Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BALLEW ADVISORS INC 04-11-2024 03-31-2024 108 144,926,505
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE S&P500 ETF 1 $26,178,855 50,664 0.02 0.02 -601 -1.17 03-31-2024
SSGA ACTIVE ETF TR SPDR TR TACTIC 2 $8,787,853 223,723 0.01 0.01 -8,223 -3.55 03-31-2024
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 3 $7,145,796 224,994 0.00 0.00 10,891 5.09 03-31-2024
VANECK ETF TRUST JUNIOR GOLD MINE 4 $5,627,319 134,368 0.00 0.00 -7,898 -5.55 03-31-2024
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