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CIK: 0001843495
Total reported value
$406.1M
$406.1M
161 檔
23.9%
As reported in its official Q1 2025 Form 13F filing, Bond & Devick Financial Network, Inc.'s tracked investment portfolio stood at $406.1M with 161 total positions.
In Q1 2025, Bond & Devick Financial Network, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EQWL | Invesco S&p 100 Equal Weight | ETF-Other | 10.31% | +0.13% | +49.13% | |
| 2 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 8.82% | -0.18% | +72.55% | |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 5.78% | -0.45% | +104.55% | |
| 4 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 5.38% | -0.46% | +133.68% | |
| 5 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 4.92% | -0.44% | -2.53% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.11% | +0.14% | +182.87% | |
| 7 | NDSN | Nordson CORP | Stock-Industrials | 3.26% | -0.03% | -0.04% | |
| 8 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 2.95% | +0.24% | +130.72% | |
| 9 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.80% | +0.17% | +137.11% | |
| 10 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 2.77% | -0.14% | +162.82% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.64% | -0.25% | +147.90% | |
| 12 | ACN | Accenture plc | Stock-Tech | 2.30% | -0.50% | -11.90% | |
| 13 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 2.28% | -0.17% | +157.39% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.75% | -0.05% | +108.49% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.71% | -0.16% | -6.92% | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.57% | +0.19% | -6.74% | |
| 17 | FSBD | Fidelity Sust Cor Pl Bnd ETF | ETF-Other | 1.47% | — | +316.35% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.45% | -0.06% | — | |
| 19 | NUDV | Nuveen Esg Dividend ETF | ETF-Other | 1.41% | -0.04% | +132.30% | |
| 20 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.31% | -0.04% | +31.06% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.09% | +0.44% | -10.28% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.86% | +0.14% | +1.97% | |
| 23 | CMI | Cummins Inc | Stock-Industrials | 0.77% | +0.08% | +0.40% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.72% | — | +0.60% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.60% | -0.04% | +257.94% | |
| 26 | FICO | Fair Isaac CORP | Stock-Tech | 0.58% | -0.01% | — | |
| 27 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.54% | -0.01% | -7.53% | |
| 28 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.49% | +0.01% | -2.60% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.47% | -0.03% | -3.89% | |
| 30 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.45% | -0.07% | +81.50% | |
| 31 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.44% | +0.06% | +29.01% | |
| 32 | PHO | Invesco Water Resources ETF | ETF-Other | 0.43% | -0.04% | -0.26% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.03% | +0.55% | |
| 34 | XEL | Xcel Energy Inc | Stock-Utilities | 0.42% | -0.04% | +3.18% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-Other | 0.41% | — | -78.57% | |
| 36 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 0.41% | -0.01% | -6.06% | |
| 37 | AXP | American Express Co | Stock-Financials | 0.40% | -0.01% | -5.72% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.40% | -0.09% | +6.74% | |
| 39 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.40% | +0.01% | +0.34% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | -0.07% | +5.26% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.01% | -10.90% | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.39% | -0.03% | -0.29% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | +0.02% | +1.80% | |
| 44 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.39% | -0.01% | -0.09% | |
| 45 | PLDR | Putnam Sustainable Leaders ETF | ETF-Other | 0.39% | -0.44% | EXIT | |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.38% | -0.01% | +6.04% | |
| 47 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.37% | -0.01% | +0.15% | |
| 48 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.37% | +0.01% | +5.59% | |
| 49 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.35% | +0.02% | — | |
| 50 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.35% | -0.03% | +4.34% |
According to official SEC Form 13F filings, Bond & Devick Financial Network, Inc. reported a total U.S. public equity portfolio value of $406.1M across 161 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including EQWL, ESGD, JCPB) accounted for 23.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
EQWL
市值: $28.4M
During Q1 2025, Bond & Devick Financial Network, Inc.'s top holdings by market value included EQWL (10.3%)、ESGD (8.8%)、JCPB (5.8%). The largest single position, EQWL, represented 10.3% of total portfolio value.
In Q1 2025, Bond & Devick Financial Network, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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