Finward Bancorp 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
FB Finward Bancorp | Institutional Filer | ▼ 2.87% | $125.1M | 104 |
Current Portfolio Holdings
Showing all 104 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SKOR | FLEXSHARES TR | — | 166K | $8.0M | 6.43% |
| 2 | VOO | VANGUARD S&P 500 ETF | — | 13K | $7.6M | 6.07% |
| 3 | CWB | STATE STREET SPDR BLOOMBERG | — | 70K | $6.4M | 5.13% |
| 4 | MSFT | Microsoft Corporation | Technology | 17K | $6.3M | 5.01% |
| 5 | VUG | VANGUARD GROWTH ETF (MKT) | — | 12K | $5.1M | 4.08% |
| 6 | FNWD | Finward Bancorp | Financial Services | 132K | $4.8M | 3.82% |
| 7 | AAPL | Apple Inc. | Technology | 18K | $4.6M | 3.64% |
| 8 | QQQ | Invesco QQQ Trust | — | 8K | $4.4M | 3.48% |
| 9 | SPXL | DIREXION DAILY S&P 500 BULL 3X | — | 18K | $3.3M | 2.60% |
| 10 | VIG | VANGUARD DIVIDEND APPREC IDX ETF | — | 14K | $3.0M | 2.43% |
| 11 | SPGP | INVESCO S&P 500 GARP ETF | — | 28K | $3.0M | 2.41% |
| 12 | TQQQ | PROSHARES ULTRAPRO QQQ | — | 72K | $3.0M | 2.39% |
| 13 | JNJ | Johnson & Johnson | Healthcare | 11K | $2.6M | 2.06% |
| 14 | MGK | VANGUARD MEGA CAP GROWTH ETF | — | 6K | $2.3M | 1.88% |
| 15 | FVD | FIRST TRUST VALUE LINE DIVIDEND | — | 45K | $2.1M | 1.68% |
Showing 1 to 15 of 104 holdings