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BALL & CO WEALTH MANAGEMENT INC.
BALL & CO WEALTH MANAGEMENT INC.
Latest filing: 2026-06-30
BALL & CO WEALTH MANAGEMENT INC. runs BALL & CO WEALTH MANAGEMENT INC. and currently holds 67 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $141.02M. Their top holdings are VIG, IWF, EFV, GLD, CGDV. The top five represent 67.0% of reported portfolio weight. BALL & CO WEALTH MANAGEMENT INC. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, BALL & CO WEALTH MANAGEMENT INC. initiated 6 new positions. They added to 31 existing positions. They trimmed 12 positions. Their current best-performing preview position is ROKU with returns of +46.63%.
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67 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VIG VANGUARD SPECIALIZED FUNDS | 20.52% | $216.79 | $243.85 | +12.48% | Trimmed -1.43% |
 IWF ISHARES TR | 14.38% | $110.24 | $122.38 | +11.01% | Added +388.22% |
 EFV ISHARES TR | 14.00% | $72.33 | $82.23 | +13.68% | Added +2.99% |
 GLD SPDR GOLD TR | 11.17% | $289.84 | $423.45 | +46.10% | Added +29.07% |
 CGDV CAPITAL GROUP DIVIDEND VALUE | 6.88% | $35.80 | $50.21 | +40.24% | Trimmed -6.22% |
 AMLP ALPS ETF TR | 5.03% | $48.29 | $54.78 | +13.44% | Trimmed -9.48% |
 XLRE SELECT SECTOR SPDR TR | 4.90% | $44.03 | $45.07 | +2.36% | New Buy |
 AMGN AMGEN INC | 3.69% | $262.46 | $439.33 | +67.39% | Added +0.69% |
 XLV SELECT SECTOR SPDR TR | 1.71% | $158.66 | $174.61 | +10.05% | Added +100.00% |
 FELG FIDELITY COVINGTON TRUST | 0.88% | $36.93 | $43.87 | +18.79% | Trimmed -1.41% |
Showing 1-10 of 67