Wood Tarver Financial Group, LLC has filed its 13F form on March 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $299 Million distributed in 794 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $44.9M, Capital Group Core Plus Income with a value of $34.6M, First Tr ETF Viii Cboe Vest Us with a value of $21.3M, Vanguard Sht Term Corp Bd ETF with a value of $14.4M, and Capital Group Divid Value ETF with a value of $14.2M.
Examining the 13F form we can see an increase of $299M in the current position value.
Wood Tarver Financial Group, LLC is based out at Boise, ID
Below you can find more details about Wood Tarver Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$299 Million
ETFs: $210 Million
Technology: $7.91 Million
Financial Services: $4.28 Million
Consumer Defensive: $3.56 Million
Consumer Cyclical: $3.26 Million
Industrials: $2.46 Million
Healthcare: $1.85 Million
Utilities: $1.09 Million
Other: $2.46 Million
Stock Holdings Table Market Cap. of $200 Billions or more
