FB
| |
Finward Bancorp13F | |
| Finward Bancorp | |
| Last update 2025-05-15 | 104 Stocks (6 new) |
| Value $115.00 Mil | Turnover 5 % |
Finward Bancorp Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TQQQ | PROSHARES TRUST | 152,062 | 8,713.1 | +37.13% | 7.550 | +2.04% | 0.040 | +70.08% | +12.40% | 28,355.3 | ||
MSFT | Microsoft Corp | 17,521 | 6,577.2 | -2.06% | 5.700 | -0.13% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
CWB |
SPDR Bloomberg Convertible Securities ETF
SPDR Bloomberg Convertible Securities ETF
| 76,162 | 5,835.5 | -0.61% | 5.060 | -0.03% | 0.160 | +11.77% | +10.52% | 4,034.2 | ||
VOO | Vanguard S&P 500 ETF | 10,662 | 5,479.3 | +1.05% | 4.750 | +0.05% | 0.000 | +16.45% | +8.96% | 664,077.8 | ||
VUG | Vanguard Growth ETF | 13,480 | 4,998.7 | -2.23% | 4.330 | -0.11% | 0.000 | +22.07% | +10.46% | 166,080.2 | ||
AAPL | Apple Inc | 19,512 | 4,334.2 | -1.55% | 3.760 | -0.07% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
FNWD | Finward Bancorp | 141,673 | 4,122.7 | -4.60% | 3.570 | -0.17% | 3.280 | -12.40% | -2.93% | 117.0 | Banks | |
SPGP | Invesco S&P 500 GARP ETF | 34,811 | 3,476.9 | +1.07% | 3.010 | +0.03% | 0.120 | +14.99% | +5.93% | 2,836.8 | ||
QQQ | INVESCO QQQ Trust | 6,767 | 3,173.2 | +0.97% | 2.750 | +0.03% | 0.000 | +21.03% | +10.81% | 360,250.4 | ||
FVD |
First Trust Value Line Dividend Index Fund
First Trust Value Line Dividend Index Fund
| 50,211 | 2,238.9 | -0.55% | 1.940 | -0.01% | 0.020 | +5.84% | +6.27% | 9,179.0 |
Finward Bancorp's Historical Top Holdings Breakdowns
Finward Bancorp's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TQQQ | PROSHARES TRUST | 2025-03-31 | Add Add | +2.04% | 57.3 ($75.89) 90.4 | $88.43 | 16.52% | Add 37.13% | 152,062 | 41,170 | |
SKOR |
FlexShares Credit-Scored US Corporate Bond Index
FlexShares Credit-Scored US Corporate Bond Index
| 2025-03-31 | New Buy New Buy | +1.93% | 47.35 ($47.98) 48.46 | $48.57 | 1.23% | New holding | 46,185 | 46,185 | |
EFA | iShares MSCI EAFE ETF | 2025-03-31 | Reduce Reduce | -0.30% | 74.85 ($80.6) 84.89 | $90.86 | 12.73% | Reduce -41.91% | 6,273 | -4,526 | |
AZN | AstraZeneca PLC | 2025-03-31 | New Buy New Buy | +0.20% | 65.37 ($72.34) 77.96 | $73.68 | 1.85% | New holding | 3,098 | 3,098 | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 2025-03-31 | New Buy New Buy | +0.19% | 217.4 ($244.61) 264.74 | $260.51 | 6.50% | New holding | 900 | 900 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | Reduce Reduce | -0.19% | 71.17 ($72.57) 73.66 | $72.94 | 0.51% | Reduce -18.12% | 13,719 | -3,037 | |
LOW | Lowe's Companies Inc | 2025-03-31 | Sold Out Sold Out | -0.19% | 222.66 ($246.05) 268.42 | $225.56 | -8.33% | Sold Out | 0 | -873 | |
TIP | iShares TIPS Bond ETF | 2025-03-31 | New Buy New Buy | +0.18% | 106.22 ($108.63) 111.09 | $109.73 | 1.01% | New holding | 1,856 | 1,856 | |
MCK | McKesson Corp | 2025-03-31 | New Buy New Buy | +0.18% | 566.21 ($618.25) 672.99 | $710.19 | 14.87% | New holding | 316 | 316 | |
VNQ | Vanguard Real Estate Index Fund ETF | 2025-03-31 | Sold Out Sold Out | -0.18% | 85.55 ($90.76) 94.34 | $91.72 | 1.06% | Sold Out | 0 | -2,367 |
Finward Bancorp Total Holding History ($B)
Finward Bancorp's Asset Allocation
Finward Bancorp Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Finward Bancorp's Hypothetical Growth since 2025-03-31
Finward Bancorp's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Finward Bancorp's Holdings Heat Map
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Finward Bancorp's Holdings Bubble Chart
Finward Bancorp News
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