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Teresa Devick

@Bond & Devick Financial Network, Inc.

Latest period2024 - Q4ReportedManaged Assets$233.934MTotal holdings157
Assets growth rate0%Assets growth rate (2-Q avg)12.71%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bond & Devick Financial Network, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 157 positions.

Assets under management

The assets under management (AUM) of Bond & Devick Financial Network, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 233.934M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 12.71%. The portfolio is managed by Teresa Devick, and others.

Portfolio holdings

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InvestmentPortfolio %Reported Value