Ford Financial Group, LLC Closed Holding Positions

Ford Financial Group, LLC

  • $2.36 Billion
  • Q1 2023
Stock Closed Quarter Shares Sold Price Range Trade History
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q1 2022 Filed on Apr 13, 2022
117
$99.6 - $108.5 $11.7K - $12.7K
UNH
Unitedhealth Group Inc

Healthcare
Q1 2022 Filed on Apr 13, 2022
475
$455.89 - $520.82 $217K - $247K
UNIT
Uniti Group Inc.

Real Estate
Q1 2022 Filed on Apr 13, 2022
4,325
$11.03 - $14.07 $47.7K - $60.9K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q1 2022 Filed on Apr 13, 2022
56,810
$37.82 - $41.16 $2.15M - $2.34M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
Q1 2022 Filed on Apr 13, 2022
44
$62.53 - $70.85 $2.75K - $3.12K
EMB
Ishares Tr

ETFs
Q1 2022 Filed on Apr 13, 2022
17,050
$93.87 - $107.98 $1.6M - $1.84M
TDOC
Teladoc Health, Inc.

Healthcare
Q1 2022 Filed on Apr 13, 2022
1,910
$50.79 - $95.08 $97K - $182K
HYD
Vaneck High Yield Muni ETF

ETFs
Q1 2022 Filed on Apr 13, 2022
1,472
$57.28 - $62.28 $84.3K - $91.7K
YUM
Yum Brands Inc

Consumer Cyclical
Q1 2022 Filed on Apr 13, 2022
320
$113.3 - $137.26 $36.3K - $43.9K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q1 2022 Filed on Apr 13, 2022
166
$33.12 - $40.99 $5.5K - $6.8K
WDC
Western Digital Corp

Technology
Q1 2022 Filed on Apr 13, 2022
1,000
$44.47 - $67.62 $44.5K - $67.6K
TSCO
Tractor Supply CO

Consumer Cyclical
Q1 2022 Filed on Apr 13, 2022
7
$191.79 - $236.3 $1.34K - $1.65K
TRV
Travelers Companies, Inc.

Financial Services
Q1 2022 Filed on Apr 13, 2022
180
$155.75 - $187.75 $28K - $33.8K
TRMB
Trimble Inc.

Technology
Q1 2022 Filed on Apr 13, 2022
10
$63.54 - $86.68 $635 - $867
USB
Us Bancorp \De\

Financial Services
Q1 2022 Filed on Apr 13, 2022
102
$52.65 - $63.25 $5.37K - $6.45K
UL
Unilever PLC

Consumer Defensive
Q1 2022 Filed on Apr 13, 2022
500
$43.71 - $54.29 $21.9K - $27.1K
VFC
V F Corp

Consumer Cyclical
Q1 2022 Filed on Apr 13, 2022
120
$51.78 - $75.76 $6.21K - $9.09K
VEA
Vanguard Ftse Developed Market

ETFs
Q1 2022 Filed on Apr 13, 2022
283
$44.13 - $51.72 $12.5K - $14.6K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q1 2022 Filed on Apr 13, 2022
441
$42.79 - $51.23 $18.9K - $22.6K
VAW
Vanguard Materials ETF

ETFs
Q1 2022 Filed on Apr 13, 2022
18
$175.8 - $197.21 $3.16K - $3.55K
VO
Vanguard Mid Cap ETF

ETFs
Q1 2022 Filed on Apr 13, 2022
17,542
$219.86 - $253.39 $3.86M - $4.44M
VB
Vanguard Small Cap ETF

ETFs
Q1 2022 Filed on Apr 13, 2022
420
$198.73 - $227.97 $83.5K - $95.7K
VRSK
Verisk Analytics, Inc.

Industrials
Q1 2022 Filed on Apr 13, 2022
249
$177.34 - $221.73 $44.2K - $55.2K
WPC
W. P. Carey Inc.

Real Estate
Q1 2022 Filed on Apr 13, 2022
232
$74.37 - $83.52 $17.3K - $19.4K
WMT
Walmart Inc.

Consumer Defensive
Q1 2022 Filed on Apr 13, 2022
110
$133.53 - $149.87 $14.7K - $16.5K
WSBC
Wesbanco Inc

Financial Services
Q1 2022 Filed on Apr 13, 2022
220
$34.19 - $38.24 $7.52K - $8.41K
WABC
Westamerica Bancorporation

Financial Services
Q1 2022 Filed on Apr 13, 2022
1,200
$57.54 - $62.76 $69K - $75.3K
CI
Cigna Corp

Healthcare
Q1 2022 Filed on Apr 13, 2022
584
$217.56 - $245.83 $127K - $144K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
Q1 2022 Filed on Apr 13, 2022
3,877
$29.41 - $32.55 $114K - $126K
BGS
B&G Foods, Inc.

Consumer Defensive
Q1 2022 Filed on Apr 13, 2022
2,000
$25.69 - $34.06 $51.4K - $68.1K
GOLD
Barrick Gold Corp

Basic Materials
Q1 2022 Filed on Apr 13, 2022
1,437
$18.02 - $25.36 $25.9K - $36.4K
BEAM
Beam Therapeutics Inc.

Healthcare
Q1 2022 Filed on Apr 13, 2022
135
$53.73 - $82.16 $7.25K - $11.1K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
Q1 2022 Filed on Apr 13, 2022
273
$10.06 - $11.75 $2.75K - $3.21K
BLK
Black Rock Inc.

Financial Services
Q1 2022 Filed on Apr 13, 2022
200
$662.87 - $917.22 $133K - $183K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
Q1 2022 Filed on Apr 13, 2022
4,492
$13.27 - $16.1 $59.6K - $72.3K
Blackrock Muniyield
Q1 2022 Filed on Apr 13, 2022
8,007
N/A
APRN
Blue Apron Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 13, 2022
15
$4.05 - $8.44 $60.8 - $127
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 13, 2022
24
$1817.16 - $2703.26 $43.6K - $64.9K
BHF
Brighthouse Financial, Inc.

Financial Services
Q1 2022 Filed on Apr 13, 2022
7
$43.43 - $60.13 $304 - $421
CGC
Canopy Growth Corp

Healthcare
Q1 2022 Filed on Apr 13, 2022
50
$5.7 - $9.3 $285 - $465
CPLP
Capital Product Partners L.P.

Industrials
Q1 2022 Filed on Apr 13, 2022
142
$14.69 - $18.68 $2.09K - $2.65K
CPRI
Capri Holdings LTD

Consumer Cyclical
Q1 2022 Filed on Apr 13, 2022
6
$46.16 - $70.76 $277 - $425
CARR
Carrier Global Corp

Industrials
Q1 2022 Filed on Apr 13, 2022
888
$42.91 - $53.82 $38.1K - $47.8K
CHTR
Charter Communications, Inc.

Communication Services
Q1 2022 Filed on Apr 13, 2022
51
$545.52 - $647.58 $27.8K - $33K
CC
Chemours CO

Basic Materials
Q1 2022 Filed on Apr 13, 2022
2
$23.12 - $36.16 $46.2 - $72.3
CHWY
Chewy, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 13, 2022
100
$36.87 - $57.48 $3.69K - $5.75K
AZN
Astrazeneca PLC

Healthcare
Q1 2022 Filed on Apr 13, 2022
20
$55.72 - $67.12 $1.11K - $1.34K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
Q1 2022 Filed on Apr 13, 2022
378
$15.59 - $18.95 $5.89K - $7.16K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q1 2022 Filed on Apr 13, 2022
329
$52.29 - $96.99 $17.2K - $31.9K
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