FF
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Ford Financial Group, LLC13F | |
Ford Financial Group, LLC | |
Last update 2023-05-12 | 7 Stocks (0 new) |
Value $2.00 Mil | Turnover 0 % |
Ford Financial Group, LLC Top Holdings of 2023-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SPYV | SPDR Portfolio S&P 500 Value ETF | 12,158 | 495.1 | -98.55% | 20.990 | -12.67% | 0.000 | +13.99% | +4.28% | 26,850.0 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 6,926 | 383.4 | -98.55% | 16.250 | -9.42% | 0.000 | +31.29% | +11.31% | 38,809.4 | ||
NTSX | WisdomTree U.S. Efficient Core Fund | 9,810 | 343.9 | -68.02% | 14.580 | -0.27% | 0.040 | +21.03% | +8.89% | 1,218.0 | ||
SLYV | SPDR S&P 600 Small Cap Value ETF | 3,931 | 299.4 | -98.02% | 12.690 | -5.71% | 0.010 | +18.67% | -4.96% | 3,751.2 | ||
SPTM |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
| 5,770 | 291.0 | -97.86% | 12.340 | -4.92% | 0.000 | +22.34% | +7.35% | 10,704.7 | ||
SPY | S&P 500 ETF TRUST ETF | 684 | 280.1 | -83.33% | 11.870 | -0.52% | 0.000 | +22.72% | +7.92% | 644,509.4 | ||
VTI | Vanguard Total Stock Market ETF | 1,303 | 265.9 | -97.33% | 11.270 | -3.59% | 0.000 | +22.87% | +7.47% | 477,154.9 | ||
CLM |
Cornerstone Strategic Value Fund Inc
Cornerstone Strategic Value Fund Inc
| 0 | 0 | Sold Out | 0.000 | -1.04% | 0.000 | +25.46% | +5.04% | 2,047.8 | Asset Management | |
CRF | Cornerstone Total Return Fund Inc | 0 | 0 | Sold Out | 0.000 | -0.96% | 0.000 | +25.44% | +0.80% | 933.4 | Asset Management | |
AGGY |
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
| 0 | 0 | Sold Out | 0.000 | -0.48% | 0.000 | +2.99% | +3.50% | 790.3 |
Ford Financial Group, LLC's Historical Top Holdings Breakdowns
Ford Financial Group, LLC Total Holding History ($B)
Ford Financial Group, LLC's Asset Allocation
Ford Financial Group, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Ford Financial Group, LLC's Hypothetical Growth since 2023-03-31
Ford Financial Group, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Ford Financial Group, LLC's Holdings Heat Map
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