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Livermore
Livermore
ZHEN

Bond & Devick Financial Network, Inc.

SEC CIK
0001843495
Latest filing
Jul 16, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Jan 14, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
157
0 vs. Q3 2024
Portfolio value
$233.9M
$0 (0.0%) vs. Q3 2024
Filed
Jan 14, 2025
SEC
Holdings of Bond & Devick Financial Network, Inc. in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
SAICScience Applications International CorpCOM2,868$399.4K0.2%00.0%UnchangedHistory
iShares Tr464287788U.S. FINLS ETF3,790$393.8K0.2%00.0%Unchanged–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW4,079$393.7K0.2%00.0%Unchanged–
J P Morgan Exchange Traded F46641Q647MUNICIPAL ETF7,583$388.8K0.2%00.0%Unchanged–
Nushares ETF Tr67092P607NUVEEN ESG SMLCP9,037$387.1K0.2%00.0%Unchanged–
SPDR Index Shs FDS78470E106ST STR MSCI EAFE8,651$378.4K0.2%00.0%Unchanged–
GOOGAlphabet Inc.Stock2,260$377.8K0.2%00.0%UnchangedHistory
PEPPepsiCo IncStock2,221$377.7K0.2%00.0%UnchangedHistory
WMTWalmart Inc.Stock4,641$374.8K0.2%00.0%UnchangedHistory
PSAPublic StorageCOM1,020$371.2K0.2%00.0%UnchangedHistory
PIMCO ETF Tr72201R866INTER MUN BD ACT6,708$355.4K0.2%00.0%Unchanged–
EVREvercore Inc.CLASS A1,400$354.7K0.2%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock615$352.1K0.2%00.0%UnchangedHistory
SAPSAP SEADR1,500$343.6K0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock839$340.0K0.1%00.0%UnchangedHistory
iShares Core Dividend Growth ETF46434V621ETF5,392$338.0K0.1%00.0%Unchanged–
HONHoneywell International IncCOM1,625$335.9K0.1%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock4,235$330.5K0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock6,108$325.1K0.1%00.0%UnchangedHistory
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF4,222$323.8K0.1%00.0%Unchanged–
GSKGSK plcADR7,830$320.1K0.1%00.0%UnchangedHistory
iShares Core S&P Small Cap ETF464287804ETF2,734$319.8K0.1%00.0%Unchanged–
ORCLOracle CorpStock1,799$306.6K0.1%00.0%UnchangedHistory
VVisa Inc.Stock1,091$300.0K0.1%00.0%UnchangedHistory
MAMastercard IncStock603$297.8K0.1%00.0%UnchangedHistory
MCDMcDonalds CorpStock973$296.3K0.1%00.0%UnchangedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF6,082$291.0K0.1%00.0%Unchanged–
MDTMedtronic plcStock3,172$285.6K0.1%00.0%UnchangedHistory
MMM3M CoStock2,062$281.9K0.1%00.0%UnchangedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF968$274.1K0.1%00.0%Unchanged–
T Rowe Price Exchange-Traded87283Q206PRICE EQT INCOME6,472$270.3K0.1%00.0%Unchanged–
Leuthold FDS Inc527289789CORE ETF7,578$268.5K0.1%00.0%Unchanged–
SNYSanofiSPONSORED ADR4,594$264.8K0.1%00.0%UnchangedHistory
COPConocoPhillipsStock2,479$261.0K0.1%00.0%UnchangedHistory
Capital Group Dividend Growe14021L109SHS ETF8,237$253.0K0.1%00.0%Unchanged–
DRIDarden Restaurants IncCOM1,530$251.1K0.1%00.0%UnchangedHistory
PSXPhillips 66Stock1,902$250.0K0.1%00.0%UnchangedHistory
iShares Tr46434V456MSCI INTL QUALTY5,914$245.4K0.1%00.0%Unchanged–
ASMLASML Holding NVADR289$240.8K0.1%00.0%UnchangedHistory
GLDSPDR Gold TrustETF976$237.2K0.1%00.0%UnchangedHistory
iShares Global Clean Energy ETF464288224ETF16,039$235.6K0.1%00.0%Unchanged–
TRIThomson Reuters CorpCOM NO PAR1,374$234.4K0.1%00.0%UnchangedHistory
LMTLockheed Martin CorpStock400$233.8K0.1%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock2,036$231.2K0.1%00.0%UnchangedHistory
First Tr Exchange-Traded FD336917109SHS5,511$231.2K0.1%00.0%Unchanged–
CLColgate Palmolive CoStock2,226$231.1K0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock1,581$215.6K0.1%00.0%UnchangedHistory
USBUS Bancorp DECOM NEW4,655$212.9K0.1%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock454$209.0K0.1%00.0%UnchangedHistory
iShares Tr464287622RUS 1000 ETF663$208.4K0.1%00.0%Unchanged–
iShares Tr46436E7180-3 MTH TREASURY2,057$207.2K0.1%00.0%Unchanged–
CATCaterpillar IncStock528$206.5K0.1%00.0%UnchangedHistory
T Rowe Price ETF Inc87283Q305PRICE GRW STOCK5,428$204.5K0.1%00.0%Unchanged–
iShares Tr464287556ISHARES BIOTECH1,403$204.3K0.1%00.0%Unchanged–
Schwab U.S. Large-Cap ETF808524201ETF3,006$204.0K0.1%−6,012−66.7%ReducedConverted for a 3-for-1 split–
URIUnited Rentals, Inc.COM250$202.4K0.1%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock326$201.7K0.1%00.0%UnchangedHistory