WOODWARD DIVERSIFIED CAPITAL, LLC Diversified Active

Location: Bakersfield, CA

CIK: 0001846177 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 24, 2026

Total Value: $220M (100.0% shares, 0.0% debt)

Holdings (181)

RS RELIANCE INC 11.6%
Value $25.51M Shares 78,350 Est. Cost $296.62 Unrealized +10.2%
AAPL APPLE INC 5.6%
Value $12.34M Shares 45,671 Est. Cost $138.17 Unrealized +90.2%
XOM EXXON MOBIL CORP 4.0%
Value $8.891M Shares 60,712 Est. Cost $35.92 Unrealized +286.3%
CVX CHEVRON CORPORATION 3.7%
Value $8.161M Shares 44,356 Est. Cost $91.73 Unrealized +87.4%
NVDA NVIDIA CORPORATION 3.2%
Value $7.075M Shares 35,080 Est. Cost $97.51 Unrealized +91.4%
WFC WELLS FARGO & CO 2.8%
Value $6.16M Shares 75,665 Est. Cost $23.04 Unrealized +290.9%
GNLX GENELUX CORPORATION 2.7%
Value $5.907M Shares 2,117,183 Est. Cost $9.49 Unrealized -70.6%
AMZN AMAZON COM INC 2.2%
Value $4.925M Shares 19,656 Est. Cost $144.01 Unrealized +57.5%
GOOGL ALPHABET INC 2.1%
Value $4.725M Shares 13,829 Est. Cost $145.66 Unrealized +121.9%
MSFT MICROSOFT CORP 1.9%
Value $4.126M Shares 9,760 Est. Cost $313.55 Unrealized +38.6%
JNJ JOHNSON & JOHNSON 1.7%
Value $3.646M Shares 15,570 Est. Cost $136.47 Unrealized +67.0%
META META PLATFORMS INC 1.6%
Value $3.45M Shares 5,011 Est. Cost $434.37 Unrealized +50.9%
CAT CATERPILLAR INC 1.5%
Value $3.324M Shares 4,183 Est. Cost $241.57 Unrealized +183.3%
JPM JPMORGAN CHASE & CO 1.5%
Value $3.239M Shares 10,438 Est. Cost $164.33 Unrealized +89.5%
AVGO BROADCOM INC 1.4%
Value $2.97M Shares 7,305 Est. Cost $194.20 Unrealized +72.1%
GOOG ALPHABET INC 1.3%
Value $2.874M Shares 8,468 Est. Cost $116.35 Unrealized +178.2%
WMT WALMART INC 1.2%
Value $2.642M Shares 20,724 Est. Cost $69.97 Unrealized +74.4%
LRCX LAM RESEARCH CORP 1.0%
Value $2.25M Shares 8,410 Est. Cost $75.33 Unrealized +199.9%
AMGN AMGEN INC 1.0%
Value $2.199M Shares 6,189 Est. Cost $201.57 Unrealized +73.5%
BAC BANK AMERICA CORP 1.0%
Value $2.173M Shares 40,315 Est. Cost $30.49 Unrealized +76.0%
CSCO CISCO SYS INC 1.0%
Value $2.173M Shares 25,195 Est. Cost $50.09 Unrealized +55.5%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value $1.872M Shares 40,206 Est. Cost $42.15 Unrealized +4.0%
IBM INTERNATIONAL BUSINESS MACHS 0.8%
Value $1.863M Shares 7,351 Est. Cost $116.43 Unrealized +143.9%
ABBV ABBVIE INC 0.8%
Value $1.86M Shares 8,925 Est. Cost $123.44 Unrealized +80.3%
PH PARKER-HANNIFIN CORP 0.8%
Value $1.858M Shares 1,879 Est. Cost $569.85 Unrealized +68.1%
PG PROCTER & GAMBLE CO 0.8%
Value $1.856M Shares 12,632 Est. Cost $142.86 Unrealized +6.2%
HD HOME DEPOT INC 0.8%
Value $1.766M Shares 5,053 Est. Cost $307.03 Unrealized +22.8%
NVDL GRANITESHARES ETF TR 0.7%
Value $1.636M Shares 17,000 Est. Cost $93.62 Unrealized
T AT&T INC 0.7%
Value $1.591M Shares 60,024 Est. Cost $18.24 Unrealized +41.2%
VIS VANGUARD WORLD FD 0.7%
Value $1.481M Shares 4,386 Est. Cost $228.72 Unrealized
MRK MERCK & CO INC 0.6%
Value $1.385M Shares 11,635 Est. Cost $75.49 Unrealized +51.4%
COP CONOCOPHILLIPS 0.6%
Value $1.365M Shares 11,764 Est. Cost $77.92 Unrealized +31.7%
PM PHILIP MORRIS INTL INC 0.6%
Value $1.347M Shares 8,534 Est. Cost $108.06 Unrealized +62.8%
BLK BLACKROCK INC 0.6%
Value $1.284M Shares 1,220 Est. Cost $980.27 Unrealized +11.9%
RDVY FIRST TR EXCHANGE TRADED FD 0.6%
Value $1.233M Shares 16,546 Est. Cost $51.49 Unrealized
VHT VANGUARD WORLD FD 0.6%
Value $1.219M Shares 4,377 Est. Cost $287.85 Unrealized
VDC VANGUARD WORLD FD 0.5%
Value $1.184M Shares 5,219 Est. Cost $212.40 Unrealized
VAW VANGUARD WORLD FD 0.5%
Value $1.156M Shares 4,895 Est. Cost $204.89 Unrealized
PEP PEPSICO INC 0.5%
Value $1.155M Shares 7,322 Est. Cost $130.34 Unrealized +18.7%
CRWD CROWDSTRIKE HLDGS INC 0.5%
Value $1.15M Shares 2,713 Est. Cost $143.56 Unrealized +200.3%
VPU VANGUARD WORLD FD 0.5%
Value $1.15M Shares 5,757 Est. Cost $163.61 Unrealized
VNQ VANGUARD INDEX FDS 0.5%
Value $1.126M Shares 11,644 Est. Cost $96.68 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.5%
Value $1.125M Shares 14,153 Est. Cost $79.52 Unrealized
VDE VANGUARD WORLD FD 0.5%
Value $1.124M Shares 7,205 Est. Cost $125.86 Unrealized
BK BANK NEW YORK MELLON CORP 0.5%
Value $1.115M Shares 8,252 Est. Cost $67.39 Unrealized +78.3%
NFLX NETFLIX INC. 0.5%
Value $1.114M Shares 11,451 Est. Cost $101.04 Unrealized -17.0%
MET METLIFE INC 0.5%
Value $1.095M Shares 14,028 Est. Cost $62.97 Unrealized +23.0%
KMI KINDER MORGAN INC DEL 0.5%
Value $1.094M Shares 34,165 Est. Cost $17.88 Unrealized +66.3%
RTX RTX CORPORATION 0.5%
Value $1.077M Shares 5,481 Est. Cost $79.30 Unrealized +147.9%
BABA ALIBABA GROUP HLDG LTD 0.5%
Value $1.075M Shares 7,624 Est. Cost $201.18 Unrealized
MO ALTRIA GROUP INC 0.5%
Value $1.039M Shares 16,189 Est. Cost $36.14 Unrealized +74.4%
SHOP SHOPIFY INC 0.5%
Value $1.035M Shares 7,895 Est. Cost $58.97 Unrealized +131.4%
FLRN SPDR SERIES TRUST 0.5%
Value $1.03M Shares 33,513 Est. Cost $30.73 Unrealized
SITM SITIME CORP 0.5%
Value $1.027M Shares 2,040 Est. Cost $282.26 Unrealized +33.8%
VGSH VANGUARD SCOTTSDALE FDS 0.5%
Value $1.015M Shares 17,326 Est. Cost $58.58 Unrealized
VTIP VANGUARD MALVERN FDS 0.5%
Value $1.003M Shares 19,987 Est. Cost $50.05 Unrealized
MELI MERCADOLIBRE INC 0.4%
Value $974K Shares 525 Est. Cost $1370.50 Unrealized +50.8%
TSLA TESLA INC 0.4%
Value $942K Shares 2,352 Est. Cost $270.14 Unrealized +57.7%
MCD MCDONALDS CORP 0.4%
Value $925K Shares 2,971 Est. Cost $268.55 Unrealized +18.1%
PFE PFIZER INC 0.4%
Value $881K Shares 31,966 Est. Cost $26.57 Unrealized -1.5%
SO SOUTHERN CO 0.4%
Value $875K Shares 9,256 Est. Cost $71.28 Unrealized +25.6%
PNC PNC FINL SVCS GROUP INC 0.4%
Value $874K Shares 3,886 Est. Cost $147.34 Unrealized +52.7%
PLD PROLOGIS INC. 0.4%
Value $871K Shares 6,004 Est. Cost $110.06 Unrealized +17.3%
VRTX VERTEX PHARMACEUTICALS INC 0.4%
Value $871K Shares 1,974 Est. Cost $467.55 Unrealized 0.0%
KO COCA COLA CO 0.4%
Value $866K Shares 11,435 Est. Cost $59.12 Unrealized +26.5%
COPX GLOBAL X FDS 0.4%
Value $836K Shares 9,585 Est. Cost $71.49 Unrealized
CMI CUMMINS INC 0.4%
Value $833K Shares 1,328 Est. Cost $318.93 Unrealized +80.4%
PRU PRUDENTIAL FINL INC 0.4%
Value $826K Shares 8,129 Est. Cost $88.68 Unrealized +21.1%
MSTR STRATEGY INC 0.4%
Value $805K Shares 4,832 Est. Cost $276.96 Unrealized -47.0%
GD GENERAL DYNAMICS CORP 0.4%
Value $799K Shares 2,375 Est. Cost $242.16 Unrealized +46.4%
STWD STARWOOD PPTY TR INC 0.4%
Value $770K Shares 42,448 Est. Cost $20.20 Unrealized
MU MICRON TECHNOLOGY INC 0.3%
Value $766K Shares 1,683 Est. Cost $290.72 Unrealized +33.1%
USB US BANCORP 0.3%
Value $764K Shares 13,426 Est. Cost $40.25 Unrealized +40.7%
FITB FIFTH THIRD BANCORP 0.3%
Value $751K Shares 14,918 Est. Cost $34.62 Unrealized +48.1%
GLD SPDR GOLD TR 0.3%
Value $751K Shares 1,683 Est. Cost $229.67 Unrealized
CSX CSX CORP 0.3%
Value $747K Shares 17,235 Est. Cost $30.50 Unrealized +26.3%
AEP AMERICAN ELEC PWR CO INC 0.3%
Value $742K Shares 5,551 Est. Cost $90.43 Unrealized +33.3%
FERG FERGUSON ENTERPRISES INC 0.3%
Value $733K Shares 2,814 Est. Cost $209.97 Unrealized +19.6%
DE DEERE & CO 0.3%
Value $723K Shares 1,224 Est. Cost $472.93 Unrealized +16.6%
C CITIGROUP INC 0.3%
Value $684K Shares 5,174 Est. Cost $73.46 Unrealized +58.2%
HYG ISHARES TR 0.3%
Value $681K Shares 8,446 Est. Cost $78.65 Unrealized
QCOM QUALCOMM INC 0.3%
Value $666K Shares 4,891 Est. Cost $136.78 Unrealized +12.5%
DAL DELTA AIR LINES INC 0.3%
Value $663K Shares 9,246 Est. Cost $69.85 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.3%
Value $663K Shares 3,949 Est. Cost $117.75 Unrealized +46.2%
LAMR LAMAR ADVERTISING CO 0.3%
Value $657K Shares 4,868 Est. Cost $102.71 Unrealized
BCML BAYCOM CORP 0.3%
Value $642K Shares 22,000 Est. Cost $25.94 Unrealized +14.0%
WPM WHEATON PRECIOUS METALS CORP 0.3%
Value $640K Shares 4,200 Est. Cost $84.09 Unrealized +66.3%
LMT LOCKHEED MARTIN CORP 0.3%
Value $636K Shares 1,073 Est. Cost $405.61 Unrealized +48.1%
AJG GALLAGHER ARTHUR J & CO 0.3%
Value $634K Shares 2,860 Est. Cost $223.77 Unrealized +7.4%
TSLL DIREXION SHARES ETF TRUST 0.3%
Value $615K Shares 44,250 Est. Cost $21.11 Unrealized
VGT VANGUARD WORLD FD 0.3%
Value $608K Shares 755 Est. Cost $568.75 Unrealized
EME EMCOR GROUP INC 0.3%
Value $571K Shares 708 Est. Cost $444.77 Unrealized +63.4%
UNH UNITEDHEALTH GROUP INC 0.3%
Value $558K Shares 1,719 Est. Cost $429.03 Unrealized -28.0%
ABT ABBOTT LABORATORIES 0.2%
Value $527K Shares 5,447 Est. Cost $109.21 Unrealized +5.7%
PEG PUBLIC SVC ENTERPRISE GROUP 0.2%
Value $525K Shares 6,434 Est. Cost $68.57 Unrealized +18.9%
SQQQ PROSHARES TR 0.2%
Value $518K Shares 9,180 Est. Cost $56.39 Unrealized
IEI ISHARES TR 0.2%
Value $517K Shares 4,347 Est. Cost $121.85 Unrealized
SHY ISHARES TR 0.2%
Value $515K Shares 6,232 Est. Cost $82.17 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value $511K Shares 3,715 Est. Cost $108.44 Unrealized +27.6%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value $506K Shares 1,444 Est. Cost $231.42 Unrealized +48.3%
VOO VANGUARD INDEX FDS 0.2%
Value $490K Shares 750 Est. Cost $508.06 Unrealized
IAU ISHARES GOLD TR 0.2%
Value $486K Shares 5,326 Est. Cost $33.71 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.2%
Value $483K Shares 1,837 Est. Cost $204.94 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value $480K Shares 13,100 Est. Cost $20.37 Unrealized
MDT MEDTRONIC PLC 0.2%
Value $475K Shares 5,515 Est. Cost $89.46 Unrealized +11.2%
LLY ELI LILLY & CO 0.2%
Value $458K Shares 494 Est. Cost $798.60 Unrealized +31.1%
CAH CARDINAL HEALTH INC 0.2%
Value $451K Shares 2,109 Est. Cost $153.84 Unrealized +40.0%
MA MASTERCARD INCORPORATED 0.2%
Value $438K Shares 841 Est. Cost $340.42 Unrealized +58.3%
QQQ INVESCO QQQ TR 0.2%
Value $437K Shares 674 Est. Cost $479.11 Unrealized
CCI CROWN CASTLE INC 0.2%
Value $429K Shares 4,841 Est. Cost $95.58 Unrealized -7.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $427K Shares 900 Est. Cost $264.97 Unrealized +86.2%
PPI INVESTMENT MANAGERS SER TR I 0.2%
Value $419K Shares 19,179 Est. Cost $21.83 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value $416K Shares 1,254 Est. Cost $252.31 Unrealized +41.2%
CFG CITIZENS FINL GROUP INC 0.2%
Value $412K Shares 6,393 Est. Cost $42.22 Unrealized +49.5%
BDX BECTON DICKINSON & CO 0.2%
Value $403K Shares 2,539 Est. Cost $200.06 Unrealized -16.1%
WPC WP CAREY INC 0.2%
Value $400K Shares 5,408 Est. Cost $62.80 Unrealized
CI THE CIGNA GROUP 0.2%
Value $388K Shares 1,392 Est. Cost $308.92 Unrealized -9.1%
AMAT APPLIED MATLS INC 0.2%
Value $384K Shares 966 Est. Cost $157.45 Unrealized +107.4%
NSC NORFOLK SOUTHN CORP 0.2%
Value $381K Shares 1,260 Est. Cost $226.81 Unrealized +31.5%
BALL BALL CORP 0.2%
Value $380K Shares 5,893 Est. Cost $60.27 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.2%
Value $379K Shares 12,792 Est. Cost $38.51 Unrealized -22.6%
GS GOLDMAN SACHS GROUP INC 0.2%
Value $377K Shares 407 Est. Cost $575.15 Unrealized +62.1%
COST COSTCO WHOLESALE CORPORATION 0.2%
Value $371K Shares 371 Est. Cost $853.87 Unrealized +12.9%
MS MORGAN STANLEY 0.2%
Value $367K Shares 1,942 Est. Cost $179.67 Unrealized 0.0%
VRT VERTIV HOLDINGS CO 0.2%
Value $367K Shares 1,193 Est. Cost $173.58 Unrealized +15.1%
IEF ISHARES TR 0.2%
Value $357K Shares 3,726 Est. Cost $94.66 Unrealized
WCME FIRST TR EXCHANGE-TRADED FD 0.2%
Value $349K Shares 18,762 Est. Cost $18.59 Unrealized
ADI ANALOG DEVICES INC 0.2%
Value $342K Shares 921 Est. Cost $250.62 Unrealized +26.2%
FTCS FIRST TR EXCHANGE-TRADED FD 0.2%
Value $342K Shares 3,610 Est. Cost $67.50 Unrealized
DHR DANAHER CORP DEL 0.2%
Value $338K Shares 1,733 Est. Cost $193.02 Unrealized +16.4%
SHEL SHELL PLC 0.2%
Value $335K Shares 3,818 Est. Cost $72.80 Unrealized
MMM 3M CO 0.1%
Value $326K Shares 2,107 Est. Cost $107.26 Unrealized +52.9%
ENB ENBRIDGE INC 0.1%
Value $317K Shares 6,025 Est. Cost $22.84 Unrealized +112.6%
GLPI GAMING & LEISURE P 0.1%
Value $314K Shares 6,583 Est. Cost $45.33 Unrealized
JNK SPDR SERIES TRUST 0.1%
Value $311K Shares 3,207 Est. Cost $95.47 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value $308K Shares 9,914 Est. Cost $27.96 Unrealized
APH AMPHENOL CORP 0.1%
Value $307K Shares 2,034 Est. Cost $113.60 Unrealized +28.9%
OXY OCCIDENTAL PETE CORP 0.1%
Value $305K Shares 5,667 Est. Cost $30.61 Unrealized +48.4%
WCMI FIRST TR EXCHANGE-TRADED FD 0.1%
Value $305K Shares 16,308 Est. Cost $17.37 Unrealized
BTI BRITISH AMERN TOB PLC 0.1%
Value $300K Shares 5,289 Est. Cost $42.09 Unrealized
IGSB ISHARES TR 0.1%
Value $290K Shares 5,510 Est. Cost $52.52 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value $287K Shares 1,763 Est. Cost $225.47 Unrealized -12.3%
TMUS T-MOBILE US INC 0.1%
Value $285K Shares 1,443 Est. Cost $187.84 Unrealized +6.6%
MPC MARATHON PETE CORP 0.1%
Value $284K Shares 1,330 Est. Cost $147.88 Unrealized +24.9%
WM WASTE MGMT INC DEL 0.1%
Value $273K Shares 1,220 Est. Cost $134.96 Unrealized +67.5%
GLW CORNING INC 0.1%
Value $272K Shares 1,656 Est. Cost $111.68 Unrealized 0.0%
HIG HARTFORD INSURANCE GROUP INC 0.1%
Value $268K Shares 1,919 Est. Cost $123.34 Unrealized +10.9%
INTC INTEL CORP 0.1%
Value $268K Shares 3,914 Est. Cost $46.43 Unrealized 0.0%
OVV OVINTIV INC 0.1%
Value $265K Shares 5,024 Est. Cost $40.75 Unrealized +7.2%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value $264K Shares 1,318 Est. Cost $296.16 Unrealized -18.7%
BCAL CALIFORNIA BANCORP 0.1%
Value $257K Shares 13,647 Est. Cost $14.18 Unrealized +31.6%
FNF FIDELITY NATL FINL INC 0.1%
Value $255K Shares 5,139 Est. Cost $54.95 Unrealized -0.7%
ET ENERGY TRANSFER L P 0.1%
Value $255K Shares 13,513 Est. Cost $7.20 Unrealized
CASY CASEYS GEN STORES INC 0.1%
Value $246K Shares 326 Est. Cost $631.07 Unrealized 0.0%
WRB BERKLEY W R CORP 0.1%
Value $243K Shares 3,631 Est. Cost $55.92 Unrealized +24.2%
HAL HALLIBURTON CO 0.1%
Value $241K Shares 6,488 Est. Cost $33.54 Unrealized 0.0%
BA BOEING CO 0.1%
Value $240K Shares 1,075 Est. Cost $218.19 Unrealized +9.3%
TJX TJX COS INC NEW 0.1%
Value $240K Shares 1,493 Est. Cost $147.70 Unrealized +4.4%
UPS UNITED PARCEL SVCS INC 0.1%
Value $239K Shares 2,245 Est. Cost $93.15 Unrealized +17.9%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $239K Shares 857 Est. Cost $221.70 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC 0.1%
Value $233K Shares 159 Est. Cost $1104.63 Unrealized 0.0%
CTAS CINTAS CORP 0.1%
Value $233K Shares 1,302 Est. Cost $212.65 Unrealized -9.1%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $225K Shares 3,744 Est. Cost $47.53 Unrealized +20.8%
PPLT ABRDN PLATINUM ETF TRUST 0.1%
Value $222K Shares 1,152 Est. Cost $91.18 Unrealized
MCK MCKESSON CORP 0.1%
Value $216K Shares 249 Est. Cost $815.57 Unrealized +7.3%
TFC TRUIST FINL CORP 0.1%
Value $209K Shares 4,141 Est. Cost $45.80 Unrealized +11.7%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value $209K Shares 1,012 Est. Cost $183.97 Unrealized 0.0%
HDV ISHARES TR 0.1%
Value $206K Shares 1,535 Est. Cost $133.94 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value $205K Shares 1,167 Est. Cost $222.88 Unrealized -18.6%
IGIB ISHARES TR 0.1%
Value $204K Shares 3,792 Est. Cost $53.29 Unrealized
RITM RITHM CAPITAL CORP 0.1%
Value $204K Shares 20,040 Est. Cost $10.51 Unrealized
HSY HERSHEY CO 0.1%
Value $203K Shares 1,055 Est. Cost $204.74 Unrealized 0.0%
DOC HEALTHPEAK PROPERTIES INC 0.1%
Value $200K Shares 11,534 Est. Cost $17.00 Unrealized -4.7%
AZ A2Z CUST2MATE SOLUTIONS CORP 0.1%
Value $187K Shares 22,495 Est. Cost $6.43 Unrealized +5.3%
STLA STELLANTIS N.V 0.1%
Value $172K Shares 20,000 Est. Cost $10.03 Unrealized
CPAC CEMENTOS PACASMAYO S A A 0.1%
Value $118K Shares 11,000 Est. Cost $5.23 Unrealized
OCUL OCULAR THERAPEUTIX INC 0.1%
Value $110K Shares 11,200 Est. Cost $6.17 Unrealized +59.2%
WM WASTE MGMT INC DEL 0.0%
Value $89,580 Shares 400 Est. Cost $134.96 Unrealized +67.5%
FEAM 5E ADVANCED MATERIALS INC 0.0%
Value $26,926 Shares 17,150 Est. Cost $3.74 Unrealized -25.6%
NVDA NVIDIA CORPORATION 0.0%
Value $20,168 Shares 100 Est. Cost $97.51 Unrealized +91.4%
SACH SACHEM CAP CORP 0.0%
Value $14,692 Shares 13,860 Est. Cost $5.61 Unrealized