Ford Financial Group, LLC Portfolio Holdings

Ford Financial Group, LLC

  • $2.36 Billion
  • Q1 2023

Ford Financial Group, LLC has filed its 13F form on May 11, 2023 for Q1 2023 where it was disclosed a total value porftolio of $2.36 Billion distributed in 7 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $495M, Spdr Portfolio with a value of $383M, Wisdomtree Tr Wisdomtree U.S. with a value of $344M, Spdr S&P 600 Small Cap Value E with a value of $299M, and Spdr Portfolio S&P 1500 Compos with a value of $291M.

Examining the 13F form we can see an increase of $2.11B in the current position value, from $253M to 2.36B.

Below you can find more details about Ford Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.36 Billion
ETFs: $2.36 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$495 Million 20.99% of portfolio
12,158
Q1 2023 Reduced 98.55%
$0
$383 Million 16.25% of portfolio
6,926
Q1 2023 Reduced 98.55%
$0
$344 Million 14.58% of portfolio
9,810
Q1 2023 Reduced 68.02%
$0
$299 Million 12.69% of portfolio
3,931
Q1 2023 Reduced 98.02%
$0
$291 Million 12.34% of portfolio
5,770
Q1 2023 Reduced 97.86%
$0
$280 Million 11.87% of portfolio
684
Q1 2023 Reduced 83.33%
$0
$266 Million 11.27% of portfolio
1,303
Q1 2023 Reduced 97.33%

Summary

  • Portfolio
  • No. of Stocks 7
  • Current Value $2.36 Billion
  • Prior Value $253 Million
  • Filing
  • Period Q1 2023
  • Filing Date May 11, 2023
  • Form Type 13F-HR
  • Activity in Q1 2023
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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