Woodward Diversified Capital, LLC Incresed Positions in Q1 2025

Woodward Diversified Capital, LLC

  • $136 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JCI
Johnson Controls International PLC

Industrials
236
+ 8.5%
$76.12 - $90.6 $18K - $21.4K
3.01K $241K
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 6.01%
$890.62 - $1076.86 $12.5K - $15.1K
247 $233K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
168
+ 5.01%
$81.83 - $82.73 $13.7K - $13.9K
3.52K $291K
F
Ford Motor CO

Consumer Cyclical
1.31K
+ 8.97%
$9.12 - $10.43 $11.9K - $13.6K
15.9K $158K
PEG
Public Service Enterprise Group Inc

Utilities
263
+ 8.99%
$78.2 - $90.39 $20.6K - $23.8K
3.19K $262K
CMCSA
Comcast Corp

Communication Services
478
+ 7.05%
$33.19 - $38.23 $15.9K - $18.3K
7.25K $267K
VOX
Vanguard Communication Service

ETFs
208
+ 6.72%
$147.73 - $169.24 $30.7K - $35.2K
3.3K $489K
NRZ
New Residential Investment Corp.

Real Estate
1.29K
+ 6.76%
N/A
20.3K $147K
PFE
Pfizer Inc

Healthcare
1.08K
+ 6.99%
$25.01 - $27.13 $27.1K - $29.4K
16.6K $419K
PRU
Prudential Financial Inc

Financial Services
286
+ 7.93%
$105.04 - $122.33 $30K - $35K
3.89K $434K
CSX
Csx Corp

Industrials
849
+ 10.55%
$29.11 - $33.67 $24.7K - $28.6K
8.89K $261K
Lam Research Corp
1
+ 0.01%
N/A
8.25K $0
Genelux Corporation
193K
+ 15.2%
N/A
1.46M $0
Blackrock Inc
40
+ 7.34%
N/A
585 $0
FITB
Fifth Third Bancorp

Financial Services
520
+ 7.36%
$37.48 - $44.96 $19.5K - $23.4K
7.58K $297K
AXP
American Express CO

Financial Services
63
+ 8.45%
$255.39 - $325.87 $16.1K - $20.5K
809 $217K
HD
Home Depot, Inc.

Consumer Cyclical
159
+ 5.22%
$347.25 - $424.87 $55.2K - $67.6K
3.21K $1.18M
CRM
Salesforce, Inc.

Technology
129
+ 18.02%
$268.36 - $359.95 $34.6K - $46.4K
845 $226K
PNC
Pnc Financial Services Group, Inc.

Financial Services
122
+ 6.02%
$168.84 - $202.89 $20.6K - $24.8K
2.15K $377K
ET
Energy Transfer LP

Energy
65
+ 0.32%
$17.26 - $21.08 $1.12K - $1.37K
20.6K $383K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
15
+ 1.18%
$507.05 - $563.67 $7.61K - $8.46K
1.29K $661K
USB
Us Bancorp \De\

Financial Services
296
+ 4.35%
$40.92 - $50.9 $12.1K - $15.1K
7.1K $299K
CAT
Caterpillar Inc

Industrials
155
+ 5.93%
$326.75 - $407.63 $50.6K - $63.2K
2.77K $913K
MRK
Merck & Co., Inc.

Healthcare
248
+ 3.76%
$83.01 - $101.02 $20.6K - $25.1K
6.85K $614K
BAC
Bank Of America Corp

Financial Services
486
+ 1.6%
$39.61 - $47.74 $19.3K - $23.2K
30.8K $1.29M
QQQ
Invesco Qqq Trust, Series 1

ETFs
10
+ 0.7%
$468.34 - $539.52 $4.68K - $5.4K
1.45K $678K
TWLO
Twilio Inc

Communication Services
103
+ 1.46%
$94.9 - $148.35 $9.77K - $15.3K
7.16K $701K
MSFT
Microsoft Corp

Technology
362
+ 6.09%
$375.39 - $447.2 $136K - $162K
6.31K $2.37M
GOOGL
Alphabet Inc.

Communication Services
806
+ 10.01%
$154.33 - $206.19 $124K - $166K
8.86K $1.37M
DDOG
Datadog, Inc.

Technology
606
+ 11.43%
$98.68 - $151.89 $59.8K - $92K
5.91K $585K
GOOG
Alphabet Inc.

Communication Services
331
+ 4.13%
$156.06 - $207.71 $51.7K - $68.8K
8.34K $1.3M
AVGO
Broadcom Inc.

Technology
260
+ 6.17%
$167.43 - $244.7 $43.5K - $63.6K
4.48K $749K
AMZN
Amazon Com Inc

Consumer Cyclical
581
+ 3.54%
$190.26 - $242.06 $111K - $141K
17K $3.24M
TSLA
Tesla, Inc.

Consumer Cyclical
427
+ 11.12%
$222.15 - $428.22 $94.9K - $183K
4.27K $1.11M
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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