Bond & Devick Financial Network, Inc. Purchases in Q1 2025

Bond & Devick Financial Network, Inc.

  • $263 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ESGD
Ishares Trust Ishares Esg Awar

ETFs
125K
+ 72.55%
$75.32 - $84.77 $9.43M - $10.6M
298K $24.5M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
90.8K
+ 49.13%
$100.56 - $108.28 $9.14M - $9.84M
276K $28.2M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
366K
+ 133.68%
$22.46 - $23.26 $8.23M - $8.52M
640K $14.8M
JCPB
J P Morgan Exchange Traded Fd

ETFs
173K
+ 104.55%
$45.56 - $47.23 $7.89M - $8.17M
339K $15.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
340K
+ 182.87%
$21.23 - $23.75 $7.23M - $8.09M
527K $11.3M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
132K
+ 162.82%
$34.23 - $36.9 $4.54M - $4.89M
214K $7.67M
IEF
Ishares Barclays

ETFs
45.5K
+ 147.9%
$91.17 - $95.39 $4.15M - $4.34M
76.2K $7.25M
JMEE
J P Morgan Exchange Traded Fd

ETFs
82.2K
+ 130.72%
$54.51 - $63.63 $4.48M - $5.23M
145K $8.09M
IWY
Ishares Tr Russell 200 Growth

ETFs
21.2K
+ 137.11%
$210.19 - $243.33 $4.45M - $5.15M
36.6K $7.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
127K
+ 108.49%
$18.36 - $20.51 $2.32M - $2.6M
243K $4.86M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
43K
+ 257.94%
$27.01 - $28.54 $1.16M - $1.23M
59.6K $1.64M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
18.1K
+ 31.06%
$45.92 - $47.58 $831K - $861K
76.4K $3.62M
SCHV
Schwab Strategic Tr Us Large C

ETFs
22.9K
+ 200.0%
$25.77 - $27.6 $589K - $631K
34.3K $902K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
12.3K
+ 81.5%
$44.41 - $45.98 $547K - $567K
27.5K $1.25M
PLDR
Putnam ETF Tr Putnam Sustainab

ETFs
18.5K
+ 112.5%
$30.48 - $35.01 $562K - $646K
34.9K $1.07M
SCHG
Schwab Strategic Tr Us Large C

ETFs
14.8K
+ 300.0%
$24.91 - $29.02 $368K - $429K
19.7K $493K
LLY
Eli Lilly & CO

Healthcare
400
New
$725.72 - $929.72 $290K - $372K
400 $330K
SCHA
Schwab Strategic Tr Us Small C

ETFs
15.6K
+ 100.0%
$23.16 - $27.04 $360K - $421K
31.1K $730K
RSPE
Invesco Exchange Traded Fd Tr

ETFs
10.7K
New
$25.64 - $27.7 $274K - $296K
10.7K $275K
PANW
Palo Alto Networks Inc

Technology
1.72K
+ 96.52%
$167.82 - $208.28 $289K - $358K
3.5K $597K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
533
New
$507.05 - $563.67 $270K - $300K
533 $272K
SCHW
Schwab Charles Corp

Financial Services
3.11K
New
$71.24 - $83.64 $221K - $260K
3.11K $243K
SPY
Spdr S&P 500 ETF Trust

ETFs
434
New
$551.42 - $612.93 $239K - $266K
434 $242K
NOW
Service Now, Inc.

Technology
280
New
$783.83 - $1170.39 $219K - $328K
280 $222K
DIS
Walt Disney CO

Communication Services
2.22K
New
$96.87 - $114.0 $215K - $253K
2.22K $219K
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
6K
New
$35.66 - $38.5 $214K - $231K
6K $216K
PCTY
Paylocity Holding Corp

Technology
1.15K
New
$183.21 - $217.86 $211K - $251K
1.15K $215K
SCHO
Schwab Short Term Us Treasury

ETFs
8.51K
New
$24.1 - $24.33 $205K - $207K
8.51K $207K
ABT
Abbott Laboratories

Healthcare
1.54K
New
$111.1 - $140.22 $172K - $216K
1.54K $204K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
2.82K
+ 29.01%
$95.35 - $107.82 $269K - $304K
12.6K $1.2M
EEMV
Ishares Msci Emerging Markets

ETFs
3.13K
+ 35.84%
$57.07 - $59.29 $179K - $186K
11.9K $691K
JNJ
Johnson & Johnson

Healthcare
115
+ 1.8%
$142.06 - $167.7 $16.3K - $19.3K
6.5K $1.08M
ASML
Asml Holding Nv

Technology
227
+ 78.55%
$662.63 - $776.99 $150K - $176K
516 $341K
AMZN
Amazon Com Inc

Consumer Cyclical
1.25K
+ 34.05%
$190.26 - $242.06 $238K - $303K
4.92K $936K
JPM
Jpmorgan Chase & CO

Financial Services
462
+ 18.97%
$225.19 - $279.95 $104K - $129K
2.9K $710K
KO
Coca Cola CO

Consumer Defensive
25
+ 0.19%
$60.81 - $72.32 $1.52K - $1.81K
13.2K $948K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
2.02K
+ 30.11%
$51.26 - $52.53 $104K - $106K
8.73K $449K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.16K
+ 6.04%
$25.81 - $28.52 $55.8K - $61.7K
38K $1.05M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
346
+ 4.34%
$107.24 - $116.37 $37.1K - $40.3K
8.33K $963K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
832
+ 15.87%
$95.85 - $99.25 $79.7K - $82.6K
6.08K $599K
XEL
Xcel Energy Inc

Utilities
508
+ 3.18%
$63.37 - $72.1 $32.2K - $36.6K
16.5K $1.17M
COST
Costco Wholesale Corp

Consumer Defensive
58
+ 5.26%
$890.62 - $1076.86 $51.7K - $62.5K
1.16K $1.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
989
+ 15.09%
$71.17 - $73.66 $70.4K - $72.8K
7.55K $553K
MDT
Medtronic PLC

Healthcare
500
+ 15.76%
$79.84 - $94.5 $39.9K - $47.3K
3.67K $329K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
1.06K
+ 12.22%
$39.43 - $44.62 $41.7K - $47.2K
9.71K $420K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
76
+ 16.74%
$442.66 - $534.52 $33.6K - $40.6K
530 $278K
JPEM
Jp Morgan Diversified Return

ETFs
922
+ 6.95%
$50.81 - $54.04 $46.8K - $49.8K
14.2K $749K
PEP
Pepsico Inc

Consumer Defensive
420
+ 18.91%
$142.64 - $156.42 $59.9K - $65.7K
2.64K $395K
EFA
Ishares Tr Msci Eafe ETF

ETFs
191
+ 3.38%
$74.85 - $84.89 $14.3K - $16.2K
5.85K $481K
Activity Summary
Buys All Purchases 84 New Holdings 14 Increased Positions 70 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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