$253 Million is the total value of Ford Financial Group, LLC's 120 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EVV | Exit | EATON VANCE | $0 | – | -13,771 | -100.0% | -0.05% | – |
| JETS | Exit | ETF SERus glb jets | $0 | – | -10,938 | -100.0% | -0.07% | – |
| SDIV | Exit | GLOBAL Xglb x superdiv | $0 | – | -23,023 | -100.0% | -0.07% | – |
| MUC | Exit | BLACKROCK MUNIHOLDINGS | $0 | – | -17,591 | -100.0% | -0.08% | – |
| MGK | Exit | VANGUARD MEGAmega grwth ind | $0 | – | -1,204 | -100.0% | -0.09% | – |
| CRM | Exit | SALESFORCE INC | $0 | – | -1,495 | -100.0% | -0.09% | – |
| BME | Exit | BLACKROCK HEALTH | $0 | – | -7,200 | -100.0% | -0.12% | – |
| XLRE | Exit | SELECT SECTORrl est sel sec | $0 | – | -14,061 | -100.0% | -0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
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.