BALL & CO WEALTH MANAGEMENT INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ROKU | 300 | $30.00K |
 | HD | 242 | $98.00K |
 | SRE | 240 | $21.00K |
 | COST | 231 | $214.00K |
 | CP | 204 | $15.00K |
 | GOOG | 202 | $49.00K |
 | BMY | 191 | $8.00K |
 | PFE | 185 | $4.00K |
 | KO | 185 | $12.00K |
 | EBAY | 121 | $11.00K |
 | NOC | 101 | $61.00K |
 | VKTX | 100 | $2.00K |
 | CCL | 100 | $2.00K |
 | BRK-B | 100 | $50.00K |
 | NFLX | 97 | $116.00K |
 | META | 96 | $70.00K |
 | HXL | 77 | $4.00K |
 | DIS | 73 | $8.00K |
 | MSFT | 56 | $29.00K |
 | SMCI | 50 | $2.00K |
Roku, Inc.
ROKU
Shares Held
300
Value
$30.00K
The Home Depot, Inc.
HD
Shares Held
242
Value
$98.00K
Sempra
SRE
Shares Held
240
Value
$21.00K
Costco Wholesale Corporation
COST
Shares Held
231
Value
$214.00K
Canadian Pacific Kansas City Ltd.
CP
Shares Held
204
Value
$15.00K
Alphabet Inc.
GOOG
Shares Held
202
Value
$49.00K
Bristol-Myers Squibb Company
BMY
Shares Held
191
Value
$8.00K
Pfizer Inc.
PFE
Shares Held
185
Value
$4.00K
The Coca-Cola Company
KO
Shares Held
185
Value
$12.00K
eBay Inc.
EBAY
Shares Held
121
Value
$11.00K
Northrop Grumman Corporation
NOC
Shares Held
101
Value
$61.00K
Viking Therapeutics, Inc.
VKTX
Shares Held
100
Value
$2.00K
Carnival Corporation & plc
CCL
Shares Held
100
Value
$2.00K
Berkshire Hathaway Inc.
BRK-B
Shares Held
100
Value
$50.00K
Netflix, Inc.
NFLX
Shares Held
97
Value
$116.00K
Meta Platforms, Inc.
META
Shares Held
96
Value
$70.00K
Hexcel Corporation
HXL
Shares Held
77
Value
$4.00K
The Walt Disney Company
DIS
Shares Held
73
Value
$8.00K
Microsoft Corporation
MSFT
Shares Held
56
Value
$29.00K
Super Micro Computer, Inc.
SMCI
Shares Held
50
Value
$2.00K