- New Purchases: IWS, HOG, ADBE, QCOM, MMM, EL, TSLA, REGL, NZF, CEV,
- Added Positions: VBK, IEFA, IWP, VBR, BND, IEMG, EMB, IWM, IUSG, IJH, FTSM, USHY, VCIT, PYPL, QUAL, CRF, TDOC, QYLD, AMZN, CLM, DGRO, IJR, SPY, IAU, GIS, FDN, EXG,
- Reduced Positions: MGK, VTI, IEF, SPYG, TIP, USMV, IUSV, QQQ, SPYV, CVX, FTF, SRLN, BGH, EFAV, VIG, FVD, BRK.B, IVZ, GOOG, FB, UNP, MSFT, JNJ, HD, VOE, FLOT, DIS, INTC, COST, BA,
- Sold Out: GRX,
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.- SPDR Portfolio S&P 500 Value ETF (SPYV) - 740,940 shares, 12.78% of the total portfolio. Shares reduced by 1.17%
- Vanguard Total Stock Market ETF (VTI) - 129,409 shares, 12.63% of the total portfolio. Shares reduced by 14.84%
- SPDR Portfolio S&P 500 Growth ETF (SPYG) - 398,539 shares, 11.05% of the total portfolio. Shares reduced by 7.7%
- BTC iShares Core MSCI EAFE ETF (IEFA) - 146,731 shares, 5.08% of the total portfolio. Shares added by 55.18%
- Vanguard Total Bond Market ETF (BND) - 90,828 shares, 4.02% of the total portfolio. Shares added by 19.08%
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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