Ford Financial Group, LLC - Q1 2020 holdings

$150 Million is the total value of Ford Financial Group, LLC's 92 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 100.0% .

 Value Shares↓ Weighting
CEF ExitSPROTT PHYSICALtr unit$0-12,853
-100.0%
-0.11%
BAC ExitBANK AMERICA$0-5,941
-100.0%
-0.12%
HD ExitHOME DEPOT$0-969
-100.0%
-0.12%
IWS ExitISHARES RUSSrus mdcp val etf$0-2,284
-100.0%
-0.12%
FB ExitFACEBOOK INCcl a$0-1,112
-100.0%
-0.13%
SDY ExitSPDR SERIESs&p divid etf$0-2,148
-100.0%
-0.13%
MMM Exit3M COMPANY$0-1,415
-100.0%
-0.14%
JNK ExitSPDR BLOOMBERGbloomberg brclys$0-2,377
-100.0%
-0.15%
SVC ExitSERVICE PROPERTIES$0-11,350
-100.0%
-0.16%
HYD ExitVANECK VECTORShigh yld mun etf$0-4,519
-100.0%
-0.17%
HOG ExitHARLEY DAVIDSON$0-8,000
-100.0%
-0.17%
EEMV ExitISHARES EDGEmin vol emrg mkt$0-6,288
-100.0%
-0.21%
IXC ExitISHARES GLOBALglobal energ etf$0-22,500
-100.0%
-0.40%
SPG ExitSIMON PROPERTY$0-5,716
-100.0%
-0.49%
SPLV ExitINVESCO EXCHANGEs&p500 low vol$0-25,116
-100.0%
-0.84%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-04-30
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SPDR SER TR22Q1 202331.5%
VANGUARD TOTAL STOCK MARKET ETF22Q1 202324.3%
SPDR S&P 500 ETF TR22Q1 202311.9%
VANGUARD TOTAL BOND MARKET ETF21Q4 20224.0%
ISHARES TR21Q4 20225.5%
VANGUARD SMALL CAP VALUE ETF21Q4 20227.1%
VANGUARD SCOTTSDALE FDS21Q4 20223.4%
ISHARES TR21Q4 20223.0%
ISHARES TR21Q4 20222.0%
SSGA ACTIVE ETF TR21Q4 20224.3%

View Ford Financial Group, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2023-05-11
13F-HR2023-02-13
13F-HR2022-10-11
13F-HR2022-07-14
13F-HR2022-04-13
13F-HR2022-02-11
13F-HR2021-11-05
13F-HR2021-07-26
13F-HR2021-05-04
13F-HR2021-02-09

View Ford Financial Group, LLC's complete filings history.

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