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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
Track This Portfolio

Track Ford Financial Group, LLC Portfolio

Follow Ford Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ford Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ford Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email