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Reported Holdings Of The
FORD Financial Group Inc

Legal Name: FORD FINANCIAL GROUP, INC.

Period of report: Jun 30, 2019
Effectiveness Date: Jul 25, 2019

Security Shares Held / Principal Amount Market Value Option
VANGUARD INDEX FDS TOTAL STK MKT (922908769) 155,244 $23,300k
SPDR SERIES TRUST (78464A508) 683,262 $21,372k
SPDR SERIES TRUST (78464A409) 531,391 $20,580k
ISHARES INC CORE MSCI EMKT (46434G103) 211,113 $10,859k
ISHARES TR RUS MD CP GR ETF (464287481) 35,928 $5,123k
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835) 56,282 $4,675k
VANGUARD SCOTTSDALE FDS (92206C870) 49,819 $4,476k
ISHARES TR (46429B697) 58,298 $3,598k
ISHARES TR CORE S&P MCP ETF (464287507) 18,008 $3,498k
SSGA ACTIVE ETF TR (78467V608) 61,643 $2,849k
ISHARES TR (464287671) 42,582 $2,669k
VANGUARD INDEX FDS SM CP VAL ETF (922908611) 17,481 $2,281k
ISHARES TR (464287663) 35,789 $2,027k
Cornerstone Strategic Value Fund Inc (21924B302) 155,191 $1,806k
ISHARES TR (464287176) 15,453 $1,784k
JPMORGAN CHASE & CO (46625H100) 15,947 $1,782k
ISHARES TR RUSSELL 2000 ETF (464287655) 11,326 $1,761k
Cornerstone Total Rtrn Fd In (21924U300) 137,571 $1,557k
ISHARES TR CORE MSCI EAFE (46432F842) 24,532 $1,506k
Chevron Corp (166764100) 10,816 $1,346k
INVESCO EXCHNG TRADED FD TR (46138E354) 24,054 $1,323k
FRANKLIN TEMPLETON LTD DUR I (35472T101) 131,255 $1,263k
REALTY INCOME CORP (756109104) 16,143 $1,113k
Exxon Mobil Corp (30231G102) 14,227 $1,090k
SPDR SERIES TRUST (78468R622) 8,968 $976k
VANGUARD INDEX FDS SML CP GRW ETF (922908595) 5,214 $970k
Apple Inc (037833100) 4,733 $936k
ISHARES INC (464286533) 14,853 $874k
VANGUARD GROUP (921908844) 6,977 $803k
iShares Treasury Floating Rate Bond (46434V860) 14,396 $724k
Amazon.com Inc (023135106) 380 $719k
BARINGS GLOBAL SHORT DURATIO (06760L100) 39,080 $690k
ALPS ALERIAN MLP ETF (00162Q866) 58,867 $579k
ISHARES TR RUS MDCP VAL ETF (464287473) 6,339 $565k
MICROSOFT CORP (594918104) 4,088 $547k
CISCO SYSTEMS INC (17275R102) 9,302 $509k
FIRST TR EXCHANGE TRADED FD (33739Q408) 8,393 $504k
Boeing Co/The (097023105) 1,374 $500k
FIRST TR EXCHANGE TRADED FD (33733E302) 3,413 $490k
FIRST TR VALUE LINE DIVID IN (33734H106) 14,493 $489k
CENTRAL VALLEY COMM BANCORP (155685100) 20,303 $435k
AT&T INC (00206R102) 12,955 $434k
VOYA GLBL EQTY DIV & PREM OP (92912T100) 64,336 $419k
ISHARES TR MIN VOL EAFE ETF (46429B689) 5,681 $412k
INVESCO QQQ TR UNIT SER 1 (46090E103) 2,142 $400k
ISHARES TRUST EDGE US FIXD INM ETF (46435U796) 3,834 $387k
ISHARES TR CORE DIV GRWTH (46434V621) 9,599 $366k
SPDR S&P 500 ETF TR TR UNIT (78462F103) 1,181 $346k
VERIZON COMMUNICATIONS (92343V104) 5,892 $336k
SELECT SECTOR SPDR TR (81369Y860) 8,996 $330k
ISHARES 0-5 YE INV GRADE CORPORATE (46434V100) 6,441 $328k
JOHNSON & JOHNSON (478160104) 2,317 $322k
EVERSOURCE ENERGY (30040W108) 4,224 $320k
STONECO LTD COM USD0.000079365 CLASS A (G85158106) 10,350 $306k
JP MORGAN EXCHANGE TRADED FD (46641Q837) 6,000 $302k
UNITEDHEALTH GRP INC (91324P102) 1,210 $295k
3M CO (88579Y101) 1,690 $292k
CALAMOS DYNAMIC CONV & INCOM (12811V105) 14,300 $288k
Harley-Davidson Inc (412822108) 8,000 $286k
GENERAL MILLS INC (370334104) 5,433 $285k
EVERGY INC (30034W106) 4,629 $278k
SEMPRA ENERGY (816851109) 1,907 $262k
DTE ENERGY CO (233331107) 2,024 $258k
MEDICAL PPTYS TRUST INC COM (58463J304) 14,490 $252k
DISNEY WALT CO (254687106) 1,751 $244k
BLACKSTONE GSO LNG SHRT CR I (09257D102) 15,600 $244k
Berkshire Hathaway, Inc. (084670702) 1,115 $237k
CONSOLDTD EDISON INC (209115104) 2,708 $237k
VISA INC COM CL A (92826C839) 1,350 $234k
ISHARES TR CORE S&P500 ETF (464287200) 770 $226k
ISHARES U S ETF TR (46431W507) 4,500 $226k
INTEL CORP (458140100) 4,715 $225k
PEPSICO INC (713448108) 1,720 $225k
SSGA ACTIVE ETF TR (78467V848) 4,544 $223k
SPROTT PHYS GLD&SILV (85208R101) 16,453 $217k
INVESCO EXCHNG TRADED FD TR (46138E206) 8,017 $215k
Facebook Inc (30303M102) 1,113 $214k
SPDR S&P DIVIDEND (78464A763) 2,118 $213k
COSTCO WHSL CORP (22160K105) 759 $200k
GABELLI HLTHCARE & WELLNESS (36246K103) 18,322 $193k
RIVERNORTH DOUBLELINE STRATE (76882G107) 10,973 $187k
KAYNE ANDERS MLP/MID (486606106) 11,600 $177k
IVY HIGH INC OPPORTUNITIES F (465893105) 12,700 $172k
CALAMOS CONV OPP AND INC FD (128117108) 16,000 $168k
GENERAL ELECTRIC CO (369604103) 14,080 $147k
EATON VANCE LTD DUR (27828H105) 11,017 $139k
EATON VANCE TAX MNGD GBL DV (27829F108) 16,610 $137k
CLEARBRIDGE ENERGY MIDSTRM O (18469P100) 12,300 $113k
INVESCO SR INCOME TR (46131H107) 25,855 $111k
UNITI GROUP INC (91325V108) 10,895 $103k

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