Wood Tarver Financial Group, LLC Reduced Holdings in Q1 2025

Wood Tarver Financial Group, LLC

  • $258 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
-70
- 1.12%
$84.5 - $105.05 $5.92K - $7.35K
6.2K $543K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-1.21K
- 18.02%
$34.34 - $38.51 $41.6K - $46.6K
5.5K $211K
PEP
Pepsico Inc

Consumer Defensive
-122
- 7.27%
$142.64 - $156.42 $17.4K - $19.1K
1.56K $233K
HD
Home Depot, Inc.

Consumer Cyclical
-9
- 1.24%
$347.25 - $424.87 $3.13K - $3.82K
719 $263K
CLX
Clorox CO

Consumer Defensive
-110
- 56.12%
$141.76 - $162.89 $15.6K - $17.9K
86 $12K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-354
- 41.11%
$42.93 - $44.71 $15.2K - $15.8K
507 $22K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-35
- 0.24%
$39.81 - $42.17 $1.39K - $1.48K
14.6K $586K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-3
- 0.02%
$37.87 - $39.86 $114 - $120
16.2K $618K
AMD
Advanced Micro Devices Inc

Technology
-99
- 51.83%
$96.63 - $129.55 $9.57K - $12.8K
92 $9K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-307
- 15.16%
$55.47 - $61.45 $17K - $18.9K
1.72K $101K
ITA
Ishares Tr

ETFs
-94
- 47.24%
$144.84 - $159.5 $13.6K - $15K
105 $16K
UNH
Unitedhealth Group Inc

Healthcare
-25
- 17.24%
$461.52 - $548.18 $11.5K - $13.7K
120 $62K
ALK
Alaska Air Group, Inc.

Industrials
-21
- 3.5%
$49.22 - $76.6 $1.03K - $1.61K
579 $28K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-146
- 31.26%
$46.06 - $49.24 $6.72K - $7.19K
321 $14K
VCIT
Vanguard Intermediate Term Cor

ETFs
-108
- 80.6%
$79.17 - $82.04 $8.55K - $8.86K
26 $2K
SO
Southern CO

Utilities
-387
- 12.92%
$80.96 - $92.96 $31.3K - $36K
2.61K $239K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-67
- 0.9%
$49.25 - $50.66 $3.3K - $3.39K
7.41K $367K
MMM
3 M CO

Industrials
-112
- 22.27%
$129.7 - $155.12 $14.5K - $17.4K
391 $57K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-271
- 16.31%
$22.25 - $23.0 $6.03K - $6.23K
1.39K $31K
XLI
Industrial Sector Spdr

ETFs
-27
- 3.66%
$128.78 - $141.67 $3.48K - $3.83K
710 $93K
PAVE
Global X Fds Us Infrastructure

ETFs
-72
- 40.68%
$37.31 - $43.82 $2.69K - $3.16K
105 $3K
XLY
Select Sector Spdr Consumer Di

ETFs
-21
- 95.45%
$192.6 - $233.2 $4.04K - $4.9K
1 $0
ITW
Illinois Tool Works Inc

Industrials
-1
- 0.22%
$244.9 - $274.48 $245 - $274
454 $112K
KEY
Keycorp

Financial Services
-5
- 0.57%
$15.15 - $18.3 $75.8 - $91.5
874 $13K
Solventum Corp
-28
- 70.0%
N/A
12 $0
BNOV
Innovator U.S. Equity Buffer E

ETFs
-26
- 2.31%
$37.74 - $40.44 $981 - $1.05K
1.1K $42K
XLP
Consumer Staples Sector Spdr

ETFs
-31
- 96.88%
N/A
1 $0
ACI
Albertsons Companies, Inc.

Consumer Defensive
-158
- 18.24%
$19.58 - $22.02 $3.09K - $3.48K
708 $15K
AKAM
Akamai Technologies Inc

Technology
-2
- 1.32%
N/A
150 $13K
EMR
Emerson Electric CO

Industrials
-2
- 3.51%
$108.64 - $131.17 $217 - $262
55 $6K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-8
- 15.09%
$12.89 - $15.19 $103 - $122
45 $0
IVZ
Invesco Ltd.

Financial Services
-11
- 5.21%
$14.82 - $19.34 $163 - $213
200 $3K
HPQ
Hp Inc

Technology
-4
- 13.79%
$27.69 - $34.72 $111 - $139
25 $0
ES
Eversource Energy

Utilities
-1
- 1.03%
$55.63 - $63.8 $55.6 - $63.8
96 $5K
GM
General Motors CO

Consumer Cyclical
-1
- 20.0%
$45.22 - $54.92 $45.2 - $54.9
4 $0
F
Ford Motor CO

Consumer Cyclical
-14
- 0.44%
$9.12 - $10.43 $128 - $146
3.18K $31K
GIS
General Mills Inc

Consumer Defensive
-2
- 2.2%
$57.56 - $65.3 $115 - $131
89 $5K
SNAP
Snap Inc

Communication Services
-30
- 88.24%
$8.37 - $12.57 $251 - $377
4 $0
MET
Metlife Inc

Financial Services
-2
- 0.91%
$77.7 - $87.0 $155 - $174
217 $17K
NSC
Norfolk Southern Corp

Industrials
-1
- 1.05%
$227.69 - $259.76 $228 - $260
94 $22K
CL
Colgate Palmolive CO

Consumer Defensive
-2
- 0.38%
$85.68 - $97.5 $171 - $195
527 $49K
EXC
Exelon Corp

Utilities
-2
- 1.39%
$37.3 - $46.08 $74.6 - $92.2
142 $6K
BAX
Baxter International Inc

Healthcare
-1
- 1.54%
$29.26 - $36.57 $29.3 - $36.6
64 $2K
XLU
Utilities Sector Spdr

ETFs
-16
- 3.29%
$74.7 - $80.27 $1.2K - $1.28K
471 $37K
NVS
Novartis Ag

Healthcare
-1
- 1.69%
$97.14 - $115.57 $97.1 - $116
58 $6K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-76
- 1.05%
$74.87 - $79.99 $5.69K - $6.08K
7.17K $551K
MDT
Medtronic PLC

Healthcare
-1
- 0.29%
$79.84 - $94.5 $79.8 - $94.5
339 $30K
GD
General Dynamics Corp

Industrials
-1
- 0.33%
$241.94 - $272.58 $242 - $273
298 $81K
PSX
Phillips 66

Energy
-2
- 0.76%
$113.93 - $131.55 $228 - $263
260 $32K
Activity Summary
Buys All Purchases 142 New Holdings 18 Increased Positions 124 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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