Wood Tarver Financial Group, LLC New Holdings in Q4 2024

Wood Tarver Financial Group, LLC

  • $299 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SJM
J M Smucker CO

Consumer Defensive
47
New
$106.92 - $121.75 $5.03K - $5.72K
47 $5K
BP
Bp PLC

Energy
200
New
$28.16 - $33.14 $5.63K - $6.63K
200 $5K
JOBY
Joby Aviation, Inc.

Industrials
500
New
$4.8 - $9.16 $2.4K - $4.58K
500 $4K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
34
New
$107.98 - $143.92 $3.67K - $4.89K
34 $4K
WEC
Wec Energy Group, Inc.

Utilities
45
New
$92.94 - $101.82 $4.18K - $4.58K
45 $4K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
172
New
$24.76 - $27.53 $4.26K - $4.74K
172 $4K
AGZ
Ishares Agency Bond ETF

ETFs
44
New
$107.68 - $110.37 $4.74K - $4.86K
44 $4K
FTCS
First Trust Capital Strength E

ETFs
48
New
$87.62 - $94.03 $4.21K - $4.51K
48 $4K
CRWD
Crowd Strike Holdings, Inc.

Technology
13
New
$275.15 - $388.2 $3.58K - $5.05K
13 $4K
ACV
Virtus Allianz Gi Diversified Income & Convertible Fund

Financial Services
205
New
$20.63 - $23.32 $4.23K - $4.78K
205 $4K
FDL
First Tr Morningstar Dividend

ETFs
121
New
$39.59 - $43.95 $4.79K - $5.32K
121 $4K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
470
New
$7.8 - $9.54 $3.67K - $4.48K
470 $4K
DOW
Dow Inc.

Basic Materials
116
New
$39.1 - $55.34 $4.54K - $6.42K
116 $4K
AA
Alcoa Corp

Basic Materials
118
New
$36.62 - $47.42 $4.32K - $5.6K
118 $4K
SHEL
Shell PLC

Energy
75
New
$60.63 - $70.23 $4.55K - $5.27K
75 $4K
SHW
Sherwin Williams CO

Basic Materials
12
New
$338.75 - $399.71 $4.07K - $4.8K
12 $4K
WDS
Woodside Energy Group LTD

Energy
313
New
$14.38 - $18.32 $4.5K - $5.73K
313 $4K
Ishares Bitcoin Trust ETF
77
New
N/A
77 $4K
ZTS
Zoetis Inc.

Healthcare
28
New
$162.24 - $194.42 $4.54K - $5.44K
28 $4K
BFB
Brown Forman Corp Cl B
107
New
N/A
107 $4K
XLY
Select Sector Spdr Consumer Di

ETFs
22
New
$194.8 - $239.43 $4.29K - $5.27K
22 $4K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
63
New
$70.1 - $76.53 $4.42K - $4.82K
63 $4K
BROS
Dutch Bros Inc.

Consumer Cyclical
84
New
$30.72 - $55.82 $2.58K - $4.69K
84 $4K
Peakstone Realty Trust
422
New
N/A
422 $4K
ROKU
Roku, Inc

Communication Services
45
New
$64.08 - $84.12 $2.88K - $3.79K
45 $3K
GS
Goldman Sachs Group Inc

Financial Services
6
New
$486.1 - $608.57 $2.92K - $3.65K
6 $3K
Global X Fds
154
New
N/A
154 $3K
SAN
Banco Santander, S.A.

Financial Services
692
New
$4.49 - $5.05 $3.11K - $3.49K
692 $3K
BAUG
Innovator U.S. Equity Buffer E
79
New
N/A
79 $3K
RKLB
Rocket Lab Usa, Inc.

Industrials
144
New
$9.23 - $28.44 $1.33K - $4.1K
144 $3K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
10
New
$340.59 - $380.5 $3.41K - $3.81K
10 $3K
CVI
Cvr Energy Inc

Energy
167
New
$15.9 - $25.09 $2.66K - $4.19K
167 $3K
Brookfield Corp
57
New
N/A
57 $3K
PII
Polaris Inc.

Consumer Cyclical
60
New
$56.74 - $83.06 $3.4K - $4.98K
60 $3K
CEG
Constellation Energy Corp

Utilities
14
New
$224.28 - $285.52 $3.14K - $4K
14 $3K
IVZ
Invesco Ltd.

Financial Services
211
New
$16.78 - $18.63 $3.54K - $3.93K
211 $3K
PFF
Ishares Trust Ishares Pfd And

ETFs
125
New
$31.23 - $33.51 $3.9K - $4.19K
125 $3K
SWK
Stanley Black & Decker, Inc.

Industrials
42
New
$79.07 - $109.36 $3.32K - $4.59K
42 $3K
TFLO
Ishares Treasury Floating Rate

ETFs
70
New
$50.37 - $50.63 $3.53K - $3.54K
70 $3K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
69
New
$50.52 - $56.61 $3.49K - $3.91K
69 $3K
BMAY
Innovator U.S. Equity Buffer E

ETFs
85
New
$39.2 - $40.69 $3.33K - $3.46K
85 $3K
BAPR
Innovator U.S. Equity Buffer E

ETFs
85
New
$42.96 - $45.15 $3.65K - $3.84K
85 $3K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
125
New
$26.65 - $29.34 $3.33K - $3.67K
125 $3K
TKR
Timken CO

Industrials
35
New
$70.76 - $87.24 $2.48K - $3.05K
35 $2K
Monogram Technologies Inc
1K
New
N/A
1K $2K
Blackrock Inc
2
New
N/A
2 $2K
CRF
Cornerstone Total Return Fund Inc

Financial Services
238
New
$8.02 - $9.66 $1.91K - $2.3K
238 $2K
CMCSA
Comcast Corp

Communication Services
71
New
$37.39 - $45.14 $2.65K - $3.2K
71 $2K
KKR
Kkr & Co. Inc.

Financial Services
16
New
$129.87 - $162.87 $2.08K - $2.61K
16 $2K
Activity Summary
Buys All Purchases 794 New Holdings 794 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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