13F Filings History of Ballew Advisors, Inc

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$177,418,393
Signature - Title
Patrick W McNulty - Chief Operating Officer
Location
Jackson, MS
Summary
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. Ballew Advisors, Inc reported 120 stock holdings with total value $177,418,393 as of Q4 2025. Top holdings included IVV, CGGR, TOTL, IJR, and IEF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 120 $177,418,393 +$9,857,456 -$17,157,225 -$7,299,769 IVV, CGGR, TOTL, IJR, IEF 13F-HR 14 Jan 2026, 13:17
Q3 2025 122 $179,155,296 +$13,315,069 -$17,926,418 -$4,611,349 IVV, CGGR, TOTL, IJR, SIL 13F-HR 15 Oct 2025, 12:56
Q2 2025 112 $168,459,567 +$8,665,484 -$7,838,899 +$826,585 IVV, CGGR, TOTL, GDXJ, IJR 13F-HR 08 Jul 2025, 12:41
Q1 2025 108 $149,114,843 +$10,712,738 -$15,502,819 -$4,790,081 IVV, CGGR, TOTL, GDXJ, AJG 13F-HR 16 Apr 2025, 09:50
Q4 2024 104 $156,726,884 +$13,967,625 -$4,512,881 +$9,454,744 IVV, CGGR, TOTL, AJG, GDXJ 13F-HR 15 Jan 2025, 17:13
Q3 2024 104 $148,484,043 +$5,810,028 -$11,509,541 -$5,699,513 IVV, CGGR, TOTL, AJG, IJR 13F-HR 10 Oct 2024, 15:23
Q2 2024 102 $150,181,282 +$5,803,886 -$8,446,949 -$2,643,063 IVV, TOTL, CGGR, GDXJ, AJG 13F-HR 17 Jul 2024, 13:04
Q1 2024 101 $144,881,403 +$8,725,736 -$4,002,179 +$4,723,557 IVV, TOTL, CGGR, GDXJ, IJR 13F-HR 11 Apr 2024, 12:08
Q4 2023 98 $133,081,797 +$13,497,105 -$12,855,892 +$641,213 IVV, TOTL, CGGR, GDXJ, AJG 13F-HR 18 Jan 2024, 14:56
Q3 2023 97 $121,485,575 +$2,856,328 -$13,368,530 -$10,512,202 IVV, CGGR, AJG, IJR, IEF 13F-HR 06 Oct 2023, 11:18
Q2 2023 111 $138,441,100 +$1,164,010 -$1,484,485 -$320,475 IVV, EFAV, CGGR, GDXJ, AJG 13F-HR 20 Jul 2023, 14:23
Q1 2023 107 $134,510,059 +$12,524,583 -$7,924,652 +$4,599,931 IVV, EFAV, CGGR, AJG, IJR 13F-HR 06 Jul 2023, 10:46
Q4 2022 98 $130,556,482 +$12,333,777 -$5,803,557 +$6,530,220 IVV, EFAV, GDXJ, IJR, AJG 13F-HR 13 Jan 2023, 15:15
Q3 2022 95 $111,456,000 +$9,813,479 -$3,262,609 +$6,550,870 IVV, EFAV, IJR, IEF, AJG 13F-HR 11 Oct 2022, 16:35
Q2 2022 95 $109,567,000 +$9,333,432 -$11,304,570 -$1,971,138 IVV, EFAV, IEF, IJR, AGG 13F-HR 26 Jul 2022, 11:18
Q1 2022 111 $129,927,000 +$14,603,617 -$26,160,439 -$11,556,822 IVV, EFAV, AJG, GDXJ, IJR 13F-HR 28 Apr 2022, 13:06
Q4 2021 118 $141,177,000 +$35,115,510 -$32,649,016 +$2,466,494 IVV, EFAV, IJR, AJG, GDXJ 13F-HR 25 Jan 2022, 21:06
Q3 2021 111 $136,120,000 +$15,111,795 -$22,471,422 -$7,359,627 IVV, EFAV, IJR, IEI, IEF 13F-HR 19 Oct 2021, 11:36
Q2 2021 116 $143,958,000 +$14,973,000 -$152,231,649 -$137,258,649 IVV, EFAV, IJR, IEI, IEF 13F-HR 15 Jul 2021, 15:45
Q1 2021 111 $271,412,000 +$142,017,019 -$5,222,390 +$136,794,629 IVV, EFAV, IJR, IEI, TLT 13F-HR 13 Apr 2021, 12:35
Q4 2020 112 $129,184,000 +$20,029,499 -$15,465,314 +$4,564,185 IVV, EFAV, IEI, IJR, MBB 13F-HR 13 Jan 2021, 14:16
Q3 2020 90 $117,922,000 +$31,342,787 -$18,434,656 +$12,908,131 IVV, EFAV, IEF, IEI, TLT 13F-HR 06 Oct 2020, 16:27
Q2 2020 90 $101,844,000 +$15,741,325 -$16,277,604 -$536,279 IVV, EFAV, IEI, TOTL, IJR 13F-HR 13 Jul 2020, 09:39
Q1 2020 76 $88,548,000 +$15,673,337 -$26,567,118 -$10,893,781 IVV, IEI, EFAV, TOTL, IJR 13F-HR 10 Jul 2020, 10:23
Q4 2019 92 $116,752,000 +$8,682,361 -$6,520,202 +$2,162,159 TOTL, FEX, EFAV, IVV, IEI 13F-HR 14 Jan 2020, 09:41
Q3 2019 89 $109,677,000 +$7,280,517 -$7,197,364 +$83,153 TOTL, FEX, EFAV, IEI, IVV 13F-HR 15 Oct 2019, 10:42
Q2 2019 89 $109,988,000 +$7,899,084 -$9,817,344 -$1,918,260 FEX, TOTL, EFAV, IEI, IVV 13F-HR 17 Jul 2019, 14:49
Q1 2019 91 $108,668,000 +$4,243,241 -$3,674,484 +$568,757 FEX, TOTL, EFAV, IEI, IVV 13F-HR 08 May 2019, 16:04
Q4 2018 92 $105,842,000 +$18,253,165 -$23,541,927 -$5,288,762 TOTL, FEX, EFAV, IEI, IVV 13F-HR 12 Feb 2019, 10:02
Q3 2018 482 $107,811,000 +$27,189,426 -$1,620,490 +$25,568,936 TOTL, FEX, EFAV, SH, IVV 13F-HR 30 Oct 2018, 13:36
Q2 2018 310 $88,736,000 +$8,126,790 -$34,599,281 -$26,472,491 FEX, EFAV, TOTL, EFR, IVV 13F-HR 30 Jul 2018, 15:57
Q1 2018 303 $114,432,000 +$28,601,362 -$13,085,055 +$15,516,307 TOTL, FEX, EFAV, RWM, SH 13F-HR 07 May 2018, 14:12
Q4 2017 101 $100,804,000 $0 $0 $0 TOTL, FEX, EFAV, SHY, GDXJ 13F-HR 30 Jan 2018, 10:48