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CIK: 0000919864
Total reported value
$131.9M
$131.9M
104 檔
24.0%
At the close of Q1 2025, Finward Bancorp disclosed equity holdings valued at approximately $131.9M, spread across 104 reported holdings.
During Q1 2025, Finward Bancorp's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including TQQQ, MSFT, CWB) accounted for 24.0% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 7.55% | -2.39% | EXIT | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.70% | -0.25% | -2.06% | |
| 3 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 5.06% | +0.61% | -0.61% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.75% | +0.48% | +1.05% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 4.33% | +0.54% | -2.23% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.76% | +0.27% | -1.55% | |
| 7 | FNWD | Finward Bancorp | Stock-Other | 3.57% | -0.16% | -4.60% | |
| 8 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 3.01% | -0.57% | +1.07% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.75% | +0.89% | +0.97% | |
| 10 | FVD | First Trust Value Line Dvd | ETF-Other | 1.94% | -0.05% | -0.55% | |
| 11 | SKOR | Flexshares Credit-scored US | ETF-Other | 1.93% | +0.01% | — | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.77% | +0.16% | +1.08% | |
| 13 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.68% | -0.29% | +0.40% | |
| 14 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.56% | +0.24% | -0.05% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.54% | -0.04% | -0.55% | |
| 16 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.51% | +0.13% | +1.30% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.48% | +0.28% | -1.28% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.44% | +0.47% | +1.66% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.43% | +0.08% | +0.84% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.31% | -0.03% | -1.07% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.24% | -0.17% | -2.75% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.20% | +0.11% | — | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.09% | -0.02% | — | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.07% | +0.05% | -2.74% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 1.03% | +0.47% | +4.53% | |
| 26 | NI | Nisource Inc | Stock-Utilities | 0.97% | -0.04% | -6.85% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.94% | +0.01% | -0.20% | |
| 28 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.89% | +0.06% | +16.83% | |
| 29 | BND | Vanguard Total Bond Market | ETF-Other | 0.87% | -0.20% | -18.12% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | +0.07% | -1.23% | |
| 31 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.85% | -0.06% | — | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.81% | +0.11% | -0.65% | |
| 33 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.80% | — | — | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.80% | +0.04% | +0.65% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | -0.21% | -0.44% | |
| 36 | WELL | Welltower Inc | Stock-Real Estate | 0.79% | +0.06% | -4.02% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.79% | -0.03% | +1.66% | |
| 38 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.77% | -0.22% | — | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.73% | -0.21% | — | |
| 40 | GVI | Ishares Intermediate Governm | ETF-Other | 0.73% | — | — | |
| 41 | DTE | Dte Energy Company | Stock-Utilities | 0.72% | -0.01% | — | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.71% | +0.18% | -0.23% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.68% | -0.14% | +0.93% | |
| 44 | DUK | Duke Energy CORP | Stock-Utilities | 0.66% | -0.05% | -0.71% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.63% | -0.07% | — | |
| 46 | ETR | Entergy CORP | Stock-Utilities | 0.63% | -0.02% | — | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | +0.01% | +3.00% | |
| 48 | XLI | Ss Industrial Select Sector | ETF-Other | 0.59% | +0.01% | +0.62% | |
| 49 | XLF | Ss Financial Select Sector | ETF-Other | 0.58% | -0.02% | -0.72% | |
| 50 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.57% | +0.03% | — |
According to official SEC Form 13F filings, Finward Bancorp reported a total U.S. public equity portfolio value of $131.9M across 104 disclosed positions in Q1 2025.
During Q1 2025, Finward Bancorp's top holdings by market value included TQQQ (7.5%)、MSFT (5.7%)、CWB (5.1%). The largest single position, TQQQ, represented 7.5% of total portfolio value.
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In Q1 2025, Finward Bancorp made 0 total portfolio adjustments, initiating 0 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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