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| Happy Holidays!! thanks for using AUM13F!! |
| Woodard & Co Asset Management Group Inc
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|---|---|
| CRD # | 108199 |
| SEC # | 801-24818 |
| CIK # | 0000771118 |
| AUM | $1.0 B (2025-03-27) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 336-998-7000 |
| Address | 117 Kinderton Boulevard Bermuda Run, NC 27006 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Nvidia Corp | 0.0 | |
| Apple Inc | 0.0 | |
| Amazon Com Inc | 0.0 | |
| Microsoft Corp | 0.0 | |
| General Electric Co | 0.0 | |
| CBIZ Inc | 0.0 | |
| Alphabet Inc | 0.0 | |
| Procter & Gamble Co | 0.0 | |
| Broadcom Inc | 0.0 | |
| Home Depot Inc | 0.0 |
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,487 | 435.0 |
| (b) Individuals (high net worth individuals) | 301 | 543.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 34.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 5.0 |
| (n) Other | 5 | 22.0 |
| Total | 1,812 | 1,039.0 |
| By Discretionary | ||
| Discretionary | 1,807 | 1,017.0 |
| Non-Discretionary | 5 | 22.0 |
| Total | 1,812 | 1,039.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,039.0 | |
| Total | 1,812 | 1,039.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000771118] |
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