WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationbermuda run, NC
- CIK0000771118
- All SEC filings
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 |