Wood Tarver Financial Group, LLC Purchases in Q3 2025

Wood Tarver Financial Group, LLC

  • $339 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
3.48K
+ 2.18%
$303.93 - $329.86 $1.06M - $1.15M
163K $53.4M
CGDV
Capital Group Divid Value ETF

ETFs
11.6K
+ 2.59%
$39.59 - $42.21 $459K - $489K
459K $19.3M
CGCP
Capital Group Core Plus Income

ETFs
46.4K
+ 2.96%
$22.27 - $22.95 $1.03M - $1.07M
1.61M $36.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.1K
+ 3.2%
$182.33 - $194.5 $384K - $409K
67.9K $13.2M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
22.9K
+ 52.66%
$44.4 - $46.72 $1.01M - $1.07M
66.3K $3.09M
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.64K
+ 4.5%
$63.41 - $69.69 $358K - $393K
131K $8.97M
CGSD
Capital Grp Core Plus Income E
35.4K
+ 20.81%
N/A
206K $5.34M
PRF
Invesco Exchange Traded Fd Tr

ETFs
17.7K
+ 234.78%
$42.04 - $45.23 $745K - $801K
25.3K $1.14M
First Tr Exchng Traded Fd Vi
16.5K
+ 127.68%
N/A
29.5K $1.2M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1.99K
+ 2.59%
$107.27 - $113.94 $213K - $227K
78.9K $8.96M
First Tr Exchng Traded Fd Vi
13.3K
+ 23.93%
N/A
69.1K $2.63M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
4.04K
+ 4.36%
$79.89 - $83.25 $323K - $336K
96.7K $8M
CGGR
Capital Group Growth ETF Shs C

ETFs
7.55K
+ 11.77%
$40.2 - $44.58 $304K - $337K
71.7K $3.15M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.68K
+ 1.85%
$55.15 - $58.11 $148K - $156K
148K $8.51M
VEA
Vanguard Ftse Developed Market

ETFs
3.26K
+ 3.39%
$56.02 - $60.3 $183K - $197K
99.4K $5.95M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.26K
+ 2.07%
$78.96 - $80.04 $336K - $341K
210K $16.8M
BJUL
Innovator U.S. Equity Buffer E

ETFs
8.17K
+ 929.95%
$47.14 - $49.66 $385K - $405K
9.04K $449K
BANR
Banner Corp

Financial Services
5.8K
+ 9511.48%
$61.08 - $69.4 $354K - $403K
5.86K $384K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.3K
+ 2.41%
$62.54 - $68.42 $81.2K - $88.8K
55.2K $3.72M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
4.49K
+ 7.54%
$42.35 - $44.2 $190K - $199K
64.1K $2.83M
DAUG
First Tr ETF Viii Cboe Vest Us
4.91K
+ 11.88%
N/A
46.3K $2.02M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
5.94K
+ 117.7%
$36.71 - $38.11 $218K - $226K
11K $418K
First Tr Exchng Traded Fd Vi
5.02K
+ 33.16%
N/A
20.1K $817K
NVDA
Nvidia Corp

Technology
336
+ 5.96%
$153.3 - $186.58 $51.5K - $62.7K
5.98K $1.12M
PJUL
Innovator U.S. Equity Power Bu

ETFs
4.18K
+ 28.44%
$43.83 - $45.64 $183K - $191K
18.9K $860K
Innovator Etfs Trust
7.5K
+ 408.11%
N/A
9.33K $255K
RSP
Invesco S&P 500 Equal Weight E

ETFs
521
+ 3.83%
$181.56 - $190.33 $94.6K - $99.2K
14.1K $2.68M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
3.02K
+ 8.89%
$44.57 - $46.53 $135K - $140K
37K $1.72M
First Tr Exchng Traded Fd Vi
4.83K
+ 46.72%
N/A
15.2K $585K
PLTR
Palantir Technologies Inc.

Technology
14
+ 0.38%
$130.68 - $186.97 $1.83K - $2.62K
3.73K $680K
EMLP
First Tr Exchange Traded Iv

ETFs
2.7K
+ 18.28%
$36.99 - $38.38 $99.9K - $104K
17.5K $668K
MU
Micron Technology Inc

Technology
1
+ 0.04%
$104.88 - $168.89 $105 - $169
2.53K $422K
KOCT
Innovator Laddered Fund Of U.S
2.28K
+ 16.56%
N/A
16K $529K
KJUL
Innovator U.S. Small Cap Power

Technology
1.47K
+ 6.1%
$29.2 - $31.07 $43K - $45.8K
25.7K $794K
PSEP
Innovator U.S. Equity Power Bu
1.34K
+ 9.47%
N/A
15.5K $664K
CGMU
Capital Group Core Plus Income
2.5K
+ 8.7%
N/A
31.2K $851K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
1.8K
+ 34.97%
$37.4 - $39.31 $67.3K - $70.7K
6.94K $272K
IDA
Idacorp Inc

Utilities
121
+ 3.17%
$115.16 - $132.15 $13.9K - $16K
3.94K $520K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
1.4K
+ 30.98%
$32.29 - $38.12 $45.2K - $53.4K
5.92K $225K
BSEP
Innovator U.S. Equity Buffer E

ETFs
31
+ 0.14%
$45.13 - $48.29 $1.4K - $1.5K
21.5K $1.04M
Capital Grp Fixed Incm ETF T
1.56K
+ 2.31%
N/A
69.2K $1.84M
IVV
Ishares Core S&P 500 ETF

ETFs
54
+ 11.09%
$620.67 - $670.08 $33.5K - $36.2K
541 $362K
VOT
Vanguard Mid Cap Growth Index

ETFs
10
+ 0.2%
$282.75 - $294.19 $2.83K - $2.94K
4.95K $1.45M
USEP
Innovator U.S. Equity Ultra Bu
282
+ 2.21%
N/A
13.1K $505K
HD
Home Depot, Inc.

Consumer Cyclical
13
+ 1.77%
$357.4 - $423.42 $4.65K - $5.5K
747 $302K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
269
+ 3.59%
$47.96 - $50.54 $12.9K - $13.6K
7.76K $392K
WFC
Wells Fargo & Company

Financial Services
1
+ 0.01%
$77.05 - $85.16 $77.1 - $85.2
7.63K $639K
CVX
Chevron Corp

Energy
48
+ 3.02%
$145.57 - $161.83 $6.99K - $7.77K
1.64K $254K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
313
+ 9.2%
$53.62 - $55.95 $16.8K - $17.5K
3.72K $207K
Activity Summary
Buys All Purchases 54 New Holdings 0 Increased Positions 54 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wood Tarver Financial Group, LLC Portfolio

Follow Wood Tarver Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wood Tarver Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wood Tarver Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email