Ford Financial Group, Inc. Buys Vanguard Small Cap Growth ETF, BTC iShares Core MSCI EAFE ETF, BTC iShares Russell Mid-Cap Growth ETF, Sells Vanguard Mega Cap Growth ETF, iShares 7-10 Year Treasury Bond ETF, BTC iShares TIPS Bond ETF

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Investment company Ford Financial Group, Inc. (Current Portfolio) buys Vanguard Small Cap Growth ETF, BTC iShares Core MSCI EAFE ETF, BTC iShares Russell Mid-Cap Growth ETF, BTC iShares Russell Mid-Cap Value ETF, Vanguard Small Cap Value ETF, sells Vanguard Mega Cap Growth ETF, iShares 7-10 Year Treasury Bond ETF, BTC iShares TIPS Bond ETF, ISHARES TRUST, Gabelli Healthcare & WellnessRx Trust during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Ford Financial Group, Inc.. As of 2020Q4, Ford Financial Group, Inc. owns 95 stocks with a total value of $199 million. These are the details of the buys and sells.

For the details of Ford Financial Group, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/ford+financial+group%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Ford Financial Group, Inc.
  1. SPDR Portfolio S&P 500 Value ETF (SPYV) - 740,940 shares, 12.78% of the total portfolio. Shares reduced by 1.17%
  2. Vanguard Total Stock Market ETF (VTI) - 129,409 shares, 12.63% of the total portfolio. Shares reduced by 14.84%
  3. SPDR Portfolio S&P 500 Growth ETF (SPYG) - 398,539 shares, 11.05% of the total portfolio. Shares reduced by 7.7%
  4. BTC iShares Core MSCI EAFE ETF (IEFA) - 146,731 shares, 5.08% of the total portfolio. Shares added by 55.18%
  5. Vanguard Total Bond Market ETF (BND) - 90,828 shares, 4.02% of the total portfolio. Shares added by 19.08%
New Purchase: BTC iShares Russell Mid-Cap Value ETF (IWS)

Ford Financial Group, Inc. initiated holding in BTC iShares Russell Mid-Cap Value ETF. The purchase prices were between $80.56 and $96.96, with an estimated average price of $89.97. The stock is now traded at around $103.255000. The impact to a portfolio due to this purchase was 1.15%. The holding were 23,632 shares as of 2020-12-31.

New Purchase: Harley-Davidson Inc (HOG)

Ford Financial Group, Inc. initiated holding in Harley-Davidson Inc. The purchase prices were between $25.81 and $41.43, with an estimated average price of $34.45. The stock is now traded at around $36.790000. The impact to a portfolio due to this purchase was 0.15%. The holding were 8,000 shares as of 2020-12-31.

New Purchase: Adobe Inc (ADBE)

Ford Financial Group, Inc. initiated holding in Adobe Inc. The purchase prices were between $444.94 and $514.31, with an estimated average price of $482.85. The stock is now traded at around $496.645000. The impact to a portfolio due to this purchase was 0.13%. The holding were 530 shares as of 2020-12-31.

New Purchase: Qualcomm Inc (QCOM)

Ford Financial Group, Inc. initiated holding in Qualcomm Inc. The purchase prices were between $115.47 and $158.8, with an estimated average price of $139.59. The stock is now traded at around $146.750000. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,542 shares as of 2020-12-31.

New Purchase: ProShares S&P MidCap 400 Div Aristocrats ETF (REGL)

Ford Financial Group, Inc. initiated holding in ProShares S&P MidCap 400 Div Aristocrats ETF. The purchase prices were between $53.97 and $63.33, with an estimated average price of $59.42. The stock is now traded at around $66.000000. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,524 shares as of 2020-12-31.

New Purchase: Tesla Inc (TSLA)

Ford Financial Group, Inc. initiated holding in Tesla Inc. The purchase prices were between $388.04 and $705.67, with an estimated average price of $512.96. The stock is now traded at around $846.719900. The impact to a portfolio due to this purchase was 0.11%. The holding were 311 shares as of 2020-12-31.

Added: Vanguard Small Cap Growth ETF (VBK)

Ford Financial Group, Inc. added to a holding in Vanguard Small Cap Growth ETF by 419.30%. The purchase prices were between $216.78 and $272.28, with an estimated average price of $242.72. The stock is now traded at around $300.010000. The impact to a portfolio due to this purchase was 1.88%. The holding were 17,329 shares as of 2020-12-31.

Added: BTC iShares Core MSCI EAFE ETF (IEFA)

Ford Financial Group, Inc. added to a holding in BTC iShares Core MSCI EAFE ETF by 55.18%. The purchase prices were between $57.61 and $69.71, with an estimated average price of $64.27. The stock is now traded at around $71.895000. The impact to a portfolio due to this purchase was 1.81%. The holding were 146,731 shares as of 2020-12-31.

Added: BTC iShares Russell Mid-Cap Growth ETF (IWP)

Ford Financial Group, Inc. added to a holding in BTC iShares Russell Mid-Cap Growth ETF by 228.20%. The purchase prices were between $86.47 and $104.78, with an estimated average price of $95.22. The stock is now traded at around $110.270000. The impact to a portfolio due to this purchase was 1.63%. The holding were 45,745 shares as of 2020-12-31.

Added: Vanguard Small Cap Value ETF (VBR)

Ford Financial Group, Inc. added to a holding in Vanguard Small Cap Value ETF by 99.52%. The purchase prices were between $113.05 and $142.79, with an estimated average price of $129.59. The stock is now traded at around $157.210000. The impact to a portfolio due to this purchase was 1.08%. The holding were 30,498 shares as of 2020-12-31.

Added: BTC iShares Core MSCI Emerging Markets ETF (IEMG)

Ford Financial Group, Inc. added to a holding in BTC iShares Core MSCI Emerging Markets ETF by 32.76%. The purchase prices were between $52.03 and $62.1, with an estimated average price of $57.18. The stock is now traded at around $68.245000. The impact to a portfolio due to this purchase was 0.52%. The holding were 67,268 shares as of 2020-12-31.

Added: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)

Ford Financial Group, Inc. added to a holding in iShares J.P. Morgan USD Emerging Markets Bond ETF by 64.32%. The purchase prices were between $108.52 and $115.54, with an estimated average price of $112.2. The stock is now traded at around $113.845000. The impact to a portfolio due to this purchase was 0.33%. The holding were 14,626 shares as of 2020-12-31.

Sold Out: Gabelli Healthcare & WellnessRx Trust (GRX)

Ford Financial Group, Inc. sold out a holding in Gabelli Healthcare & WellnessRx Trust. The sale prices were between $9.98 and $11.95, with an estimated average price of $11.1.



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