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BALL & CO WEALTH MANAGEMENT INC. 13F portfolio summary

BALL & CO WEALTH MANAGEMENT INC. of BALL & CO WEALTH MANAGEMENT INC. has 80 current stock holdings with a reported portfolio value of $119.5M. The portfolio 1 year return is +13.05%. Top holdings include CCL (0.00%), CLOZ (0.00%), BHF (0.00%), BNO (0.00%), CTVA (0.00%).

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BALL & CO WEALTH MANAGEMENT INC.

BALL & CO WEALTH MANAGEMENT INC.
Latest filing: 2026-03-31

BALL & CO WEALTH MANAGEMENT INC. runs BALL & CO WEALTH MANAGEMENT INC. and currently holds 80 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $119.51M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BALL & CO WEALTH MANAGEMENT INC. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BALL & CO WEALTH MANAGEMENT INC.'s portfolio at BALL & CO WEALTH MANAGEMENT INC. has delivered returns of +13.05%. Their 3-year annualized return is +14.43%. Looking at the 5-year horizon, BALL & CO WEALTH MANAGEMENT INC. has achieved +14.43% annualized returns at BALL & CO WEALTH MANAGEMENT INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+13.05%
#0/1000
3 Year
+14.43%
#0/1000
5 Year
+14.43%
#0/1000

Portfolio Value

$119.51M

Alpha Score

12.7

#0 of 1000

Holdings

80

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change