CIK 2057075
Ball & Co Wealth Management Inc.
Institutional 13F holdings & portfolio
Holdings
78
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–78 of 78
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SRE | SEMPRA | 242 | $15K–$50K | SH |
| PBYI | PUMA BIOTECHNOLOGY INC | 3K | $15K–$50K | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 204 | $15K–$50K | SH |
| KO | COCA COLA CO | 188 | $1K–$15K | SH |
| EBAY | EBAY INC. | 121 | $1K–$15K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 194 | $1K–$15K | SH |
| ZTS | ZOETIS INC | 48 | $1K–$15K | SH |
| BLOK | AMPLIFY ETF TR | 107 | $1K–$15K | SH |
| TOKE | CAMBRIA ETF TR | 1K | $1K–$15K | SH |
| LLY | ELI LILLY & CO | 5 | $1K–$15K | SH |
| DIS | DISNEY WALT CO | 52 | $1K–$15K | SH |
| PFE | PFIZER INC | 188 | $1K–$15K | SH |
| JNJ | JOHNSON & JOHNSON | 22 | $1K–$15K | SH |
| CCL | CARNIVAL CORP | 100 | $1K–$15K | SH |
| MRK | MERCK & CO INC | 31 | $1K–$15K | SH |
| VKTX | VIKING THERAPEUTICS INC | 100 | $1K–$15K | SH |
| IVV | ISHARES TR | 3 | $1K–$15K | SH |
| SMCI | SUPER MICRO COMPUTER INC | 50 | $1K–$15K | SH |
| CMCSA | COMCAST CORP NEW | 43 | $1K–$15K | SH |
| BHF | BRIGHTHOUSE FINL INC | 26 | $1K–$15K | SH |
| CTVA | CORTEVA INC | 6 | N/A | SH |
| DD | DUPONT DE NEMOURS INC | 6 | N/A | SH |
| PCT | PURECYCLE TECHNOLOGIES INC | 39 | N/A | SH |
| DOW | DOW INC | 8 | N/A | SH |
| BRCC | BRC INC | 38 | N/A | SH |
| FDEM | FIDELITY COVINGTON TRUST | 0 | N/A | SH |
| VTRS | VIATRIS INC | 21 | N/A | SH |
| WBD | WARNER BROS DISCOVERY INC | 33 | N/A | SH |