Ball & Co Wealth Management Inc.
Q2 2025 13F Holdings
- Locationfranklin, TN
- Num holdings
74
- Value ($000)
$94
- Date Filed07/25/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $20.53K | 22 % | 218,731 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $19.46K | 21 % | 45,828 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $17.95K | 19 % | 58,869 | ||
AMLP ALPS ETF TR | ALERIAN MLP | 00162Q452 | $9.92K | 11 % | 202,986 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $7.75K | 8 % | 196,343 | ||
CLOX SERIES PORTFOLIOS TR | PANAGRAM AAA | 81752T486 | $6.65K | 7 % | 259,690 | ||
AMGN AMGEN INC | COM | 031162100 | $3.91K | 4 % | 14,021 | ||
IBIT ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | $1.03K | 1 % | 16,813 | ||
GILD GILEAD SCIENCES INC | COM | 375558103 | $825 | 1 % | 7,441 | ||
FELG FIDELITY COVINGTON TRUST | ENHANCED LARGE | 31609A305 | $759 | 1 % | 20,497 |
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