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


Currently, Bond & Devick Financial Network, Inc. holds 186 types of securities in its portfolio with a total value $332.5M. In the most recent quarter, they have increased their positions in JCPB (+45.4K shares, valued at $2.2M), ESGD (+23.0K shares, valued at $2.1M), EQWL (+17.6K shares, valued at $2.0M); decreased their positions in IEI (-4.5K shares, valued at $542.0K), VTEB (-3.0K shares, valued at $150.2K), IYH (-2.0K shares, valued at $116.0K); initiated new positions in EAOR (+11.4K shares, valued at $398.5K), BDX (+1.5K shares, valued at $274.8K), AOR (+4.2K shares, valued at $270.5K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
EQWL INVESCO EXCHANGE TRADED FD T299.3K shares6.25%2025-09-302025-11-05history
ESGD ISHARES TR327.6K shares7.56%2025-09-302025-11-05history
JCPB J P MORGAN EXCHANGE TRADED F405.3K shares12.61%2025-09-302025-11-05history
SCHZ SCHWAB STRATEGIC TR746.5K shares12.00%2025-09-302025-11-05history
SCHB SCHWAB STRATEGIC TR575.9K shares5.91%2025-09-302025-11-05history
IEI ISHARES TR110.3K shares-3.95%2025-09-302025-11-05history
IWY ISHARES TR39.3K shares3.42%2025-09-302025-11-05history
JMEE J P MORGAN EXCHANGE TRADED F167.1K shares8.35%2025-09-302025-11-05history
Sponsored
NDSN NORDSON CORP44.7K shares0.42%2025-09-302025-11-05history
EDIV SPDR INDEX SHS FDS240.3K shares9.09%2025-09-302025-11-05history
IEF ISHARES TR89.0K shares14.58%2025-09-302025-11-05history
MSFT MICROSOFT CORP15.0K shares0.73%2025-09-302025-11-05history
CGMS CAPITAL GRP FIXED INCM ETF T263.9K shares11.27%2025-09-302025-11-05history
SCHF SCHWAB STRATEGIC TR257.2K shares2.96%2025-09-302025-11-05history
FSBD FIDELITY MERRIMACK STR TR111.1K shares21.38%2025-09-302025-11-05history
ACN ACCENTURE PLC IRELAND20.4K shares0.39%2025-09-302025-11-05history
Sponsored
NUDV NUSHARES ETF TR170.0K shares13.50%2025-09-302025-11-05history
EAGG ISHARES TR96.1K shares22.12%2025-09-302025-11-05history
GOOGL ALPHABET INC16.8K shares5.21%2025-09-302025-11-05history
BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2025-09-302025-11-05history
AAPL APPLE INC14.5K shares6.82%2025-09-302025-11-05history
CMI CUMMINS INC6.6K shares-2.73%2025-09-302025-11-05history
UNH UNITEDHEALTH GROUP INC7.6K shares-4.02%2025-09-302025-11-05history
IWD ISHARES TR10.3K shares-2.99%2025-09-302025-11-05history
Sponsored
IXUS ISHARES TR23.0K shares1.17%2025-09-302025-11-05history
NUDM NUSHARES ETF TR49.7K shares27.26%2025-09-302025-11-05history
SUSL ISHARES TR15.1K shares13.97%2025-09-302025-11-05history
XEL XCEL ENERGY INC19.7K shares0.04%2025-09-302025-11-05history
SUSA ISHARES TR11.5K shares-2.33%2025-09-302025-11-05history
SCHD SCHWAB STRATEGIC TR56.9K shares-4.55%2025-09-302025-11-05history
PLDR PUTNAM ETF TRUST42.4K shares14.57%2025-09-302025-11-05history
FBND FIDELITY MERRIMACK STR TR31.4K shares4.85%2025-09-302025-11-05history
Sponsored
PHO INVESCO EXCHANGE TRADED FD T20.0K shares2.72%2025-09-302025-11-05history
AXP AMERICAN EXPRESS CO4.2K shares1.12%2025-09-302025-11-05history
FICO FAIR ISAAC CORP900 shares3.45%2025-09-302025-11-05history
VB VANGUARD INDEX FDS5.2K shares-0.29%2025-09-302025-11-05history
AMZN AMAZON COM INC5.9K shares15.63%2025-09-302025-11-05history
SPEM SPDR INDEX SHS FDS27.3K shares0.00%2025-09-302025-11-05history
SCHE SCHWAB STRATEGIC TR38.0K shares0.00%2025-09-302025-11-05history
DSI ISHARES TR9.8K shares-3.33%2025-09-302025-11-05history
Sponsored
JNJ JOHNSON & JOHNSON6.6K shares1.26%2025-09-302025-11-05history
CRM SALESFORCE INC5.0K shares15.00%2025-09-302025-11-05history
CRBN ISHARES TR5.2K shares-4.00%2025-09-302025-11-05history
IVV ISHARES TR1.7K shares-6.23%2025-09-302025-11-05history
NULV NUSHARES ETF TR25.4K shares-7.92%2025-09-302025-11-05history
PG PROCTER AND GAMBLE CO7.0K shares2.44%2025-09-302025-11-05history
NVDA NVIDIA CORPORATION5.7K shares6.96%2025-09-302025-11-05history
AMGN AMGEN INC3.7K shares0.05%2025-09-302025-11-05history
Sponsored
IWM ISHARES TR4.2K shares0.00%2025-09-302025-11-05history
COST COSTCO WHSL CORP NEW1.1K shares-4.57%2025-09-302025-11-05history
SCHV SCHWAB STRATEGIC TR34.3K shares0.00%2025-09-302025-11-05history
ACWV ISHARES INC8.3K shares0.00%2025-09-302025-11-05history
AGG ISHARES TR9.8K shares2.37%2025-09-302025-11-05history
MUB ISHARES TR9.0K shares-0.13%2025-09-302025-11-05history
ITOT ISHARES TR6.5K shares-2.71%2025-09-302025-11-05history
JPM JPMORGAN CHASE & CO.2.9K shares1.79%2025-09-302025-11-05history
Sponsored
SCHA SCHWAB STRATEGIC TR31.1K shares0.00%2025-09-302025-11-05history
KO COCA COLA CO13.1K shares0.17%2025-09-302025-11-05history
EFA ISHARES TR9.0K shares21.71%2025-09-302025-11-05history
JPEM J P MORGAN EXCHANGE TRADED F14.2K shares0.00%2025-09-302025-11-05history
NVO NOVO-NORDISK A S14.9K shares2.41%2025-09-302025-11-05history
IBM INTERNATIONAL BUSINESS MACHS2.9K shares0.07%2025-09-302025-11-05history
IYH ISHARES TR13.5K shares-12.77%2025-09-302025-11-05history
WM WASTE MGMT INC DEL3.5K shares1.91%2025-09-302025-11-05history
Sponsored
ESML ISHARES TR16.9K shares3.33%2025-09-302025-11-05history
EEMV ISHARES INC11.9K shares0.00%2025-09-302025-11-05history
ESGE ISHARES INC17.4K shares1.94%2025-09-302025-11-05history
PANW PALO ALTO NETWORKS INC3.6K shares3.68%2025-09-302025-11-05history
IGRO ISHARES TR9.1K shares0.20%2025-09-302025-11-05history
XOM EXXON MOBIL CORP6.2K shares3.68%2025-09-302025-11-05history
PFM INVESCO EXCHANGE TRADED FD T13.6K shares0.00%2025-09-302025-11-05history
VTEB VANGUARD MUN BD FDS13.7K shares-18.01%2025-09-302025-11-05history
Sponsored
ASML ASML HOLDING N V653 shares6.01%2025-09-302025-11-05history
SCHG SCHWAB STRATEGIC TR19.7K shares0.00%2025-09-302025-11-05history
INTU INTUIT905 shares0.11%2025-09-302025-11-05history
NKE NIKE INC8.8K shares4.49%2025-09-302025-11-05history
CGXU CAPITAL GROUP INTL FOCUS EQT20.2K shares9.49%2025-09-302025-11-05history
ORCL ORACLE CORP2.1K shares7.64%2025-09-302025-11-05history
BAC BANK AMERICA CORP11.4K shares-8.48%2025-09-302025-11-05history
SDY SPDR SERIES TRUST4.2K shares2.41%2025-09-302025-11-05history
Sponsored
HD HOME DEPOT INC1.5K shares3.34%2025-09-302025-11-05history
WMT WALMART INC5.7K shares0.37%2025-09-302025-11-05history
EFAX SPDR INDEX SHS FDS11.8K shares-0.26%2025-09-302025-11-05history
BLK BLACKROCK INC492 shares33.33%2025-09-302025-11-05history
DAL DELTA AIR LINES INC DEL10.1K shares0.04%2025-09-302025-11-05history
ADBE ADOBE INC1.6K shares23.70%2025-09-302025-11-05history
UL UNILEVER PLC9.6K shares9.10%2025-09-302025-11-05history
BND VANGUARD BD INDEX FDS7.6K shares0.19%2025-09-302025-11-05history
Sponsored
SYK STRYKER CORPORATION1.5K shares0.00%2025-09-302025-11-05history
FNDE SCHWAB STRATEGIC TR15.1K shares0.39%2025-09-302025-11-05history
ETN EATON CORP PLC1.4K shares0.14%2025-09-302025-11-05history
GOOG ALPHABET INC2.1K shares1.04%2025-09-302025-11-05history
MMM 3M CO3.4K shares0.06%2025-09-302025-11-05history
LDOS LEIDOS HOLDINGS INC2.7K shares-3.22%2025-09-302025-11-05history
SHY ISHARES TR6.1K shares24.86%2025-09-302025-11-05history
IYF ISHARES TR4.0K shares0.00%2025-09-302025-11-05history
Sponsored
DE DEERE & CO1.1K shares-2.35%2025-09-302025-11-05history
PEP PEPSICO INC3.4K shares9.49%2025-09-302025-11-05history
IXJ ISHARES TR5.4K shares0.00%2025-09-302025-11-05history
EVR EVERCORE INC1.4K shares0.00%2025-09-302025-11-05history
PFE PFIZER INC18.3K shares3.65%2025-09-302025-11-05history
GIS GENERAL MLS INC8.8K shares-13.38%2025-09-302025-11-05history
AMAT APPLIED MATLS INC2.2K shares5.51%2025-09-302025-11-05history
VONG VANGUARD SCOTTSDALE FDS3.7K shares-0.11%2025-09-302025-11-05history
Sponsored
VZ VERIZON COMMUNICATIONS INC9.3K shares6.46%2025-09-302025-11-05history
MDT MEDTRONIC PLC4.3K shares0.14%2025-09-302025-11-05history
META META PLATFORMS INC545 shares1.87%2025-09-302025-11-05history
EAOR ISHARES TR11.4K sharesnew addition2025-09-302025-11-05history
VTI VANGUARD INDEX FDS1.2K shares0.00%2025-09-302025-11-05history
HPQ HP INC14.2K shares0.00%2025-09-302025-11-05history
JMUB J P MORGAN EXCHANGE TRADED F7.6K shares1.35%2025-09-302025-11-05history
ECL ECOLAB INC1.4K shares0.88%2025-09-302025-11-05history
Sponsored
V VISA INC1.1K shares0.55%2025-09-302025-11-05history
GSK GSK PLC8.5K shares32.66%2025-09-302025-11-05history
DGRO ISHARES TR5.4K shares0.00%2025-09-302025-11-05history
VOO VANGUARD INDEX FDS599 shares11.96%2025-09-302025-11-05history
BRK.B BERKSHIRE HATHAWAY INC DEL720 shares10.77%2025-09-302025-11-05history
FENI FIDELITY COVINGTON TRUST10.2K shares0.45%2025-09-302025-11-05history
TSM TAIWAN SEMICONDUCTOR MFG LTD1.3K shares26.85%2025-09-302025-11-05history
PYPL PAYPAL HLDGS INC5.2K shares8.38%2025-09-302025-11-05history
Sponsored
NUSC NUSHARES ETF TR7.8K shares-5.57%2025-09-302025-11-05history
MUNI PIMCO ETF TR6.5K shares-12.44%2025-09-302025-11-05history
TGT TARGET CORP3.7K shares0.00%2025-09-302025-11-05history
USB US BANCORP DEL6.9K shares17.04%2025-09-302025-11-05history
VWO VANGUARD INTL EQUITY INDEX F6.1K shares0.00%2025-09-302025-11-05history
HON HONEYWELL INTL INC1.6K shares-3.63%2025-09-302025-11-05history
GLD SPDR GOLD TR923 shares0.00%2025-09-302025-11-05history
SAP SAP SE1.2K shares0.83%2025-09-302025-11-05history
Sponsored
LLY ELI LILLY & CO419 shares4.75%2025-09-302025-11-05history
DIS DISNEY WALT CO2.7K shares23.78%2025-09-302025-11-05history
RSPE INVESCO EXCH TRADED FD TR II10.9K shares1.06%2025-09-302025-11-05history
CSCO CISCO SYS INC4.6K shares-17.70%2025-09-302025-11-05history
IJR ISHARES TR2.6K shares-4.68%2025-09-302025-11-05history
SPY SPDR S&P 500 ETF TR456 shares5.07%2025-09-302025-11-05history
PSA PUBLIC STORAGE OPER CO1.0K shares0.38%2025-09-302025-11-05history
RAFE PIMCO EQUITY SER7.2K shares0.00%2025-09-302025-11-05history
Sponsored
TIGO MILLICOM INTL CELLULAR S A6.0K shares0.00%2025-09-302025-11-05history
CGDG CAPITAL GROUP DIVIDEND GROWE8.2K shares0.00%2025-09-302025-11-05history
MCD MCDONALDS CORP939 shares-3.49%2025-09-302025-11-05history
TEQI T ROWE PRICE ETF INC6.5K shares0.00%2025-09-302025-11-05history
IQLT ISHARES TR6.4K shares0.00%2025-09-302025-11-05history
BDX BECTON DICKINSON & CO1.5K sharesnew addition2025-09-302025-11-05history
MRK MERCK & CO INC3.2K shares18.34%2025-09-302025-11-05history
AOR ISHARES TR4.2K sharesnew addition2025-09-302025-11-05history
Sponsored
IWF ISHARES TR574 shares0.00%2025-09-302025-11-05history
LRCX LAM RESEARCH CORP2.0K sharesnew addition2025-09-302025-11-05history
EAOA ISHARES TR6.5K sharesnew addition2025-09-302025-11-05history
NUEM NUSHARES ETF TR7.4K shares0.00%2025-09-302025-11-05history
DRI DARDEN RESTAURANTS INC1.4K shares0.22%2025-09-302025-11-05history
SDG ISHARES TR3.2K shares0.00%2025-09-302025-11-05history
SAIC SCIENCE APPLICATIONS INTL CO2.6K shares-8.40%2025-09-302025-11-05history
TGRW T ROWE PRICE ETF INC5.4K shares0.00%2025-09-302025-11-05history
Sponsored
LMT LOCKHEED MARTIN CORP488 shares6.09%2025-09-302025-11-05history
SCHW SCHWAB CHARLES CORP2.5K shares0.32%2025-09-302025-11-05history
IWB ISHARES TR663 shares0.00%2025-09-302025-11-05history
LCR MANAGED PORTFOLIO SERIES6.4K shares0.00%2025-09-302025-11-05history
GILD GILEAD SCIENCES INC2.2K sharesnew addition2025-09-302025-11-05history
PRF INVESCO EXCHANGE TRADED FD T5.3K shares0.00%2025-09-302025-11-05history
FDL FIRST TR EXCHANGE-TRADED FD5.5K shares0.00%2025-09-302025-11-05history
NEAR ISHARES U S ETF TR4.7K sharesnew addition2025-09-302025-11-05history
Sponsored
URI UNITED RENTALS INC250 sharesnew addition2025-09-302025-11-05history
SCHX SCHWAB STRATEGIC TR9.0K shares0.00%2025-09-302025-11-05history
INTC INTEL CORP7.0K sharesnew addition2025-09-302025-11-05history
EFAV ISHARES TR2.7K shares-19.12%2025-09-302025-11-05history
STM STMICROELECTRONICS N V8.2K shares0.00%2025-09-302025-11-05history
IWP ISHARES TR1.6K shares0.00%2025-09-302025-11-05history
JBND J P MORGAN EXCHANGE TRADED F4.1K shares0.59%2025-09-302025-11-05history
COP CONOCOPHILLIPS2.3K shares0.26%2025-09-302025-11-05history
Sponsored
TCAF T ROWE PRICE ETF INC5.8K shares0.00%2025-09-302025-11-05history
MINN TRUST FOR PROFESSIONAL MANAG9.7K shares0.00%2025-09-302025-11-05history
PSX PHILLIPS 661.6K shares-17.14%2025-09-302025-11-05history
TRI THOMSON REUTERS CORP1.4K shares0.00%2025-09-302025-11-05history
IDEV ISHARES TR2.6K sharesnew addition2025-09-302025-11-05history
ABT ABBOTT LABS1.6K shares0.65%2025-09-302025-11-05history
PNR PENTAIR PLC1.9K sharesnew addition2025-09-302025-11-05history
SGOV ISHARES TR2.1K shares0.00%2025-09-302025-11-05history
Sponsored
ALL ALLSTATE CORP964 sharesnew addition2025-09-302025-11-05history
SCHO SCHWAB STRATEGIC TR8.5K sharesnew addition2025-09-302025-11-05history
TXN TEXAS INSTRS INC1.1K shares6.17%2025-09-302025-11-05history
PM PHILIP MORRIS INTL INC1.3K shares0.00%2025-09-302025-11-05history
CAT CATERPILLAR INC428 sharesnew addition2025-09-302025-11-05history
ADSK AUTODESK INC641 sharesnew addition2025-09-302025-11-05history
BIV VANGUARD BD INDEX FDS2.6K shares0.00%2025-09-302025-11-05history
AMD ADVANCED MICRO DEVICES INC1.3K sharesnew addition2025-09-302025-11-05history
Sponsored
IBB ISHARES TR1.4K sharesnew addition2025-09-302025-11-05history
PLRX PLIANT THERAPEUTICS INC100.2K shares0.00%2025-09-302025-11-05history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available