Ballew Advisors, Inc

Jackson, MS · CIK 1729096 · 13F filing filed 2026-07-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyJackson, MS

$193.5m reported value +9.1% vs Q1 2026

129positions

51.0%in top 10

17 new 52 added 30 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	50,956	$38.1m19.71%	19.71%	Reduced -321	-321 -0.6%
2	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	304,720	$14.2m7.33%	7.33%	Added +6.8k	+6,765 2.3%
3	SSGA ACTIVE ETF TR SPDR TR TACTIC TOTL	TOTL	288,031	$11.3m5.85%	5.85%	Added +15.0k	+14,973 5.5%
4	ISHARES TR CORE S&P SCP ETF IJR	IJR	52,503	$7.7m3.97%	3.97%	Reduced -450	-450 -0.8%
5	ISHARES TR 7-10 YR TRSY BD IEF	IEF	56,898	$5.4m2.77%	2.77%	Added +1.9k	+1,905 3.5%
6	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	62,732	$5.0m2.60%	2.60%	Added +9.0k	+8,966 16.7%
7	ISHARES TR 20 YR TR BD ETF TLT	TLT	56,688	$4.8m2.50%	2.50%	Added +1.6k	+1,623 3.0%
8	PUTNAM ETF TRUST FOCUSED LAR CAP PVAL	PVAL	93,076	$4.8m2.49%	2.49%	Added +28.3k	+28,339 43.8%
9	GALLAGHER ARTHUR J & CO COM AJG	AJG	14,915	$3.8m1.95%	1.95%	Added +10	+10 0.1%
10	INVESCO QQQ TR UNIT SER 1 UNIT SER 1		4,961	$3.5m1.83%	1.83%	New
11	FIRST TR EXCHANGE TRADED FD NASD TECH DIV TDIV	TDIV	28,860	$3.2m1.66%	1.66%	Reduced -284	-284 -1.0%
12	ISHARES TR CORE S&P MCP ETF IJH	IJH	41,899	$3.2m1.65%	1.65%	Reduced -16	-16 -0.0%
13	ISHARES TR RUS MD CP GR ETF IWP	IWP	22,110	$3.2m1.63%	1.63%	Reduced -47	-47 -0.2%
14	APPLE INC COM AAPL	AAPL	9,671	$3.0m1.54%	1.54%	Added +923	+923 10.6%
15	ISHARES TR U.S. TECH ETF IYW	IYW	11,538	$2.8m1.45%	1.45%	Added +2	+2 0.0%
16	KRANESHARES TR QUADRTC INT RT IVOL	IVOL	151,181	$2.6m1.36%	1.36%	Added +3.7k	+3,749 2.5%
17	TESLA INC COM TSLA	TSLA	5,660	$2.2m1.15%	1.15%	Added +571	+571 11.2%
18	JANUS DETROIT STR TR HENDRSN SHRT ETF VNLA	VNLA	45,160	$2.2m1.14%	1.14%	Added +5.1k	+5,117 12.8%
19	NVIDIA CORPORATION COM NVDA	NVDA	10,346	$2.0m1.04%	1.04%	Added +302	+302 3.0%
20	VALERO ENERGY CORP COM VLO	VLO	7,274	$1.9m1.01%	1.01%	Reduced -16	-16 -0.2%
21	ISHARES INC MSCI EURZONE ETF EZU	EZU	27,790	$1.9m0.99%	0.99%	Added +151	+151 0.6%
22	FIDELITY COVINGTON TRUST HIGH DIVID ETF FDVV	FDVV	30,040	$1.8m0.95%	0.95%	Added +249	+249 0.8%
23	GLOBAL X FDS GLOBAL X SILVER SIL	SIL	21,588	$1.7m0.89%	0.89%	Added +1.6k	+1,621 8.1%
24	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	38,467	$1.7m0.86%	0.86%	Added +2.1k	+2,128 5.9%
25	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,124	$1.6m0.82%	0.82%	Reduced -1.7k	-1,654 -34.6%
26	ISHARES TR MSCI USA MIN VOL USMV	USMV	15,926	$1.6m0.81%	0.81%	Reduced -1.0k	-1,004 -5.9%
27	ISHARES TR U.S. ENERGY ETF IYE	IYE	25,691	$1.5m0.75%	0.75%	Reduced -18	-18 -0.1%
28	AMAZON COM INC COM AMZN	AMZN	5,872	$1.4m0.74%	0.74%	Reduced -453	-453 -7.2%
29	ISHARES TR RUS 1000 GRW ETF IWF	IWF	11,674	$1.4m0.73%	0.73%	Reduced -358	-358 -3.0%
30	ISHARES GOLD TR ISHARES NEW IAU	IAU	18,035	$1.4m0.72%	0.72%	Unchanged
31	FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF FV	FV	18,421	$1.3m0.69%	0.69%	Reduced -154	-154 -0.8%
32	FIRST TR EXCHANGE TRADED FD FINLS ALPHADEX FXO	FXO	20,829	$1.3m0.69%	0.69%	Added +1	+1 0.0%
33	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	68,162	$1.3m0.69%	0.69%	Added +40	+40 0.1%
34	VANGUARD BD INDEX FDS VANGUARD ULTRA VUSB	VUSB	26,382	$1.3m0.68%	0.68%	Unchanged
35	PROSHARES TR PSHS SH MSCI EAF EFZ	EFZ	56,615	$1.3m0.67%	0.67%	Reduced -51.0k	-50,994 -47.4%
36	PROSHARES TR SHORT S&P 500 NE SH	SH	36,782	$1.2m0.63%	0.63%	Added +1.8k	+1,775 5.1%
37	PROSHARES TR SHORT QQQ PSQ	PSQ	43,616	$1.1m0.58%	0.58%	Added +2.1k	+2,147 5.2%
38	MICROSOFT CORP COM MSFT	MSFT	2,887	$1.1m0.58%	0.58%	Added +10	+10 0.3%
39	EXXON MOBIL CORP COM XOM	XOM	7,912	$1.1m0.56%	0.56%	Reduced -44	-44 -0.6%
40	META PLATFORMS INC CL A META	META	1,857	$1.1m0.56%	0.56%	Added +25	+25 1.4%
41	CHEVRON CORP NEW COM CVX	CVX	6,223	$1.1m0.54%	0.54%	Added +537	+537 9.4%
42	NEWMARKET CORP COM NEU	NEU	1,251	$984.0k0.51%	0.51%	Unchanged
43	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 BSJQ	BSJQ	42,049	$965.2k0.50%	0.50%	Unchanged
44	ISHARES TR MSCI ACWI ETF ACWI	ACWI	6,016	$939.5k0.49%	0.49%	Unchanged
45	PEPSICO INC COM PEP	PEP	6,258	$902.6k0.47%	0.47%	Added +92	+92 1.5%
46	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,951	$878.2k0.45%	0.45%	Unchanged
47	FIRST TR EXCHANGE TRADED FD NASDQ SEMCNDTR FTXL	FTXL	3,316	$830.1k0.43%	0.43%	Unchanged
48	HUNTINGTON BANCSHARES INC COM HBAN	HBAN	46,383	$828.4k0.43%	0.43%	Reduced -1.1k	-1,076 -2.3%
49	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,185	$786.5k0.41%	0.41%	Unchanged
50	WISDOMTREE TR WISDOMTREE US VA WTV	WTV	7,547	$778.4k0.40%	0.40%	New
51	ISHARES TR RUS MID CAP ETF IWR	IWR	6,921	$763.6k0.39%	0.39%	Added +182	+182 2.7%
52	FIRST TR EXCH TRADED FD III PFD SECS INC ETF FPE	FPE	39,475	$708.6k0.37%	0.37%	Added +70	+70 0.2%
53	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	35,947	$705.5k0.36%	0.36%	Unchanged
54	ARK ETF TR INNOVATION ETF ARKK	ARKK	8,654	$703.1k0.36%	0.36%	Unchanged
55	INVESCO EXCH TRD SLF IDX FD BULETSHS 2027 BSJR	BSJR	31,396	$702.1k0.36%	0.36%	Unchanged
56	NVR INC COM NVR	NVR	104	$702.1k0.36%	0.36%	Unchanged
57	CATERPILLAR INC COM CAT	CAT	724	$697.5k0.36%	0.36%	Reduced -11	-11 -1.5%
58	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	13,510	$661.3k0.34%	0.34%	Unchanged
59	CONOCOPHILLIPS COM COP	COP	6,202	$649.5k0.34%	0.34%	Reduced -118	-118 -1.9%
60	SELECT SECTOR SPDR TR ENERGY XLE	XLE	12,148	$646.5k0.33%	0.33%	Reduced -1.3k	-1,267 -9.4%
61	ISHARES TR DOW JONES US ETF IYY	IYY	3,390	$616.3k0.32%	0.32%	Reduced -40	-40 -1.2%
62	FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT LMBS	LMBS	12,382	$615.8k0.32%	0.32%	Added +116	+116 0.9%
63	PHILLIPS 66 COM PSX	PSX	3,456	$609.8k0.32%	0.32%	Unchanged
64	ISHARES TR U.S. REAL ES ETF IYR	IYR	5,855	$609.0k0.31%	0.31%	Reduced -80	-80 -1.4%
65	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	7,340	$575.7k0.30%	0.30%	Reduced -407	-407 -5.2%
66	SOUTHERN CO COM SO	SO	5,748	$563.2k0.29%	0.29%	Added +3	+3 0.1%
67	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	27,233	$555.2k0.29%	0.29%	Unchanged
68	INVESCO EXCH TRD SLF IDX FD INVSCO 28 HYCORP BSJS	BSJS	25,316	$551.5k0.28%	0.28%	Unchanged
69	WALMART INC COM WMT	WMT	4,687	$524.1k0.27%	0.27%	Added +2	+2 0.0%
70	GSK PLC SPONSORED ADR GSK	GSK	9,761	$523.8k0.27%	0.27%	Added +1	+1 0.0%
71	ALPS ETF TR ALERIAN MLP AMLP	AMLP	10,032	$522.3k0.27%	0.27%	Unchanged
72	APPLIED MATLS INC COM AMAT	AMAT	833	$502.5k0.26%	0.26%	Unchanged
73	ISHARES TR RUS 1000 VAL ETF IWD	IWD	2,011	$496.4k0.26%	0.26%	Unchanged
74	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	720	$493.3k0.25%	0.25%	Unchanged
75	VANECK ETF TRUST JUNIOR GOLD MINE GDXJ	GDXJ	4,751	$488.9k0.25%	0.25%	Added +750	+750 18.8%
76	JOHNSON & JOHNSON COM JNJ	JNJ	1,837	$483.2k0.25%	0.25%	Added +1	+1 0.1%
77	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	646	$481.3k0.25%	0.25%	Unchanged
78	MERCK & CO INC COM MRK	MRK	3,636	$471.1k0.24%	0.24%	Unchanged
79	PIMCO ETF TR 25YR+ ZERO U S ZROZ	ZROZ	7,435	$465.5k0.24%	0.24%	Unchanged
80	ABBVIE INC COM ABBV	ABBV	1,759	$459.1k0.24%	0.24%	Added +6	+6 0.3%
81	TRANE TECHNOLOGIES PLC SHS TT	TT	927	$443.2k0.23%	0.23%	Unchanged
82	ADVANCED MICRO DEVICES INC COM AMD	AMD	846	$438.3k0.23%	0.23%	Reduced -444	-444 -34.4%
83	TRUIST FINL CORP COM TFC	TFC	8,339	$425.1k0.22%	0.22%	Added +12	+12 0.1%
84	FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY EMLP	EMLP	9,479	$414.2k0.21%	0.21%	Reduced -975	-975 -9.3%
85	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	11,607	$404.8k0.21%	0.21%	Added +45	+45 0.4%
86	JPMORGAN CHASE & CO COM JPM	JPM	1,198	$400.8k0.21%	0.21%	Added +1	+1 0.1%
87	TARGET CORP COM TGT	TGT	3,069	$399.7k0.21%	0.21%	Reduced -120	-120 -3.8%
88	AMPLIFY ETF TR AMPLIFY JUNIOR S SILJ	SILJ	14,500	$387.6k0.20%	0.20%	Added +4.4k	+4,426 43.9%
89	YUM BRANDS INC COM YUM	YUM	2,238	$368.6k0.19%	0.19%	Added +11	+11 0.5%
90	FIDELITY COVINGTON TRUST MSCI UTILS INDEX FUTY	FUTY	6,181	$364.5k0.19%	0.19%	Added +72	+72 1.2%
91	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	828	$359.7k0.19%	0.19%	Added +26	+26 3.2%
92	FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING SKYY	SKYY	2,612	$352.3k0.18%	0.18%	Unchanged
93	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	1,115	$343.9k0.18%	0.18%	Unchanged
94	RENASANT CORP COM RNST	RNST	7,959	$342.1k0.18%	0.18%	Unchanged
95	RTX CORPORATION COM RTX	RTX	1,644	$327.5k0.17%	0.17%	Reduced -38	-38 -2.3%
96	ALPHABET INC CAP STK CL C GOOG	GOOG	910	$324.1k0.17%	0.17%	Added +1	+1 0.1%
97	ISHARES TR US AER DEF ETF ITA	ITA	1,275	$316.4k0.16%	0.16%	Reduced -40	-40 -3.0%
98	VISA INC COM CL A V	V	857	$310.3k0.16%	0.16%	Added +1	+1 0.1%
99	CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME CGMU	CGMU	11,240	$309.0k0.16%	0.16%	Added +700	+700 6.6%
100	SHELL PLC SPON ADS SHEL	SHEL	3,909	$305.0k0.16%	0.16%	Added +5	+5 0.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INVESCO QQQ TR QQQ	QQQ	4,961	$3.0m5.0k shares
ISHARES TR IWS	IWS	5,210	$793.0k5.2k shares
NUCOR CORP NUE	NUE	1,414	$260.2k1.4k shares
ALBEMARLE CORP ALB	ALB	1,237	$213.2k1.2k shares
COSTCO WHSL CORP NEW COST	COST	198	$204.7k198 shares
ADVENT CONV & INCOME FD AVK	AVK	10,375	$126.5k10.4k shares