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Teresa Devick

Bond & Devick Financial Network, Inc.

Assets Managed
$358.374M
Holdings
188
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
0.94%(2Q avg: 3.87%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Bond & Devick Financial Network, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 188 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 358.374M in assets, with a quarterly growth rate of 0.94% and a 2-quarter average growth rate of 3.87%. The portfolio is managed by Teresa Devick, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
EQWL
Invesco S&p 100 Equal Weight
Recent Activity
Decreased -0.17%
10.02%
$35.891M
311,446 shares@ $115.24 avg price
ESGD
Ishares Trust Ishares Esg Aw
Recent Activity
Decreased -1.34%
8.97%
$32.112M
335,830 shares@ $95.62 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 2.84%
6.01%
$21.531M
457,321 shares@ $47.09 avg price
SCHZ
Schwab Us Aggregate Bond Etf
Recent Activity
Increased 2.52%
5.47%
$19.59M
843,679 shares@ $23.22 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Increased 3.8%
4.27%
$15.267M
608,266 shares@ $25.11 avg price
IEI
Ishares 3-7 Year Treasury Bo
Recent Activity
Decreased -0.76%
3.64%
$13.039M
109,940 shares@ $118.6 avg price
NDSN
Nordson Corp
Recent Activity
Decreased -0.61%
3.3%
$11.821M
44,430 shares@ $266.07 avg price
JMEE
Jpm Sma & Mid Cap En Eq Et-u
Recent Activity
Decreased -1.65%
3.27%
$11.714M
175,432 shares@ $66.78 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Increased 4.44%
2.85%
$10.205M
41,009 shares@ $248.85 avg price
EDIV
Spdr S&p Emerging Markets Di
Recent Activity
Decreased -0.75%
2.83%
$10.117M
256,258 shares@ $39.49 avg price

1-10 of 188