Bond & Devick Financial Network, Inc. Portfolio Holdings

Bond & Devick Financial Network, Inc.

  • $287 Million
  • Q2 2025

Bond & Devick Financial Network, Inc. has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $287 Million distributed in 174 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $31M, Ishares Trust Ishares Esg Awar with a value of $27.2M, J P Morgan Exchange Traded Fd with a value of $16.9M, Schwab Us Aggregate Bond ETF with a value of $15.4M, and Ishares Barclays 3 7 Yr Treas with a value of $13.7M.

Examining the 13F form we can see an increase of $24M in the current position value, from $263M to 287M.

Below you can find more details about Bond & Devick Financial Network, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $287 Million
ETFs: $212 Million
Technology: $26.7 Million
Industrials: $15.2 Million
Financial Services: $8.64 Million
Healthcare: $7.73 Million
Consumer Defensive: $5.98 Million
Communication Services: $4.79 Million
Consumer Cyclical: $2.81 Million
Other: $3.09 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.45B
$322,000 0.11% of portfolio
2,868
Q4 2020 New
$7.44B
$224,000 0.08% of portfolio
6,000
Q2 2025 New
$9.5B
$208,000 0.07% of portfolio
1,150
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 174
  • Current Value $287 Million
  • Prior Value $263 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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