Ford Financial Group

Latest statistics and disclosures from Ford Financial Group's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Ford Financial Group, Inc. consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Ford Financial Group

Companies in the Ford Financial Group portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Total Stk Mkt (VTI) 14.1 $26M -3% 152k 170.31
Spdr Portfolio Prtflo S&p500 Vl (SPYV) 12.3 $23M -17% 750k 30.20
Spdr Portfolio Prtflo S&p500 Gw (SPYG) 11.8 $22M -24% 432k 50.11
Wisdomtree 90/60 90/60 Balnced Fd (NTSX) 4.2 $7.7M 230k 33.28
Vanguard Total Total Bnd Mrkt (BND) 3.7 $6.7M +11% 76k 88.22
Ishares Msci Msci Usa Min Vol (USMV) 3.3 $6.1M 96k 63.72
Ishares Core Core Msci Eafe (IEFA) 3.1 $5.7M +420% 95k 60.27
Vanguard Intermediate Int-term Corp (VCIT) 3.1 $5.7M +3% 59k 95.79
Ishares Core Core S&p500 Etf (IVV) 2.7 $5.0M +4% 15k 336.06
Ishares Core Core S&p Mcp Etf (IJH) 2.5 $4.7M +9% 25k 185.30
Invesco Qqq Unit Ser 1 (QQQ) 2.4 $4.4M 16k 277.80
Vanguard Mega Mega Grwth Ind (MGK) 2.3 $4.3M 23k 185.37
Ishares 7-10yr Barclays 7 10 Yr (IEF) 1.9 $3.6M -2% 29k 121.80
Ishares S&p Core S&p Us Gwt (IUSG) 1.9 $3.4M -12% 43k 79.98

Setup an alert

Ford Financial Group will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Ishares Msci Msci Usa Qlt Fct (QUAL) 1.7 $3.2M +3% 31k 103.71
Apple (AAPL) 1.5 $2.7M +308% 24k 115.80
Ishares Core Core Msci Emkt (IEMG) 1.5 $2.7M +3% 51k 52.80
Cornerstone Strategic Value (CLM) 1.5 $2.7M +2% 241k 11.09
Cornerstone Total Rtrn Fd In (CRF) 1.4 $2.5M +2% 226k 11.00
Ishares Core Core S&p Us Vlu (IUSV) 1.3 $2.4M +4% 45k 54.29
Ishares Russell Rus Md Cp Gr Etf (IWP) 1.3 $2.4M 14k 172.84
Ishares Broad Broad Usd High (USHY) 1.1 $2.0M +10% 50k 39.45
Ishares Russell Russell 2000 Etf (IWM) 0.9 $1.7M 12k 149.80
Ishares Gold Ishares (IAU) 0.9 $1.7M +51% 96k 17.98
Vanguard Small Sm Cp Val Etf (VBR) 0.9 $1.7M -3% 15k 110.62
Ishares Tips Tips Bd Etf (TIP) 0.8 $1.5M +5% 12k 126.50
Visa Com Cl A (V) 0.8 $1.4M +3% 6.9k 199.94
Teladoc (TDOC) 0.7 $1.3M +28% 5.8k 219.18
Realty Income (O) 0.6 $1.2M +13% 19k 60.74
First Trust First Tr Enh New (FTSM) 0.6 $1.1M +7% 19k 60.02
JPMorgan Chase & Co. (JPM) 0.6 $1.1M -30% 11k 96.22
Chevron Corporation (CVX) 0.5 $990k -3% 14k 72.00
Ishares Jpmorgan Jpmorgan Usd Emg (EMB) 0.5 $987k +5% 8.9k 110.89
Franklin Templeton (FTF) 0.5 $960k -16% 113k 8.52
Amazon (AMZN) 0.5 $922k 293.00 3146.76
Microsoft Corporation (MSFT) 0.5 $912k 4.3k 210.28
Vanguard Dividend Div App Etf (VIG) 0.5 $898k +3% 7.0k 128.58
Ishares Core Core S&p Scp Etf (IJR) 0.5 $846k +79% 12k 70.23
First Trust SHS (FVD) 0.5 $827k +5% 26k 31.43
Spdr Blackstone Blkstn Gsosrln (SRLN) 0.4 $726k 16k 44.70
Vanguard Small Sml Cp Grw Etf (VBK) 0.4 $717k 3.3k 214.86
Berkshire Hathaway Cl B New (BRK.B) 0.3 $623k +18% 2.9k 212.63
Ishares Msci Msci Eafe Min Vl (EFAV) 0.3 $550k -2% 8.1k 68.09
Boeing Company (BA) 0.3 $546k 3.3k 165.05
Barings Global Short Duration Com cef (BGH) 0.3 $545k 41k 13.31
Ishares Core Core Div Grwth (DGRO) 0.3 $544k +4% 14k 39.74
First Trust Dj Internt Idx (FDN) 0.3 $523k -36% 2.8k 188.26
Rivernorth Doubleline Strate (OPP) 0.3 $518k +7% 38k 13.70
Essential Properties Realty reit (EPRT) 0.2 $437k -8% 24k 18.28
At&t (T) 0.2 $426k -24% 15k 28.47
Union Pacific Corporation (UNP) 0.2 $425k 2.2k 196.85
Ishares Treasury TRS FLT RT BD (TFLO) 0.2 $387k +3% 7.7k 50.20
Vanguard Mid Mcap Vl Idxvip (VOE) 0.2 $371k -3% 3.7k 101.34
General Mills (GIS) 0.2 $327k -2% 5.3k 61.61
Walt Disney Com Disney (DIS) 0.2 $322k +6% 2.6k 123.89
Cisco Systems (CSCO) 0.2 $314k -2% 8.0k 39.29
Costco Wholesale Corporation (COST) 0.2 $299k -16% 845.00 353.85
Johnson & Johnson (JNJ) 0.2 $297k -28% 2.0k 148.87
Ishares Msci Msci Usa Mmentm (MTUM) 0.2 $290k -33% 2.0k 147.36
Alphabet Cap Stk Cl C (GOOG) 0.2 $289k 197.00 1467.01
SPDR S&P Tr Unit (SPY) 0.2 $284k -25% 849.00 334.51
Pepsi (PEP) 0.1 $272k 2.0k 138.21
Home Depot (HD) 0.1 $271k 977.00 277.38
Spdr Doubleline Spdr Tr Tactic (TOTL) 0.1 $270k 5.5k 49.20
Global X Nasdaq 100 Cover (QYLD) 0.1 $260k NEW 12k 21.52
Calamos (CCD) 0.1 $257k 11k 22.87
Exxon Mobil Corporation (XOM) 0.1 $250k -28% 7.3k 34.23
UnitedHealth (UNH) 0.1 $249k -11% 800.00 311.25
Intel Corporation (INTC) 0.1 $246k 4.8k 51.75
Paypal Holdings (PYPL) 0.1 $244k NEW 1.2k 196.30
Facebook Cl A (FB) 0.1 $243k -9% 930.00 261.29
Ishares U S U.s. Fixed Incme (FIBR) 0.1 $243k 2.4k 101.42
Ishares Floating Fltg Rate Nt Etf (FLOT) 0.1 $235k +3% 4.6k 50.58
Sempra Energy (SRE) 0.1 $225k 1.9k 117.99
Central Valley Community Ban (CVCY) 0.1 $224k -64% 18k 12.33
Compass Diversified Sh Ben Int (CODI) 0.1 $222k -26% 12k 19.00
Jpmorgan Ultra Shrt Inc (JPST) 0.1 $220k 4.3k 50.68
Gabelli Healthcare SHS (GRX) 0.1 $220k -11% 21k 10.31
Eversource Energy (ES) 0.1 $220k 2.6k 83.27
Cigna Corp (CI) 0.1 $219k 1.3k 168.85
Voya Global Eq Div & Pr Opp (IGD) 0.1 $214k 43k 4.93
Medical Properties Trust (MPW) 0.1 $210k 12k 17.61
Spdr Series S&p Divid Etf (SDY) 0.1 $203k NEW 2.2k 92.27
Calamos Convertible Sh Ben Int (CHI) 0.1 $165k 15k 11.00
Ivy High Income Opportunities (IVH) 0.1 $151k 13k 11.89
Eaton Vance Limited Duration Income Fund (EVV) 0.1 $144k 13k 11.25
Invesco SHS (IVZ) 0.1 $140k 12k 11.36
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $129k 18k 7.34
Kayne Anderson MLP Investment (KYN) 0.0 $39k 10k 3.90

Past Filings by Ford Financial Group

SEC 13F filings are viewable for Ford Financial Group going back to 2017