Ball & Co Wealth Management Inc.
Q1 2025 13F Holdings
- Locationfranklin, TN
- Num holdings
71
- Value ($000)
$93
- Date Filed05/09/2025
- Form type13F-HR
- CIK0002057075
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $19.93K | 21 % | 212,769 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $17.88K | 19 % | 49,511 | ||
AMLP ALPS ETF TR | ALERIAN MLP | 00162Q452 | $15.30K | 16 % | 294,595 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $10.23K | 11 % | 35,513 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $7.70K | 8 % | 216,052 | ||
TLT ISHARES TR | 20 YR TR BD ETF | 464287432 | $6.65K | 7 % | 73,022 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $4.54K | 5 % | 41,739 | ||
AMGN AMGEN INC | COM | 031162100 | $4.33K | 5 % | 13,917 | ||
FELG FIDELITY COVINGTON TRUST | ENHANCED LARGE | 31609A305 | $1.18K | 1 % | 37,552 | ||
GILD GILEAD SCIENCES INC | COM | 375558103 | $827 | 1 % | 7,387 |
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