Woodard & CO Asset Management Group Inc Incresed Positions in Q4 2024

Woodard & CO Asset Management Group Inc

  • $446 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ILCV
Ishares Morningstar Value ETF

ETFs
282K
+ 4585.46%
$80.23 - $85.43 $22.6M - $24.1M
288K $23.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
106K
+ 91.63%
$183.23 - $199.79 $19.5M - $21.2M
222K $41.2M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
50.2K
+ 9.07%
$69.3 - $74.3 $3.48M - $3.73M
604K $43.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.43K
+ 2.93%
$370.24 - $418.94 $899K - $1.02M
85.3K $34.2M
VV
Vanguard Large Cap ETF

ETFs
3.25K
+ 2.9%
$260.27 - $280.65 $846K - $912K
115K $31.1M
AVGO
Broadcom Inc.

Technology
505
+ 4.41%
$159.67 - $250.0 $80.6K - $126K
12K $2.77M
ORCL
Oracle Corp

Technology
4.76K
+ 109.3%
$165.41 - $192.43 $788K - $916K
9.12K $1.52M
IWL
Ishares Tr Russell 200 ETF

ETFs
1.97K
+ 2.15%
$138.92 - $149.97 $274K - $296K
93.6K $13.5M
GOOG
Alphabet Inc.

Communication Services
559
+ 2.98%
$163.08 - $198.16 $91.2K - $111K
19.3K $3.68M
MU
Micron Technology Inc

Technology
5.83K
+ 66.75%
$84.16 - $113.41 $491K - $662K
14.6K $1.23M
MA
Mastercard Inc

Financial Services
74
+ 1.0%
$491.3 - $536.15 $36.4K - $39.7K
7.48K $3.94M
MSFT
Microsoft Corp

Technology
855
+ 6.67%
$406.35 - $454.46 $347K - $389K
13.7K $5.77M
JPM
Jpmorgan Chase & CO

Financial Services
95
+ 1.28%
$205.18 - $250.29 $19.5K - $23.8K
7.54K $1.81M
PG
Procter & Gamble CO

Consumer Defensive
1.67K
+ 8.24%
$161.05 - $179.7 $268K - $299K
21.9K $3.67M
VTI
Vanguard Total Stock Market Et

ETFs
434
+ 9.34%
$280.04 - $302.45 $122K - $131K
5.08K $1.47M
PANW
Palo Alto Networks Inc

Technology
4.82K
+ 102.73%
$181.96 - $405.9 $878K - $1.96M
9.52K $1.73M
COST
Costco Wholesale Corp

Consumer Defensive
38
+ 1.74%
$873.59 - $994.69 $33.2K - $37.8K
2.22K $2.04M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
231
+ 7.12%
$198.04 - $221.51 $45.7K - $51.2K
3.48K $731K
MPC
Marathon Petroleum Corp

Energy
2.28K
+ 21.54%
$131.65 - $174.84 $300K - $398K
12.9K $1.79M
RSP
Invesco S&P 500 Equal Weight E

ETFs
427
+ 9.23%
$174.22 - $187.62 $74.4K - $80.1K
5.05K $885K
MRK
Merck & Co., Inc.

Healthcare
2.21K
+ 17.22%
$96.31 - $114.76 $213K - $254K
15K $1.5M
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
500
+ 250.0%
$29.46 - $30.58 $14.7K - $15.3K
700 $21K
HD
Home Depot, Inc.

Consumer Cyclical
407
+ 4.53%
$385.02 - $431.37 $157K - $176K
9.39K $3.65M
GE
General Electric CO

Industrials
2.5K
+ 13.47%
$159.95 - $194.23 $399K - $485K
21K $3.51M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
40
+ 4.39%
$66.77 - $71.52 $2.67K - $2.86K
952 $65K
STRV
Ea Ser Tr Strive 500 ETF
5.67K
+ 28.14%
N/A
25.8K $0
Innovator Etfs Trust
400
+ 200.0%
N/A
600 $0
SHY
Ishares Barclays 1 3 Year Trea

ETFs
28
+ 1.28%
$81.68 - $82.93 $2.29K - $2.32K
2.21K $181K
Global X Fds
10.8K
+ 17.11%
N/A
74K $0
LMT
Lockheed Martin Corp

Industrials
5
+ 1.15%
$479.66 - $614.62 $2.4K - $3.07K
438 $212K
CAT
Caterpillar Inc

Industrials
186
+ 4.02%
$360.37 - $416.88 $67K - $77.5K
4.81K $1.75M
VZ
Verizon Communications Inc

Communication Services
2.21K
+ 5.33%
$39.6 - $45.21 $87.7K - $100K
43.8K $1.75M
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.02%
$244.52 - $284.07 $245 - $284
5.11K $1.26M
DUK
Duke Energy Corp

Utilities
189
+ 0.9%
$105.76 - $120.76 $20K - $22.8K
21.2K $2.28M
LLY
Eli Lilly & CO

Healthcare
126
+ 6.04%
$727.2 - $932.06 $91.6K - $117K
2.21K $1.71M
XOM
Exxon Mobil Corp

Energy
517
+ 2.11%
$105.51 - $125.37 $54.5K - $64.8K
25K $2.69M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
14.7K
+ 2.2%
$51.09 - $55.27 $749K - $811K
682K $34.9M
FCX
Freeport Mcmoran Inc

Basic Materials
100
+ 0.28%
$38.08 - $50.82 $3.81K - $5.08K
36.3K $1.38M
AMGN
Amgen Inc

Healthcare
222
+ 2.16%
$258.78 - $328.31 $57.4K - $72.9K
10.5K $2.74M
Activity Summary
Buys All Purchases 52 New Holdings 12 Increased Positions 40 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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