Woodward Diversified Capital, LLC Incresed Positions 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
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
AMZN
Amazon Com Inc

Consumer Cyclical
2.74K
+ 16.12%
$167.32 - $223.3 $459K - $612K
19.8K $4.33M
GOOGL
Alphabet Inc.

Communication Services
5.12K
+ 57.76%
$144.7 - $178.6 $740K - $914K
14K $2.46M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
13.8K
+ 107.07%
$77.74 - $78.78 $1.07M - $1.08M
26.6K $2.1M
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
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
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
PRU
Prudential Financial Inc

Financial Services
3.67K
+ 94.12%
$95.12 - $112.71 $349K - $413K
7.56K $812K
COP
Conocophillips

Energy
5.09K
+ 71.25%
$82.66 - $106.1 $420K - $540K
12.2K $1.1M
GD
General Dynamics Corp

Industrials
1.08K
+ 91.73%
$247.68 - $291.66 $267K - $314K
2.25K $655K
JNJ
Johnson & Johnson

Healthcare
3.31K
+ 25.16%
$146.36 - $159.82 $485K - $529K
16.5K $2.52M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.65K
+ 76.59%
$149.76 - $186.42 $247K - $307K
3.8K $707K
KMI
Kinder Morgan, Inc.

Energy
10.4K
+ 41.35%
$25.21 - $29.4 $263K - $307K
35.7K $1.05M
MRK
Merck & Co., Inc.

Healthcare
5.06K
+ 73.84%
$73.47 - $87.12 $372K - $441K
11.9K $942K
KO
Coca Cola CO

Consumer Defensive
4.72K
+ 78.18%
$68.37 - $73.9 $323K - $349K
10.8K $760K
T
At&T Inc.

Communication Services
10K
+ 22.15%
$26.33 - $28.94 $265K - $291K
55.4K $1.6M
JCI
Johnson Controls International PLC

Industrials
2.29K
+ 76.19%
$71.14 - $105.62 $163K - $242K
5.31K $560K
MCD
Mcdonalds Corp

Consumer Cyclical
1.15K
+ 72.2%
$285.55 - $321.23 $328K - $369K
2.74K $799K
VZ
Verizon Communications Inc

Communication Services
8.53K
+ 25.84%
$41.67 - $45.62 $355K - $389K
41.5K $1.8M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.04K
+ 61.6%
$310.86 - $348.77 $324K - $363K
2.73K $874K
CSX
Csx Corp

Industrials
7.87K
+ 88.52%
$26.69 - $32.91 $210K - $259K
16.8K $547K
PFE
Pfizer Inc

Healthcare
12.5K
+ 75.41%
$21.59 - $24.84 $270K - $310K
29.1K $704K
BK
Bank Of New York Mellon Corp

Financial Services
2.73K
+ 56.07%
$73.31 - $91.62 $200K - $250K
7.59K $691K
NSC
Norfolk Southern Corp

Industrials
933
+ 48.04%
$206.34 - $257.46 $193K - $240K
2.88K $735K
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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