WD
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WOODWARD DIVERSIFIED CAPITAL, LLC13F | |
| WOODWARD DIVERSIFIED CAPITAL, LLC | |
| Last update 2025-07-18 | 172 Stocks (44 new) |
| Value $198.00 Mil | Turnover 26 % |
WOODWARD DIVERSIFIED CAPITAL, ... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RS | Reliance Inc | 78,350 | 24,594.2 | +0.39% | 12.440 | +0.05% | 0.150 | +10.25% | +17.26% | 16,465.9 | Steel | |
AAPL | Apple Inc | 50,302 | 10,320.4 | +33.47% | 5.220 | +1.31% | 0.000 | +2.99% | -14.21% | 3,201,052.2 | Hardware | |
NVDA | NVIDIA Corp | 52,909 | 8,359.0 | +1.87% | 4.230 | +0.08% | 0.000 | +62.46% | +28.76% | 4,216,364.7 | Semiconductors | |
XOM | Exxon Mobil Corp | 61,622 | 6,642.9 | -4.08% | 3.360 | -0.22% | 0.000 | +2.58% | +4.52% | 475,848.8 | Oil & Gas | |
CVX | Chevron Corp | 42,252 | 6,050.1 | +36.49% | 3.060 | +0.82% | 0.000 | +12.24% | +8.97% | 313,564.1 | Oil & Gas | |
WFC | Wells Fargo & Co | 74,837 | 5,996.0 | -7.67% | 3.030 | -0.32% | 0.000 | +21.90% | +21.31% | 271,573.6 | Banks | |
GNLX | Genelux Corp | 1,778,286 | 5,103.7 | +21.71% | 2.580 | +0.46% | 4.710 | +16.72% | +53.81% | 137.1 | Biotechnology | |
MSFT | Microsoft Corp | 9,288 | 4,619.9 | +47.19% | 2.340 | +0.75% | 0.000 | +31.88% | +21.42% | 3,789,371.0 | Software | |
AMZN | Amazon.com Inc | 19,751 | 4,333.2 | +16.12% | 2.190 | +0.30% | 0.000 | +23.90% | +5.35% | 2,453,757.5 | Retail - Cyclical | |
JPM | JPMorgan Chase & Co | 11,752 | 3,407.2 | +46.31% | 1.720 | +0.54% | 0.000 | +22.48% | +26.41% | 819,925.3 | Banks |
WOODWARD DIVERSIFIED CAPITAL, LLC's Historical Top Holdings Breakdowns
WOODWARD DIVERSIFIED CAPITAL, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-06-30 | Add Add | +1.31% | 172.42 ($202.27) 223.89 | $214.32 | 5.96% | Add 33.47% | 50,302 | 12,613 | |
SMR | NuScale Power Corp | 2025-06-30 | New Buy New Buy | +1.07% | 12.6 ($24.92) 43.24 | $49.75 | 99.63% | New holding | 53,581 | 53,581 | |
CVX | Chevron Corp | 2025-06-30 | Add Add | +0.82% | 133.73 ($141.39) 168.51 | $154.22 | 9.07% | Add 36.49% | 42,252 | 11,295 | |
MSFT | Microsoft Corp | 2025-06-30 | Add Add | +0.75% | 354.56 ($433.34) 497.45 | $509.83 | 17.65% | Add 47.19% | 9,288 | 2,978 | |
DOCS | Doximity Inc | 2025-06-30 | Sold Out Sold Out | -0.61% | 50.71 ($55.83) 61.34 | $60.83 | 8.96% | Sold Out | 0 | -14,819 | |
VCR | Vanguard Consumer Discretionary ETF | 2025-06-30 | New Buy New Buy | +0.57% | 290.42 ($339.14) 364.35 | $373.48 | 10.13% | New holding | 3,114 | 3,114 | |
BSV | Vanguard Short-Term Bond ETF | 2025-06-30 | Add Add | +0.55% | 77.74 ($78.19) 78.78 | $78.33 | 0.17% | Add 107.07% | 26,633 | 13,771 | |
JPM | JPMorgan Chase & Co | 2025-06-30 | Add Add | +0.54% | 210.28 ($255.03) 289.91 | $298.19 | 16.92% | Add 46.31% | 11,752 | 3,720 | |
VGT | Vanguard Information Technology ETF | 2025-06-30 | Add Add | +0.52% | 470.37 ($581.07) 663.28 | $685.16 | 17.91% | Add 184.78% | 2,395 | 1,554 | |
TCBK | TriCo Bancshares | 2025-06-30 | New Buy New Buy | +0.50% | 35.9 ($39.3) 41.52 | $41.58 | 5.80% | New holding | 24,581 | 24,581 |
WOODWARD DIVERSIFIED CAPITAL, LLC Total Holding History ($B)
WOODWARD DIVERSIFIED CAPITAL, LLC's Asset Allocation
WOODWARD DIVERSIFIED CAPITAL, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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WOODWARD DIVERSIFIED CAPITAL, LLC's Hypothetical Growth since 2025-06-30
WOODWARD DIVERSIFIED CAPITAL, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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WOODWARD DIVERSIFIED CAPITAL, LLC's Holdings Heat Map
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WOODWARD DIVERSIFIED CAPITAL, LLC's Holdings Bubble Chart
WOODWARD DIVERSIFIED CAPITAL, LLC News
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