Current Market Value 168,459,567
Current Holdings 112
Most Recent File Date 2025-07-08
Total Filings on Record 31
SEC Form 13F Filing History

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. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-08 2025-06-30 13F-HR 112 168,460
2025-04-16 2025-03-31 13F-HR 108 149,115
2025-01-15 2024-12-31 13F-HR 104 156,727
2024-10-10 2024-09-30 13F-HR 104 149,017
2024-07-17 2024-06-30 13F-HR 102 150,952
2024-04-11 2024-03-31 13F-HR 101 144,927
2024-01-18 2023-12-31 13F-HR 98 133,082
2023-10-06 2023-09-30 13F-HR 97 121,486
2023-07-20 2023-06-30 13F-HR 111 138,441
2023-07-06 2023-03-31 13F-HR 107 137,170
2023-01-13 2022-12-31 13F-HR 98 130,556
2022-10-11 2022-09-30 13F-HR 95 111,456
2022-07-26 2022-06-30 13F-HR 95 109,567
2022-04-28 2022-03-31 13F-HR 111 130,957
2022-01-26 2021-12-31 13F-HR 118 143,664
2021-10-19 2021-09-30 13F-HR 111 136,120
2021-07-15 2021-06-30 13F-HR 116 144,120
2021-04-13 2021-03-31 13F-HR 111 271,412
2021-01-13 2020-12-31 13F-HR 111 129,641
2020-10-06 2020-09-30 13F-HR 90 117,922
2020-07-13 2020-06-30 13F-HR 90 101,844
2020-07-10 2020-03-31 13F-HR 76 88,548
2020-01-14 2019-12-31 13F-HR 92 116,752
2019-10-15 2019-09-30 13F-HR 89 109,677
2019-07-17 2019-06-30 13F-HR 89 109,988
2019-05-08 2019-03-31 13F-HR 91 108,668
2019-02-12 2018-12-31 13F-HR 92 106,462
2018-10-30 2018-09-30 13F-HR 524 109,177
2018-07-30 2018-06-30 13F-HR 310 88,736
2018-05-07 2018-03-31 13F-HR 303 114,432
2018-01-30 2017-12-31 13F-HR 101 100,804