Ballew Advisors, Inc Q3 2023 vs. Q4 2023 13F Holdings Comparison
Ava Hoppe | 18 January, 2024
Investing in the stock market can be complex and challenging, especially for individual investors. However, one way to gain insight into the investment landscape is by analyzing the 13F filings of various funds and institutions. These filings provide a snapshot of the holdings of these entities, allowing investors to understand their investment strategies and make more informed decisions.
In this article, we will examine the Q3 2023 and Q4 2023 13F holdings of Ballew Advisors, Inc, a prominent investment firm. By comparing the changes in their holdings over this period, we can gain valuable insights into their investment decisions and identify potential investment opportunities.
1. IVV - ISHARES TR
- Q3 2023 (SHARES): 52,266
- Q4 2023 (SHARES): 51,265
- Q3 2023 VALUE ($000): 22,294
- Q4 2023 VALUE ($000): 24,468
- Chg %: 9.8
Ballew Advisors, Inc decreased its holdings in IVV, with a 9.8% reduction in shares. However, the value of their holdings increased from Q3 to Q4 2023.
2. TOTL - SSGA ACTIVE ETF TR
- Q3 2023 (SHARES): 21,349
- Q4 2023 (SHARES): 231,946
- Q3 2023 VALUE ($000): 814
- Q4 2023 VALUE ($000): 9,289
- Chg %: 1,040.6
There was a significant change in Ballew Advisors, Inc's holdings of TOTL. They added a substantial number of shares, resulting in a 1,040.6% increase in their investment value.
3. CGGR - CAPITAL GROUP GROWTH ETF
- Q3 2023 (SHARES): 214,817
- Q4 2023 (SHARES): 214,103
- Q3 2023 VALUE ($000): 5,224
- Q4 2023 VALUE ($000): 6,024
- Chg %: 15.3
Ballew Advisors, Inc slightly decreased its holdings in CGGR, with a 15.3% reduction in investment value.
4. GDXJ - VANECK ETF TRUST
- Q3 2023 (SHARES): 133,979
- Q4 2023 (SHARES): 142,266
- Q3 2023 VALUE ($000): 4,130
- Q4 2023 VALUE ($000): 4,930
- Chg %: 19.4
Ballew Advisors, Inc increased its holdings in GDXJ, with a 19.4% increase in investment value.
5. AJG - GALLAGHER ARTHUR J & CO
- Q3 2023 (SHARES): 21,277
- Q4 2023 (SHARES): 20,721
- Q3 2023 VALUE ($000): 4,878
- Q4 2023 VALUE ($000): 4,837
- Chg %: -0.8
Ballew Advisors, Inc slightly reduced its holdings in AJG, with a marginal 0.8% decrease in investment value.
6. IJR - ISHARES TR
- Q3 2023 (SHARES): 47,057
- Q4 2023 (SHARES): 46,039
- Q3 2023 VALUE ($000): 4,315
- Q4 2023 VALUE ($000): 4,757
- Chg %: 10.2
Ballew Advisors, Inc decreased its holdings in IJR, with a 10.2% reduction in investment value.
7. FVD - FIRST TR VALUE LINE DIVID IN
- Q3 2023 (SHARES): 102,926
- Q4 2023 (SHARES): 101,803
- Q3 2023 VALUE ($000): 3,792
- Q4 2023 VALUE ($000): 4,084
- Chg %: 7.7
Ballew Advisors, Inc decreased its holdings in FVD, with a 7.7% reduction in investment value.
8. AGG - ISHARES TR
- Q3 2023 (SHARES): 37,657
- Q4 2023 (SHARES): 32,395
- Q3 2023 VALUE ($000): 3,503
- Q4 2023 VALUE ($000): 3,186
- Chg %: -9.1
Ballew Advisors, Inc significantly reduced its holdings in AGG, with a 9.1% decrease in investment value.
9. SIL - GLOBAL X FDS
- Q3 2023 (SHARES): 125,110
- Q4 2023 (SHARES): 115,387
- Q3 2023 VALUE ($000): 2,848
- Q4 2023 VALUE ($000): 2,993
- Chg %: 5.1
Ballew Advisors, Inc reduced its holdings in SIL, with a 5.1% decrease in investment value.
10. GDX - VANECK ETF TRUST
- Q3 2023 (SHARES): 107,962
- Q4 2023 (SHARES): 98,544
- Q3 2023 VALUE ($000): 2,797
- Q4 2023 VALUE ($000): 2,797
- Chg %: 0
Ballew Advisors, Inc maintained its holdings in GDX with no significant change in investment value.
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