Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 01-23-2024 | 12-31-2023 | 100 | 343,022,917 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CATERPILLAR INC | COM | 51 | $1,212,247 | 4,100 | 0.00 | 4,100 | +Inf | 12-31-2023 | |
| LOWES COS INC | COM | 52 | $1,192,645 | 5,359 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ELI LILLY & CO | COM | 53 | $1,094,747 | 1,878 | 0.00 | 1,878 | +Inf | 12-31-2023 | |
| SPDR SER TR | BLOOMBERG 1-3 MO | 54 | $1,077,569 | 11,791 | 0.00 | 0.00 | -3,576 | -23.27 | 12-31-2023 |
