$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TDOC | TELADOC HEALTH | $703,000 | +85.0% | 4,540 | 0.0% | 0.47% | +114.2% | |
| GIS | GENERAL MILLS | $286,000 | -1.4% | 5,433 | 0.0% | 0.19% | +14.4% | |
| SRE | SEMPRA ENERGY | $215,000 | -25.3% | 1,907 | 0.0% | 0.14% | -13.3% | |
| MPW | MEDICAL PROPERTIES | $206,000 | -17.9% | 11,925 | 0.0% | 0.14% | -5.5% | |
| ES | EVERSOURCE ENERGY | $206,000 | -8.0% | 2,642 | 0.0% | 0.14% | +6.2% | |
| IVH | IVY HIGH | $132,000 | -25.0% | 12,700 | 0.0% | 0.09% | -12.9% | |
| CHI | CALAMOS CONVERTIBLEsh ben int | $125,000 | -24.2% | 15,000 | 0.0% | 0.08% | -12.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 22 | Q1 2023 | 31.5% |
| VANGUARD TOTAL STOCK MARKET ETF | 22 | Q1 2023 | 24.3% |
| SPDR S&P 500 ETF TR | 22 | Q1 2023 | 11.9% |
| VANGUARD TOTAL BOND MARKET ETF | 21 | Q4 2022 | 4.0% |
| ISHARES TR | 21 | Q4 2022 | 5.5% |
| VANGUARD SMALL CAP VALUE ETF | 21 | Q4 2022 | 7.1% |
| VANGUARD SCOTTSDALE FDS | 21 | Q4 2022 | 3.4% |
| ISHARES TR | 21 | Q4 2022 | 3.0% |
| ISHARES TR | 21 | Q4 2022 | 2.0% |
| SSGA ACTIVE ETF TR | 21 | Q4 2022 | 4.3% |
View Ford Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-14 |
| 13F-HR | 2022-04-13 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-05 |
| 13F-HR | 2021-07-26 |
| 13F-HR | 2021-05-04 |
| 13F-HR | 2021-02-09 |
View Ford Financial Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.