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Tom Woodward

@Woodward Diversified Capital, Llc

Latest period2024 - Q3ReportedManaged Assets$157.593MTotal holdings160
Assets growth rate-7.57%Assets growth rate (2-Q avg)-0.83%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Woodward Diversified Capital, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 160 positions.

Assets under management

The assets under management (AUM) of Woodward Diversified Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 157.593M in assets, with a quarterly growth rate of -7.57% and a 2-quarter average growth rate of -0.83%. The portfolio is managed by Tom Woodward, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TNADirexion Shs Etf Tr
Recent Activity
New Position
0.62%
$973,795
21,962 shares@ $44.34 avg price
BDXBecton Dickinson & Co
Recent Activity
New Position
0.25%
$388,412
1,611 shares@ $241.1 avg price
DDDupont De Nemours Inc
Recent Activity
New Position
0.16%
$245,956
2,760 shares@ $89.12 avg price
BIVVanguard Bd Index Fds
Recent Activity
New Position
0.15%
$236,364
3,016 shares@ $78.38 avg price
GILDGilead Sciences Inc
Recent Activity
New Position
0.14%
$220,477
2,630 shares@ $83.84 avg price
GISGeneral Mls Inc
Recent Activity
New Position
0.14%
$206,780
2,800 shares@ $73.85 avg price
REMXVaneck Etf Trust
Recent Activity
New Position
0.14%
$205,465
4,455 shares@ $46.13 avg price