Woodward Diversified Capital, LLC Reduced Holdings in Q2 2025

Woodward Diversified Capital, LLC

  • $190 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-2.62K
- 4.08%
$99.93 - $119.04 $262K - $312K
61.6K $6.64M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-557
- 43.25%
$456.74 - $568.03 $254K - $316K
731 $415K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-660
- 45.58%
$416.06 - $551.64 $275K - $364K
788 $434K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-218
- 17.0%
$483.48 - $539.8 $105K - $118K
1.06K $516K
ET
Energy Transfer LP

Energy
-6.65K
- 32.23%
$15.65 - $18.93 $104K - $126K
14K $253K
OXY
Occidental Petroleum Corp

Energy
-1.34K
- 17.3%
$36.11 - $49.33 $48.2K - $65.9K
6.38K $268K
SHOP
Shopify Inc.

Technology
-3.01K
- 20.03%
$76.89 - $115.35 $232K - $347K
12K $1.39M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-607
- 11.26%
$91.23 - $97.27 $55.4K - $59K
4.79K $465K
DDOG
Datadog, Inc.

Technology
-1.87K
- 31.59%
$87.0 - $134.33 $162K - $251K
4.04K $542K
IAU
Ishares Gold Trust

ETFs
-1.01K
- 11.07%
$56.1 - $64.74 $56.7K - $65.4K
8.11K $505K
PPLT
Abrdn Platinum ETF Trust

ETFs
-327
- 6.37%
N/A
4.81K $431K
WM
Waste Management Inc

Industrials
-105
- 7.92%
$216.47 - $242.1 $22.7K - $25.4K
1.22K $279K
HYG
Ishares Tr

ETFs
-516
- 3.89%
$75.75 - $80.65 $39.1K - $41.6K
12.8K $1.03M
EQT
Eqt Corp

Energy
-527
- 12.39%
$46.11 - $60.44 $24.3K - $31.9K
3.73K $217K
FTCS
First Trust Capital Strength E

ETFs
-18
- 0.39%
$81.6 - $92.39 $1.47K - $1.66K
4.54K $412K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2
- 0.04%
$45.98 - $56.15 $92 - $112
4.76K $266K
RDVY
First Trust Rising Dividend Ac

ETFs
-659
- 3.68%
$51.6 - $62.74 $34K - $41.3K
17.3K $1.08M
AMD
Advanced Micro Devices Inc

Technology
-29
- 1.38%
$78.21 - $143.81 $2.27K - $4.17K
2.08K $294K
TWLO
Twilio Inc

Communication Services
-472
- 6.59%
$81.34 - $124.36 $38.4K - $58.7K
6.69K $832K
MELI
Mercadolibre Inc

Consumer Cyclical
-116
- 17.5%
$1794.73 - $2613.63 $208K - $303K
547 $1.43M
SNOW
Snowflake Inc.

Technology
-10
- 0.49%
$130.53 - $223.77 $1.31K - $2.24K
2.02K $451K
WFC
Wells Fargo & Company

Financial Services
-6.22K
- 7.67%
$60.98 - $80.12 $379K - $498K
74.8K $6M
CRWD
Crowd Strike Holdings, Inc.

Technology
-133
- 2.91%
$321.63 - $509.31 $42.8K - $67.7K
4.43K $2.26M
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