Wood-Tarver-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "VSGX",
  null,
  "PKST",
  null,
  null,
  "FIBK",
  "JOBY",
  "ARES",
  "PIPR",
  "FLEX",
  "GTX",
  "ARGX",
  null,
  "NTR",
  "RJF",
  null,
  "AAL",
  "BROS",
  "AKAM",
  null,
  null,
  "PCG",
  "RF",
  "SNOW",
  "MU",
  "ACN",
  "ITT",
  "MMM",
  "ABNB",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "BABA",
  "KTB",
  "VONG",
  "GOOGL",
  "VDE",
  "ASIX",
  "AXP",
  "QQQX",
  null,
  "SCHH",
  null,
  "ASML",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "LOW",
  null,
  "BRO",
  "BDJ",
  "SAN",
  null,
  "BSX",
  null,
  "HRB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PHG",
  "LNC",
  null,
  null,
  "NGVC",
  "DUK",
  null,
  "NUV",
  "D",
  "DT",
  "ROKU",
  "REZI",
  "QS",
  "PII",
  "ECG",
  null,
  "SPB",
  "EXPD",
  null,
  null,
  null,
  "FCX",
  null,
  null,
  "GD",
  null,
  "GILD",
  null,
  "GIS",
  "HLT",
  "HON",
  "HD",
  "HPQ",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FNV",
  null,
  "UNP",
  null,
  "GBCI",
  null,
  null,
  "QCOM",
  null,
  null,
  null,
  "ISRG",
  null,
  null,
  "ACI",
  "HEI-A",
  "HUBS",
  null,
  "EMXC",
  null,
  null,
  "HWM",
  "LEN",
  null,
  null,
  null,
  "ITW",
  "IDA",
  null,
  null,
  null,
  null,
  null,
  "AMAT",
  null,
  "RIVN",
  "ING",
  null,
  "EMR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ICE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "NEXT",
  null,
  "NEWT",
  "PPTA",
  "IVW",
  "OMI",
  "IJH",
  null,
  null,
  "SWK",
  null,
  "LGI",
  "IQV",
  null,
  "CRF",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LHX",
  "LRCX",
  "LIN",
  null,
  null,
  null,
  "EXG",
  "MPC",
  "MMC",
  "PWR",
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "MFG",
  "MDLZ",
  "MS",
  "TMUS",
  "DXC",
  "EXC",
  null,
  "GE",
  "THG",
  "GPC",
  "NTRS",
  "HMY",
  "HIG",
  "HES",
  "NVS",
  "OXY",
  null,
  null,
  null,
  null,
  null,
  "ODFL",
  "ORLY",
  "ALK",
  "BX",
  "HSY",
  "AMP",
  "DG",
  "IJR",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  null,
  "PAYX",
  "VGIT",
  null,
  "VHT",
  "IRT",
  null,
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  null,
  "PGR",
  "IEMG",
  "IVV",
  "PBR",
  "IYR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "OGN",
  "WOLF",
  "GEHC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  null,
  "LPLA",
  "AMGN",
  "KVUE",
  null,
  null,
  null,
  null,
  "IEFA",
  "SPGI",
  "RELX",
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SPG",
  "SRE",
  "O",
  "ROST",
  "SHEL",
  "RTX",
  "GLD",
  "SAP",
  null,
  "BP",
  null,
  "IBM",
  "SSNC",
  "STLD",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "CI",
  "TD",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TRV",
  "TSN",
  "UBS",
  "UBER",
  "UAL",
  "UL",
  "UPS",
  "VNQ",
  "VO",
  "AA",
  "LAZR",
  "MET",
  "RKLB",
  "MRNA",
  "SCHW",
  "BANR",
  "MDU",
  "MGRM",
  "ALC",
  "SPH",
  "TCPC",
  null,
  null,
  "BXMX",
  null,
  null,
  null,
  "NJR",
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  null,
  "VIG",
  null,
  null,
  null,
  "LYG",
  null,
  "TTE",
  null,
  null,
  "IWO",
  "IWN",
  "SNY",
  "IEF",
  "GGG",
  null,
  "TSM",
  "IT",
  null,
  null,
  "RDN",
  null,
  null,
  "BN.TO",
  "VYM",
  null,
  "DD",
  "VRTX",
  null,
  null,
  "K",
  "EW",
  "TT",
  "VRSK",
  "VRT",
  "GBX",
  "RLI",
  "MTG",
  "LECO",
  "NFG",
  "RH",
  "MAT",
  "ALGN",
  "ADSK",
  "GM",
  "HAL",
  "STWD",
  "USFD",
  "AFL",
  "TKR",
  "APH",
  "AMD",
  "SONY",
  "VFC",
  "SDY",
  "FI",
  "WAB",
  "TAP",
  "DLTR",
  "F",
  "WEC",
  "AJG",
  "WM",
  "IWP",
  "EFX",
  "IR",
  null,
  "CAH",
  "ES",
  null,
  "KNF",
  "IDXX",
  "RACE",
  "PEG",
  "FDS",
  "NVO",
  "AMZN",
  "MSI",
  null,
  null,
  null,
  "IVE",
  "LCID",
  "HCA",
  null,
  "PFG",
  "SIRI",
  "LUV",
  null,
  "IVZ",
  "OVV",
  "DKS",
  "AMC",
  null,
  "KD",
  null,
  "AMTM",
  "DOX",
  null,
  "HBAN",
  "VEU",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VEA",
  "MGK",
  null,
  "VOOG",
  "VTWO",
  "VTEB",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "VTRS",
  "V",
  "WBD",
  "WMT",
  "WBA",
  "WAFD",
  "WFC",
  "WELL",
  "WTW",
  null,
  "WDS",
  "KLG",
  null,
  "WPP",
  "WDAY",
  "ZG",
  "YUMC",
  "YUM",
  null,
  "IUSG",
  "ZIMV",
  "SOLV",
  "AVNS",
  "GRMN",
  "MTB",
  "CNQ",
  "GEN",
  "SCHD",
  "BIIB",
  "SCHG",
  "SCHF",
  "SCHA",
  "JD",
  "EIX",
  "NSC",
  "MHK",
  "KEY",
  "NXPI",
  "NOV",
  "EMBC",
  "CVI",
  null,
  "TER",
  "SO",
  "TAK",
  "USPH",
  "TTD",
  "SJM",
  "TDOC",
  null,
  "OKTA",
  "OTIS",
  "ONL",
  "PSX",
  "CRM",
  "SNAP",
  null,
  null,
  "SYY",
  "DIA",
  "SPOT",
  null,
  null,
  "MTUM",
  "ZION",
  null,
  null,
  "GEV",
  "ZBH",
  "DGRO",
  "MCK",
  null,
  "SPYV",
  "GWW",
  "UPST",
  "NUE",
  null,
  "KMB",
  "ADP",
  "BAC",
  null,
  "BBVA",
  "BK",
  "BRK-B",
  "BAX",
  "BDX",
  "BJ",
  "BCC",
  "BA",
  null,
  "BMY",
  "BTI",
  "BF-B",
  "CDNS",
  "CARR",
  "CCL",
  "CSL",
  "CBRE",
  "CDW",
  "CVE",
  "CF",
  "CVX",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "C",
  "CLX",
  "KO",
  "CCEP",
  "CBSH",
  "COIN",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "STZ",
  "CEG",
  "CPRT",
  "ED",
  "COST",
  "CROX",
  "CRH",
  "CRSP",
  "CRWD",
  "CFR",
  "DHR",
  "DDOG",
  "DK",
  "DE",
  "DVN",
  "FANG",
  "DAL",
  null,
  null,
  "DFAC",
  "DOCU",
  "DNOW",
  "DCI",
  "DPZ",
  "RSP",
  null,
  "IJT",
  null,
  "J",
  "ADI",
  "MCO",
  "VMC",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 702
Total Value: 307087009
Accession Number: 0001898296-25-000008
Form Type: 13F-HR
CIK: wood-tarver-financial-group
Manager Name: Wood-Tarver-Financial-Group

Data Enrichment

68% identified

478 identified224 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

702 positions • $307.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 36

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33740F730

Shares:29.8K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$307.1M)

33740F839

Shares:25.9K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$307.1M)

33740F615

Shares:28.5K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$307.1M)

33740F862

Shares:23.5K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$307.1M)

45782C342

Shares:34.5K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$307.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.0K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$307.1M)

33740U695

Shares:29.7K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$307.1M)

808524797

SCHD|808524797

Shares:35.2K

Value:$985.2K

% of Portfolio:0.3% ($985.2K/$307.1M)

46138E354

Shares:13.1K

Value:$977.1K

% of Portfolio:0.3% ($977.1K/$307.1M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:1.7K

Value:$922.9K

% of Portfolio:0.3% ($922.9K/$307.1M)

45782C417

Shares:25.2K

Value:$904.0K

% of Portfolio:0.3% ($904.0K/$307.1M)

45782C664

Shares:21.5K

Value:$897.2K

% of Portfolio:0.3% ($897.2K/$307.1M)

81369Y506

Shares:9.5K

Value:$891.9K

% of Portfolio:0.3% ($891.9K/$307.1M)

45782C284

Shares:31.8K

Value:$888.9K

% of Portfolio:0.3% ($888.9K/$307.1M)

45782C730

Shares:26.8K

Value:$887.7K

% of Portfolio:0.3% ($887.7K/$307.1M)

45782C425

Shares:26.4K

Value:$855.3K

% of Portfolio:0.3% ($855.3K/$307.1M)

33740F441

Shares:22.9K

Value:$830.3K

% of Portfolio:0.3% ($830.3K/$307.1M)

78464A763

SDY|78464A763

Shares:5.9K

Value:$797.5K

% of Portfolio:0.3% ($797.5K/$307.1M)

921908844

VIG|921908844

Shares:4.0K

Value:$773.2K

% of Portfolio:0.3% ($773.2K/$307.1M)

46138J619

Shares:14.3K

Value:$761.4K

% of Portfolio:0.2% ($761.4K/$307.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33740F730)✕	29.8K	QoQ -4.67% (-1.5K) YoY-	All Managers (Combined)	$1.2M	0.4% ($1.2M/$307.1M)	QoQ +92622.21% (-$1.2M) YoY-
(cusip33740F839)✕	25.9K	QoQ -3.15% (-844) YoY-	All Managers (Combined)	$1.1M	0.4% ($1.1M/$307.1M)	QoQ +94637.60% (-$1.1M) YoY-
(cusip33740F615)✕	28.5K	QoQ -19.15% (-6.7K) YoY-	All Managers (Combined)	$1.1M	0.3% ($1.1M/$307.1M)	QoQ +79758.00% (-$1.1M) YoY-
(cusip33740F862)✕	23.5K	QoQ -7.19% (-1.8K) YoY-	All Managers (Combined)	$1.1M	0.3% ($1.1M/$307.1M)	QoQ +90653.89% (-$1.1M) YoY-
(cusip45782C342)✕	34.5K	QoQ +7.22% (+2.3K) YoY-	All Managers (Combined)	$1.1M	0.3% ($1.1M/$307.1M)	QoQ +101110.35% (+$1.1M) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.0K	QoQ +2.25% (+44) YoY-	All Managers (Combined)	$1.1M	0.3% ($1.1M/$307.1M)	QoQ +120152.26% (+$1.1M) YoY-
(cusip33740U695)✕	29.7K	QoQ +3.41% (+979) YoY-	All Managers (Combined)	$1.0M	0.3% ($1.0M/$307.1M)	QoQ +101414.85% (+$1.0M) YoY-
(SCHDcusip808524797)	35.2K	QoQ -8.89% (-3.4K) YoY-	All Managers (Combined)	$985.2K	0.3% ($985.2K/$307.1M)	QoQ +93195.35% (-$984.1K) YoY-
(cusip46138E354)✕	13.1K	QoQ -5.17% (-714) YoY-	All Managers (Combined)	$977.1K	0.3% ($977.1K/$307.1M)	QoQ +101152.95% (-$976.1K) YoY-
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	1.7K	QoQ -1.42% (-25) YoY-	All Managers (Combined)	$922.9K	0.3% ($922.9K/$307.1M)	QoQ +92284.48% (-$921.9K) YoY-
(cusip45782C417)✕	25.2K	QoQ +139.40% (+14.7K) YoY-	All Managers (Combined)	$904.0K	0.3% ($904.0K/$307.1M)	QoQ +233479.84% (+$903.6K) YoY-
(cusip45782C664)✕	21.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$897.2K	0.3% ($897.2K/$307.1M)	QoQ +97312.26% (+$896.2K) YoY-
(cusip81369Y506)✕	9.5K	QoQ -3.53% (-350) YoY-	All Managers (Combined)	$891.9K	0.3% ($891.9K/$307.1M)	QoQ +105203.65% (-$891.1K) YoY-
(cusip45782C284)✕	31.8K	QoQ -61.30% (-50.4K) YoY-	All Managers (Combined)	$888.9K	0.3% ($888.9K/$307.1M)	QoQ +36676.45% (-$886.5K) YoY-
(cusip45782C730)✕	26.8K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$887.7K	0.3% ($887.7K/$307.1M)	QoQ +97991.71% (+$886.8K) YoY-
(cusip45782C425)✕	26.4K	QoQ +444.22% (+21.6K) YoY-	All Managers (Combined)	$855.3K	0.3% ($855.3K/$307.1M)	QoQ +531136.64% (+$855.1K) YoY-
(cusip33740F441)✕	22.9K	QoQ -3.54% (-841) YoY-	All Managers (Combined)	$830.3K	0.3% ($830.3K/$307.1M)	QoQ +94792.91% (-$829.4K) YoY-
(SDYcusip78464A763)	5.9K	QoQ -8.59% (-553) YoY-	All Managers (Combined)	$797.5K	0.3% ($797.5K/$307.1M)	QoQ +93837.33% (-$796.7K) YoY-
(VIGcusip921908844)	4.0K	QoQ -0.25% (-10) YoY-	All Managers (Combined)	$773.2K	0.3% ($773.2K/$307.1M)	QoQ +98780.43% (-$772.5K) YoY-
(cusip46138J619)✕	14.3K	QoQ -5.62% (-851) YoY-	All Managers (Combined)	$761.4K	0.2% ($761.4K/$307.1M)	QoQ +92749.51% (-$760.5K) YoY-