Woodard & CO Asset Management Group Inc has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $520 Million distributed in 140 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $55.8M, Spdr S&P 500 ETF Trust with a value of $46.5M, Spdr Portfolio with a value of $38.5M, Vanguard Large Cap ETF with a value of $38.1M, and Ishares Russell 1000 Gr ETF with a value of $37.6M.
Examining the 13F form we can see an increase of $63.8M in the current position value, from $456M to 520M.
Woodard & CO Asset Management Group Inc is based out at Bermuda Run, NC
Below you can find more details about Woodard & CO Asset Management Group Inc portfolio as well as his latest detailed transactions.
Portfolio value
$520 Million
ETFs: $393 Million
Technology: $34.2 Million
Financial Services: $16.8 Million
Industrials: $12.9 Million
Healthcare: $12.1 Million
Consumer Cyclical: $11 Million
Consumer Defensive: $9.64 Million
Communication Services: $7.2 Million
Other: $13.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more
