Latest Ford Financial Group, LLC Stock Portfolio
$2,358Thousand
Equity Portfolio Value
Last Reported on: 11 May, 2023
About Ford Financial Group, LLC and it’s 13F Hedge Fund Stock Holdings
Ford Financial Group, LLC is a hedge fund based in Fresno, CA. On 28-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $537.1 Millions. In it's latest 13F Holdings report, Ford Financial Group, LLC reported an equity portfolio of $2.4 Millions as of 31 Mar, 2023.
The top stock holdings of Ford Financial Group, LLC are BIL, BIL, DWMF. The fund has invested 21% of it's portfolio in SPDR SER TR and 16.2% of portfolio in SPDR SER TR.
The fund managers got completely rid off INVESCO EXCH TRADED FD TR II (SPHD), SSGA ACTIVE ETF TR (GAL) and SPDR SER TR (BIL) stocks. They significantly reduced their stock positions in SPDR SER TR (BIL), VANGUARD INDEX FDS (VOO) and SPDR S&P 500 ETF TR (SPY).
The top stock holdings of Ford Financial Group, LLC are BIL, BIL, DWMF. The fund has invested 21% of it's portfolio in SPDR SER TR and 16.2% of portfolio in SPDR SER TR.
The fund managers got completely rid off INVESCO EXCH TRADED FD TR II (SPHD), SSGA ACTIVE ETF TR (GAL) and SPDR SER TR (BIL) stocks. They significantly reduced their stock positions in SPDR SER TR (BIL), VANGUARD INDEX FDS (VOO) and SPDR S&P 500 ETF TR (SPY).
New Buys
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| SPDR SER TR | -98.55 |
| SPDR SER TR | -98.55 |
| SPDR SER TR | -98.02 |
| SPDR SER TR | -97.86 |
| VANGUARD INDEX FDS | -97.33 |
| SPDR S&P 500 ETF TR | -83.33 |
| WISDOMTREE TR | -68.02 |
Ford Financial Group, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| CORNERSTONE STRATEGIC VALUE | -2,637,560 |
| CORNERSTONE TOTAL RETURN FD | -2,418,220 |
| SSGA ACTIVE ETF TR | -7,788,890 |
| TWO RDS SHARED TR | -4,072,830 |
| TWO RDS SHARED TR | -5,566,220 |
| INVESCO EXCH TRADED FD TR II | -11,276,000 |
| TWO RDS SHARED TR | -4,734,620 |
| TWO RDS SHARED TR | -3,505,860 |
Ford Financial Group, LLC got rid off the above stocks
Current Stock Holdings of Ford Financial Group, LLC
Last Reported on: 11 May, 2023| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ACTV | TWO RDS SHARED TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ACTV | TWO RDS SHARED TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ACTV | TWO RDS SHARED TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ACTV | TWO RDS SHARED TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ACTV | TWO RDS SHARED TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ACTX | GLOBAL X FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ACTX | GLOBAL X FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ACTX | GLOBAL X FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ACWF | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ADBE | ADOBE SYSTEMS INCORPORATED | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ADP | AUTOMATIC DATA PROCESSING IN | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGGY | WISDOMTREE TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGGY | WISDOMTREE TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGZD | WISDOMTREE TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMZN | AMAZON COM INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BAB | INVESCO EXCH TRADED FD TR II | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BGLD | FIRST TR EXCHANGE-TRADED FD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIL | SPDR SER TR | 20.99 | 12,158 | 495,063 | REDUCED | -98.55 | |
| BIL | SPDR SER TR | 16.25 | 6,926 | 383,398 | REDUCED | -98.55 | |
| BIL | SPDR SER TR | 12.70 | 3,931 | 299,427 | REDUCED | -98.02 | |
| BIL | SPDR SER TR | 12.34 | 5,770 | 290,973 | REDUCED | -97.86 | |
| BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIV | VANGUARD BD INDEX FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BOND | PIMCO ETF TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BSAE | INVESCO EXCH TRD SLF IDX FD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BZQ | PROSHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| COST | COSTCO WHSL CORP NEW | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CSCO | CISCO SYS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CVCY | CENTRAL VY CMNTY BANCORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CVX | CHEVRON CORP NEW | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CWI | SPDR INDEX SHS FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CWI | SPDR INDEX SHS FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DWMF | WISDOMTREE TR | 14.58 | 9,810 | 343,925 | REDUCED | -68.02 | |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ES | EVERSOURCE ENERGY | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| FCVT | FIRST TR EXCHANGE-TRADED FD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| FDL | FIRST TR MORNINGSTAR DIVID L | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| FNDA | SCHWAB STRATEGIC TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| FVD | FIRST TR VALUE LINE DIVID IN | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| GAL | SSGA ACTIVE ETF TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| GAL | SSGA ACTIVE ETF TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| GAL | SSGA ACTIVE ETF TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| GLD | SPDR GOLD TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| GLDM | WORLD GOLD TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| GOOG | ALPHABET INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| GOOG | ALPHABET INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| GSY | INVESCO ACTIVELY MANAGED ETF | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| HD | HOME DEPOT INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| HOG | HARLEY DAVIDSON INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| IAU | ISHARES GOLD TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| IBCE | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| IBCE | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| IBCE | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| INFR | LEGG MASON ETF INVT | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| IVZ | INVESCO LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| JHCB | JOHN HANCOCK EXCHANGE TRADED | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| JNJ | JOHNSON & JOHNSON | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| LOW | LOWES COS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MSFT | MICROSOFT CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| O | REALTY INCOME CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ORCL | ORACLE CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PEP | PEPSICO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PYPL | PAYPAL HLDGS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| QQQ | INVESCO QQQ TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SPHD | INVESCO EXCH TRADED FD TR II | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SPHD | INVESCO EXCH TRADED FD TR II | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SPY | SPDR S&P 500 ETF TR | 11.87 | 684 | 280,050 | REDUCED | -83.33 | |
| TSLA | TESLA INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| UNP | UNION PAC CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| V | VISA INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| VAW | VANGUARD WORLD FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| VOO | VANGUARD INDEX FDS | 11.27 | 1,303 | 265,872 | REDUCED | -97.33 | |
| VOO | VANGUARD INDEX FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| VOO | VANGUARD INDEX FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| XLB | SELECT SECTOR SPDR TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| XLB | SELECT SECTOR SPDR TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| XLB | SELECT SECTOR SPDR TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| XOM | EXXON MOBIL CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| VOYA GLBL EQTY DIV & PREM OP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | ||
| RIVERNORTH DOUBLELINE STRATE | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | ||
| RIVERNORTH OPPORTUNITIES FD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | ||
| NUVEEN MUNICIPAL CREDIT INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | ||
| NUVEEN CA QUALTY MUN INCOME | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | ||
| INVESCO SR INCOME TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | ||
| EATON VANCE TAX-MANAGED GLOB | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | ||
| CORNERSTONE TOTAL RETURN FD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | ||
| CORNERSTONE STRATEGIC VALUE | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | ||
| CALAMOS DYNAMIC CONV & INCOM | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | ||
| CALAMOS CONV OPPORTUNITIES & | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |