Ford Financial Group, LLC 13F Holdings · last filed Q1 2023
Ford Financial Group, LLC reported 7 securities worth $2.36M in its SEC 13F filing for Q1 2023 (period ended 2023-03-31). Top holdings: SPYV (20.99%), SPYG (16.25%), NTSX (14.58%). Among its top 25 positions this quarter: 7 trimmed, 18 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SER TR | $495,063 | 20.99% | 12,158 | Trimmed |
| 2 | SPYG | SPDR SER TR | $383,398 | 16.25% | 6,926 | Trimmed |
| 3 | NTSX | WISDOMTREE TR | $343,925 | 14.58% | 9,810 | Trimmed |
| 4 | SLYV | SPDR SER TR | $299,427 | 12.69% | 3,931 | Trimmed |
| 5 | SPTM | SPDR SER TR | $290,973 | 12.34% | 5,770 | Trimmed |
| 6 | SPY | SPDR S&P 500 ETF TR | $280,050 | 11.87% | 684 | Trimmed |
| 7 | VTI | VANGUARD INDEX FDS | $265,872 | 11.27% | 1,303 | Trimmed |
| 8 | AAPL | APPLE INC | $0 | 0.00% | 0 | Exited |
| 9 | ACTV | TWO RDS SHARED TR | $0 | 0.00% | 0 | Exited |
| 10 | ADBE | ADOBE SYSTEMS INCORPORATED | $0 | 0.00% | 0 | Exited |
| 11 | ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | Exited |
| 12 | AGGY | WISDOMTREE TR | $0 | 0.00% | 0 | Exited |
| 13 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | Exited |
| 14 | BBAG | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | Exited |
| 15 | BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | Exited |
| 16 | BOND | PIMCO ETF TR | $0 | 0.00% | 0 | Exited |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | Exited |
| 18 | CCD | CALAMOS DYNAMIC CONV & INCOM | $0 | 0.00% | 0 | Exited |
| 19 | CHI | CALAMOS CONV OPPORTUNITIES & | $0 | 0.00% | 0 | Exited |
| 20 | CLM | CORNERSTONE STRATEGIC VALUE | $0 | 0.00% | 0 | Exited |
| 21 | COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | Exited |
| 22 | CRF | CORNERSTONE TOTAL RETURN FD | $0 | 0.00% | 0 | Exited |
| 23 | CSCO | CISCO SYS INC | $0 | 0.00% | 0 | Exited |
| 24 | CVX | CHEVRON CORP NEW | $0 | 0.00% | 0 | Exited |
| 25 | CWBC | CENTRAL VY CMNTY BANCORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2023-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR