Ford Financial Group

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

  • Top 5 stock holdings are SPYV, SPYG, NTSX, SLYV, SPTM, and represent 76.86% of Ford Financial Group's stock portfolio.
  • Reduced shares in these 10 stocks: SPYV (-$34M), SPYG (-$26M), SLYV (-$15M), SPTM (-$13M), SPLV (-$11M), VTI (-$9.7M), TOTL (-$7.8M), , LSAT (-$5.6M), .
  • Sold out of its positions in ADBE, GOOG, GOOGL, AMZN, AAPL, ADP, BRK.B, CHI, CCD, CVCY.
  • Ford Financial Group was a net seller of stock by $-257M.
  • Ford Financial Group has $2.4M in assets under management (AUM), dropping by -99.07%.
  • Central Index Key (CIK): 0001730887

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Portfolio Holdings for Ford Financial Group

Ford Financial Group holds 7 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 21.0 $495k -98% 12k 40.72
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 16.3 $383k -98% 6.9k 55.36
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Wisdomtree Tr Us Efficient Cor (NTSX) 14.6 $344k -68% 9.8k 35.06
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 12.7 $299k -98% 3.9k 76.17
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 12.3 $291k -97% 5.8k 50.43
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 11.9 $280k -83% 684.00 409.43
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Vanguard Index Fds Total Stk Mkt (VTI) 11.3 $266k -97% 1.3k 204.05
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Past Filings by Ford Financial Group

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

View all past filings