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Ballew Advisors, Inc
RIA/Wealth
Ballew Advisors, Inc is a RIA/Wealth based in Jackson, MS led by Clyde Brooks Mosley, reporting $1.1B in AUM as of Q3 2025 with 76% ETF concentration, 19% allocation to IVV, and minimal technology exposure.
CEOClyde Brooks Mosley
- Portfolio Value
- $179.2M
- Positions
- 122
- Top Holding
- IVV at 19.41%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Ballew Advisors, Inc's portfolio (49% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $34.8M | 19.41% | -$813.2K Sold | — 52.3K shares | |
ETF ETF | $12.8M | 7.15% | +$1.2M Bought | — 292.4K shares | |
ETF ETF | $8.0M | 4.45% | -$317.1K Sold | — 195.8K shares | |
ETF ETF | $6.7M | 3.72% | +$128.8K Bought | — 56.3K shares | |
Unknown Unknown | $5.1M | 2.87% | -$167.4K Sold | — 68.5K shares | |
ETF ETF | $5.0M | 2.79% | +$309.8K Bought | — 51.3K shares | |
ETF ETF | $4.7M | 2.65% | +$958.1K Bought | — 52.3K shares | |
Insurance - Brokers Financial Services | $4.6M | 2.55% | -$528.8K Sold | 0.01% 15.0K shares | |
ETF ETF | $3.1M | 1.70% | +$27.7K Bought | — 21.4K shares | |
ETF ETF | $3.0M | 1.70% | -$50.1K Sold | — 30.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Ballew Advisors, Inc's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Ballew Advisors, Inc
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