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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
METAMeta Platforms Inc
Recent Activity
Decreased -1.65%
1.39%
$2.18M
3,808 shares@ $572.48 avg price
AMGNAmgen Inc
Recent Activity
Decreased -0.56%
1.27%
$1.991M
6,179 shares@ $322.22 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -0.64%
1.27%
$1.986M
11,469 shares@ $173.2 avg price
HDHome Depot Inc
Recent Activity
Decreased -2%
1.19%
$1.86M
4,590 shares@ $405.18 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -2.3%
1.13%
$1.767M
8,946 shares@ $197.48 avg price
AVGOBroadcom Inc
Recent Activity
Increased 881.77%
1.12%
$1.765M
10,230 shares@ $172.51 avg price
BACBank America Corp
Recent Activity
Decreased -1.31%
1.11%
$1.738M
43,795 shares@ $39.68 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -5.79%
1.11%
$1.734M
10,457 shares@ $165.86 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -18.95%
1.08%
$1.691M
37,664 shares@ $44.91 avg price
CATCaterpillar Inc
Recent Activity
Decreased -1.01%
1.07%
$1.672M
4,275 shares@ $391.09 avg price