WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV Q4 2025 Filing

Filed February 2, 2026

Portfolio Value

$632.1M

Holdings

167

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (167 positions)

StockValue
SPTMSPDR SERIES TRUST
$48.4M
IWFISHARES TR
$47.0M
SPYSPDR S&P 500 ETF TR
$43.9M
VVVANGUARD INDEX FDS
$41.0M
SPYVSPDR SERIES TRUST
$36.7M
SPYGSPDR SERIES TRUST
$36.3M
BKLCBNY MELLON ETF TRUST
$34.5M
VMBSVANGUARD SCOTTSDALE FDS
$31.7M
FDVVFIDELITY COVINGTON TRUST
$25.0M
ILCVISHARES TR
$23.3M
IWDISHARES TR
$20.2M
MGNRAMERICAN BEACON SELECT FUNDS
$14.6M
AQLTISHARES TR
$12.5M
QQQMINVESCO EXCH TRADED FD TR II
$12.3M
AAPLAPPLE INC
$9.8M
DDTOINNOVATOR ETFS TRUST
$9.6M
CLIPGLOBAL X FDS
$9.0M
NVDANVIDIA CORPORATION
$8.0M
GOOGALPHABET INC
$6.9M
AMZNAMAZON COM INC
$6.9M
ILCGISHARES TR
$6.4M
MSFTMICROSOFT CORP
$6.2M
GEGE AEROSPACE
$5.9M
PGPROCTER AND GAMBLE CO
$5.5M
AVGOBROADCOM INC
$5.4M
IWMISHARES TR
$5.4M
GSGOLDMAN SACHS GROUP INC
$5.1M
HDHOME DEPOT INC
$4.6M
USFRWISDOMTREE TR
$4.6M
MAMASTERCARD INCORPORATED
$4.3M
DUKDUKE ENERGY CORP NEW
$3.9M
AMGNAMGEN INC
$3.8M
XOMEXXON MOBIL CORP
$3.7M
CATCATERPILLAR INC
$3.3M
NUENUCOR CORP
$3.2M
LLYELI LILLY & CO
$3.2M
JPMJPMORGAN CHASE & CO.
$3.0M
CBZCBIZ INC
$2.9M
ORCLORACLE CORP
$2.8M
FCXFREEPORT-MCMORAN INC
$2.7M
COSTCOSTCO WHSL CORP NEW
$2.7M
MUMICRON TECHNOLOGY INC
$2.6M
VVISA INC
$2.5M
MPCMARATHON PETE CORP
$2.5M
CVSCVS HEALTH CORP
$2.5M
WMTWALMART INC
$2.4M
JNJJOHNSON & JOHNSON
$2.4M
AGGISHARES TR
$2.3M
DELLDELL TECHNOLOGIES INC
$2.1M
IMCBISHARES TR
$2.0M
ABBVABBVIE INC
$1.9M
RTXRTX CORPORATION
$1.7M
NFLXNETFLIX INC
$1.5M
VTIVANGUARD INDEX FDS
$1.5M
PLTRPALANTIR TECHNOLOGIES INC
$1.5M
LOWLOWES COS INC
$1.3M
TSLATESLA INC
$1.3M
SHOPSHOPIFY INC
$1.3M
AMDADVANCED MICRO DEVICES INC
$1.3M
DLNWISDOMTREE TR
$1.2M
XLKSELECT SECTOR SPDR TR
$1.2M
IBMINTERNATIONAL BUSINESS MACHS
$1.1M
4I1PHILIP MORRIS INTL INC
$1.1M
RYROYAL BK CDA
$1.1M
ABTABBOTT LABS
$1.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.0M
CEGCONSTELLATION ENERGY CORP
$1.0M
RSPINVESCO EXCHANGE TRADED FD T
$1.0M
ZALTINNOVATOR ETFS TRUST
$928K
TFCTRUIST FINL CORP
$849K
IVVISHARES TR
$849K
STRVEA SERIES TRUST
$756K
BRK-BBERKSHIRE HATHAWAY INC DEL
$754K
AVYAVERY DENNISON CORP
$705K
ENBENBRIDGE INC
$690K
METAMETA PLATFORMS INC
$639K
BACVERIZON COMMUNICATIONS INC
$587K
BMTABRITISH AMERN TOB PLC
$573K
MGCVANGUARD WORLD FD
$569K
WTVWISDOMTREE TR
$559K
JAAAJANUS DETROIT STR TR
$515K
AKREPROFESIONALLY MANAGED PORTFO
$434K
FBCGFIDELITY COVINGTON TRUST
$427K
TAT&T INC
$424K
FMDEFIDELITY COVINGTON TRUST
$415K
MOALTRIA GROUP INC
$415K
GOOGLALPHABET INC
$403K
VIGVANGUARD SPECIALIZED FUNDS
$401K
NSCNORFOLK SOUTHN CORP
$390K
IMCVISHARES TR
$387K
ONEQFIDELITY COMWLTH TR
$380K
PANWPALO ALTO NETWORKS INC
$338K
SOSOUTHERN CO
$328K
BILSSPDR SERIES TRUST
$328K
CVXCHEVRON CORP NEW
$321K
GLTRABRDN PRECIOUS METALS BASKET
$316K
FCNCAFIRST CTZNS BANCSHARES INC D
$309K
DONSPDR DOW JONES INDL AVERAGE
$307K
LINLINDE PLC
$300K
IUSVISHARES TR
$287K
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