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Ballew Advisors

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
640823167
SEC advisor number
801-38978
FINRA CRD number
110522
AUM ?
$900.31M (as of 21 Mar 22)
Accounts
1,506 (as of 21 Mar 22)
Employees
11 (7 investment advisory or research)
Address
Ballew Advisors
P.O. BOX 14888
JACKSON
MS 39236
Phone
601-368-3500

Investment data

Data from SEC filings
Top 50 of 95 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$17.93M 47.19K 47.49K -0.6
$7.5M 120.76K 120.48K +0.2
$4.56M 44.55K NEW
$4.47M 49K 48.45K +1.1
$3.85M 37.77K 36.7K +2.9
$3.84M 23.6K 31.04K -24.0
First TR Value Line Divid In
$3.33M 87.14K 86.76K +0.4
$3.2M 106.44K NEW
$3.16M 26.14K 25.47K +2.6
$2.52M 35.86K 37.24K -3.7
$2.35M 91.41K 71.52K +27.8
$2.33M 97.43K 104.09K -6.4
$2.26M 22.55K 21.67K +4.1
$2.06M 17.3K 5.59K +209.4
$1.63M 7.23K 7.06K +2.5
$1.6M 31.81K 33.65K -5.4
$1.47M 16.1K 16.57K -2.8
$1.43M 37.73K 38.34K -1.6
$1.29M 30.65K 15.65K +95.9
$1.22M 47.61K 55.38K -14.0
$1.2M 10.41K 10.47K -0.5
$1.14M 94.59K 96.73K -2.2
$1.13M 7.63K 7.25K +5.2
$1.1M 6.92K NEW
$1.08M 30.05K 31.62K -5.0
$1M 30.9K NEW
$975K 11.92K 6.64K +79.6
$970K 107.85K 109.02K -1.1
$932K 11.73K 10.82K +8.5
$905K 8.99K 9.12K -1.4
$887K 18.36K 17.16K +7.0
$867K 12.85K 17.04K -24.6
$849K 7.36K 6.16K +19.6
$840K 9.09K 9.09K 0
$821K 23.84K 24.05K -0.9
$768K 3.45K 3.47K -0.5
$749K 12.62K NEW
Vanguard BD Index FDS
$748K 15.21K NEW
$738K 1.03K 1.06K -2.2
$736K 15.12K NEW
$736K 7.3K 7.3K 0
$726K 18.03K 19.02K -5.2
$661K 8.13K 8.09K +0.6
$612K 24.15K 20.07K +20.3
$572K 7.01K 7.01K 0
$569K 3.36K 3.36K 0
$554K 3.87K 3.91K -0.8
$530K 11.83K 11.93K -0.8
$529K 2.08K 2.14K -2.7
$525K 1.83K 1.83K 0
Holdings list only includes long positions. Only includes long positions.

Calendar

4 Oct 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings