Long-term investor

Ballew Advisors, Inc. @ballewadvisorsinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001729096).

Record

  • Tracked since 2025-06-30 (463 days), 128 trades recorded
  • Returns: week n/a · month n/a · 90 days -0.5% · 6 months +4.4% · 1 year +4.8% · all +4.8%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 19.1% · long · since 2025-09-30
  • 14020G101 · 7.4% · long · since 2025-09-30
  • 78467V848 · 6.0% · long · since 2025-09-30
  • 464287804 · 3.6% · long · since 2025-09-30
  • 746729300 · 3.0% · long · since 2025-09-30
  • 464287440 · 2.9% · long · since 2025-09-30
  • 33738R506 · 2.9% · long · since 2025-09-30
  • 464287432 · 2.7% · long · since 2025-09-30
  • 47103U886 · 2.3% · long · since 2025-09-30
  • 46090E103 · 1.7% · long · since 2025-09-30
  • 33738R118 · 1.7% · long · since 2025-09-30
  • AJG · 1.7% · long · since 2025-09-30

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