$139 Million is the total value of WOODWARD DIVERSIFIED CAPITAL, LLC's 152 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 25.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $11,399,263 | -11.7% | 66,580 | +0.1% | 8.21% | -15.7% |
| CVX | Buy | CHEVRON CORP NEW | $9,480,019 | +8.3% | 56,221 | +1.0% | 6.83% | +3.4% |
| XOM | Buy | EXXON MOBIL CORP | $7,655,401 | +10.0% | 65,108 | +0.4% | 5.51% | +5.1% |
| MSFT | Buy | MICROSOFT CORP | $6,785,713 | -5.1% | 21,490 | +2.3% | 4.89% | -9.4% |
| WFC | WELLS FARGO CO NEW | $3,494,061 | -4.3% | 85,513 | 0.0% | 2.52% | -8.6% | |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $3,307,630 | +10.5% | 44,002 | +11.1% | 2.38% | +5.4% |
| AMZN | Buy | AMAZON COM INC | $2,545,832 | +27.6% | 20,027 | +30.9% | 1.83% | +21.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,452,714 | -0.0% | 15,747 | +6.2% | 1.77% | -4.5% |
| NVDA | Buy | NVIDIA CORPORATION | $2,355,275 | +22.9% | 5,414 | +19.5% | 1.70% | +17.3% |
| LLY | Buy | ELI LILLY & CO | $2,236,072 | +14.9% | 4,163 | +0.3% | 1.61% | +9.7% |
| EMR | Sell | EMERSON ELEC CO | $2,139,605 | +6.3% | 22,156 | -0.5% | 1.54% | +1.4% |
| TCBK | Sell | TRICO BANCSHARES | $1,856,971 | -3.7% | 57,976 | -0.2% | 1.34% | -8.0% |
| AMGN | Buy | AMGEN INC | $1,638,552 | +22.1% | 6,096 | +0.8% | 1.18% | +16.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,576,077 | +6.9% | 10,868 | +7.2% | 1.14% | +2.0% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,556,705 | -6.2% | 3,752 | -0.1% | 1.12% | -10.5% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,504,913 | +3.5% | 10,726 | -1.3% | 1.08% | -1.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,457,741 | -10.5% | 44,978 | +2.7% | 1.05% | -14.6% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,429,720 | +4.0% | 9,802 | +8.2% | 1.03% | -0.7% |
| PFE | Buy | PFIZER INC | $1,375,570 | +1.2% | 41,470 | +11.9% | 0.99% | -3.4% |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $1,370,124 | -4.0% | 7,027 | +1.2% | 0.99% | -8.4% |
| ABBV | Buy | ABBVIE INC | $1,285,493 | +19.9% | 8,624 | +8.4% | 0.93% | +14.5% |
| VDE | New | VANGUARD WORLD FDSenergy etf | $1,265,245 | – | 9,983 | +100.0% | 0.91% | – |
| VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $1,248,799 | -3.5% | 4,636 | +1.5% | 0.90% | -7.9% |
| VOX | Buy | VANGUARD WORLD FDS | $1,238,297 | +0.6% | 11,772 | +1.6% | 0.89% | -4.0% |
| HD | Buy | HOME DEPOT INC | $1,236,439 | +7.8% | 4,092 | +10.8% | 0.89% | +3.0% |
| WMT | Buy | WALMART INC | $1,234,340 | +9.2% | 7,718 | +7.3% | 0.89% | +4.2% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $1,224,887 | +54.3% | 7,318 | +35.4% | 0.88% | +47.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,222,363 | +101.6% | 9,341 | +84.4% | 0.88% | +92.6% |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $1,203,613 | -4.0% | 6,589 | +2.2% | 0.87% | -8.4% |
| FB | Sell | META PLATFORMS INCcl a | $1,171,720 | -9.0% | 3,903 | -13.0% | 0.84% | -13.1% |
| CAT | Buy | CATERPILLAR INC | $1,168,000 | +18.1% | 4,278 | +6.4% | 0.84% | +12.7% |
| PEP | Sell | PEPSICO INC | $1,153,209 | -17.2% | 6,806 | -9.4% | 0.83% | -20.9% |
| T | Sell | AT&T INC | $1,149,411 | -8.4% | 76,525 | -2.7% | 0.83% | -12.5% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,146,436 | +7.3% | 8,695 | -1.6% | 0.83% | +2.5% |
| GLD | Sell | SPDR GOLD TR | $1,147,001 | -15.8% | 6,690 | -12.5% | 0.83% | -19.6% |
| VAW | Buy | VANGUARD WORLD FDSmaterials etf | $1,142,082 | -3.2% | 6,620 | +2.1% | 0.82% | -7.6% |
| CSCO | Buy | CISCO SYS INC | $1,117,665 | +11.2% | 20,789 | +7.0% | 0.80% | +6.2% |
| New | GENELUX CORPORATION | $1,092,425 | – | 44,607 | +100.0% | 0.79% | – | |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $1,073,802 | +32.2% | 23,368 | +35.6% | 0.77% | +26.1% |
| MELI | New | MERCADOLIBRE INC | $1,057,412 | – | 834 | +100.0% | 0.76% | – |
| TSLA | Sell | TESLA INC | $1,036,161 | -12.4% | 4,141 | -8.4% | 0.75% | -16.5% |
| BAC | Buy | BANK AMERICA CORP | $1,016,419 | +3.0% | 37,122 | +8.0% | 0.73% | -1.6% |
| COP | Buy | CONOCOPHILLIPS | $950,733 | +34.2% | 7,936 | +16.0% | 0.68% | +28.0% |
| MRK | Sell | MERCK & CO INC | $949,096 | -16.6% | 9,219 | -6.5% | 0.68% | -20.4% |
| STWD | Sell | STARWOOD PPTY TR INC | $937,425 | -0.3% | 48,445 | -0.0% | 0.68% | -4.8% |
| SHOP | Buy | SHOPIFY INCcl a | $911,155 | +54.1% | 16,697 | +82.5% | 0.66% | +47.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $865,942 | +6.0% | 2,472 | +3.2% | 0.62% | +1.3% |
| IAU | Sell | ISHARES GOLD TRishares new | $863,588 | -10.0% | 24,681 | -6.4% | 0.62% | -14.1% |
| RH | New | RH | $848,331 | – | 3,209 | +100.0% | 0.61% | – |
| SHV | Buy | ISHARES TRshort treas bd | $831,397 | +58.5% | 7,526 | +58.5% | 0.60% | +51.3% |
| PANW | Buy | PALO ALTO NETWORKS INC | $827,573 | -7.2% | 3,530 | +1.1% | 0.60% | -11.4% |
| MO | Buy | ALTRIA GROUP INC | $821,511 | -2.0% | 19,536 | +5.6% | 0.59% | -6.3% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $804,726 | +284.4% | 10,019 | +288.8% | 0.58% | +267.1% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $803,097 | +2.6% | 7,097 | +4.5% | 0.58% | -2.2% |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $757,411 | +16.3% | 3,323 | +12.0% | 0.55% | +11.0% |
| MNSO | Buy | MINISO GROUP HLDG LTDsponsored ads | $752,654 | +153.1% | 29,060 | +66.1% | 0.54% | +142.0% |
| PM | Buy | PHILIP MORRIS INTL INC | $737,692 | +5.3% | 7,968 | +11.0% | 0.53% | +0.4% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $685,159 | -6.3% | 7,899 | -10.0% | 0.49% | -10.7% |
| LRCX | Sell | LAM RESEARCH CORP | $674,733 | -2.8% | 1,076 | -0.4% | 0.49% | -7.3% |
| MET | Buy | METLIFE INC | $659,548 | +32.5% | 10,484 | +19.0% | 0.48% | +26.3% |
| TWLO | New | TWILIO INCcl a | $657,175 | – | 11,228 | +100.0% | 0.47% | – |
| RTX | Buy | RTX CORPORATION | $655,215 | -21.1% | 9,104 | +7.3% | 0.47% | -24.7% |
| PRU | Buy | PRUDENTIAL FINL INC | $635,858 | +23.6% | 6,701 | +14.9% | 0.46% | +18.0% |
| DDOG | Buy | DATADOG INC | $634,442 | +24.9% | 6,965 | +34.8% | 0.46% | +19.3% |
| AVGO | Buy | BROADCOM INC | $606,337 | +2.2% | 730 | +6.7% | 0.44% | -2.5% |
| BLK | Buy | BLACKROCK INC | $596,467 | +6.9% | 922 | +14.1% | 0.43% | +2.1% |
| KO | Buy | COCA COLA CO | $597,128 | +4.5% | 10,666 | +12.4% | 0.43% | -0.2% |
| DOW | Buy | DOW INC | $587,217 | +10.5% | 11,389 | +14.1% | 0.42% | +5.5% |
| MCD | Buy | MCDONALDS CORP | $571,665 | +1.4% | 2,170 | +14.8% | 0.41% | -3.3% |
| ABT | Buy | ABBOTT LABS | $553,304 | -1.4% | 5,713 | +11.0% | 0.40% | -5.7% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $535,811 | +8.4% | 3,357 | +10.6% | 0.39% | +3.5% |
| SO | Buy | SOUTHERN CO | $528,773 | +8.1% | 8,170 | +17.3% | 0.38% | +3.3% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $521,655 | +20.6% | 11,764 | +13.0% | 0.38% | +15.3% |
| QCOM | New | QUALCOMM INC | $489,108 | – | 4,404 | +100.0% | 0.35% | – |
| KMI | Buy | KINDER MORGAN INC DEL | $485,545 | +31.0% | 29,285 | +36.0% | 0.35% | +25.0% |
| DSL | DOUBLELINE INCOME SOLUTIONS | $484,171 | -1.6% | 41,311 | 0.0% | 0.35% | -5.9% | |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $480,804 | -8.1% | 6,530 | -6.3% | 0.35% | -12.4% |
| PLD | Buy | PROLOGIS INC. | $465,702 | +8.3% | 4,150 | +18.4% | 0.34% | +3.4% |
| USB | Buy | US BANCORP DEL | $462,296 | +19.1% | 13,983 | +19.1% | 0.33% | +13.7% |
| F | Buy | FORD MTR CO DEL | $461,164 | -6.8% | 37,130 | +13.5% | 0.33% | -11.0% |
| EPD | ENTERPRISE PRODS PARTNERS L | $451,934 | +3.9% | 16,512 | 0.0% | 0.33% | -0.6% | |
| LMT | Buy | LOCKHEED MARTIN CORP | $411,414 | +2.4% | 1,006 | +15.2% | 0.30% | -2.3% |
| OXY | Sell | OCCIDENTAL PETE CORP | $407,495 | +10.3% | 6,280 | -0.0% | 0.29% | +5.4% |
| BA | Sell | BOEING CO | $399,269 | -9.6% | 2,083 | -0.4% | 0.29% | -13.5% |
| ENPH | New | ENPHASE ENERGY INC | $391,809 | – | 3,261 | +100.0% | 0.28% | – |
| NFLX | Buy | NETFLIX INC | $391,194 | -12.8% | 1,036 | +1.7% | 0.28% | -16.8% |
| LAMR | Buy | LAMAR ADVERTISING CO NEWcl a | $375,779 | -4.3% | 4,501 | +13.7% | 0.27% | -8.4% |
| AMAT | New | APPLIED MATLS INC | $374,369 | – | 2,704 | +100.0% | 0.27% | – |
| GD | Buy | GENERAL DYNAMICS CORP | $372,997 | +23.7% | 1,688 | +20.4% | 0.27% | +18.0% |
| CSX | Buy | CSX CORP | $373,244 | +6.8% | 12,138 | +18.5% | 0.27% | +1.9% |
| INTC | Buy | INTEL CORP | $373,631 | +9.0% | 10,510 | +2.5% | 0.27% | +3.9% |
| MDT | Buy | MEDTRONIC PLC | $370,173 | -6.3% | 4,724 | +5.4% | 0.27% | -10.4% |
| AMD | New | ADVANCED MICRO DEVICES INC | $362,132 | – | 3,522 | +100.0% | 0.26% | – |
| CRC | CALIFORNIA RES CORP | $360,760 | +23.7% | 6,441 | 0.0% | 0.26% | +18.2% | |
| PNC | Buy | PNC FINL SVCS GROUP INC | $360,084 | +16.7% | 2,933 | +19.7% | 0.26% | +11.2% |
| OKTA | New | OKTA INCcl a | $355,384 | – | 4,360 | +100.0% | 0.26% | – |
| GILD | Buy | GILEAD SCIENCES INC | $354,124 | +12.3% | 4,725 | +15.5% | 0.26% | +7.1% |
| FITB | Buy | FIFTH THIRD BANCORP | $332,760 | +22.3% | 13,137 | +26.6% | 0.24% | +17.1% |
| WPC | Buy | WP CAREY INC | $332,646 | -6.7% | 6,151 | +16.5% | 0.24% | -10.8% |
| DHR | Buy | DANAHER CORPORATION | $333,446 | +19.9% | 1,344 | +16.0% | 0.24% | +14.3% |
| STNE | New | STONECO LTD | $333,480 | – | 31,254 | +100.0% | 0.24% | – |
| ET | Buy | ENERGY TRANSFER L P | $330,048 | +16.9% | 23,524 | +5.9% | 0.24% | +11.7% |
| PH | New | PARKER-HANNIFIN CORP | $327,586 | – | 841 | +100.0% | 0.24% | – |
| MA | MASTERCARD INCORPORATEDcl a | $325,834 | +0.7% | 823 | 0.0% | 0.24% | -3.7% | |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $323,543 | -36.3% | 4,662 | -33.1% | 0.23% | -39.2% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $322,672 | +4.4% | 3,523 | +10.1% | 0.23% | -0.4% |
| MPC | Sell | MARATHON PETE CORP | $308,192 | +24.4% | 2,036 | -4.2% | 0.22% | +18.7% |
| BK | Buy | BANK NEW YORK MELLON CORP | $304,180 | +6.7% | 7,132 | +11.4% | 0.22% | +1.9% |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $301,866 | -11.4% | 29,279 | 0.0% | 0.22% | -15.6% | |
| SNOW | New | SNOWFLAKE INCcl a | $291,943 | – | 1,911 | +100.0% | 0.21% | – |
| ENB | Sell | ENBRIDGE INC | $289,574 | -10.7% | 8,724 | -0.0% | 0.21% | -14.7% |
| TFLO | New | ISHARES TRtrs flt rt bd | $289,319 | – | 5,702 | +100.0% | 0.21% | – |
| MMM | Sell | 3M CO | $288,046 | -6.5% | 3,076 | -0.0% | 0.21% | -10.8% |
| New | RBB FD INCus treas 3 mnth | $285,900 | – | 5,710 | +100.0% | 0.21% | – | |
| FAZ | Sell | DIREXION SHS ETF TRdaily finl bear | $284,360 | -1.3% | 14,218 | -6.6% | 0.20% | -5.5% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $278,715 | +5.9% | 4,897 | +16.5% | 0.20% | +1.0% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $279,114 | -57.7% | 4,809 | -53.4% | 0.20% | -59.6% |
| Sell | SHELL PLCspon ads | $270,074 | -13.3% | 4,195 | -18.7% | 0.20% | -17.0% | |
| NRZ | RITHM CAPITAL CORP | $267,459 | -0.6% | 28,790 | 0.0% | 0.19% | -4.9% | |
| GLPI | Buy | GAMING & LEISURE PPTYS INC | $262,074 | +3.1% | 5,753 | +9.7% | 0.19% | -1.6% |
| Sell | NEW ORIENTAL ED & TECHNOLOGYspon adr | $261,719 | +20.5% | 4,470 | -18.7% | 0.19% | +15.2% | |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $253,881 | – | 1,628 | +100.0% | 0.18% | – |
| JCI | Buy | JOHNSON CTLS INTL PLC | $249,661 | -5.1% | 4,692 | +21.6% | 0.18% | -9.1% |
| EVRG | Buy | EVERGY INC | $248,633 | +4.2% | 4,904 | +20.1% | 0.18% | -0.6% |
| REMX | Sell | VANECK ETF TRUSTrare earth/strtg | $244,426 | -27.5% | 3,685 | -9.1% | 0.18% | -30.7% |
| CCI | Buy | CROWN CASTLE INC | $244,840 | -4.4% | 2,660 | +18.3% | 0.18% | -8.8% |
| PXD | PIONEER NAT RES CO | $241,028 | +10.8% | 1,050 | 0.0% | 0.17% | +6.1% | |
| NSC | Buy | NORFOLK SOUTHN CORP | $240,058 | +5.9% | 1,219 | +21.9% | 0.17% | +1.2% |
| IGSB | Buy | ISHARES TR | $237,141 | +2.7% | 4,759 | +3.4% | 0.17% | -1.7% |
| IGIB | Buy | ISHARES TR | $230,990 | +0.2% | 4,748 | +4.2% | 0.17% | -4.6% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $230,279 | +3.2% | 2,844 | +3.3% | 0.17% | -1.2% |
| FANG | New | DIAMONDBACK ENERGY INC | $229,997 | – | 1,485 | +100.0% | 0.17% | – |
| EMN | Buy | EASTMAN CHEM CO | $224,329 | +7.3% | 2,924 | +17.1% | 0.16% | +2.5% |
| PEAK | Buy | HEALTHPEAK PROPERTIES INC | $223,387 | +5.8% | 12,167 | +15.8% | 0.16% | +1.3% |
| SPG | SIMON PPTY GROUP INC NEW | $221,159 | -6.5% | 2,047 | 0.0% | 0.16% | -10.7% | |
| WM | WASTE MGMT INC DEL | $219,514 | -12.1% | 1,440 | 0.0% | 0.16% | -16.0% | |
| HAL | New | HALLIBURTON CO | $215,258 | – | 5,315 | +100.0% | 0.16% | – |
| MTN | Buy | VAIL RESORTS INC | $213,236 | +3.8% | 961 | +17.8% | 0.15% | -0.6% |
| MCK | Buy | MCKESSON CORP | $213,077 | +3.2% | 490 | +1.4% | 0.15% | -1.9% |
| BX | New | BLACKSTONE INC | $209,426 | – | 1,954 | +100.0% | 0.15% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $208,735 | – | 414 | +100.0% | 0.15% | – |
| DOCN | DIGITALOCEAN HLDGS INC | $204,255 | -40.1% | 8,500 | 0.0% | 0.15% | -42.8% | |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $201,094 | +17.5% | 19,336 | +21.7% | 0.14% | +12.4% |
| GIS | GENERAL MLS INC | $201,058 | -16.6% | 3,142 | 0.0% | 0.14% | -20.3% | |
| BCAL | SOUTHERN CALIF BANCORP | $189,135 | +2.1% | 13,500 | 0.0% | 0.14% | -2.9% | |
| BYM | BLACKROCK MUN INCOME QUALITY | $147,900 | -12.4% | 15,000 | 0.0% | 0.11% | -15.7% | |
| MUC | BLACKROCK MUNIHLDNGS CALI QL | $145,140 | -11.9% | 15,182 | 0.0% | 0.10% | -15.3% | |
| BFK | BLACKROCK MUN INCOME TRsh ben int | $133,050 | -10.8% | 15,000 | 0.0% | 0.10% | -14.3% | |
| ERC | ALLSPRING MULTI SECTOR INCOM | $124,317 | -1.7% | 13,661 | 0.0% | 0.09% | -5.3% | |
| SACH | SACHEM CAP CORP | $119,526 | +1.1% | 33,860 | 0.0% | 0.09% | -3.4% | |
| New | TURBO ENERGY S Aspon ads | $70,180 | – | 29,000 | +100.0% | 0.05% | – | |
| PCK | Sell | PIMCO CALIF MUN INCOME FD II | $52,253 | -15.6% | 10,408 | -0.0% | 0.04% | -19.1% |
| JRI | Exit | NUVEEN REAL ASSET INCOME & G | $0 | – | -10,736 | -100.0% | -0.09% | – |
| NUE | Exit | NUCOR CORP | $0 | – | -1,247 | -100.0% | -0.15% | – |
| Exit | SAMSARA INC | $0 | – | -7,500 | -100.0% | -0.16% | – | |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -832 | -100.0% | -0.16% | – |
| SPXU | Exit | PROSHARES TRultrapro short s | $0 | – | -19,585 | -100.0% | -0.16% | – |
| FBT | Exit | FIRST TR EXCHANGE-TRADED FDny arca biotech | $0 | – | -1,393 | -100.0% | -0.16% | – |
| TLH | Exit | ISHARES TR10-20 yr trs etf | $0 | – | -2,074 | -100.0% | -0.17% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -2,282 | -100.0% | -0.18% | – |
| CMG | Exit | CHIPOTLE MEXICAN GRILL INC | $0 | – | -114 | -100.0% | -0.18% | – |
| PSQ | Exit | PROSHARES TRshort qqq new | $0 | – | -31,750 | -100.0% | -0.25% | – |
| SH | Exit | PROSHARES TRshort s&p 500 ne | $0 | – | -40,238 | -100.0% | -0.42% | – |
| LMBS | Exit | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $0 | – | -15,526 | -100.0% | -0.56% | – |
| RWM | Exit | PROSHARES TRshrt russell2000 | $0 | – | -33,800 | -100.0% | -0.58% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -1,404 | -100.0% | -0.60% | – |
| BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -16,457 | -100.0% | -0.93% | – |
| BLV | Exit | VANGUARD BD INDEX FDSlong term bond | $0 | – | -17,512 | -100.0% | -0.99% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 12 | Q3 2023 | 9.7% |
| CHEVRON CORP NEW | 12 | Q3 2023 | 8.0% |
| MICROSOFT CORP | 12 | Q3 2023 | 5.4% |
| EXXON MOBIL CORP | 12 | Q3 2023 | 6.0% |
| VANGUARD BD INDEX FDS | 12 | Q3 2023 | 10.4% |
| WELLS FARGO CO NEW | 12 | Q3 2023 | 2.8% |
| AMAZON COM INC | 12 | Q3 2023 | 3.8% |
| JOHNSON & JOHNSON | 12 | Q3 2023 | 2.1% |
| EMERSON ELEC CO | 12 | Q3 2023 | 1.7% |
| AT&T INC | 12 | Q3 2023 | 2.7% |
View WOODWARD DIVERSIFIED CAPITAL, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-28 |
| 13F-HR | 2021-11-04 |
View WOODWARD DIVERSIFIED CAPITAL, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.