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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
EQWLInvesco Exchange Traded Fd T
Recent Activity
8.09%
$18.921M
184,919 shares@ $102.32 avg price
ESGDIshares Tr
Recent Activity
6.22%
$14.529M
172,613 shares@ $84.17 avg price
IEIIshares Tr
Recent Activity
6.03%
$14.092M
117,818 shares@ $119.61 avg price
SCHZSchwab Strategic Tr
Recent Activity
5.57%
$13.023M
274,050 shares@ $47.53 avg price
SCHBSchwab Strategic Tr
Recent Activity
5.3%
$12.384M
186,163 shares@ $66.53 avg price
NDSNNordson Corp
Recent Activity
5.01%
$11.703M
44,559 shares@ $262.63 avg price
ACNAccenture Plc Ireland
Recent Activity
3.49%
$8.142M
23,033 shares@ $353.49 avg price
JCPBJ P Morgan Exchange Traded F
Recent Activity
3.42%
$7.986M
165,548 shares@ $48.25 avg price
MSFTMicrosoft Corp
Recent Activity
2.49%
$5.819M
13,524 shares@ $430.3 avg price
VBVanguard Index Fds
Recent Activity
2.44%
$5.694M
24,004 shares@ $237.21 avg price