BD

Bond & Devick Financial Network, Inc.

13F
Bond & Devick Financial Network, Inc.
Last update 2025-04-09 161 Stocks (14 new)
Value $276.00 Mil Turnover 31 %
Countries:
Top Holdings: EQWL(10.31%)ESGD(8.82%)JCPB(5.78%)SCHZ(5.38%)IEI(4.92%)
Summary Stock Picks Current Portfolio
Bond & Devick Financial Networ... 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
EQWL
Invesco Russell Top 200 Equal Weight ETF
Invesco Russell Top 200 Equal Weight ETF
275,766
28,428.7
+49.13%
10.310
+3.40%
2.510
+13.15%
+10.34%
1,509.4
 
ESGD
iShares MSCI EAFE ESG Select ETF
297,849
24,331.3
+72.55%
8.820
+3.71%
0.270
+13.25%
+19.38%
9,752.8
 
JCPB
JPMorgan Core Plus Bond ETF
338,625
15,928.9
+104.55%
5.780
+2.95%
0.260
+0.22%
+3.84%
6,799.8
 
SCHZ
Schwab US Aggregate Bond ETF
640,411
14,831.9
+133.68%
5.380
+3.08%
0.170
+0.03%
+3.65%
8,537.7
 
IEI
iShares 3-7 Year Treasury Bond ETF
114,842
13,566.9
-2.53%
4.920
-0.15%
0.090
+0.18%
+3.95%
15,255.9
 
SCHB
Schwab U.S. Broad Market ETF
526,604
11,337.8
+182.87%
4.110
+2.66%
0.040
+17.02%
+6.97%
34,739.9
 
NDSN
Nordson Corp
44,539
8,984.4
-0.04%
3.260
0%
0.080
+19.96%
+7.66%
12,589.1
Industrial Products
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
JPMorgan Small & Mid Cap Enhanced Equity ETF
145,081
8,121.6
+130.72%
2.950
+1.67%
0.480
+14.43%
+0.86%
1,893.7
 
IWY
iShares Russell Top 200 Growth ETF
36,581
7,716.4
+137.11%
2.800
+1.62%
0.070
+22.77%
+5.79%
14,044.9
 
EDIV
SPDR S&P Emerging Markets Dividend ETF
SPDR S&P Emerging Markets Dividend ETF
213,866
7,635.0
+162.82%
2.770
+1.72%
1.190
+10.66%
+12.93%
806.3
 

Bond & Devick Financial Network, Inc.'s Historical Top Holdings Breakdowns

Bond & Devick Financial Network, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ESGD
iShares MSCI EAFE ESG Select ETF
2025-03-31
Add
Add
+3.71%
●
75.32 ($80.69) 84.77
$89.23
10.58%
Add 72.55%
297,849
125,236
EQWL
Invesco Russell Top 200 Equal Weight ETF
Invesco Russell Top 200 Equal Weight ETF
2025-03-31
Add
Add
+3.40%
●
100.56 ($104.97) 108.28
$111.81
6.52%
Add 49.13%
275,766
90,847
SCHZ
Schwab US Aggregate Bond ETF
2025-03-31
Add
Add
+3.08%
●
22.46 ($22.91) 23.26
$23.05
0.61%
Add 133.68%
640,411
366,361
JCPB
JPMorgan Core Plus Bond ETF
2025-03-31
Add
Add
+2.95%
●
45.56 ($46.5) 47.23
$46.67
0.37%
Add 104.55%
338,625
173,077
SCHB
Schwab U.S. Broad Market ETF
2025-03-31
Add
Add
+2.66%
●
21.23 ($22.75) 23.75
$24.14
6.11%
Add 182.87%
526,604
340,441
VB
Vanguard Small Cap ETF
2025-03-31
Reduce
Reduce
-1.91%
●
217.89 ($238.81) 252.64
$243.21
1.84%
Reduce -78.57%
5,143
-18,861
EDIV
SPDR S&P Emerging Markets Dividend ETF
SPDR S&P Emerging Markets Dividend ETF
2025-03-31
Add
Add
+1.72%
●
34.23 ($35.74) 36.9
$38.86
8.73%
Add 162.82%
213,866
132,491
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
JPMorgan Small & Mid Cap Enhanced Equity ETF
2025-03-31
Add
Add
+1.67%
●
54.51 ($59.77) 63.63
$60.99
2.04%
Add 130.72%
145,081
82,198
IWY
iShares Russell Top 200 Growth ETF
2025-03-31
Add
Add
+1.62%
●
210.19 ($230.05) 243.33
$248.36
7.96%
Add 137.11%
36,581
21,153
IEF
iShares 7-10 Year Treasury Bond ETF
2025-03-31
Add
Add
+1.58%
●
91.17 ($93.56) 95.39
$94.76
1.28%
Add 147.9%
76,221
45,474

Bond & Devick Financial Network, Inc. Total Holding History ($B)

To

Bond & Devick Financial Network, Inc.'s Asset Allocation

To

Bond & Devick Financial Network, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Bond & Devick Financial Network, Inc.'s Hypothetical Growth since 2025-03-31

Bond & Devick Financial Network, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Bond & Devick Financial Network, Inc.'s Holdings Heat Map

Size field:

Bond & Devick Financial Network, Inc.'s Holdings Bubble Chart

Bond & Devick Financial Network, Inc. News

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