Woodward Diversified Capital, LLC Purchases in Q1 2025

Woodward Diversified Capital, LLC

  • $136 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DOCS
Doximity, Inc.

Healthcare
14.8K
New
$49.71 - $83.14 $737K - $1.23M
14.8K $859K
XOM
Exxon Mobil Corp

Energy
411
+ 0.64%
$105.44 - $118.93 $43.3K - $48.9K
64.2K $7.64M
BCML
Bay Com Corp

Financial Services
30K
New
$24.39 - $29.09 $732K - $873K
30K $755K
CVX
Chevron Corp

Energy
160
+ 0.52%
$146.71 - $167.97 $23.5K - $26.9K
31K $5.18M
MSTR
Microstrategy Inc

Technology
1.89K
New
$239.27 - $396.5 $452K - $749K
1.89K $544K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.59K
+ 105.04%
$76.94 - $78.28 $507K - $516K
12.9K $1.01M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.4K
New
$27.01 - $28.54 $308K - $326K
11.4K $319K
JNJ
Johnson & Johnson

Healthcare
268
+ 2.08%
$142.06 - $167.7 $38.1K - $44.9K
13.2K $2.18M
AMGN
Amgen Inc

Healthcare
19
+ 0.32%
$258.59 - $327.36 $4.91K - $6.22K
6.02K $1.88M
MELI
Mercadolibre Inc

Consumer Cyclical
84
+ 14.51%
$1739.0 - $2260.0 $146K - $190K
663 $1.29M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.48K
+ 96.5%
$73.78 - $76.59 $257K - $266K
7.08K $542K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.17K
+ 107.51%
$48.43 - $49.9 $250K - $258K
9.98K $497K
ABBV
Abb Vie Inc.

Healthcare
267
+ 4.11%
$169.2 - $216.66 $45.2K - $57.8K
6.76K $1.42M
VZ
Verizon Communications Inc

Communication Services
1.8K
+ 5.78%
$37.81 - $46.49 $68.2K - $83.9K
33K $1.5M
EQT
Eqt Corp

Energy
4.25K
New
$46.16 - $54.25 $196K - $231K
4.25K $227K
SHEL
Shell PLC

Energy
3.08K
New
$62.84 - $73.29 $193K - $225K
3.08K $225K
LLY
Eli Lilly & CO

Healthcare
257
New
$725.72 - $929.72 $187K - $239K
257 $212K
IBM
International Business Machines Corp

Technology
89
+ 1.36%
$217.4 - $264.74 $19.3K - $23.6K
6.62K $1.65M
BTI
British American Tobacco P.L.C.

Consumer Defensive
5K
New
$35.35 - $42.74 $177K - $214K
5K $206K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.91K
New
$51.52 - $52.37 $201K - $205K
3.91K $204K
GLD
Spdr Gold Trust

ETFs
200
+ 7.91%
$243.19 - $288.14 $48.6K - $57.6K
2.73K $785K
COP
Conocophillips

Energy
1.14K
+ 18.91%
$88.6 - $105.85 $101K - $120K
7.14K $749K
WFC
Wells Fargo & Company

Financial Services
398
+ 0.49%
$66.78 - $81.42 $26.6K - $32.4K
81.1K $5.82M
HBAN
Huntington Bancshares Inc

Financial Services
10.2K
New
$14.28 - $17.39 $145K - $177K
10.2K $152K
ABT
Abbott Laboratories

Healthcare
195
+ 4.39%
$111.1 - $140.22 $21.7K - $27.3K
4.64K $615K
JPM
Jpmorgan Chase & CO

Financial Services
263
+ 3.39%
$225.19 - $279.95 $59.2K - $73.6K
8.03K $1.97M
IEF
Ishares Barclays

ETFs
1.04K
+ 43.44%
$91.17 - $95.39 $95.1K - $99.5K
3.44K $328K
RTX
Raytheon Technologies Corp

Industrials
105
+ 2.1%
$114.1 - $135.66 $12K - $14.2K
5.1K $675K
MMM
3 M CO

Industrials
160
+ 4.22%
$129.7 - $155.12 $20.8K - $24.8K
3.95K $579K
KO
Coca Cola CO

Consumer Defensive
462
+ 8.29%
$60.81 - $72.32 $28.1K - $33.4K
6.04K $432K
SO
Southern CO

Utilities
392
+ 7.63%
$80.96 - $92.96 $31.7K - $36.4K
5.53K $508K
AEP
American Electric Power CO Inc

Utilities
292
+ 11.01%
$90.32 - $109.27 $26.4K - $31.9K
2.95K $321K
VDC
Vanguard Consumer Staples ETF

ETFs
269
+ 11.22%
$206.54 - $226.16 $55.6K - $60.8K
2.67K $583K
CSCO
Cisco Systems, Inc.

Technology
595
+ 3.89%
$58.74 - $64.87 $35K - $38.6K
15.9K $980K
VPU
Vanguard Utilities ETF

ETFs
319
+ 13.23%
$161.24 - $173.33 $51.4K - $55.3K
2.73K $466K
MCD
Mcdonalds Corp

Consumer Cyclical
119
+ 8.09%
$279.74 - $321.29 $33.3K - $38.2K
1.59K $496K
NFLX
Netflix Inc

Communication Services
24
+ 2.25%
$828.4 - $1058.6 $19.9K - $25.4K
1.09K $1.02M
VNQ
Vanguard Specialized Funds Van

ETFs
635
+ 14.09%
$85.55 - $94.34 $54.3K - $59.9K
5.14K $465K
PG
Procter & Gamble CO

Consumer Defensive
212
+ 2.8%
$158.56 - $176.26 $33.6K - $37.4K
7.77K $1.32M
META
Meta Platforms, Inc.

Communication Services
175
+ 5.48%
$576.36 - $736.67 $101K - $129K
3.37K $1.94M
BK
Bank Of New York Mellon Corp

Financial Services
269
+ 5.86%
$75.42 - $88.95 $20.3K - $23.9K
4.86K $407K
TMUS
T Mobile Us, Inc.

Communication Services
35
+ 3.59%
$211.3 - $272.83 $7.4K - $9.55K
1.01K $269K
WRB
Berkley W R Corp

Financial Services
32
+ 0.82%
$56.7 - $71.27 $1.81K - $2.28K
3.95K $280K
UNH
Unitedhealth Group Inc

Healthcare
67
+ 8.04%
$461.52 - $548.18 $30.9K - $36.7K
900 $471K
MDT
Medtronic PLC

Healthcare
242
+ 8.95%
$79.84 - $94.5 $19.3K - $22.9K
2.95K $264K
QCOM
Qualcomm Inc

Technology
297
+ 12.92%
$151.94 - $175.86 $45.1K - $52.2K
2.6K $398K
PLD
Prologis, Inc.

Real Estate
240
+ 9.32%
$103.59 - $124.04 $24.9K - $29.8K
2.82K $314K
VFH
Vanguard Financial ETF

ETFs
286
+ 5.52%
$114.07 - $127.34 $32.6K - $36.4K
5.46K $652K
NSC
Norfolk Southern Corp

Industrials
149
+ 8.31%
$227.69 - $259.76 $33.9K - $38.7K
1.94K $459K
Activity Summary
Buys All Purchases 97 New Holdings 12 Increased Positions 85 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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