Ballew Advisors, Inc. filed a Form 13F-HR on October 5, 2026, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists the firm's address as 100 Vision Drive, Suite 325, Jackson, MS 39211, and identifies C. Brooks Mosley as the President.
The portfolio includes a diverse mix of individual stocks and exchange-traded funds (ETFs). Among the individual equities, the filing shows positions in Apple Inc., Microsoft Corporation, NVIDIA Corporation, and Alphabet Inc. Class A and Class C shares. The firm also holds significant stakes in energy companies such as Exxon Mobil Corporation and Chevron Corporation, as well as consumer staples like Procter & Gamble Co. and PepsiCo Inc.
A substantial portion of the portfolio is allocated to ETFs. Notable holdings include the iShares Core S&P 500 ETF, the Invesco Exchange Traded Self-Indexed Fund BulletShares 2026 Corporate Bond, and the Vanguard S&P 500 ETF Shares. The filing also lists exposure to Bitcoin through various trusts, including the WisdomTree Bitcoin Fund and the First Trust Nasdaq Technology Dividend Achievers ETF.
