 98 $133M +$13.5M -$12.9M +$641K IVV, TOTL, CGGR, GDXJ, AJG 13F-HR 1/18/2024, 02:56 PM
Q3 2023 97 $121M +$2.86M -$2.42M +$432K IVV, CGGR, AJG, IJR, IEF 13F-HR 10/6/2023, 11:18 AM
Q2 2023 111 $138M +$1.16M -$1.48M -$320K IVV, EFAV, CGGR, GDXJ, AJG 13F-HR 7/20/2023, 02:23 PM
Q1 2023 99 $134M +$12.3M -$5.49M +$6.8M IVV, EFAV, CGGR, AJG, IJR 13F-HR 7/6/2023, 10:46 AM
Q4 2022 96 $130M +$12.3M -$3.87M +$8.41M IVV, EFAV, GDXJ, IJR, AJG 13F-HR 1/13/2023, 02:15 PM
Q3 2022 95 $111M +$9.81M -$635K +$9.18M IVV, EFAV, IJR, IEF, AJG 13F-HR 10/11/2022, 04:35 PM
Q2 2022 95 $110M +$9.51M -$2.55M +$6.95M IVV, EFAV, IEF, IJR, AGG 13F-HR 7/26/2022, 11:18 AM
Q1 2022 109 $130M +$14.1M -$4.67M +$9.46M IVV, EFAV, AJG, GDXJ, IJR 13F-HR 4/28/2022, 01:06 PM
Q4 2021 112 $140M +$34.5M -$17.6M +$17M IVV, EFAV, IJR, AJG, GDXJ 13F-HR 1/25/2022, 08:06 PM
Q3 2021 111 $136M +$15.1M -$22.5M -$7.36M IVV, EFAV, IJR, IEI, IEF 13F-HR 10/19/2021, 11:36 AM
Q2 2021 116 $144M +$15M -$152M -$137M IVV, EFAV, IJR, IEI, IEF 13F-HR 7/15/2021, 03:45 PM
Q1 2021 111 $271M +$142M -$4.58M +$137M IVV, EFAV, IJR, IEI, TLT 13F-HR 4/13/2021, 12:35 PM
Q4 2020 108 $128M +$19.7M -$9.02M +$10.7M IVV, EFAV, IEI, IJR, MBB 13F-HR 1/13/2021, 01:16 PM
Q3 2020 90 $117M +$30.4M -$9.37M +$21M IVV, EFAV, IEF, IEI, TLT 13F-HR 10/6/2020, 04:27 PM
Q2 2020 89 $101M +$15.4M -$14M +$1.45M IVV, EFAV, IEI, TOTL, IJR 13F-HR 7/13/2020, 09:39 AM
Q1 2020 76 $88.5M +$15.7M -$17.3M -$1.59M IVV, IEI, EFAV, TOTL, IJR 13F-HR 7/10/2020, 10:23 AM
Q4 2019 92 $117M +$8.68M -$2.11M +$6.57M TOTL, FEX, EFAV, IVV, IEI 13F-HR 1/14/2020, 08:41 AM
Q3 2019 89 $110M +$7.28M -$4.28M +$3M TOTL, FEX, EFAV, IEI, IVV 13F-HR 10/15/2019, 10:42 AM
Q2 2019 89 $110M +$7.9M -$6.08M +$1.82M FEX, TOTL, EFAV, IEI, IVV 13F-HR 7/17/2019, 02:49 PM
Q1 2019 91 $109M +$4.24M -$3.07M +$1.17M FEX, TOTL, EFAV, IEI, IVV 13F-HR 5/8/2019, 04:04 PM
Q4 2018 88 $106M +$19M -$11.6M +$7.41M TOTL, FEX, EFAV, IEI, IVV 13F-HR 2/12/2019, 09:02 AM
Q3 2018 416 $108M +$27.2M -$1.26M +$25.9M TOTL, FEX, EFAV, SH, IVV 13F-HR 10/30/2018, 01:36 PM
Q2 2018 310 $88.7M +$8.13M -$21.4M -$13.3M FEX, EFAV, TOTL, EFR, IVV 13F-HR 7/30/2018, 03:57 PM
Q1 2018 303 $114M +$28.6M -$11.3M +$17.3M TOTL, FEX, EFAV, RWM, SH 13F-HR 5/7/2018, 02:12 PM
Q4 2017 101 $101M TOTL, FEX, EFAV, SHY, GDXJ 13F-HR 1/30/2018, 09:48 AM