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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
UNHUnitedhealth Group Inc
Recent Activity
2.23%
$5.198M
8,890 shares@ $584.68 avg price
SCHFSchwab Strategic Tr
Recent Activity
2.06%
$4.799M
116,700 shares@ $41.12 avg price
JMEEJ P Morgan Exchange Traded F
Recent Activity
1.64%
$3.833M
62,883 shares@ $60.97 avg price
AAPLApple Inc
Recent Activity
1.51%
$3.514M
15,080 shares@ $233.0 avg price
BRK.ABerkshire Hathaway Inc Del
Recent Activity
1.48%
$3.456M
5 shares@ $691180.0 avg price
IWYIshares Tr
Recent Activity
1.46%
$3.395M
15,428 shares@ $220.05 avg price
EDIVSpdr Index Shs Fds
Recent Activity
1.32%
$3.065M
81,375 shares@ $37.67 avg price
IEFIshares Tr
Recent Activity
1.29%
$3.017M
30,747 shares@ $98.13 avg price
EAGGIshares Tr
Recent Activity
1.22%
$2.831M
58,262 shares@ $48.6 avg price
GOOGLAlphabet Inc
Recent Activity
1.07%
$2.497M
15,055 shares@ $165.86 avg price