Woodard & Co Asset Management Group as of Sept. 30, 2019
Portfolio Holdings for Woodard & Co Asset Management Group
Woodard & Co Asset Management Group holds 63 positions in its portfolio as reported in the September 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf (SPY) | 35.8 | $56M | 190k | 296.76 | |
Vanguard Mega Cap 300 Index (MGC) | 11.4 | $18M | 175k | 103.11 | |
Ishares Tr rus200 idx etf (IWL) | 10.6 | $17M | 242k | 68.92 | |
Vanguard Large-Cap ETF (VV) | 5.3 | $8.3M | 61k | 136.13 | |
Invesco Exchange Traded Fd T s&p500 pur val (RPV) | 4.2 | $6.6M | 102k | 64.83 | |
Apple (AAPL) | 2.8 | $4.4M | 20k | 223.97 | |
Invesco Bulletshares 2021 Corp | 2.2 | $3.4M | 160k | 21.26 | |
Bscm etf | 1.9 | $2.9M | 136k | 21.49 | |
Invesco Bulletshares 2020 Corp | 1.6 | $2.5M | 115k | 21.30 | |
Amazon (AMZN) | 1.2 | $1.8M | 1.1k | 1735.80 | |
Duke Energy (DUK) | 1.2 | $1.8M | 19k | 95.84 | |
MasterCard Incorporated (MA) | 1.0 | $1.6M | 5.7k | 271.49 | |
BB&T Corporation | 1.0 | $1.5M | 29k | 53.39 | |
iShares Russell 1000 Value Index (IWD) | 0.9 | $1.4M | 11k | 128.26 | |
Procter & Gamble Company (PG) | 0.9 | $1.4M | 11k | 124.40 | |
Microsoft Corporation (MSFT) | 0.8 | $1.3M | 9.4k | 139.07 | |
Dollar General (DG) | 0.8 | $1.3M | 8.0k | 158.90 | |
Johnson & Johnson (JNJ) | 0.7 | $1.0M | 7.9k | 129.32 | |
Amgen (AMGN) | 0.7 | $1.0M | 5.3k | 193.49 | |
Invesco S&p 500 Top 50 Etf (XLG) | 0.7 | $1.0M | 4.8k | 212.51 | |
Exxon Mobil Corporation (XOM) | 0.6 | $987k | 14k | 70.62 | |
Allstate Corporation (ALL) | 0.6 | $984k | 9.1k | 108.69 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $978k | 8.3k | 117.72 | |
Boise Cascade (BCC) | 0.6 | $960k | 29k | 32.61 | |
Chevron Corporation (CVX) | 0.6 | $951k | 8.0k | 118.56 | |
Honeywell International (HON) | 0.6 | $947k | 5.6k | 169.17 | |
Bank of America Corporation (BAC) | 0.6 | $931k | 32k | 29.17 | |
Intel Corporation (INTC) | 0.6 | $933k | 18k | 51.55 | |
Walt Disney Company (DIS) | 0.5 | $855k | 6.6k | 130.26 | |
International Business Machines (IBM) | 0.5 | $842k | 6.1k | 138.01 | |
3M Company (MMM) | 0.5 | $824k | 5.0k | 164.41 | |
International Paper Company (IP) | 0.5 | $808k | 19k | 41.81 | |
J P Morgan Exchange Traded F ultra shrt (JPST) | 0.5 | $733k | 15k | 50.43 | |
FedEx Corporation (FDX) | 0.4 | $669k | 4.6k | 145.50 | |
Abbott Laboratories (ABT) | 0.4 | $681k | 8.1k | 83.66 | |
Rbc Cad (RY) | 0.4 | $644k | 7.9k | 81.16 | |
Abbvie (ABBV) | 0.4 | $624k | 8.2k | 75.73 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 0.4 | $575k | 5.3k | 108.06 | |
At&t (T) | 0.4 | $569k | 15k | 37.86 | |
Philip Morris International (PM) | 0.3 | $557k | 7.3k | 75.95 | |
Spdr Ser Tr 1 3 hgh yield (BIL) | 0.3 | $550k | 6.0k | 91.59 | |
Southern Company (SO) | 0.3 | $514k | 8.3k | 61.78 | |
Avery Dennison Corporation (AVY) | 0.3 | $461k | 4.1k | 113.57 | |
Berkshire Hathaway (BRK.B) | 0.3 | $442k | 2.1k | 208.00 | |
Aon | 0.3 | $420k | 2.2k | 193.55 | |
Vanguard Small-Cap Value ETF (VBR) | 0.2 | $374k | 2.9k | 128.74 | |
British American Tobac (BTI) | 0.2 | $367k | 9.9k | 36.90 | |
Invesco Exchng Traded Fd Tr s&p 500 enhncd (SPVU) | 0.2 | $357k | 10k | 35.07 | |
Altria (MO) | 0.2 | $333k | 8.1k | 40.93 | |
Berkshire Hathaway (BRK.A) | 0.2 | $312k | 1.00 | 312000.00 | |
Oracle Corporation (ORCL) | 0.2 | $314k | 5.7k | 55.11 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $299k | 2.5k | 119.60 | |
Lowe's Companies (LOW) | 0.2 | $288k | 2.6k | 110.13 | |
Enbridge (ENB) | 0.2 | $276k | 7.9k | 35.07 | |
Facebook Inc cl a (META) | 0.2 | $258k | 1.5k | 177.93 | |
Boeing Company (BA) | 0.1 | $240k | 630.00 | 380.95 | |
Corning Incorporated (GLW) | 0.1 | $227k | 8.0k | 28.49 | |
Lockheed Martin Corporation (LMT) | 0.1 | $213k | 545.00 | 390.83 | |
Costco Wholesale Corporation (COST) | 0.1 | $202k | 700.00 | 288.57 | |
Norfolk Southern (NSC) | 0.1 | $211k | 1.2k | 179.88 | |
iShares Gold Trust | 0.1 | $154k | 11k | 14.12 | |
Nabriva Therapeutics | 0.0 | $40k | 20k | 2.00 | |
Cbiz (CBZ) | 0.0 | $0 | 60k | 0.00 |