Question 1

What stocks does BALLAST ADVISORS LLC hold in its portfolio?

Accepted Answer

BALLAST ADVISORS LLC's top stock holdings include AAPL, SCHV, JPM and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are BALLAST ADVISORS LLC's largest stock holdings?

Accepted Answer

BALLAST ADVISORS LLC's largest stock holdings as of their last filing include AAPL (valued at approximately $23.0 million), SCHV (valued at approximately $41.1 million), JPM (valued at approximately $13.1 million), SCHX (valued at approximately $37.1 million), SCHF (valued at approximately $33.0 million).

Question 3

When was BALLAST ADVISORS LLC's last SEC filing?

Accepted Answer

BALLAST ADVISORS LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has BALLAST ADVISORS LLC recently bought or sold?

Accepted Answer

BALLAST ADVISORS LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has BALLAST ADVISORS LLC reported?

Accepted Answer

BALLAST ADVISORS LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does BALLAST ADVISORS LLC invest in?

Accepted Answer

BALLAST ADVISORS LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.