Ball & Co Wealth Management Inc. Top Holdings and 13F Report (2025) About Ball & Co Wealth Management Inc.Investment ActivityBall & Co Wealth Management Inc. has $125.67 thousand in total holdings as of December 31, 2024.Ball & Co Wealth Management Inc. owns shares of 75 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Russell 1000 Growth ETF $37,633iShares MSCI USA Min Vol Factor ETF $32,334Alerian MLP ETF $13,930Capital Group Dividend Value ETF $10,110Industrial Select Sector SPDR Fund $8,971 Sector AllocationMap of 500 Largest Holdings ofBall & Co Wealth Management Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIWFiShares Russell 1000 Growth ETF$37,63393,71429.9%ETFUSMViShares MSCI USA Min Vol Factor ETF$32,334364,16125.7%ETFAMLPAlerian MLP ETF$13,930289,24711.1%ETFCGDVCapital Group Dividend Value ETF$10,110286,7388.0%ETFXLIIndustrial Select Sector SPDR Fund$8,97170,5467.1%ETFGLDSPDR Gold Shares$8,60535,5386.8%FinanceAMGNAmgen$3,71214,2453.0%MedicalSMLFiShares U.S. Small Cap Equity Factor ETF$2,74440,6592.2%ETFFIDELITY COVINGTON TRUST$1,29436,6221.0%ENHANCED LARGEAAPLApple$9473,7820.8%Computer and TechnologyFIDELITY COVINGTON TRUST$76024,9630.6%ENHANCED LARGEGILDGilead Sciences$6777,3350.5%MedicalFIDELITY COVINGTON TRUST$48017,4360.4%ENHANCED INTLABBVAbbVie$3932,2140.3%MedicalXLFFinancial Select Sector SPDR Fund$2906,0200.2%ETFCOSTCostco Wholesale$2722970.2%Retail/WholesaleGOOGLAlphabet$2651,3990.2%Computer and TechnologyNFLXNetflix$2212480.2%Consumer DiscretionaryAMZNAmazon.com$2129700.2%Retail/WholesaleJPMJPMorgan Chase & Co.$1998310.2%FinanceXOMExxon Mobil$1831,7080.1%Oils/EnergyMARMarriott International$1475270.1%Consumer DiscretionaryCLXClorox$1398570.1%Consumer StaplesSPRYARS Pharmaceuticals$10510,0000.1%MedicalHDHome Depot$922370.1%Retail/WholesaleSCHXSchwab US Large-Cap ETF$723,1210.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$6900.1%FinanceFDEMFidelity Emerging Markets Multifactor ETF$672,6700.1%ETFBABoeing$643630.1%AerospaceIJRiShares Core S&P Small-Cap ETF$635470.1%ETFMETAMeta Platforms$591020.0%Computer and TechnologyGOOGAlphabet$532800.0%Computer and TechnologyCVSCVS Health$491,1010.0%MedicalNOCNorthrop Grumman$471000.0%AerospaceBRK.BBerkshire Hathaway$451000.0%FinanceSBUXStarbucks$414530.0%Retail/WholesalePMPhilip Morris International$363070.0%Consumer StaplesMSFTMicrosoft$31740.0%Computer and TechnologyTAT&T$301,3490.0%Computer and TechnologyMETMetLife$253080.0%FinanceIYKiShares U.S. Consumer Staples ETF$223440.0%ETFROKURoku$223000.0%Consumer DiscretionaryBMYBristol-Myers Squibb$223890.0%MedicalMOAltria Group$224270.0%Consumer StaplesSRESempra$202340.0%UtilitiesCPCanadian Pacific Kansas City$142020.0%TransportationKOCoca-Cola$122070.0%Consumer StaplesPBYIPuma Biotechnology$103,5060.0%MedicalDISWalt Disney$8750.0%Consumer DiscretionaryEBAYeBay$71190.0%Retail/WholesaleZTSZoetis$7480.0%MedicalVKTXViking Therapeutics$41000.0%MedicalBLOKAmplify Transformational Data Sharing ETF$41010.0%ETFONCYOncolytics Biotech$44,3930.0%MedicalPFEPfizer$41750.0%MedicalHXLHexcel$4760.0%AerospaceJNJJohnson & Johnson$3220.0%MedicalMRKMerck & Co., Inc.$3300.0%MedicalLLYEli Lilly and Company$350.0%MedicalCCLCarnival Co. &$21000.0%Consumer DiscretionaryEOGEOG Resources$1150.0%Oils/EnergyBHFBrighthouse Financial$1260.0%FinanceCMCSAComcast$1410.0%Consumer DiscretionaryALLOAllogene Therapeutics$15000.0%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$180.0%ETFIVViShares Core S&P 500 ETF$130.0%ETFPURECYCLE TECHNOLOGIES INC$0390.0%COMVWOVanguard FTSE Emerging Markets ETF$000.0%ETFVTRSViatris$0200.0%MedicalBRCCBRC$0380.0%Consumer StaplesSTZConstellation Brands$040.0%Consumer StaplesCTVACorteva$060.0%Consumer StaplesDOWDOW$070.0%Basic MaterialsDDDuPont de Nemours$060.0%Basic MaterialsWBDWarner Bros. Discovery$0330.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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