WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    bermuda run, NC
  • CIK
    0000771118
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

143

$479.59 M
SPDR SER TR, SPY, SPYV, VV
13F-HR
May 7, 2025
000139834425008878

126

$464.01 M
SPY, SPDR SER TR, IWD, KRE
13F-HR
Jan 31, 2025
000139834425001515

119

$445.14 M
SPY, SPDR SER TR, SPYV, KRE
13F-HR
Oct 23, 2024
000139834424019203

120

$402.26 M
SPY, SPDR SER TR, KRE, IWF
13F-HR
Jul 31, 2024
000139834424013333

105

$375.38 M
SPY, SPDR SER TR, IWF, SPYV
13F-HR
May 6, 2024
000139834424008718

100

$343.02 M
SPY, SPDR SER TR, IWF, SPYV
13F-HR
Jan 25, 2024
000139834424001000

91

$294.57 M
SPDR SER TR, SPY, SPYV, VV
13F-HR
Nov 13, 2023
000139834423020470

97

$301.35 M
SPDR SER TR, SPY, SPYV, VV
13F-HR
Aug 11, 2023
000139834423014646

98

$287.31 M
SPDR SER TR, SPY, SPYV, VV
13F-HR
May 12, 2023
000139834423009621

98

$282.50 M
KRE, SPY, SPYV, USFR
13F-HR
Feb 14, 2023
000139834423003174

98

$217.24 M
SPY, USFR, SPYV, VV
13F-HR
Nov 7, 2022
000139834422021520

107

$243.58 M
SPY, USFR, SPYV, KRE
13F-HR
Aug 11, 2022
000139834422015254

114

$239.43 M
SPY, SPYV, KRE, VV
13F-HR
May 10, 2022
000139834422009234

102

$210.91 M
SPY, SPYV, KRE, VV
13F-HR
Feb 10, 2022
000139834422002572

99

$161.95 M
SPY, VV, AAPL, IWD
13F-HR
Oct 29, 2021
000139834421020635

97

$167.27 M
SPY, VV, AAPL, IWD
13F-HR
Aug 2, 2021
000139834421015264

106

$157.20 M
SPY, VV, AAPL, IWD
13F-HR
Apr 26, 2021
000139834421008535

97

$163.04 M
SPY, IWL, VV, AAPL
13F-HR
Feb 3, 2021
000139834421002209

91

$152.83 M
SPY, IWL, VV, AAPL
13F-HR
Oct 22, 2020
000139834420020451

89

$147.97 M
SPY, IWL, PFF, VV
13F-HR
Jul 24, 2020
000139834420014242

86

$139.18 M
SPY, MGC, IWL, PFF
13F-HR
Apr 27, 2020
000139834420008493

74

$166.10 M
SPY, MGC, IWL, VV
13F-HR
Jan 24, 2020
000139834420001200

63

$157.32 M
SPY, MGC, IWL, VV
13F-HR
Oct 22, 2019
000139834419018234

28

$12.95 M
SPY, XOM, ABT, ABBV
13F-HR
Jul 26, 2019
000139834419012550

26

$11.90 M
SPY, XOM, ABBV, ABT
13F-HR
Apr 29, 2019
000139834419007227

21

$9.88 M
SPY, XOM, ABBV, JPST
13F-HR
Feb 1, 2019
000139834419001875

265

$110.34 M
SPY, VBR, AAPL, AMZN
13F-HR
Oct 26, 2018
000139834418015381

215

$103.11 B
SPY, VBR, AAPL, AMZN
13F-HR
Aug 9, 2018
000139834418011494

215

$102.11 M
SPY, VBR, AAPL, AMZN
13F-HR
Apr 27, 2018
000139834418006173

253

$115.31 M
SPY, VBR, IUSV, AAPL
13F-HR
Feb 16, 2018
000139834418002533
Woodard & Co Asset Management Group Inc /adv 13F Filings