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
ABT
Abbott Laboratories

Healthcare
1.42K
+ 30.55%
$123.95 - $138.08 $176K - $196K
6.06K $823K
PEAK
Healthpeak Properties, Inc.

Real Estate
10.8K
New
N/A
10.8K $205K
BSX
Boston Scientific Corp

Healthcare
1.91K
New
$89.7 - $107.41 $171K - $205K
1.91K $204K
MPWR
Monolithic Power Systems Inc

Technology
277
New
$455.19 - $737.73 $126K - $204K
277 $202K
GOOG
Alphabet Inc.

Communication Services
132
+ 1.58%
$146.58 - $180.01 $19.3K - $23.8K
8.47K $1.5M
RSG
Republic Services, Inc.

Industrials
814
New
$227.2 - $258.07 $185K - $210K
814 $200K
STLA
Stellantis N.V.

Consumer Cyclical
20K
New
$8.53 - $11.27 $171K - $225K
20K $200K
CMCSA
Comcast Corp

Communication Services
5.8K
+ 79.93%
$32.84 - $36.72 $190K - $213K
13.1K $465K
BDX
Becton Dickinson & CO

Healthcare
1.56K
+ 124.26%
$165.15 - $226.42 $258K - $354K
2.82K $485K
AXP
American Express CO

Financial Services
480
+ 59.33%
$231.39 - $318.98 $111K - $153K
1.29K $411K
LLY
Eli Lilly & CO

Healthcare
244
+ 94.94%
$713.71 - $898.95 $174K - $219K
501 $390K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.45K
+ 61.0%
$116.93 - $119.39 $170K - $173K
3.84K $456K
MMM
3 M CO

Industrials
975
+ 24.7%
$126.09 - $154.15 $123K - $150K
4.92K $749K
HBAN
Huntington Bancshares Inc

Financial Services
8.39K
+ 82.34%
$12.49 - $16.76 $105K - $141K
18.6K $311K
RTX
Raytheon Technologies Corp

Industrials
560
+ 10.99%
$113.75 - $148.48 $63.7K - $83.1K
5.66K $825K
BR
Broadridge Financial Solutions, Inc.

Technology
615
+ 52.3%
$217.22 - $246.25 $134K - $151K
1.79K $435K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.44K
+ 62.33%
$51.68 - $52.76 $126K - $129K
6.34K $334K
COST
Costco Wholesale Corp

Consumer Defensive
119
+ 48.18%
$908.13 - $1056.85 $108K - $126K
366 $362K
IEF
Ishares Barclays

ETFs
1.23K
+ 35.57%
$93.15 - $96.56 $114K - $118K
4.67K $447K
FDN
First Tr Fd Dow Jones

ETFs
17
+ 0.71%
$200.29 - $269.33 $3.4K - $4.58K
2.42K $651K
CRM
Salesforce, Inc.

Technology
365
+ 43.2%
$236.26 - $291.15 $86.2K - $106K
1.21K $329K
WRB
Berkley W R Corp

Financial Services
1.05K
+ 26.6%
$64.28 - $75.17 $67.5K - $78.9K
5K $367K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
1.95K
+ 44.28%
$45.92 - $50.78 $89.5K - $99K
6.35K $296K
TMUS
T Mobile Us, Inc.

Communication Services
392
+ 38.81%
$220.99 - $268.54 $86.6K - $105K
1.4K $334K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
740
+ 21.01%
$82.21 - $83.12 $60.8K - $61.5K
4.26K $353K
GLD
Spdr Gold Trust

ETFs
5
+ 0.18%
$273.71 - $316.29 $1.37K - $1.58K
2.73K $832K
SHEL
Shell PLC

Energy
669
+ 21.75%
$59.75 - $73.05 $40K - $48.9K
3.75K $263K
MA
Mastercard Inc

Financial Services
3
+ 0.36%
$479.92 - $590.74 $1.44K - $1.77K
832 $467K
NRZ
New Residential Investment Corp.

Real Estate
421
+ 2.07%
N/A
20.8K $150K
Ferguson Enterprises Inc
1.04K
New
N/A
1.04K $0
Lam Research Corp
828
+ 10.04%
N/A
9.08K $0
HEIA
Heico Crp Cl A
810
New
N/A
810 $0
Blackrock Inc
475
+ 81.2%
N/A
1.06K $0
Genelux Corporation
317K
+ 21.71%
N/A
1.78M $0
UNH
Unitedhealth Group Inc

Healthcare
404
+ 44.89%
$274.35 - $599.47 $111K - $242K
1.3K $406K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
15
+ 0.19%
$99.37 - $134.05 $1.49K - $2.01K
7.88K $893K
AMGN
Amgen Inc

Healthcare
173
+ 2.87%
$262.28 - $309.85 $45.4K - $53.6K
6.2K $1.73M
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
Track This Portfolio

Track Woodward Diversified Capital, LLC Portfolio

Follow Woodward Diversified Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Woodward Diversified Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Woodward Diversified Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email