Woodward Diversified Capital, LLC Purchases in Q2 2025

Woodward Diversified Capital, LLC

  • $190 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
973
+ 1.87%
$94.31 - $157.99 $91.8K - $154K
52.9K $8.36M
MSFT
Microsoft Corp

Technology
2.98K
+ 47.19%
$354.56 - $497.45 $1.06M - $1.48M
9.29K $4.62M
SMR
Nuscale Power Corp

Industrials
53.6K
New
$12.6 - $43.24 $675K - $2.32M
53.6K $2.12M
RS
Reliance Steel & Aluminum CO

Basic Materials
302
+ 0.39%
$262.08 - $316.81 $79.1K - $95.7K
78.4K $24.6M
AAPL
Apple Inc.

Technology
12.6K
+ 33.47%
$172.42 - $223.89 $2.17M - $2.82M
50.3K $10.3M
JPM
Jpmorgan Chase & CO

Financial Services
3.72K
+ 46.31%
$210.28 - $289.91 $782K - $1.08M
11.8K $3.41M
META
Meta Platforms, Inc.

Communication Services
854
+ 25.33%
$484.66 - $738.09 $414K - $630K
4.23K $3.12M
VGT
Vanguard Information Technolog

ETFs
1.55K
+ 184.78%
$470.37 - $663.28 $731K - $1.03M
2.4K $1.59M
VCR
Vanguard Consumer Discretionar

ETFs
3.11K
New
$290.42 - $364.35 $904K - $1.13M
3.11K $1.13M
AMZN
Amazon Com Inc

Consumer Cyclical
2.74K
+ 16.12%
$167.32 - $223.3 $459K - $612K
19.8K $4.33M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
13.8K
+ 107.07%
$77.74 - $78.78 $1.07M - $1.08M
26.6K $2.1M
AVGO
Broadcom Inc.

Technology
1.98K
+ 44.2%
$146.29 - $275.65 $289K - $545K
6.45K $1.78M
TCBK
Trico Bancshares

Financial Services
24.6K
New
$35.9 - $41.52 $882K - $1.02M
24.6K $995K
CVX
Chevron Corp

Energy
11.3K
+ 36.49%
$133.73 - $168.51 $1.51M - $1.9M
42.3K $6.05M
NFLX
Netflix Inc

Communication Services
253
+ 23.17%
$855.86 - $1339.13 $217K - $339K
1.35K $1.8M
WMT
Walmart Inc.

Consumer Defensive
5.97K
+ 44.71%
$81.79 - $99.98 $488K - $597K
19.3K $1.89M
VPU
Vanguard Utilities ETF

ETFs
3.75K
+ 137.46%
$158.36 - $178.82 $594K - $671K
6.49K $1.14M
VOX
Vanguard Communication Service

ETFs
3.5K
+ 105.84%
$133.12 - $171.03 $465K - $598K
6.8K $1.16M
CAT
Caterpillar Inc

Industrials
1.3K
+ 46.88%
$273.94 - $388.21 $356K - $504K
4.07K $1.58M
VIS
Vanguard Industrial ETF

ETFs
2.03K
+ 75.66%
$220.04 - $280.07 $446K - $568K
4.71K $1.32M
CSCO
Cisco Systems, Inc.

Technology
7.13K
+ 44.84%
$53.19 - $69.38 $379K - $494K
23K $1.6M
PH
Parker Hannifin Corp

Industrials
751
+ 77.34%
$517.23 - $700.54 $388K - $526K
1.72K $1.2M
TSLA
Tesla, Inc.

Consumer Cyclical
1.12K
+ 26.32%
$221.86 - $362.89 $249K - $408K
5.39K $1.71M
VDC
Vanguard Consumer Staples ETF

ETFs
2.75K
+ 103.3%
$204.89 - $224.73 $564K - $619K
5.42K $1.19M
QLD
Proshares Ultra Qqq

ETFs
5.1K
New
$69.34 - $117.71 $354K - $601K
5.1K $600K
PG
Procter & Gamble CO

Consumer Defensive
4.27K
+ 54.98%
$157.66 - $172.39 $674K - $737K
12K $1.92M
BAC
Bank Of America Corp

Financial Services
8.71K
+ 28.24%
$34.39 - $47.46 $300K - $413K
39.5K $1.87M
HD
Home Depot, Inc.

Consumer Cyclical
1.56K
+ 48.49%
$335.24 - $380.78 $521K - $592K
4.76K $1.75M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
7.18K
+ 101.43%
$75.05 - $77.34 $539K - $555K
14.3K $1.1M
PM
Philip Morris International Inc.

Consumer Defensive
2.36K
+ 47.68%
$149.23 - $184.95 $351K - $436K
7.29K $1.33M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
10.7K
+ 107.67%
$49.57 - $50.27 $532K - $540K
20.7K $1.04M
QCOM
Qualcomm Inc

Technology
2.91K
+ 111.98%
$124.66 - $159.48 $362K - $464K
5.5K $876K
MET
Metlife Inc

Financial Services
5.72K
+ 81.71%
$68.42 - $82.49 $391K - $472K
12.7K $1.02M
C
Citigroup Inc

Financial Services
4.91K
New
$58.13 - $85.12 $285K - $418K
4.91K $417K
VFH
Vanguard Financial ETF

ETFs
2.92K
+ 53.37%
$104.87 - $127.3 $306K - $371K
8.38K $1.07M
IBM
International Business Machines Corp

Technology
364
+ 5.5%
$221.03 - $294.78 $80.5K - $107K
6.98K $2.06M
SO
Southern CO

Utilities
4.4K
+ 79.48%
$84.91 - $92.56 $373K - $407K
9.93K $911K
CMI
Cummins Inc

Industrials
1.23K
New
$267.12 - $336.65 $328K - $414K
1.23K $402K
EME
Emcor Group, Inc.

Industrials
742
New
$342.02 - $534.89 $254K - $397K
742 $396K
PRU
Prudential Financial Inc

Financial Services
3.67K
+ 94.12%
$95.12 - $112.71 $349K - $413K
7.56K $812K
WPM
Wheaton Precious Metals Corp.

Basic Materials
4.2K
New
$70.56 - $92.75 $296K - $390K
4.2K $377K
CVBF
Cvb Financial Corp

Financial Services
19K
New
$16.41 - $20.0 $312K - $380K
19K $376K
ACN
Accenture PLC

Technology
1.22K
New
$279.23 - $323.21 $340K - $393K
1.22K $363K
ADP
Automatic Data Processing Inc

Industrials
1.14K
New
$276.76 - $326.81 $315K - $372K
1.14K $351K
DHR
Danaher Corp

Healthcare
1.76K
New
$174.64 - $205.16 $308K - $362K
1.76K $348K
CI
Cigna Corp

Healthcare
1.05K
New
$301.89 - $340.04 $317K - $357K
1.05K $347K
COP
Conocophillips

Energy
5.09K
+ 71.25%
$82.66 - $106.1 $420K - $540K
12.2K $1.1M
LHX
L3 Harris Technologies, Inc.

Industrials
1.38K
New
$200.21 - $256.99 $276K - $354K
1.38K $345K
DD
Du Pont De Nemours, Inc.

Basic Materials
4.94K
New
$55.13 - $75.25 $272K - $372K
4.94K $338K
Activity Summary
Buys All Purchases 138 New Holdings 44 Increased Positions 94 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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