Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WOODWARD DIVERSIFIED CAPITAL LLC | 04-30-2024 | 03-31-2024 | 151 | 161,014,287 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $11,027,318 | 64,306 | 0.01 | 0.01 | -1,217 | -1.86 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $8,988,027 | 21,363 | 0.01 | 0.00 | 359 | 1.71 | 03-31-2024 |
| CHEVRON CORP NEW | COM | 3 | $8,731,308 | 55,352 | 0.01 | 0.01 | 912 | 1.68 | 03-31-2024 |
| EXXON MOBIL CORP | COM | 4 | $7,736,512 | 66,556 | 0.00 | 0.00 | 833 | 1.27 | 03-31-2024 |
