BD

Bond & Devick Financial Network, Inc.

13F
Bond & Devick Financial Network, Inc.
Last update 2025-07-12 174 Stocks (17 new)
Value $301.00 Mil Turnover 5 %
Countries:
Top Holdings: EQWL(10.30%)ESGD(9.04%)JCPB(5.63%)SCHZ(5.15%)IEI(4.55%)
Summary Stock Picks Current Portfolio
Bond & Devick Financial Networ... Top Holdings of 2025-06-30 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
281,722
30,981.0
+2.16%
10.300
+0.22%
2.090
+15.26%
+8.58%
1,531.5
 
ESGD
iShares MSCI EAFE ESG Select ETF
304,592
27,175.7
+2.26%
9.040
+0.20%
0.280
+8.65%
+15.94%
9,648.6
 
JCPB
JPMorgan Core Plus Bond ETF
359,939
16,938.7
+6.29%
5.630
+0.33%
0.250
+0.28%
+0.85%
6,922.5
 
SCHZ
Schwab US Aggregate Bond ETF
666,535
15,490.3
+4.08%
5.150
+0.20%
0.180
+0.09%
+1.10%
8,551.2
 
IEI
iShares 3-7 Year Treasury Bond ETF
114,833
13,675.5
-0.01%
4.550
0%
0.090
-0.22%
+2.02%
15,643.2
 
SCHB
Schwab U.S. Broad Market ETF
543,808
12,959.0
+3.27%
4.310
+0.14%
0.040
+19.80%
+6.87%
34,984.1
 
NDSN
Nordson Corp
44,539
9,547.8
0%
3.180
0%
0.080
+20.72%
+5.10%
12,289.0
Industrial Products
IWY
iShares Russell Top 200 Growth ETF
38,000
9,367.4
+3.88%
3.120
+0.12%
0.070
+26.23%
+7.23%
14,316.1
 
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
JPMorgan Small & Mid Cap Enhanced Equity ETF
154,248
9,133.0
+6.32%
3.040
+0.18%
0.500
+16.16%
+0.56%
1,913.9
 
EDIV
SPDR S&P Emerging Markets Dividend ETF
SPDR S&P Emerging Markets Dividend ETF
220,242
8,395.6
+2.98%
2.790
+0.08%
1.060
+10.41%
+10.06%
817.4
 

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
MSFT
Microsoft Corp
2025-06-30
Add
Add
+0.38%
●
354.56 ($433.34) 497.45
$511.70
18.08%
Add 18.07%
14,863
2,275
JCPB
JPMorgan Core Plus Bond ETF
2025-06-30
Add
Add
+0.33%
●
45.9 ($46.46) 47.2
$46.46
0%
Add 6.29%
359,939
21,314
EQWL
Invesco Russell Top 200 Equal Weight ETF
Invesco Russell Top 200 Equal Weight ETF
2025-06-30
Add
Add
+0.22%
●
91.62 ($103.12) 109.97
$111.06
7.70%
Add 2.16%
281,722
5,956
ESGD
iShares MSCI EAFE ESG Select ETF
2025-06-30
Add
Add
+0.20%
●
73.02 ($85.21) 90.22
$88.28
3.60%
Add 2.26%
304,592
6,743
SCHZ
Schwab US Aggregate Bond ETF
2025-06-30
Add
Add
+0.20%
●
22.67 ($22.95) 23.28
$22.95
0%
Add 4.08%
666,535
26,124
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
JPMorgan Small & Mid Cap Enhanced Equity ETF
2025-06-30
Add
Add
+0.18%
●
49.07 ($55.97) 59.23
$60.81
8.65%
Add 6.32%
154,248
9,167
SCHB
Schwab U.S. Broad Market ETF
2025-06-30
Add
Add
+0.14%
●
19.1 ($22.02) 23.83
$24.26
10.17%
Add 3.27%
543,808
17,204
MUB
iShares National Muni Bond ETF
2025-06-30
Reduce
Reduce
-0.13%
●
102.31 ($103.99) 105.8
$103.26
-0.70%
Reduce -26.69%
9,033
-3,288
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-06-30
Add
Add
+0.12%
●
96.82 ($98) 99.46
$97.93
-0.07%
Add 58.37%
9,621
3,546
IWY
iShares Russell Top 200 Growth ETF
2025-06-30
Add
Add
+0.12%
●
187.5 ($222.41) 246.51
$252.27
13.43%
Add 3.88%
38,000
1,419

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

  • 1

Bond & Devick Financial Network, Inc.'s Hypothetical Growth since 2025-06-30

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

  • 1

Discussions on Bond & Devick Financial Network, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.