Woodard & CO Asset Management Group Inc Incresed Positions in Q1 2025

Woodard & CO Asset Management Group Inc

  • $456 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VONV
Vanguard Russell 1000 Value Et

ETFs
310K
+ 11389.72%
$80.21 - $86.14 $24.9M - $26.7M
313K $25.8M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
139K
+ 22.93%
$67.03 - $74.61 $9.29M - $10.3M
743K $50.5M
VV
Vanguard Large Cap ETF

ETFs
15.6K
+ 13.5%
$253.32 - $282.66 $3.95M - $4.41M
131K $33.7M
NUE
Nucor Corp

Basic Materials
13.1K
+ 552.74%
$114.48 - $142.52 $1.5M - $1.87M
15.5K $1.86M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
12.2K
+ 1.79%
$49.78 - $53.19 $608K - $650K
694K $35.4M
DUK
Duke Energy Corp

Utilities
1.6K
+ 7.55%
$105.87 - $121.97 $169K - $195K
22.8K $2.78M
XOM
Exxon Mobil Corp

Energy
616
+ 2.46%
$105.44 - $118.93 $65K - $73.3K
25.6K $3.05M
DVN
Devon Energy Corp

Energy
3.84K
+ 8.46%
$33.15 - $38.55 $127K - $148K
49.3K $1.84M
PG
Procter & Gamble CO

Consumer Defensive
1.51K
+ 6.91%
$158.56 - $176.26 $240K - $267K
23.4K $3.98M
VZ
Verizon Communications Inc

Communication Services
1.64K
+ 3.75%
$37.81 - $46.49 $62.1K - $76.3K
45.4K $2.06M
FCX
Freeport Mcmoran Inc

Basic Materials
6.99K
+ 19.27%
$34.5 - $43.01 $241K - $301K
43.2K $1.64M
ILCV
Ishares Morningstar Value ETF

ETFs
1.19K
+ 0.41%
$79.37 - $85.24 $94.6K - $102K
289K $23.6M
BALT
Innovator Etfs Tr
5.73K
+ 37.54%
$31.31 - $31.89 $179K - $183K
21K $658K
LLY
Eli Lilly & CO

Healthcare
53
+ 2.4%
$725.72 - $929.72 $38.5K - $49.3K
2.26K $1.87M
MU
Micron Technology Inc

Technology
1.13K
+ 7.78%
$86.89 - $109.38 $98.5K - $124K
15.7K $1.36M
MPC
Marathon Petroleum Corp

Energy
266
+ 2.07%
$134.72 - $159.03 $35.8K - $42.3K
13.1K $1.91M
ENB
Enbridge Inc

Energy
2.18K
+ 24.93%
$41.54 - $45.45 $90.6K - $99.1K
10.9K $483K
COST
Costco Wholesale Corp

Consumer Defensive
47
+ 2.12%
$890.62 - $1076.86 $41.9K - $50.6K
2.27K $2.15M
JPM
Jpmorgan Chase & CO

Financial Services
246
+ 3.26%
$225.19 - $279.95 $55.4K - $68.9K
7.79K $1.91M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1.44K
+ 52.74%
$68.07 - $78.99 $98.3K - $114K
4.18K $284K
VRT
Vertiv Holdings CO

Industrials
494
+ 7.88%
N/A
6.76K $585K
HD
Home Depot, Inc.

Consumer Cyclical
685
+ 7.29%
$347.25 - $424.87 $238K - $291K
10.1K $3.69M
RSP
Invesco S&P 500 Equal Weight E

ETFs
184
+ 3.64%
$169.43 - $182.84 $31.2K - $33.6K
5.24K $907K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.78K
+ 23.46%
$47.79 - $59.89 $133K - $167K
14.6K $735K
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
200
+ 28.57%
$29.36 - $31.01 $5.87K - $6.2K
900 $26K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
13
+ 0.59%
$81.83 - $82.73 $1.06K - $1.08K
2.23K $184K
XDSQ
Innovator Etfs Tr Us Equity Ac
100
+ 100.0%
$34.21 - $38.09 $3.42K - $3.81K
200 $6K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
79
+ 8.3%
$64.88 - $72.1 $5.13K - $5.7K
1.03K $67K
Global X Fds
40K
+ 54.05%
N/A
114K $0
Innovator Etfs Trust
2.47K
+ 15.12%
N/A
18.8K $0
Innovator Etfs Trust
400
+ 66.67%
N/A
1K $0
META
Meta Platforms, Inc.

Communication Services
7
+ 0.84%
$576.36 - $736.67 $4.03K - $5.16K
845 $487K
PANW
Palo Alto Networks Inc

Technology
467
+ 4.91%
$167.82 - $208.28 $78.4K - $97.3K
9.99K $1.7M
VTI
Vanguard Total Stock Market Et

ETFs
173
+ 3.4%
$271.18 - $303.12 $46.9K - $52.4K
5.25K $1.44M
CAT
Caterpillar Inc

Industrials
204
+ 4.24%
$326.75 - $407.63 $66.7K - $83.2K
5.02K $1.65M
CRM
Salesforce, Inc.

Technology
198
+ 8.49%
$268.36 - $359.95 $53.1K - $71.3K
2.53K $678K
ORCL
Oracle Corp

Technology
386
+ 4.23%
$139.81 - $186.47 $54K - $72K
9.51K $1.33M
TSLA
Tesla, Inc.

Consumer Cyclical
74
+ 4.35%
$222.15 - $428.22 $16.4K - $31.7K
1.77K $459K
GOOG
Alphabet Inc.

Communication Services
1.62K
+ 8.36%
$156.06 - $207.71 $252K - $336K
21K $3.27M
AVGO
Broadcom Inc.

Technology
1.45K
+ 12.16%
$167.43 - $244.7 $243K - $356K
13.4K $2.24M
AMZN
Amazon Com Inc

Consumer Cyclical
913
+ 3.73%
$190.26 - $242.06 $174K - $221K
25.4K $4.83M
AAPL
Apple Inc.

Technology
325
+ 0.8%
$209.68 - $247.1 $68.1K - $80.3K
41.2K $9.15M
SPY
Spdr S&P 500 ETF Trust

ETFs
603
+ 0.67%
$551.42 - $612.93 $333K - $370K
90.3K $50.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.76K
+ 3.23%
$360.07 - $417.26 $992K - $1.15M
88K $31.8M
Activity Summary
Buys All Purchases 68 New Holdings 23 Increased Positions 45 Sells All Sells 42 Reductions 41 Sold out 1 Options Calls 2 Puts 1
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