$9.89 Million is the total value of WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV's 33 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
JPST | New | JP MORGAN EXCHANGE TRADED FDultra shrt inc | $686,000 | – | 13,670 | +100.0% | 6.94% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-01
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 24 | Q3 2023 | 51.3% |
APPLE INC | 24 | Q3 2023 | 5.3% |
EXXON MOBIL CORP | 24 | Q3 2023 | 8.0% |
DUKE ENERGY CORP NEW | 24 | Q3 2023 | 4.4% |
ABBVIE INC | 24 | Q3 2023 | 7.0% |
ABBOTT LABS | 24 | Q3 2023 | 5.5% |
SPDR SER TR | 24 | Q3 2023 | 5.0% |
BERKSHIRE HATHAWAY INC DEL | 24 | Q3 2023 | 2.4% |
PHILIP MORRIS INTL INC | 24 | Q3 2023 | 3.9% |
AVERY DENNISON CORP | 24 | Q3 2023 | 3.4% |
View WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-05-10 |
13F-HR | 2022-02-10 |
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.