Wood Tarver Financial Group, LLC

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Rod Ehrlich - Consultant
Location
Boise, ID
Holdings as of
31 Dec 2024
Value $
$299,061,000
Num holdings
583
Filing time
06 Mar 2025, 15:03:52 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VTI, CGCP, DAUG, VCSH, and CGDV.
Next filing
Q1 2025 - 29 Apr 2025
SEC
View on sec.gov

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Quoteable Key Fact

"Wood Tarver Financial Group, LLC reported $299,061,000 across 583 holdings in Q4 2024."

Quick Takeaways

  • Wood Tarver Financial Group, LLC reported 13f holdings report, stock holdings for Q4 2024.
  • Reported holdings value: $299,061,000.
  • 583 holdings are listed in this filing snapshot.

What Changed

  • No earlier comparable filing is available in this series.
  • This page will show quarter-over-quarter deltas once prior reports are present.

Why This Matters

  • This filing-level page explains what the portfolio report tells you before the holdings table.
  • You can cite quarter, value, and filing timestamp directly from SEC-linked data.

Official SEC Source

Backed by Form 13F

Portfolio-level numbers on this page come from the original SEC Form 13F filing.

See Original Filing
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Rod Ehrlich Consultant Boise, Idaho 06 Mar 2025

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