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, Central Valley Community Ban.
- 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 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 16.3 | $383k | -98% | 6.9k | 55.36 |
|
| Wisdomtree Tr Us Efficient Cor (NTSX) | 14.6 | $344k | -68% | 9.8k | 35.06 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 12.7 | $299k | -98% | 3.9k | 76.17 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 12.3 | $291k | -97% | 5.8k | 50.43 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 11.9 | $280k | -83% | 684.00 | 409.43 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 11.3 | $266k | -97% | 1.3k | 204.05 |
|
Past Filings by Ford Financial Group
SEC 13F filings are viewable for Ford Financial Group going back to 2017
- Ford Financial Group 2023 Q1 filed May 11, 2023
- Ford Financial Group 2022 Q4 filed Feb. 13, 2023
- Ford Financial Group 2022 Q3 filed Oct. 11, 2022
- Ford Financial Group 2022 Q2 filed July 14, 2022
- Ford Financial Group 2022 Q1 filed April 13, 2022
- Ford Financial Group 2021 Q4 filed Feb. 11, 2022
- Ford Financial Group 2021 Q3 filed Nov. 5, 2021
- Ford Financial Group 2021 Q2 filed July 26, 2021
- Ford Financial Group 2021 Q1 filed May 4, 2021
- Ford Financial Group 2020 Q4 filed Feb. 9, 2021
- Ford Financial Group 2020 Q3 filed Oct. 15, 2020
- Ford Financial Group 2020 Q2 filed July 16, 2020
- Ford Financial Group 2020 Q1 filed April 30, 2020
- Ford Financial Group 2019 Q4 filed Jan. 27, 2020
- Ford Financial Group 2019 Q3 filed Oct. 18, 2019
- Ford Financial Group 2019 Q2 filed July 25, 2019