| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 27 | Q2 2024 | 51.3% |
| APPLE INC | 27 | Q2 2024 | 5.3% |
| EXXON MOBIL CORP | 27 | Q2 2024 | 8.0% |
| DUKE ENERGY CORP NEW | 27 | Q2 2024 | 4.4% |
| ABBVIE INC | 27 | Q2 2024 | 7.0% |
| ABBOTT LABS | 27 | Q2 2024 | 5.5% |
| SPDR SER TR | 27 | Q2 2024 | 5.0% |
| BERKSHIRE HATHAWAY INC DEL | 27 | Q2 2024 | 2.4% |
| PHILIP MORRIS INTL INC | 27 | Q2 2024 | 3.9% |
| AVERY DENNISON CORP | 27 | Q2 2024 | 3.4% |
View WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-31 |
| N-PX | 2024-07-31 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-11 |
View WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV'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.