The Analysis of Bond & Devick Financial Network, Inc.'s Holdings


Currently, Bond & Devick Financial Network, Inc. holds 184 types of securities in its portfolio with a total value $355.1M. In the most recent quarter, they have increased their positions in NEAR (+115.4K shares, valued at $5.9M), EUSB (+128.9K shares, valued at $5.7M), JCPB (+39.4K shares, valued at $1.9M); decreased their positions in MSFT (-522 shares, valued at $252.4K), NKE (-2.6K shares, valued at $166.0K), AGG (-1.3K shares, valued at $131.5K); initiated new positions in EUSB (+128.9K shares, valued at $5.7M), N/A (+8.7K shares, valued at $568.8K), EMNT (+3.7K shares, valued at $367.9K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
EQWL INVESCO EXCHANGE TRADED FD T312.0K shares4.23%2025-12-312026-01-14history
ESGD ISHARES TR340.4K shares3.90%2025-12-312026-01-14history
JCPB J P MORGAN EXCHANGE TRADED F444.7K shares9.71%2025-12-312026-01-14history
SCHZ SCHWAB STRATEGIC TR823.0K shares10.24%2025-12-312026-01-14history
SCHB SCHWAB STRATEGIC TR586.1K shares1.76%2025-12-312026-01-14history
IEI ISHARES TR110.8K shares0.45%2025-12-312026-01-14history
JMEE J P MORGAN EXCHANGE TRADED F178.4K shares6.74%2025-12-312026-01-14history
IWY ISHARES TR39.3K shares-0.09%2025-12-312026-01-14history
Sponsored
NDSN NORDSON CORP44.7K shares-0.05%2025-12-312026-01-14history
EDIV SPDR INDEX SHS FDS258.2K shares7.47%2025-12-312026-01-14history
IEF ISHARES TR95.7K shares7.55%2025-12-312026-01-14history
CGMS CAPITAL GRP FIXED INCM ETF T291.4K shares10.43%2025-12-312026-01-14history
MSFT MICROSOFT CORP14.4K shares-3.49%2025-12-312026-01-14history
SCHF SCHWAB STRATEGIC TR262.4K shares2.00%2025-12-312026-01-14history
NEAR ISHARES U S ETF TR120.0K shares2475.41%2025-12-312026-01-14history
EUSB ISHARES TR128.9K sharesnew addition2025-12-312026-01-14history
Sponsored
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND20.4K shares0.00%2025-12-312026-01-14history
NUDV NUSHARES ETF TR176.2K shares3.68%2025-12-312026-01-14history
ALPHABET INC ALPHABET INC16.7K shares-0.80%2025-12-312026-01-14history
EAGG ISHARES TR98.0K shares1.96%2025-12-312026-01-14history
AAPL APPLE INC14.2K shares-1.97%2025-12-312026-01-14history
BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2025-12-312026-01-14history
CMI CUMMINS INC6.6K shares-0.72%2025-12-312026-01-14history
UNH UNITEDHEALTH GROUP INC7.6K shares0.26%2025-12-312026-01-14history
Sponsored
IWD ISHARES TR9.9K shares-3.55%2025-12-312026-01-14history
IXUS ISHARES TR23.1K shares0.51%2025-12-312026-01-14history
NUDM NUSHARES ETF TR53.3K shares7.27%2025-12-312026-01-14history
SUSL ISHARES TR14.5K shares-3.87%2025-12-312026-01-14history
FBND FIDELITY MERRIMACK STR TR35.7K shares13.80%2025-12-312026-01-14history
SCHD SCHWAB STRATEGIC TR57.8K shares1.57%2025-12-312026-01-14history
SUSA ISHARES TR11.2K shares-2.70%2025-12-312026-01-14history
PLDR PUTNAM ETF TRUST41.4K shares-2.19%2025-12-312026-01-14history
Sponsored
AXP AMERICAN EXPRESS CO4.1K shares-1.20%2025-12-312026-01-14history
FICO FAIR ISAAC CORP900 shares0.00%2025-12-312026-01-14history
AMZN AMAZON COM INC6.5K shares11.23%2025-12-312026-01-14history
XEL XCEL ENERGY INC19.7K shares0.02%2025-12-312026-01-14history
PHO INVESCO EXCHANGE TRADED FD T20.2K shares1.18%2025-12-312026-01-14history
VB VANGUARD INDEX FDS5.3K shares1.41%2025-12-312026-01-14history
CRM SALESFORCE INC5.1K shares1.59%2025-12-312026-01-14history
JNJ JOHNSON & JOHNSON6.4K shares-3.04%2025-12-312026-01-14history
Sponsored
IVV ISHARES TR1.9K shares10.13%2025-12-312026-01-14history
SPEM SPDR INDEX SHS FDS27.3K shares0.00%2025-12-312026-01-14history
SCHE SCHWAB STRATEGIC TR38.0K shares0.00%2025-12-312026-01-14history
AMGN AMGEN INC3.7K shares0.00%2025-12-312026-01-14history
CRBN ISHARES TR5.1K shares-0.54%2025-12-312026-01-14history
DSI ISHARES TR9.1K shares-7.69%2025-12-312026-01-14history
NULV NUSHARES ETF TR25.4K shares-0.19%2025-12-312026-01-14history
MUB ISHARES TR10.1K shares11.85%2025-12-312026-01-14history
Sponsored
NVDA NVIDIA CORPORATION5.7K shares0.00%2025-12-312026-01-14history
IWM ISHARES TR4.1K shares-2.60%2025-12-312026-01-14history
SCHV SCHWAB STRATEGIC TR34.1K shares-0.66%2025-12-312026-01-14history
PG PROCTER AND GAMBLE CO7.0K shares0.19%2025-12-312026-01-14history
ACWV ISHARES INC8.3K shares0.00%2025-12-312026-01-14history
ITOT ISHARES TR6.5K shares0.00%2025-12-312026-01-14history
JPM JPMORGAN CHASE & CO.3.0K shares0.58%2025-12-312026-01-14history
COST COSTCO WHSL CORP NEW1.1K shares-0.72%2025-12-312026-01-14history
Sponsored
KO COCA COLA CO12.7K shares-2.56%2025-12-312026-01-14history
SCHA SCHWAB STRATEGIC TR31.1K shares0.00%2025-12-312026-01-14history
IYH ISHARES TR13.5K shares0.00%2025-12-312026-01-14history
IBM INTERNATIONAL BUSINESS MACHS2.9K shares2.34%2025-12-312026-01-14history
EFA ISHARES TR9.0K shares0.00%2025-12-312026-01-14history
JPEM J P MORGAN EXCHANGE TRADED F14.2K shares0.00%2025-12-312026-01-14history
AGG ISHARES TR8.5K shares-13.37%2025-12-312026-01-14history
ESML ISHARES TR17.1K shares1.34%2025-12-312026-01-14history
Sponsored
NVO NOVO-NORDISK A S15.4K shares3.70%2025-12-312026-01-14history
WM WASTE MGMT INC DEL3.5K shares0.00%2025-12-312026-01-14history
EEMV ISHARES INC11.9K shares0.00%2025-12-312026-01-14history
IGRO ISHARES TR9.2K shares0.48%2025-12-312026-01-14history
XOM EXXON MOBIL CORP6.2K shares0.00%2025-12-312026-01-14history
ESGE ISHARES INC16.8K shares-3.04%2025-12-312026-01-14history
VTEB VANGUARD MUN BD FDS14.0K shares2.61%2025-12-312026-01-14history
DAL DELTA AIR LINES INC DEL10.1K shares0.00%2025-12-312026-01-14history
Sponsored
ASML ASML HOLDING N V653 shares0.00%2025-12-312026-01-14history
PFM INVESCO EXCHANGE TRADED FD T13.6K shares0.00%2025-12-312026-01-14history
ALPHABET INC ALPHABET INC2.1K shares0.00%2025-12-312026-01-14history
PANW PALO ALTO NETWORKS INC3.6K shares0.00%2025-12-312026-01-14history
SCHG SCHWAB STRATEGIC TR19.7K shares0.00%2025-12-312026-01-14history
SHY ISHARES TR7.7K shares25.80%2025-12-312026-01-14history
BAC BANK AMERICA CORP11.5K shares0.37%2025-12-312026-01-14history
WMT WALMART INC5.7K shares0.00%2025-12-312026-01-14history
Sponsored
ADBE ADOBE INC1.7K shares6.18%2025-12-312026-01-14history
INTU INTUIT904 shares-0.11%2025-12-312026-01-14history
CGXU CAPITAL GROUP INTL FOCUS EQT20.2K shares0.00%2025-12-312026-01-14history
SDY SPDR SERIES TRUST4.2K shares0.00%2025-12-312026-01-14history
EAOR ISHARES TR16.4K shares43.78%2025-12-312026-01-14history
UNILEVER PLC UNILEVER PLC8.7K sharesnew addition2025-12-312026-01-14history
EFAX SPDR INDEX SHS FDS11.2K shares-4.73%2025-12-312026-01-14history
BND VANGUARD BD INDEX FDS7.6K shares0.22%2025-12-312026-01-14history
Sponsored
AMAT APPLIED MATLS INC2.2K shares0.00%2025-12-312026-01-14history
HD HOME DEPOT INC1.6K shares8.80%2025-12-312026-01-14history
FNDE SCHWAB STRATEGIC TR15.1K shares0.00%2025-12-312026-01-14history
MMM 3M CO3.4K shares0.00%2025-12-312026-01-14history
SYK STRYKER CORPORATION1.5K shares0.00%2025-12-312026-01-14history
BLACKROCK INC BLACKROCK INC488 shares-0.81%2025-12-312026-01-14history
IXJ ISHARES TR5.4K shares0.00%2025-12-312026-01-14history
IYF ISHARES TR4.0K shares0.00%2025-12-312026-01-14history
Sponsored
DE DEERE & CO1.1K shares-0.09%2025-12-312026-01-14history
PEP PEPSICO INC3.4K shares0.00%2025-12-312026-01-14history
LDOS LEIDOS HOLDINGS INC2.7K shares0.00%2025-12-312026-01-14history
FENI FIDELITY COVINGTON TRUST13.1K shares28.39%2025-12-312026-01-14history
EVR EVERCORE INC1.4K shares0.00%2025-12-312026-01-14history
PFE PFIZER INC18.3K shares0.00%2025-12-312026-01-14history
EATON CORP PLC EATON CORP PLC1.4K shares-0.14%2025-12-312026-01-14history
VONG VANGUARD SCOTTSDALE FDS3.7K shares0.00%2025-12-312026-01-14history
Sponsored
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL842 shares16.94%2025-12-312026-01-14history
GSK PLC GSK PLC8.5K shares0.00%2025-12-312026-01-14history
MEDTRONIC PLC MEDTRONIC PLC4.3K shares0.00%2025-12-312026-01-14history
ORCL ORACLE CORP2.1K shares0.00%2025-12-312026-01-14history
NKE NIKE INC6.2K shares-29.49%2025-12-312026-01-14history
USB US BANCORP DEL7.3K shares6.24%2025-12-312026-01-14history
SAP SAP SE1.6K shares32.23%2025-12-312026-01-14history
LLY ELI LILLY & CO359 shares-14.32%2025-12-312026-01-14history
Sponsored
TSM TAIWAN SEMICONDUCTOR MFG LTD1.3K shares0.00%2025-12-312026-01-14history
V VISA INC1.1K shares0.00%2025-12-312026-01-14history
VZ VERIZON COMMUNICATIONS INC9.3K shares0.00%2025-12-312026-01-14history
VANGUARD INDEX FDS VANGUARD INDEX FDS604 shares0.83%2025-12-312026-01-14history
MUNI PIMCO ETF TR7.2K shares10.39%2025-12-312026-01-14history
DGRO ISHARES TR5.4K shares0.00%2025-12-312026-01-14history
VTI VANGUARD INDEX FDS1.1K shares-7.29%2025-12-312026-01-14history
EMNT PIMCO ETF TR3.7K sharesnew addition2025-12-312026-01-14history
Sponsored
RSPE INVESCO EXCH TRADED FD TR II12.3K shares13.05%2025-12-312026-01-14history
GLD SPDR GOLD TR917 shares-0.65%2025-12-312026-01-14history
RAFE PIMCO EQUITY SER8.6K shares18.87%2025-12-312026-01-14history
META META PLATFORMS INC535 shares-1.83%2025-12-312026-01-14history
ECL ECOLAB INC1.3K shares-2.91%2025-12-312026-01-14history
JMUB J P MORGAN EXCHANGE TRADED F6.8K shares-10.06%2025-12-312026-01-14history
LAM RESEARCH CORP LAM RESEARCH CORP2.0K shares0.00%2025-12-312026-01-14history
NUSC NUSHARES ETF TR7.7K shares-1.79%2025-12-312026-01-14history
Sponsored
MERCK & CO INC MERCK & CO INC3.2K shares0.00%2025-12-312026-01-14history
DIS DISNEY WALT CO3.0K shares8.62%2025-12-312026-01-14history
TIGO MILLICOM INTL CELLULAR S A6.0K shares0.00%2025-12-312026-01-14history
VWO VANGUARD INTL EQUITY INDEX F6.1K shares0.00%2025-12-312026-01-14history
HP INC HP INC14.2K shares0.00%2025-12-312026-01-14history
CSCO CISCO SYS INC4.1K shares-10.93%2025-12-312026-01-14history
IJR ISHARES TR2.6K shares0.00%2025-12-312026-01-14history
SPY SPDR S&P 500 ETF TR456 shares0.00%2025-12-312026-01-14history
Sponsored
HON HONEYWELL INTL INC1.6K shares0.00%2025-12-312026-01-14history
CGDG CAPITAL GROUP DIVIDEND GROWE8.5K shares3.45%2025-12-312026-01-14history
BIV VANGUARD BD INDEX FDS3.9K shares49.15%2025-12-312026-01-14history
AOR ISHARES TR4.6K shares10.59%2025-12-312026-01-14history
EAOA ISHARES TR7.2K shares11.61%2025-12-312026-01-14history
GIS GENERAL MLS INC6.4K shares-26.69%2025-12-312026-01-14history
PYPL PAYPAL HLDGS INC5.0K shares-3.84%2025-12-312026-01-14history
TEQI T ROWE PRICE ETF INC6.5K shares0.00%2025-12-312026-01-14history
Sponsored
IQLT ISHARES TR6.4K shares0.00%2025-12-312026-01-14history
MDLZ MONDELEZ INTL INC5.3K sharesnew addition2025-12-312026-01-14history
MCD MCDONALDS CORP939 shares0.00%2025-12-312026-01-14history
BDX BECTON DICKINSON & CO1.5K shares0.00%2025-12-312026-01-14history
CAT CATERPILLAR INC483 shares12.85%2025-12-312026-01-14history
TCAF T ROWE PRICE ETF INC7.2K shares22.40%2025-12-312026-01-14history
IWF ISHARES TR574 shares0.00%2025-12-312026-01-14history
PSA PUBLIC STORAGE OPER CO1.0K shares-0.38%2025-12-312026-01-14history
Sponsored
GILD GILEAD SCIENCES INC2.2K shares0.00%2025-12-312026-01-14history
SDG ISHARES TR3.2K shares0.57%2025-12-312026-01-14history
SAIC SCIENCE APPLICATIONS INTL CO2.6K shares0.00%2025-12-312026-01-14history
NUEM NUSHARES ETF TR7.4K shares0.00%2025-12-312026-01-14history
AMD ADVANCED MICRO DEVICES INC1.2K shares-4.79%2025-12-312026-01-14history
SCHW SCHWAB CHARLES CORP2.5K shares0.00%2025-12-312026-01-14history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.3K shares0.00%2025-12-312026-01-14history
TGRW T ROWE PRICE ETF INC5.4K shares0.00%2025-12-312026-01-14history
Sponsored
IWB ISHARES TR663 shares0.00%2025-12-312026-01-14history
FDL FIRST TR EXCHANGE-TRADED FD5.5K shares0.00%2025-12-312026-01-14history
SCHX SCHWAB STRATEGIC TR9.0K shares0.00%2025-12-312026-01-14history
LCR MANAGED PORTFOLIO SERIES6.4K shares0.00%2025-12-312026-01-14history
IBB ISHARES TR1.4K shares0.00%2025-12-312026-01-14history
EFAV ISHARES TR2.7K shares0.00%2025-12-312026-01-14history
JBND J P MORGAN EXCHANGE TRADED F4.1K shares0.00%2025-12-312026-01-14history
COP CONOCOPHILLIPS2.3K shares-0.26%2025-12-312026-01-14history
Sponsored
IDEV ISHARES TR2.6K shares0.00%2025-12-312026-01-14history
TXN TEXAS INSTRS INC1.2K shares10.20%2025-12-312026-01-14history
STM STMICROELECTRONICS N V8.2K shares0.00%2025-12-312026-01-14history
TMO THERMO FISHER SCIENTIFIC INC364 sharesnew addition2025-12-312026-01-14history
LMT LOCKHEED MARTIN CORP434 shares-11.07%2025-12-312026-01-14history
IWP ISHARES TR1.5K shares-3.21%2025-12-312026-01-14history
SGOV ISHARES TR2.1K shares0.00%2025-12-312026-01-14history
DRI DARDEN RESTAURANTS INC1.1K shares-19.06%2025-12-312026-01-14history
Sponsored
PSX PHILLIPS 661.6K shares0.00%2025-12-312026-01-14history
ABBV ABBVIE INC888 sharesnew addition2025-12-312026-01-14history
URI UNITED RENTALS INC250 shares0.00%2025-12-312026-01-14history
PM PHILIP MORRIS INTL INC1.3K shares0.00%2025-12-312026-01-14history
ALL ALLSTATE CORP962 shares-0.21%2025-12-312026-01-14history
CAG CONAGRA BRANDS INC10.0K sharesnew addition2025-12-312026-01-14history
PLRX PLIANT THERAPEUTICS INC100.2K shares0.00%2025-12-312026-01-14history
STKL SUNOPTA INC22.5K sharesnew addition2025-12-312026-01-14history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available