Ballew Advisors, Inc Q1 2023 vs. Q2 2023 13F Holdings Comparison
Ava Hoppe | 21 July, 2023
Investing in the stock market is an ever-changing landscape, and it's crucial for investors to stay updated on the latest trends and shifts in holdings. Ballew Advisors, Inc recently released its Q1 2023 and Q2 2023 13F holdings comparison, shedding light on the changes in the company's portfolio. Let's take a closer look at some of the notable adjustments and what they mean for investors.
1. ISHARES TR (IVV):
- Q1 2023 (SHARES): 52,469
- Q2 2023 (SHARES): 52,448
- Q1 2023 VALUE ($000): 23,010
- Q2 2023 VALUE ($000): 23,336
- Chg %: 1.4
Ballew Advisors, Inc slightly reduced its holdings in ISHARES TR (IVV) during the second quarter of 2023. With a modest decrease of 21 shares, the company still maintains a significant position in this investment, which has a value of $23,336,000.
2. ISHARES TR (EFAV):
- Q1 2023 (SHARES): 117,456
- Q2 2023 (SHARES): 117,429
- Q1 2023 VALUE ($000): 7,901
- Q2 2023 VALUE ($000): 7,838
- Chg %: -0.8
Ballew Advisors, Inc also made a minor adjustment to its holdings in ISHARES TR (EFAV) during the second quarter. The company reduced its position by 27 shares, resulting in a current value of $7,838,000. Despite the decrease, this investment remains an essential part of Ballew Advisors' portfolio.
3. CAPITAL GROUP GROWTH ETF (CGGR):
- Q1 2023 (SHARES): 211,294
- Q2 2023 (SHARES): 211,892
- Q1 2023 VALUE ($000): 5,273
- Q2 2023 VALUE ($000): 5,399
- Chg %: 2.4
In contrast to the previous two adjustments, Ballew Advisors, Inc significantly increased its holdings in CAPITAL GROUP GROWTH ETF (CGGR) during the second quarter of 2023. With a rise of 598 shares, the company now holds a substantial investment valued at $5,399,000 in this ETF.
4. VANECK ETF TRUST (GDXJ):
- Q1 2023 (SHARES): 133,614
- Q2 2023 (SHARES): 133,156
- Q1 2023 VALUE ($000): 4,586
- Q2 2023 VALUE ($000): 4,828
- Chg %: 5.3
Ballew Advisors, Inc also increased its holdings in VANECK ETF TRUST (GDXJ) during the second quarter, indicating a bullish outlook on this investment. With a rise of 458 shares, the company now holds a position valued at $4,828,000 in this ETF.
5. GALLAGHER ARTHUR J & CO (AJG):
- Q1 2023 (SHARES): 22,255
- Q2 2023 (SHARES): 22,255
- Q1 2023 VALUE ($000): 4,693
- Q2 2023 VALUE ($000): 4,814
- Chg %: 2.6
Maintaining consistency in its holdings, Ballew Advisors, Inc did not make any changes to its position in GALLAGHER ARTHUR J & CO (AJG) during the second quarter. The company holds 22,255 shares, with a current value of $4,814,000.
These are just a few examples of the many adjustments made by Ballew Advisors, Inc in its Q1 2023 vs. Q2 2023 13F holdings comparison. Investors should always conduct thorough research and analysis before making any investment decisions. It's essential to consider factors such as market conditions, company performance, and future prospects when evaluating potential investments.
Remember, the information shared here is for educational purposes only and should not be considered financial advice. Always consult with a professional advisor before making any investment decisions.
Disclaimer: The article contains information based on Ballew Advisors, Inc's Q1 2023 vs. Q2 2023 13F holdings comparison. The data is solely for informational purposes and should not be relied upon for making investment decisions. The accuracy and completeness of the information cannot be guaranteed.
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