Skip to content

Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.

13F holdings, latest quarter

SourceSEC EDGAR13F-HR

Ford Financial Group, LLC 13F Holdings -- Portfolio & Top Positions (2023-03-31)

Ford Financial Group, LLC (CIK 1730887) reported $2.4M across 7 reported positions in its SEC 13F filing for 2023-03-31. Largest positions: SPYV ($495,063, 20.99%), SPYG ($383,398, 16.25%), NTSX ($343,925, 14.58%), SLYV ($299,427, 12.69%), SPTM ($290,973, 12.34%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYVSPDR SER TR$495,06320.99%12,158Trimmed
2SPYGSPDR SER TR$383,39816.25%6,926Trimmed
3NTSXWISDOMTREE TR$343,92514.58%9,810Trimmed
4SLYVSPDR SER TR$299,42712.69%3,931Trimmed
5SPTMSPDR SER TR$290,97312.34%5,770Trimmed
6SPYSPDR S&P 500 ETF TR$280,05011.87%684Trimmed
7VTIVANGUARD INDEX FDS$265,87211.27%1,303Trimmed
8AAPLAPPLE INC$00.00%0Exited
9ACTVTWO RDS SHARED TR$00.00%0Exited
10ADBEADOBE SYSTEMS INCORPORATED$00.00%0Exited
11ADPAUTOMATIC DATA PROCESSING IN$00.00%0Exited
12AGGYWISDOMTREE TR$00.00%0Exited
13AMZNAMAZON COM INC$00.00%0Exited
14BBAGJ P MORGAN EXCHANGE TRADED F$00.00%0Exited
15BNDVANGUARD BD INDEX FDS$00.00%0Exited
16BONDPIMCO ETF TR$00.00%0Exited
17BRKBBERKSHIRE HATHAWAY INC DEL$00.00%0Exited
18CCDCALAMOS DYNAMIC CONV & INCOM$00.00%0Exited
19CHICALAMOS CONV OPPORTUNITIES &$00.00%0Exited
20CLMCORNERSTONE STRATEGIC VALUE$00.00%0Exited
21COSTCOSTCO WHSL CORP NEW$00.00%0Exited
22CRFCORNERSTONE TOTAL RETURN FD$00.00%0Exited
23CSCOCISCO SYS INC$00.00%0Exited
24CVXCHEVRON CORP NEW$00.00%0Exited
25CWBCCENTRAL VY CMNTY BANCORP$00.00%0Exited

Source: SEC Form 13F filings · as of 2023-03-31