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| Woodard & Co Asset Management Group Inc
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| |
|---|---|
| CRD # | 108199 |
| SEC # | 801-24818 |
| CIK # | 0000771118 |
| AUM | $911.0 MM (2024-03-27) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 336-998-7000 |
| Address | 117 Kinderton Boulevard Bermuda Run, NC 27006 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| CBZ | 2.0 | 0.0 | |
| AMGN | 130.1 | 0.0 | |
| PG | 338.1 | 0.0 | |
| GOOG | 1,482.6 | 0.0 | |
| MA | 309.6 | 0.0 | |
| HD | 277.6 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,541 | 428.0 |
| (b) Individuals (high net worth individuals) | 249 | 433.0 |
| (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 | 12 | 26.0 |
| (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 | 4.0 |
| (n) Other | 5 | 20.0 |
| Total | 1,819 | 911.0 |
| By Discretionary | ||
| Discretionary | 1,814 | 891.0 |
| Non-Discretionary | 5 | 20.0 |
| Total | 1,819 | 911.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 911.0 | |
| Total | 1,819 | 911.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000771118] |
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