Woodard & CO Asset Management Group Inc Purchases in Q2 2025

Woodard & CO Asset Management Group Inc

  • $520 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
222K
+ 2868.74%
$94.74 - $118.43 $21.1M - $26.3M
230K $27.3M
BALT
Innovator Etfs Tr
268K
+ 1278.3%
$30.33 - $32.1 $8.13M - $8.61M
289K $9.28M
SPYG
Spdr Portfolio

ETFs
3.12K
+ 0.78%
$71.83 - $95.32 $224K - $297K
404K $38.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
584
+ 0.66%
$320.42 - $424.58 $187K - $248K
88.6K $37.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
24.3K
+ 703.3%
$171.4 - $227.1 $4.16M - $5.52M
27.7K $6.3M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.8K
+ 0.38%
$60.34 - $74.89 $169K - $210K
746K $55.8M
VV
Vanguard Large Cap ETF

ETFs
2.4K
+ 1.83%
$228.25 - $285.3 $548K - $686K
133K $38.1M
NVDA
Nvidia Corp

Technology
644
+ 1.29%
$94.31 - $157.99 $60.7K - $102K
50.6K $8M
UNH
Unitedhealth Group Inc

Healthcare
4.97K
New
$274.35 - $599.47 $1.36M - $2.98M
4.97K $1.55M
AVGO
Broadcom Inc.

Technology
300
+ 2.24%
$146.29 - $275.65 $43.9K - $82.7K
13.7K $3.78M
IWL
Ishares Tr Russell 200 ETF

ETFs
194
+ 0.21%
$122.36 - $153.12 $23.7K - $29.7K
93K $14.2M
WMT
Walmart Inc.

Consumer Defensive
14.3K
New
$81.79 - $99.98 $1.17M - $1.43M
14.3K $1.4M
INTC
Intel Corp

Technology
54.6K
New
$18.13 - $22.69 $990K - $1.24M
54.6K $1.22M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.26K
+ 0.61%
$45.11 - $52.34 $192K - $223K
698K $36.5M
VONV
Vanguard Russell 1000 Value Et

ETFs
2.95K
+ 0.94%
$73.19 - $85.21 $216K - $251K
316K $26.9M
GE
General Electric CO

Industrials
106
+ 0.58%
$166.81 - $257.39 $17.7K - $27.3K
18.5K $4.76M
AMZN
Amazon Com Inc

Consumer Cyclical
36
+ 0.14%
$167.32 - $223.3 $6.02K - $8.04K
25.4K $5.58M
ILCV
Ishares Morningstar Value ETF

ETFs
1.11K
+ 0.38%
$72.16 - $83.39 $80K - $92.5K
290K $24.2M
GOOG
Alphabet Inc.

Communication Services
596
+ 2.84%
$146.58 - $180.01 $87.4K - $107K
21.5K $3.82M
GS
Goldman Sachs Group Inc

Financial Services
50
+ 1.82%
$462.22 - $707.75 $23.1K - $35.4K
2.79K $1.98M
JPM
Jpmorgan Chase & CO

Financial Services
346
+ 4.44%
$210.28 - $289.91 $72.8K - $100K
8.13K $2.36M
VTI
Vanguard Total Stock Market Et

ETFs
858
+ 16.33%
$243.75 - $303.93 $209K - $261K
6.11K $1.86M
PANW
Palo Alto Networks Inc

Technology
329
+ 3.29%
$152.44 - $204.64 $50.2K - $67.3K
10.3K $2.11M
CAT
Caterpillar Inc

Industrials
248
+ 4.94%
$273.94 - $388.21 $67.9K - $96.3K
5.26K $2.04M
MPC
Marathon Petroleum Corp

Energy
704
+ 5.36%
$118.55 - $170.08 $83.5K - $120K
13.8K $2.3M
IBM
International Business Machines Corp

Technology
827
+ 27.85%
$221.03 - $294.78 $183K - $244K
3.8K $1.12M
FCX
Freeport Mcmoran Inc

Basic Materials
507
+ 1.17%
$29.15 - $44.46 $14.8K - $22.5K
43.8K $1.9M
LHX
L3 Harris Technologies, Inc.

Industrials
944
New
$200.21 - $256.99 $189K - $243K
944 $236K
NUE
Nucor Corp

Basic Materials
653
+ 4.22%
$103.22 - $131.43 $67.4K - $85.8K
16.1K $2.09M
PLTR
Palantir Technologies Inc.

Technology
1.5K
New
$74.01 - $144.25 $111K - $216K
1.5K $203K
LMT
Lockheed Martin Corp

Industrials
433
New
$430.82 - $486.45 $187K - $211K
433 $200K
ENB
Enbridge Inc

Energy
3.51K
+ 32.12%
$41.09 - $47.16 $144K - $165K
14.4K $654K
OZK
Bank Ozk

Financial Services
1.01K
+ 2.94%
$37.58 - $47.34 $38K - $47.8K
35.3K $1.66M
SHOP
Shopify Inc.

Technology
123
+ 1.6%
$76.89 - $115.35 $9.46K - $14.2K
7.83K $903K
META
Meta Platforms, Inc.

Communication Services
16
+ 1.89%
$484.66 - $738.09 $7.75K - $11.8K
861 $635K
MA
Mastercard Inc

Financial Services
90
+ 1.42%
$479.92 - $590.74 $43.2K - $53.2K
6.42K $3.61M
ACHR
Archer Aviation Inc.

Industrials
12K
New
$6.2 - $13.3 $74.1K - $159K
12K $129K
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 0.75%
$908.13 - $1056.85 $15.4K - $18K
2.29K $2.26M
TSLA
Tesla, Inc.

Consumer Cyclical
16
+ 0.9%
$221.86 - $362.89 $3.55K - $5.81K
1.79K $568K
USFR
Wisdomtree Floating Rate Treas

ETFs
1.91K
+ 2.34%
$50.28 - $50.47 $95.9K - $96.2K
83.4K $4.19M
IVE
Ishares S&P 500 Value ETF

ETFs
359
New
$168.34 - $195.42 $60.4K - $70.2K
359 $70K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
36
+ 0.86%
$60.22 - $80.1 $2.17K - $2.88K
4.22K $337K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
538
+ 52.18%
$58.41 - $72.69 $31.4K - $39.1K
1.57K $114K
WFC
Wells Fargo & Company

Financial Services
588
New
$60.98 - $80.12 $35.9K - $47.1K
588 $47K
DUK
Duke Energy Corp

Utilities
1.12K
+ 4.91%
$112.46 - $124.05 $126K - $139K
23.9K $2.82M
TLT
Ishares Barclays 20+ Year Trea

ETFs
416
+ 416.0%
$83.97 - $92.85 $34.9K - $38.6K
516 $45K
HD
Home Depot, Inc.

Consumer Cyclical
75
+ 0.74%
$335.24 - $380.78 $25.1K - $28.6K
10.2K $3.72M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.2K
+ 258.87%
$20.12 - $21.0 $24.1K - $25.1K
1.66K $34K
VO
Vanguard Mid Cap ETF

ETFs
90
+ 900.0%
$228.54 - $279.83 $20.6K - $25.2K
100 $27K
Activity Summary
Buys All Purchases 70 New Holdings 10 Increased Positions 60 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 2 Puts 0
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