Finward Bancorp Top Holdings and 13F Report (2025)

About Finward Bancorp

Finward Bancorp OTCMKTS: FNWD has filed 13-F forms with the SEC as an investor. Finward Bancorp is itself a publicly traded company. For more information on Finward Bancorp stock, visit the Finward Bancorp stock profile here.

Investment Activity

Finward Bancorp has $115.34 million in total holdings as of December 31, 2024.
Finward Bancorp owns shares of 103 different stocks, but just 45 companies or ETFs make up 80% of its holdings.

Largest Holdings

ProShares UltraPro QQQ: $8,774,884
Microsoft: $7,540,646
SPDR Bloomberg Convertible Securities ETF: $5,968,560
Vanguard S&P 500 ETF: $5,684,983
Vanguard Growth ETF: $5,658,742

Sector Allocation

Selling

Neutral

Buying

Latest 13F Holdings

Issuer Name	Holdings Value	Shares Held	% of Portfolio	Sector
TQQQ ProShares UltraPro QQQ	$8,774,884	110,892	7.6%	ETF
MSFT Microsoft	$7,540,646	17,890	6.5%	Computer and Technology
CWB SPDR Bloomberg Convertible Securities ETF	$5,968,560	76,628	5.2%	ETF
VOO Vanguard S&P 500 ETF	$5,684,983	10,551	4.9%	ETF
VUG Vanguard Growth ETF	$5,658,742	13,787	4.9%	ETF
AAPL Apple	$4,963,326	19,820	4.3%	Computer and Technology
FNWD Finward Bancorp	$4,174,608	148,510	3.6%	Finance
SPGP Invesco S&P 500 GARP ETF	$3,612,384	34,443	3.1%	ETF
QQQ Invesco QQQ	$3,426,266	6,702	3.0%	Finance
FVD First Trust Value Line Dividend Index Fund	$2,203,291	50,488	1.9%	ETF
VIG Vanguard Dividend Appreciation ETF	$2,041,915	10,427	1.8%	ETF
MGK Vanguard Mega Cap Growth ETF	$2,002,083	5,830	1.7%	ETF
NOBL ProShares S&P 500 Aristocrats ETF	$1,883,692	18,922	1.6%	ETF
VGT Vanguard Information Technology ETF	$1,870,997	3,009	1.6%	ETF
IJH iShares Core S&P Mid-Cap ETF	$1,852,172	29,725	1.6%	ETF
MGV Vanguard Mega Cap Value ETF	$1,671,047	13,378	1.4%	ETF
JPM JPMorgan Chase & Co.	$1,597,191	6,663	1.4%	Finance
JNJ Johnson & Johnson	$1,554,378	10,748	1.3%	Medical
PG Procter & Gamble	$1,505,002	8,977	1.3%	Consumer Staples
MCD McDonald's	$1,368,285	4,720	1.2%	Retail/Wholesale
XLK Technology Select Sector SPDR Fund	$1,283,511	5,520	1.1%	ETF
VYM Vanguard High Dividend Yield ETF	$1,255,869	9,843	1.1%	ETF
COST Costco Wholesale	$1,214,974	1,326	1.1%	Retail/Wholesale
BND Vanguard Total Bond Market ETF	$1,204,925	16,756	1.0%	ETF
AMZN Amazon.com	$1,176,368	5,362	1.0%	Retail/Wholesale
ABBV AbbVie	$1,175,663	6,616	1.0%	Medical
CMG Chipotle Mexican Grill	$1,111,450	18,432	1.0%	Retail/Wholesale
NI NiSource	$1,097,211	29,848	1.0%	Utilities
NVDA NVIDIA	$1,050,014	7,819	0.9%	Computer and Technology
VOT Vanguard Mid-Cap Growth ETF	$974,402	3,840	0.8%	ETF
KO Coca-Cola	$946,972	15,210	0.8%	Consumer Staples
FDL First Trust Morningstar Dividend Leaders Index	$906,534	22,517	0.8%	ETF
IJR iShares Core S&P Small-Cap ETF	$901,713	7,826	0.8%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$876,170	9,042	0.8%	Finance
VIGI Vanguard International Dividend Appreciation ETF	$843,577	10,546	0.7%	ETF
XOM Exxon Mobil	$833,992	7,753	0.7%	Oils/Energy
V Visa	$824,231	2,608	0.7%	Business Services
GVI iShares Intermediate Government/Credit Bond ETF	$823,417	7,900	0.7%	ETF
EFA iShares MSCI EAFE ETF	$816,515	10,799	0.7%	Finance
WELL Welltower	$784,289	6,223	0.7%	Finance
DTE DTE Energy	$724,500	6,000	0.6%	Utilities
HD Home Depot	$700,182	1,800	0.6%	Retail/Wholesale
DUK Duke Energy	$678,765	6,300	0.6%	Utilities
XLI Industrial Select Sector SPDR Fund	$675,401	5,126	0.6%	ETF
GLD SPDR Gold Shares	$650,606	2,687	0.6%	Finance
XLF Financial Select Sector SPDR Fund	$648,396	13,416	0.6%	ETF
ETR Entergy	$641,437	8,460	0.6%	Utilities
WPM Wheaton Precious Metals	$641,136	11,400	0.6%	Basic Materials
META Meta Platforms	$638,794	1,091	0.6%	Computer and Technology
PEP PepsiCo	$627,096	4,124	0.5%	Consumer Staples
ABT Abbott Laboratories	$622,219	5,501	0.5%	Medical
VZ Verizon Communications	$620,127	15,507	0.5%	Computer and Technology
TRV Travelers Companies	$602,225	2,500	0.5%	Finance
VHT Vanguard Health Care ETF	$571,059	2,251	0.5%	ETF
FI Fiserv	$566,548	2,758	0.5%	Business Services
SO Southern	$564,385	6,856	0.5%	Utilities
VTV Vanguard Value ETF	$540,917	3,195	0.5%	ETF
SPY SPDR S&P 500 ETF Trust	$539,780	921	0.5%	Finance
SPHD Invesco S&P 500 High Dividend Low Volatility ETF	$530,784	10,987	0.5%	ETF
BRK.B Berkshire Hathaway	$528,978	1,167	0.5%	Finance
ELV Elevance Health	$480,677	1,303	0.4%	Medical
AEP American Electric Power	$474,523	5,145	0.4%	Utilities
PAYX Paychex	$473,804	3,379	0.4%	Business Services
BP BP	$456,672	15,449	0.4%	Oils/Energy
MDT Medtronic	$451,482	5,652	0.4%	Medical
UPS United Parcel Service	$448,918	3,560	0.4%	Transportation
WMT Walmart	$444,433	4,919	0.4%	Retail/Wholesale
VBR Vanguard Small-Cap Value ETF	$438,374	2,212	0.4%	ETF
GOOGL Alphabet	$435,014	2,298	0.4%	Computer and Technology
VBK Vanguard Small-Cap Growth ETF	$434,095	1,550	0.4%	ETF
MAR Marriott International	$425,942	1,527	0.4%	Consumer Discretionary
T AT&T	$420,086	18,449	0.4%	Computer and Technology
ENB Enbridge	$419,421	9,885	0.4%	Oils/Energy
ADBE Adobe	$375,755	845	0.3%	Computer and Technology
EXC Exelon	$363,282	9,651	0.3%	Utilities
PFE Pfizer	$351,602	13,253	0.3%	Medical
BNTX BioNTech	$337,862	2,965	0.3%	Medical
MFC Manulife Financial	$337,319	10,984	0.3%	Finance
PM Philip Morris International	$313,154	2,602	0.3%	Consumer Staples
LLY Eli Lilly and Company	$304,940	395	0.3%	Medical
QCOM QUALCOMM	$304,168	1,980	0.3%	Computer and Technology
WBA Walgreens Boots Alliance	$303,926	32,575	0.3%	Retail/Wholesale
VOE Vanguard Mid-Cap Value ETF	$302,025	1,867	0.3%	ETF
VB Vanguard Small-Cap ETF	$297,466	1,238	0.3%	ETF
KWR Quaker Chemical	$290,669	2,065	0.3%	Basic Materials
NOC Northrop Grumman	$286,267	610	0.2%	Aerospace
VRP Invesco Variable Rate Preferred ETF	$270,325	11,175	0.2%	ETF
LINDE PLC	$267,950	640	0.2%	FOREIGN STOCK
EMR Emerson Electric	$265,705	2,144	0.2%	Industrial Products
MO Altria Group	$246,707	4,718	0.2%	Consumer Staples
DHR Danaher	$229,550	1,000	0.2%	Medical
LMT Lockheed Martin	$221,588	456	0.2%	Aerospace
BMY Bristol-Myers Squibb	$218,548	3,864	0.2%	Medical
DTM DT Midstream	$217,255	2,185	0.2%	Oils/Energy
LOW Lowe's Companies	$215,456	873	0.2%	Retail/Wholesale
BNDX Vanguard Total International Bond ETF	$212,878	4,340	0.2%	ETF
CVX Chevron	$211,178	1,458	0.2%	Oils/Energy
VNQ Vanguard Real Estate ETF	$210,853	2,367	0.2%	ETF
CSCO Cisco Systems	$205,660	3,474	0.2%	Computer and Technology
QQQJ Invesco NASDAQ Next Gen 100 ETF	$205,506	6,655	0.2%	Manufacturing

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Finward Bancorp Top Holdings and 13F Report (2025)

About Finward Bancorp

Investment Activity

Largest Holdings

Sector Allocation

Latest 13F Holdings

More Institutional Buying and Selling Information

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Finward Bancorp Top Holdings and 13F Report (2025)

About Finward Bancorp

Investment Activity

Largest Holdings

Sector Allocation

Map of 500 Largest Holdings ofFinward Bancorp

Latest 13F Holdings

More Institutional Buying and Selling Information

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Best-in-Class Portfolio Monitoring

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