Holdings of WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
140 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 56.1 % of the equity sleeve
Sector breakdown
- Funds 9.2 %
- Technology 6.9 %
- Financials 3.1 %
- Consumer discretionary 2.7 %
- Health care 2.6 %
- Consumer staples 2.3 %
- Communication 2.0 %
- Industrials 1.9 %
- Energy 1.2 %
- Materials 1.1 %
- Utilities 1.0 %
- Unattributed 65.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.9 %
- GB 0.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 139 | 562M $ | 99.89 % |
| 2 | GB | 1 | 591.8K $ | 0.11 % |