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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
GNLXGenelux Corporation
Recent Activity
Increased 7.43%
2.03%
$3.184M
1.343M shares@ $2.37 avg price
AVGOBroadcom Inc
Recent Activity
Increased 881.77%
1.12%
$1.765M
10,230 shares@ $172.51 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.92%
0.9%
$1.416M
8,472 shares@ $167.2 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 2.73%
0.68%
$1.06M
2,302 shares@ $460.27 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 1.48%
0.66%
$1.031M
3,017 shares@ $341.81 avg price
NFLXNetflix Inc
Recent Activity
Increased 1.46%
0.57%
$887,297
1,251 shares@ $709.28 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 125.45%
0.52%
$808,059
1,382 shares@ $584.71 avg price
MCDMcdonalds Corp
Recent Activity
Increased 2.75%
0.5%
$786,482
2,583 shares@ $304.49 avg price
RTXRtx Corporation
Recent Activity
Increased 9.82%
0.42%
$649,420
5,360 shares@ $121.17 avg price
VOOVanguard Index Fds
Recent Activity
Increased 1.09%
0.41%
$636,898
1,207 shares@ $527.68 avg price