Ballew Advisors, Inc Q2 2023 vs. Q3 2023 13F Holdings Comparison

Did Ballew Advisors, Inc's holdings experience significant changes between Q2 2023 and Q3 2023? Let's take a closer look at the comparison of 13F holdings to find out.

In Q2 2023, Ballew Advisors, Inc held various stocks and ETFs in its portfolio, and these holdings were compared to the Q3 2023 figures. Here is a breakdown of the changes in Ballew Advisors, Inc's holdings:

1. ISHARES TR (IVV):

- In Q2 2023, Ballew Advisors, Inc held 52,448 shares of IVV, which had a value of $23,336,000.

- In Q3 2023, the number of shares decreased to 52,266, and the value dropped to $22,294,000.

- This represents a decrease of 4.5% in the number of shares held by Ballew Advisors, Inc.

2. CAPITAL GROUP GROWTH ETF (CGGR):

- Ballew Advisors, Inc had 211,892 shares of CGGR in Q2 2023, valued at $5,399,000.

- In Q3 2023, the number of shares increased to 214,817, but the value slightly declined to $5,224,000.

- The change in holdings represents a decrease of 3.2%.

3. GALLAGHER ARTHUR J & CO (AJG):

- Ballew Advisors, Inc held 22,255 shares of AJG in Q2 2023, with a value of $4,814,000.

- In Q3 2023, the number of shares decreased to 21,277, but the value increased to $4,878,000.

- This shows a slight increase of 1.3% in the value of the holdings.

4. ISHARES TR (IJR):

- Ballew Advisors, Inc's holdings of IJR in Q2 2023 consisted of 47,086 shares, valued at $4,736,000.

- In Q3 2023, the number of shares remained relatively unchanged at 47,057, but the value dropped to $4,315,000.

- This indicates a decrease of 8.9% in the value of the holdings.

5. ISHARES TR (IEF):

- In Q2 2023, Ballew Advisors, Inc held 41,327 shares of IEF, with a value of $3,937,000.

- Q3 2023 saw an increase in the number of shares to 45,967, and the value rose to $4,156,000.

- This reflects a significant increase of 5.6% in the value of the holdings.

These are just a few examples of the changes in Ballew Advisors, Inc's holdings. The table provided showcases the comparison of holdings for various stocks and ETFs. It's important to note that the percentage change in holdings varies from one security to another.

The 13F filings provide vital information about institutional investors' holdings, as they offer insight into investment strategies, trends, and significant changes in portfolios. It helps investors make more informed decisions based on the activities of these institutional investors.

Disclaimer: The numbers and percentages mentioned in this article are based on the data provided but should not be considered as financial advice. Always conduct thorough research and consult with a professional before making investment decisions.