WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV has disclosed 119 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-06-30. The current portfolio value is calculated to be $402.00 Mil. The turnover rate is 5%.
In WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV's current portfolio as of 2024-06-30, the top 5 holdings are
S&P 500 ETF TRUST ETF (SPY), SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM), SPDR Portfolio S&P 500 Growth ETF (SPYG), iShares Russell 1000 Growth ETF (IWF), Vanguard Large Cap ETF (VV), not including call and put options.
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV.