WOODWARD DIVERSIFIED CAPITAL, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 1, 2024
Value $
$158M
Signature - Title
Tom Woodward - Partner, Chief Compliance Officer
Location
Bakersfield, CA
Summary
This page shows a list of all the recent 13F filings made by WOODWARD DIVERSIFIED CAPITAL, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WOODWARD DIVERSIFIED CAPITAL, LLC reported 160 stock holdings with total value $158M as of Q3 2024. Top holdings included AAPL, XOM, NVDA, CVX, and WFC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 160 $158M +$5.11M -$24.4M -$19.3M AAPL, XOM, NVDA, CVX, WFC 13F-HR 10/31/2024, 05:38 PM
Q2 2024 159 $171M +$22M -$6.94M +$15.1M AAPL, MSFT, NVDA, CVX, XOM 13F-HR 7/30/2024, 05:33 PM
Q1 2024 151 $160M +$11.7M -$12.7M -$1.03M AAPL, MSFT, CVX, XOM, GNLX 13F-HR 4/30/2024, 02:19 PM
Q4 2023 157 $159M +$24.4M -$15.5M +$8.85M GNLX, AAPL, CVX, MSFT, XOM 13F-HR 2/14/2024, 09:44 AM
Q3 2023 152 $139M +$17.9M -$9.15M +$8.71M AAPL, CVX, XOM, MSFT, WFC 13F-HR 11/1/2023, 10:11 AM
Q2 2023 147 $133M +$9.98M -$10.3M -$356K AAPL, CVX, MSFT, XOM, WFC 13F-HR 8/7/2023, 12:43 PM
Q1 2023 140 $127M +$8.51M -$6.98M +$1.53M AAPL, CVX, XOM, MSFT, BSV 13F-HR 5/3/2023, 03:30 PM
Q4 2022 138 $124M +$10.4M -$16.4M -$6.01M CVX, AAPL, XOM, BSV, MSFT 13F-HR 2/7/2023, 01:42 PM
Q3 2022 135 $121M +$14M -$13.8M +$224K BSV, AAPL, CVX, XOM, MSFT 13F-HR 11/1/2022, 11:06 AM
Q2 2022 137 $131M +$12.3M -$15.8M -$3.41M AAPL, BSV, CVX, XOM, MSFT 13F-HR 7/26/2022, 04:17 PM
Q1 2022 156 $153M +$21.3M -$39.9M -$18.6M AAPL, CVX, MSFT, XOM, BSV 13F-HR 4/14/2022, 03:32 PM
Q4 2021 195 $170M +$19.7M -$19M +$774K AAPL, MSFT, CVX, AMZN, RDVY 13F-HR 1/28/2022, 10:24 AM
Q3 2021 187 $159M +$13.1M -$23.1M -$9.94M AAPL, MSFT, CVX, AMZN, XOM 13F-HR 11/4/2021, 04:03 PM
Q2 2021 214 $175M +$26.4M -$32.2M -$5.82M AAPL, CVX, AMZN, MSFT, XOM 13F-HR 7/19/2021, 03:08 PM
Q1 2021 207 $170M +$28.3M -$21.4M +$6.89M AAPL, CVX, AMZN, MSFT, BABA Restatement 5/17/2021, 05:25 PM
Q4 2020 161 $154M $0 $0 AAPL, CVX, AMZN, BABA, MSFT 13F-HR 2/16/2021, 01:28 PM