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 |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | 51 | $1,310,806 | 8,609 | 0.00 | 0.00 | 62 | 0.73 | 03-31-2024 |
| VANGUARD WORLD FD | INDUSTRIAL ETF | 52 | $1,301,808 | 5,332 | 0.00 | 0.00 | -677 | -11.27 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 53 | $1,282,194 | 22,827 | 0.00 | 0.00 | 348 | 1.55 | 03-31-2024 |
| MERCK & CO INC | COM | 54 | $1,280,814 | 9,706 | 0.00 | 0.00 | 593 | 6.51 | 03-31-2024 |
