Wood-Tarver-Financial-Group

Filing Details

13F-HR2025-03-31
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
Manager Name
Wood-Tarver-Financial-Group
Data Enrichment
68% identified
478 identified224 unidentified

Holdings

702 positions • $307.1M total value
Manager:
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Page 36 of 36
Moderna, Inc.
Shares:1
Value:$29
% of Portfolio:0.0% ($29/$307.1M)
Orion Properties Inc.
Shares:3
Value:$7
% of Portfolio:0.0% ($7/$307.1M)