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Ballew Advisors’s NewMarket NEU Stock Holding History

Ballew Advisors’s Portfolio NEU Stock Details NEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$984K Hold
1,251
– – 0.51% 42
2026
Q1 		$794K Sell
1,251
-60
-5% -$38.9K 0.45% 45
2025
Q4 		$932K Hold
1,311
– – 0.53% 43
2025
Q3 		$1.03M Sell
1,311
-40
-3% -$30.8K 0.58% 43
2025
Q2 		$996K Sell
1,351
-54
-4% -$33.5K 0.59% 41
2025
Q1 		$792K Hold
1,405
– – 0.53% 44
2024
Q4 		$691K Sell
1,405
-55
-4% -$29.5K 0.44% 55
2024
Q3 		$766K Sell
1,460
-60
-4% -$32.9K 0.51% 48
2024
Q2 		$810K Hold
1,520
– – 0.54% 47
2024
Q1 		$913K Hold
1,520
– – 0.63% 42
2023
Q4 		$887K Hold
1,520
– – 0.67% 38
2023
Q3 		$691K Hold
1,520
– – 0.57% 51
2023
Q2 		$645K Buy
1,520
+8
+0.5% +$3.12K 0.47% 55
2023
Q1 		$603K Buy
1,512
+9
+0.6% +$3.12K 0.44% 61
2022
Q4 		$520K Buy
1,503
+10
+0.7% +$3.08K 0.4% 59
2022
Q3 		$458K Buy
1,493
+10
+0.7% +$3K 0.41% 57
2022
Q2 		$446K Buy
1,483
+11
+0.7% +$3.55K 0.41% 58
2022
Q1 		$484K Buy
+1,472
New +$482K 0.37% 63

Other funds holding NEU

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return