The Analysis of WOODWARD DIVERSIFIED CAPITAL, LLC's Holdings
Currently, WOODWARD DIVERSIFIED CAPITAL, LLC holds 184 types of securities in its portfolio with a total value $218.3M. In the most recent quarter, they have increased their positions in VHT (+4.6K shares, valued at $1.3M), QLD (+14.9K shares, valued at $1.0M), NFLX (+10.4K shares, valued at $971.8K); decreased their positions in AAPL (-3.5K shares, valued at $962.1K), PPLT (-3.7K shares, valued at $681.0K), GLD (-1.4K shares, valued at $540.6K); initiated new positions in VHT (+4.6K shares, valued at $1.3M), MU (+1.0K shares, valued at $293.5K), ADI (+989 shares, valued at $268.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
RS RELIANCE INC78.3K shares0.00%2025-12-312026-01-14
AAPL APPLE INC46.5K shares-7.08%2025-12-312026-01-14 GNLX GENELUX CORPORATION1.9M shares4.81%2025-12-312026-01-14 XOM EXXON MOBIL CORP61.7K shares0.99%2025-12-312026-01-14 WFC WELLS FARGO CO NEW75.4K shares0.63%2025-12-312026-01-14 CVX CHEVRON CORP NEW44.5K shares-3.06%2025-12-312026-01-14 NVDA NVIDIA CORPORATION35.9K shares-3.40%2025-12-312026-01-14 AMZN AMAZON COM INC19.9K shares1.80%2025-12-312026-01-14 MSFT MICROSOFT CORP9.3K shares3.95%2025-12-312026-01-14 ALPHABET INC ALPHABET INC14.1K shares1.76%2025-12-312026-01-14 JPM JPMORGAN CHASE & CO.11.8K shares0.61%2025-12-312026-01-14 META META PLATFORMS INC5.1K shares2.26%2025-12-312026-01-14 JNJ JOHNSON & JOHNSON15.6K shares-5.50%2025-12-312026-01-14 ALPHABET INC ALPHABET INC8.5K shares1.88%2025-12-312026-01-14 BROADCOM INC BROADCOM INC7.0K shares9.14%2025-12-312026-01-14 CAT CATERPILLAR INC4.2K shares3.85%2025-12-312026-01-14 WMT WALMART INC20.7K shares6.87%2025-12-312026-01-14 BAC BANK AMERICA CORP40.0K shares1.47%2025-12-312026-01-14 IBM INTERNATIONAL BUSINESS MACHS7.2K shares2.70%2025-12-312026-01-14 ABBV ABBVIE INC9.3K shares3.30%2025-12-312026-01-14 AMGN AMGEN INC6.2K shares0.08%2025-12-312026-01-14 SHOP SHOPIFY INC12.0K shares0.00%2025-12-312026-01-14 CSCO CISCO SYS INC24.8K shares6.91%2025-12-312026-01-14 QLD PROSHARES TR26.5K shares128.26%2025-12-312026-01-14 CRWD CROWDSTRIKE HLDGS INC3.8K shares-10.80%2025-12-312026-01-14 PG PROCTER AND GAMBLE CO12.5K shares3.12%2025-12-312026-01-14 VGT VANGUARD WORLD FD2.3K shares-1.11%2025-12-312026-01-14 HD HOME DEPOT INC5.0K shares3.63%2025-12-312026-01-14 VZ VERIZON COMMUNICATIONS INC41.5K shares0.35%2025-12-312026-01-14 PH PARKER-HANNIFIN CORP1.9K shares10.29%2025-12-312026-01-14 NVDL GRANITESHARES ETF TR18.1K shares0.00%2025-12-312026-01-14 APP APPLOVIN CORP2.3K shares49.46%2025-12-312026-01-14 BABA ALIBABA GROUP HLDG LTD9.8K shares25.18%2025-12-312026-01-14 T AT&T INC56.8K shares5.17%2025-12-312026-01-14 VIS VANGUARD WORLD FD4.7K shares0.91%2025-12-312026-01-14 PM PHILIP MORRIS INTL INC8.5K shares16.87%2025-12-312026-01-14 SITM SITIME CORP3.8K shares164.46%2025-12-312026-01-14 VHT VANGUARD WORLD FD4.6K sharesnew addition2025-12-312026-01-14 RDVY FIRST TR EXCHANGE TRADED FD18.6K shares-1.07%2025-12-312026-01-14 VOX VANGUARD WORLD FD6.5K shares-0.43%2025-12-312026-01-14 VCR VANGUARD WORLD FD3.1K shares0.69%2025-12-312026-01-14 COP CONOCOPHILLIPS12.6K shares-0.55%2025-12-312026-01-14 VDC VANGUARD WORLD FD5.4K shares1.44%2025-12-312026-01-14 VPU VANGUARD WORLD FD6.1K shares-0.81%2025-12-312026-01-14 VFH VANGUARD WORLD FD8.3K shares1.62%2025-12-312026-01-14 MELI MERCADOLIBRE INC546 shares-0.18%2025-12-312026-01-14 NFLX NETFLIX INC11.6K shares807.24%2025-12-312026-01-14 PEP PEPSICO INC7.5K shares-0.28%2025-12-312026-01-14 VDE VANGUARD WORLD FD8.6K shares1.18%2025-12-312026-01-14 VAW VANGUARD WORLD FD5.2K shares1.18%2025-12-312026-01-14 MET METLIFE INC13.5K shares5.48%2025-12-312026-01-14 RTX RTX CORPORATION5.6K shares-0.37%2025-12-312026-01-14 KMI KINDER MORGAN INC DEL36.9K shares5.45%2025-12-312026-01-14 TSLA TESLA INC2.2K shares-0.13%2025-12-312026-01-14 BK BANK NEW YORK MELLON CORP8.1K shares7.97%2025-12-312026-01-14 TCBK TRICO BANCSHARES19.6K shares-20.34%2025-12-312026-01-14 TWLO TWILIO INC6.5K shares7.70%2025-12-312026-01-14 MO ALTRIA GROUP INC15.8K shares2.87%2025-12-312026-01-14 PRU PRUDENTIAL FINL INC7.9K shares3.41%2025-12-312026-01-14 MCD MCDONALDS CORP2.9K shares5.58%2025-12-312026-01-14 BCML BAYCOM CORP30.0K shares0.00%2025-12-312026-01-14 TSLL DIREXION SHS ETF TR44.3K shares0.00%2025-12-312026-01-14 NSC NORFOLK SOUTHN CORP2.8K shares3.75%2025-12-312026-01-14 PNC PNC FINL SVCS GROUP INC3.9K shares0.97%2025-12-312026-01-14 SO SOUTHERN CO9.2K shares0.35%2025-12-312026-01-14 STWD STARWOOD PPTY TR INC44.6K shares-2.86%2025-12-312026-01-14 QCOM QUALCOMM INC4.7K shares-8.00%2025-12-312026-01-14 ABT ABBOTT LABS6.3K shares2.78%2025-12-312026-01-14 KO COCA COLA CO11.2K shares4.42%2025-12-312026-01-14 PFE PFIZER INC30.2K shares2.11%2025-12-312026-01-14 PANW PALO ALTO NETWORKS INC4.1K shares0.57%2025-12-312026-01-14 AJG GALLAGHER ARTHUR J & CO2.8K shares4.17%2025-12-312026-01-14 PLD PROLOGIS INC.5.7K shares9.15%2025-12-312026-01-14 USB US BANCORP DEL13.5K shares6.17%2025-12-312026-01-14 FITB FIFTH THIRD BANCORP14.6K shares4.24%2025-12-312026-01-14 HYG ISHARES TR8.4K shares-33.81%2025-12-312026-01-14 CMI CUMMINS INC1.3K shares6.17%2025-12-312026-01-14 FDN FIRST TR EXCHANGE-TRADED FD2.4K shares0.00%2025-12-312026-01-14 AEP AMERICAN ELEC PWR CO INC5.6K shares3.76%2025-12-312026-01-14 NBIS NEBIUS GROUP N.V.7.6K shares-7.84%2025-12-312026-01-14 LAMR LAMAR ADVERTISING CO NEW5.0K shares1.18%2025-12-312026-01-14 CSX CSX CORP17.0K shares0.72%2025-12-312026-01-14 MSTR STRATEGY INC4.0K shares41.96%2025-12-312026-01-14 UNH UNITEDHEALTH GROUP INC1.8K shares5.73%2025-12-312026-01-14 GLD SPDR GOLD TR1.5K shares-48.39%2025-12-312026-01-14 DDOG DATADOG INC4.2K shares4.16%2025-12-312026-01-14 LMT LOCKHEED MARTIN CORP1.2K shares3.45%2025-12-312026-01-14 DE DEERE & CO1.2K shares6.38%2025-12-312026-01-14 LLY ELI LILLY & CO514 shares-1.15%2025-12-312026-01-14 PNR PENTAIR PLC5.2K shares41.63%2025-12-312026-01-14 WPM WHEATON PRECIOUS METALS CORP4.2K shares0.00%2025-12-312026-01-14 PEG PUBLIC SVC ENTERPRISE GRP IN6.1K shares5.57%2025-12-312026-01-14 MA MASTERCARD INCORPORATED845 shares0.48%2025-12-312026-01-14 AXP AMERICAN EXPRESS CO1.3K shares1.48%2025-12-312026-01-14 EPD ENTERPRISE PRODS PARTNERS L14.9K shares0.00%2025-12-312026-01-14 BDX BECTON DICKINSON & CO2.5K shares-14.78%2025-12-312026-01-14 CAH CARDINAL HEALTH INC2.2K shares19.09%2025-12-312026-01-14 EME EMCOR GROUP INC737 shares-3.03%2025-12-312026-01-14 GILD GILEAD SCIENCES INC3.7K shares27.53%2025-12-312026-01-14 SNOW SNOWFLAKE INC2.0K shares-7.55%2025-12-312026-01-14 IEF ISHARES TR4.6K shares-29.05%2025-12-312026-01-14 IEI ISHARES TR3.7K shares-3.87%2025-12-312026-01-14 FTCS FIRST TR EXCHANGE-TRADED FD4.5K shares0.00%2025-12-312026-01-14 LHX L3HARRIS TECHNOLOGIES INC1.4K shares3.66%2025-12-312026-01-14 COPX GLOBAL X FDS5.8K shares12.67%2025-12-312026-01-14 DHR DANAHER CORPORATION1.7K shares-2.33%2025-12-312026-01-14 BR BROADRIDGE FINL SOLUTIONS IN1.7K shares-2.78%2025-12-312026-01-14 GS GOLDMAN SACHS GROUP INC428 shares-0.47%2025-12-312026-01-14 CMCSA COMCAST CORP NEW12.4K shares-11.78%2025-12-312026-01-14 CVBF CVB FINL CORP19.0K shares0.00%2025-12-312026-01-14 ENB ENBRIDGE INC7.3K shares0.00%2025-12-312026-01-14 MMM 3M CO2.1K shares0.00%2025-12-312026-01-14 WPC WP CAREY INC5.2K shares3.92%2025-12-312026-01-14 SHY ISHARES TR4.0K shares-5.95%2025-12-312026-01-14 CFG CITIZENS FINL GROUP INC5.6K shares4.24%2025-12-312026-01-14 BIV VANGUARD BD INDEX FDS4.2K shares-44.48%2025-12-312026-01-14 COST COSTCO WHSL CORP NEW377 shares3.86%2025-12-312026-01-14 IGSB ISHARES TR6.1K shares-4.39%2025-12-312026-01-14 ADP AUTOMATIC DATA PROCESSING IN1.2K shares8.09%2025-12-312026-01-14 BTI BRITISH AMERN TOB PLC5.2K shares4.96%2025-12-312026-01-14 MU MICRON TECHNOLOGY INC1.0K sharesnew addition2025-12-312026-01-14 GLPI GAMING & LEISURE PPTYS INC6.6K shares2.77%2025-12-312026-01-14 TMUS T-MOBILE US INC1.4K shares1.49%2025-12-312026-01-14 SHEL SHELL PLC3.9K shares4.68%2025-12-312026-01-14 BLV VANGUARD BD INDEX FDS4.0K shares-48.98%2025-12-312026-01-14 FNF FIDELITY NATIONAL FINANCIAL5.0K shares3.62%2025-12-312026-01-14 OXY OCCIDENTAL PETE CORP6.7K shares4.23%2025-12-312026-01-14 VTIP VANGUARD MALVERN FDS5.5K shares-48.07%2025-12-312026-01-14 SCHD SCHWAB STRATEGIC TR9.9K shares-0.59%2025-12-312026-01-14 UPS UNITED PARCEL SERVICE INC2.7K shares12.51%2025-12-312026-01-14 HIG HARTFORD INSURANCE GROUP INC1.9K shares5.12%2025-12-312026-01-14 ADI ANALOG DEVICES INC989 sharesnew addition2025-12-312026-01-14 WM WASTE MGMT INC DEL1.2K shares0.00%2025-12-312026-01-14 WRB BERKLEY W R CORP3.7K shares-2.10%2025-12-312026-01-14 BCAL CALIFORNIA BANCORP13.6K shares0.64%2025-12-312026-01-14 CRM SALESFORCE INC949 shares-15.64%2025-12-312026-01-14 EDV VANGUARD WORLD FD3.8K sharesnew addition2025-12-312026-01-14 AMAT APPLIED MATLS INC963 shares-26.54%2025-12-312026-01-14 APH AMPHENOL CORP NEW1.8K shares-0.77%2025-12-312026-01-14 CTAS CINTAS CORP1.3K shares4.80%2025-12-312026-01-14 MPC MARATHON PETE CORP1.5K shares-14.49%2025-12-312026-01-14 PLTR PALANTIR TECHNOLOGIES INC1.4K shares-10.44%2025-12-312026-01-14 TJX TJX COS INC NEW1.5K sharesnew addition2025-12-312026-01-14 ET ENERGY TRANSFER L P14.2K shares0.60%2025-12-312026-01-14 BA BOEING CO1.1K shares-7.33%2025-12-312026-01-14 RITM RITHM CAPITAL CORP20.9K shares0.01%2025-12-312026-01-14 COIN COINBASE GLOBAL INC1.0K sharesnew addition2025-12-312026-01-14 IGIB ISHARES TR4.2K shares-5.33%2025-12-312026-01-14 MCK MCKESSON CORP269 sharesnew addition2025-12-312026-01-14 STLA STELLANTIS N.V20.0K shares0.00%2025-12-312026-01-14 MMC MARSH & MCLENNAN COS INC1.2K shares0.34%2025-12-312026-01-14 AAPB GRANITESHARES ETF TR6.8K sharesnew addition2025-12-312026-01-14 PPLT ABRDN PLATINUM ETF TRUST1.2K shares-76.02%2025-12-312026-01-14 TSLR GRANITESHARES ETF TR6.6K sharesnew addition2025-12-312026-01-14 TFC TRUIST FINL CORP4.2K sharesnew addition2025-12-312026-01-14 ORCL ORACLE CORP1.1K shares-22.27%2025-12-312026-01-14 VRT VERTIV HOLDINGS CO1.3K sharesnew addition2025-12-312026-01-14 WCMI FIRST TR EXCHANGE-TRADED FD11.9K shares16.33%2025-12-312026-01-14 MSFL GRANITESHARES ETF TR7.4K sharesnew addition2025-12-312026-01-14 BMY BRISTOL-MYERS SQUIBB CO3.7K sharesnew addition2025-12-312026-01-14 OVV OVINTIV INC5.1K shares1.89%2025-12-312026-01-14 DOC HEALTHPEAK PROPERTIES INC11.3K shares4.36%2025-12-312026-01-14 OCUL OCULAR THERAPEUTIX INC11.2K shares0.00%2025-12-312026-01-14 CPAC CEMENTOS PACASMAYO S A A11.0K shares0.00%2025-12-312026-01-14 FEAM 5E ADVANCED MATERIALS INC15.2K shares8.99%2025-12-312026-01-14 SACH SACHEM CAP CORP13.9K shares0.00%2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available