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The Analysis of Finward Bancorp's Holdings & P&L

Currently, Finward Bancorp holds 104 types of securities in its portfolio with a total value $125.1M. In the most recent quarter, they have increased their positions in SKOR (+20.0K shares, valued at $971.4K), N/A (+540 shares, valued at $322.7K), N/A (+1.5K shares, valued at $305.3K); decreased their positions in COST (-600 shares, valued at $597.9K), NVDA (-2.3K shares, valued at $392.4K), VUG (-430 shares, valued at $187.8K); initiated new positions in N/A (+1.5K shares, valued at $305.3K), BMY (+3.7K shares, valued at $224.1K), N/A (+1.8K shares, valued at $213.4K).

1M P&L

+5.2M+4.38%

3M P&L

-45.5M-26.99%

HY P&L

-42.1M-25.50%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A61.1M

55.6%

2Software - Infrastructure6.3M

5.7%

3Drug Manufacturers - General4.9M

4.4%

Top Industries by Stock Count

1N/A39 stocks

41.1%

2Drug Manufacturers - General5 stocks

5.3%

3Utilities - Regulated Electric5 stocks

5.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SKOR FLEXSHARES TR165.5K shares13.73%2026-03-312026-04-10

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF12.7K shares4.43%2026-03-312026-04-10

CWB STATE STREET SPDR BLOOMBERG70.1K shares1.40%2026-03-312026-04-10

MSFT MICROSOFT CORP16.9K shares0.12%2026-03-312026-04-10

VUG VANGUARD GROWTH ETF (MKT)11.7K shares-3.55%2026-03-312026-04-10

FNWD FINWARD BANCORP131.6K shares-3.47%2026-03-312026-04-10

AAPL APPLE INC17.9K shares-1.71%2026-03-312026-04-10

INVESCO QQQ TRUST INVESCO QQQ TRUST7.5K shares3.64%2026-03-312026-04-10

Sponsored

SPXL DIREXION DAILY S&P 500 BULL 3X17.6K shares0.00%2026-03-312026-04-10

VIG VANGUARD DIVIDEND APPREC IDX ETF14.1K shares8.18%2026-03-312026-04-10

SPGP INVESCO S&P 500 GARP ETF28.0K shares-2.00%2026-03-312026-04-10

TQQQ PROSHARES ULTRAPRO QQQ71.7K shares0.00%2026-03-312026-04-10

JNJ JOHNSON & JOHNSON10.6K shares-0.08%2026-03-312026-04-10

MGK VANGUARD MEGA CAP GROWTH ETF6.4K shares0.74%2026-03-312026-04-10

FVD FIRST TRUST VALUE LINE DIVIDEND44.7K shares-2.79%2026-03-312026-04-10

VGT VANGUARD INFORMATION TECHNOLOGY2.9K shares1.85%2026-03-312026-04-10

Sponsored

MGV VANGUARD MEGA CAP VALUE ETF13.4K shares-0.65%2026-03-312026-04-10

JPM JPMORGAN CHASE & CO6.6K shares-0.24%2026-03-312026-04-10

IJH ISHARES CORE S&P MID-CAP (MKT)28.5K shares0.19%2026-03-312026-04-10

NOBL PROSHARES S&P 500 DIVIDEND15.9K shares-5.56%2026-03-312026-04-10

VIGI VANGUARD INTL DIV APPREC ETF18.1K shares15.97%2026-03-312026-04-10

XLK STATE STREET TECHNOLOGY SELECT11.7K shares-4.51%2026-03-312026-04-10

WPM WHEATON PRECIOUS METALS CORP11.4K shares0.00%2026-03-312026-04-10

VYM VANGUARD HIGH DIVIDEND YIELD9.6K shares2.78%2026-03-312026-04-10

Sponsored

ABBV ABBVIE INC6.4K shares-1.83%2026-03-312026-04-10

NI NISOURCE INC28.2K shares-0.35%2026-03-312026-04-10

IJR ISHARES CORE S&P SMALL-CAP (MKT)10.3K shares7.35%2026-03-312026-04-10

MCD MCDONALDS CORP COM4.0K shares-4.44%2026-03-312026-04-10

KO COCA COLA CO14.8K shares-0.44%2026-03-312026-04-10

AMZN AMAZON COM INC5.2K shares-1.97%2026-03-312026-04-10

XOM EXXON MOBIL CORP6.4K shares-1.92%2026-03-312026-04-10

PG PROCTER & GAMBLE CO7.5K shares0.00%2026-03-312026-04-10

Sponsored

WELL WELLTOWER INC5.0K shares-2.45%2026-03-312026-04-10

VTV VANGUARD VALUE ETF (MKT)4.9K shares29.68%2026-03-312026-04-10

GLD SPDR GOLD SHARES (MKT)2.2K shares-7.11%2026-03-312026-04-10

ETR ENTERGY CORP8.5K shares0.00%2026-03-312026-04-10

VOT VANGUARD MID-CAP GROWTH ETF3.4K shares-2.55%2026-03-312026-04-10

DTE DTE ENERGY CO6.0K shares0.00%2026-03-312026-04-10

FDL FIRST TRUST MORNINGSTAR DIV15.7K shares0.00%2026-03-312026-04-10

XLI STATE STREET INDUSTRIAL SELECT4.9K shares-0.20%2026-03-312026-04-10

Sponsored

DUKE ENERGY CORP DUKE ENERGY CORP5.9K shares0.00%2026-03-312026-04-10

V VISA INC2.5K shares-2.49%2026-03-312026-04-10

NVDA NVIDIA CORPORATION4.3K shares-34.32%2026-03-312026-04-10

AGG ISHARES CORE US AGGBD BD ETF7.1K shares-0.77%2026-03-312026-04-10

BP BP PLC14.4K shares0.00%2026-03-312026-04-10

ALPHABET INC ALPHABET INC2.3K shares0.00%2026-03-312026-04-10

VZ VERIZON COMMUNICATIONS INC12.8K shares-0.77%2026-03-312026-04-10

SO SOUTHERN COMPANY6.6K shares0.00%2026-03-312026-04-10

Sponsored

EFA ISHARES MSCI EAFE (MKT)6.1K shares-0.41%2026-03-312026-04-10

META META PLATFORMS INC1.0K shares0.00%2026-03-312026-04-10

TRV TRAVELERS COMPANIES INC2.0K shares0.00%2026-03-312026-04-10

HD HOME DEPOT INC1.8K shares0.00%2026-03-312026-04-10

AEP AMERICAN ELECTRIC POWER INC4.4K shares-0.91%2026-03-312026-04-10

BERKSHIRE HATHAWAY INC BERKSHIRE HATHAWAY INC1.2K shares0.00%2026-03-312026-04-10

ABT ABBOTT LABORATORIES5.5K shares-0.91%2026-03-312026-04-10

T AT&T INC18.8K shares-0.69%2026-03-312026-04-10

Sponsored

BND VANGUARD TOTAL BOND MARKET ETF7.3K shares-10.93%2026-03-312026-04-10

XLF STATE STREET FINANCIAL SELECT10.8K shares-0.55%2026-03-312026-04-10

ENB ENBRIDGE INC9.9K shares0.00%2026-03-312026-04-10

VHT VANGUARD HEALTH CARE ETF (MKT)1.9K shares-2.75%2026-03-312026-04-10

VB VANGUARD SMALL CAP ETF (MKT)2.0K shares16.31%2026-03-312026-04-10

SPY STATE STREET SPDR S&P 500 ETF795 shares0.25%2026-03-312026-04-10

PEP PEPSICO INC3.3K shares-2.97%2026-03-312026-04-10

WMT WALMART INC4.1K shares0.00%2026-03-312026-04-10

Sponsored

VBK VANGUARD SMALL CAP GROWTH ETF1.7K shares-5.05%2026-03-312026-04-10

MEDTRONIC PLC MEDTRONIC PLC5.6K shares0.00%2026-03-312026-04-10

EXC EXELON CORP9.6K shares0.00%2026-03-312026-04-10

PM PHILIP MORRIS INTL INC2.4K shares-2.98%2026-03-312026-04-10

NOC NORTHROP GRUMMAN CORP570 shares0.00%2026-03-312026-04-10

ELV ELEVANCE HEALTH1.3K shares0.00%2026-03-312026-04-10

MAR MARRIOTT INTERNATIONAL INC1.1K shares0.00%2026-03-312026-04-10

VOE VANGUARD MID-CAP VALUE ETF (MKT)2.0K shares-2.24%2026-03-312026-04-10

Sponsored

UPS UNITED PARCEL SERVICE3.6K shares0.00%2026-03-312026-04-10

INTC INTEL CORP7.9K shares0.00%2026-03-312026-04-10

CVX CHEVRON CORP1.6K shares0.00%2026-03-312026-04-10

LLY ELI LILLY & CO355 shares0.00%2026-03-312026-04-10

PFE PFIZER INC11.4K shares0.00%2026-03-312026-04-10

VWO VANGUARD EMERGING MARKETS STOCK5.9K shares-2.96%2026-03-312026-04-10

PAYX PAYCHEX INC3.3K shares0.00%2026-03-312026-04-10

VBR VANGUARD SMALL CAP VALUE ETF1.4K shares-13.53%2026-03-312026-04-10

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC1.5K sharesnew addition2026-03-312026-04-10

MO ALTRIA GROUP INC4.6K shares0.00%2026-03-312026-04-10

DTM DT MIDSTREAM INC2.2K shares0.00%2026-03-312026-04-10

COST COSTCO WHOLESALE CORP290 shares-67.42%2026-03-312026-04-10

LMT LOCKHEED MARTIN CORP456 shares0.00%2026-03-312026-04-10

EMR EMERSON ELEC CO2.1K shares0.00%2026-03-312026-04-10

VTI VANGUARD TOTAL STOCK MARKET ETF841 shares0.00%2026-03-312026-04-10

TAXF AMERICAN CENTURY DIVERSIFIED5.4K shares0.00%2026-03-312026-04-10

Sponsored

VRP INVESCO VARIABLE RATE PREFERRED10.9K shares0.00%2026-03-312026-04-10

BNTX BIONTECH SE2.9K shares-0.17%2026-03-312026-04-10

KWR QUAKER CHEM CORP2.1K shares0.00%2026-03-312026-04-10

LINDE PLC LINDE PLC517 shares0.00%2026-03-312026-04-10

SPHD INVESCO S&P 500 HIGH DIV LOW VOL5.2K shares-23.36%2026-03-312026-04-10

QCOM QUALCOMM INC2.0K shares0.00%2026-03-312026-04-10

VNQ VANGUARD REAL ESTATE ETF2.8K shares-1.75%2026-03-312026-04-10

CSX CSX CORP6.1K shares0.00%2026-03-312026-04-10

Sponsored

CMG CHIPOTLE MEXICAN GRILL INC7.5K shares-16.67%2026-03-312026-04-10

BMY BRISTOL-MYERS SQUIBB CO3.7K sharesnew addition2026-03-312026-04-10

IBM INTERNATIONAL BUSINESS MACHS SR900 shares0.00%2026-03-312026-04-10

WEC ENERGY GROUP INC WEC ENERGY GROUP INC1.8K sharesnew addition2026-03-312026-04-10

GS GOLDMAN SACHS GROUP INC243 shares0.00%2026-03-312026-04-10

DE DEERE & COMPANY364 sharesnew addition2026-03-312026-04-10

TIP ISHARES TIPS BOND (MKT)1.9K shares0.00%2026-03-312026-04-10

BITF KEEL INFRASTRUCTURE CORP13.5K shares0.00%2026-03-312026-04-10

Sponsored

SKOR

FLEXSHARES TR

13.73%

Shares165.5K

Event2026-03-31

Filed2026-04-10

VANGUARD S&P 500 ETF

4.43%

Shares12.7K

Event2026-03-31

Filed2026-04-10

CWB

STATE STREET SPDR BLOOMBERG

1.40%

Shares70.1K

Event2026-03-31

Filed2026-04-10

MSFT

MICROSOFT CORP

0.12%

Shares16.9K

Event2026-03-31

Filed2026-04-10

VUG

VANGUARD GROWTH ETF (MKT)

-3.55%

Shares11.7K

Event2026-03-31

Filed2026-04-10

FNWD

FINWARD BANCORP

-3.47%

Shares131.6K

Event2026-03-31

Filed2026-04-10

AAPL

APPLE INC

-1.71%

Shares17.9K

Event2026-03-31

Filed2026-04-10

INVESCO QQQ TRUST

3.64%

Shares7.5K

Event2026-03-31

Filed2026-04-10

SPXL

DIREXION DAILY S&P 500 BULL 3X

0.00%

Shares17.6K

Event2026-03-31

Filed2026-04-10

VIG

VANGUARD DIVIDEND APPREC IDX ETF

8.18%

Shares14.1K

Event2026-03-31

Filed2026-04-10

SPGP

INVESCO S&P 500 GARP ETF

-2.00%

Shares28.0K

Event2026-03-31

Filed2026-04-10

TQQQ

PROSHARES ULTRAPRO QQQ

0.00%

Shares71.7K

Event2026-03-31

Filed2026-04-10

JNJ

JOHNSON & JOHNSON

-0.08%

Shares10.6K

Event2026-03-31

Filed2026-04-10

MGK

VANGUARD MEGA CAP GROWTH ETF

0.74%

Shares6.4K

Event2026-03-31

Filed2026-04-10

FVD

FIRST TRUST VALUE LINE DIVIDEND

-2.79%

Shares44.7K

Event2026-03-31

Filed2026-04-10

VGT

VANGUARD INFORMATION TECHNOLOGY

1.85%

Shares2.9K

Event2026-03-31

Filed2026-04-10

MGV

VANGUARD MEGA CAP VALUE ETF

-0.65%

Shares13.4K

Event2026-03-31

Filed2026-04-10

JPM

JPMORGAN CHASE & CO

-0.24%

Shares6.6K

Event2026-03-31

Filed2026-04-10

IJH

ISHARES CORE S&P MID-CAP (MKT)

0.19%

Shares28.5K

Event2026-03-31

Filed2026-04-10

NOBL

PROSHARES S&P 500 DIVIDEND

-5.56%

Shares15.9K

Event2026-03-31

Filed2026-04-10

VIGI

VANGUARD INTL DIV APPREC ETF

15.97%

Shares18.1K

Event2026-03-31

Filed2026-04-10

XLK

STATE STREET TECHNOLOGY SELECT

-4.51%

Shares11.7K

Event2026-03-31

Filed2026-04-10

WPM

WHEATON PRECIOUS METALS CORP

0.00%

Shares11.4K

Event2026-03-31

Filed2026-04-10

VYM

VANGUARD HIGH DIVIDEND YIELD

2.78%

Shares9.6K

Event2026-03-31

Filed2026-04-10

ABBV

ABBVIE INC

-1.83%

Shares6.4K

Event2026-03-31

Filed2026-04-10

NISOURCE INC

-0.35%

Shares28.2K

Event2026-03-31

Filed2026-04-10

IJR

ISHARES CORE S&P SMALL-CAP (MKT)

7.35%

Shares10.3K

Event2026-03-31

Filed2026-04-10

MCD

MCDONALDS CORP COM

-4.44%

Shares4.0K

Event2026-03-31

Filed2026-04-10

COCA COLA CO

-0.44%

Shares14.8K

Event2026-03-31

Filed2026-04-10

AMZN

AMAZON COM INC

-1.97%

Shares5.2K

Event2026-03-31

Filed2026-04-10

XOM

EXXON MOBIL CORP

-1.92%

Shares6.4K

Event2026-03-31

Filed2026-04-10

PROCTER & GAMBLE CO

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-10

WELL

WELLTOWER INC

-2.45%

Shares5.0K

Event2026-03-31

Filed2026-04-10

VTV

VANGUARD VALUE ETF (MKT)

29.68%

Shares4.9K

Event2026-03-31

Filed2026-04-10

GLD

SPDR GOLD SHARES (MKT)

-7.11%

Shares2.2K

Event2026-03-31

Filed2026-04-10

ETR

ENTERGY CORP

0.00%

Shares8.5K

Event2026-03-31

Filed2026-04-10

VOT

VANGUARD MID-CAP GROWTH ETF

-2.55%

Shares3.4K

Event2026-03-31

Filed2026-04-10

DTE

DTE ENERGY CO

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-10

FDL

FIRST TRUST MORNINGSTAR DIV

0.00%

Shares15.7K

Event2026-03-31

Filed2026-04-10

XLI

STATE STREET INDUSTRIAL SELECT

-0.20%

Shares4.9K

Event2026-03-31

Filed2026-04-10

DUKE ENERGY CORP

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-10

VISA INC

-2.49%

Shares2.5K

Event2026-03-31

Filed2026-04-10

NVDA

NVIDIA CORPORATION

-34.32%

Shares4.3K

Event2026-03-31

Filed2026-04-10

AGG

ISHARES CORE US AGGBD BD ETF

-0.77%

Shares7.1K

Event2026-03-31

Filed2026-04-10

BP PLC

0.00%

Shares14.4K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-10

VERIZON COMMUNICATIONS INC

-0.77%

Shares12.8K

Event2026-03-31

Filed2026-04-10

SOUTHERN COMPANY

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-10

EFA

ISHARES MSCI EAFE (MKT)

-0.41%

Shares6.1K

Event2026-03-31

Filed2026-04-10