Ball & Co Wealth Management Inc.

Q4 2024 13F Holdings

  • Location
    franklin, TN
  • Num holdings

    150

  • Value ($000)

    $251

  • Date Filed
    02/19/2025
  • Form type
    13F-HR
  • CIK
    0002057075
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IWF
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$37.63K
30 %

93,714

IWF
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$37.63K
30 %

93,714

USMV
USMV

ISHARES TR

MSCI USA MIN VOL
46429B697
$32.33K
26 %

364,161

USMV
USMV

ISHARES TR

MSCI USA MIN VOL
46429B697
$32.33K
26 %

364,161

AMLP
AMLP

ALPS ETF TR

ALERIAN MLP
00162Q452
$13.93K
11 %

289,247

AMLP
AMLP

ALPS ETF TR

ALERIAN MLP
00162Q452
$13.93K
11 %

289,247

CGDV
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$10.11K
8 %

286,738

CGDV
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$10.11K
8 %

286,738

XLI
XLI

SELECT SECTOR SPDR TR

INDL
81369Y704
$8.97K
7 %

70,546

XLI
XLI

SELECT SECTOR SPDR TR

INDL
81369Y704
$8.97K
7 %

70,546

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