Partner, Chief Compliance Officer

0001725547-23-000180.txt : 20230807 0001725547-23-000180.hdr.sgml : 20230807 20230807124330 ACCESSION NUMBER: 0001725547-23-000180 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230807 DATE AS OF CHANGE: 20230807 EFFECTIVENESS DATE: 20230807 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WOODWARD DIVERSIFIED CAPITAL, LLC CENTRAL INDEX KEY: 0001846177 IRS NUMBER: 843334227 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20911 FILM NUMBER: 231146607 BUSINESS ADDRESS: STREET 1: 5401 BUSINESS PARK SOUTH STREET 2: #217 CITY: BAKERSFIELD STATE: CA ZIP: 93309 BUSINESS PHONE: 661-498-7500 MAIL ADDRESS: STREET 1: 5401 BUSINESS PARK SOUTH STREET 2: #217 CITY: BAKERSFIELD STATE: CA ZIP: 93309 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false 0001846177 XXXXXXXX 06-30-2023 06-30-2023 false WOODWARD DIVERSIFIED CAPITAL, LLC

5401 BUSINESS PARK SOUTH #217 BAKERSFIELD CA 93309

13F HOLDINGS REPORT 028-20911 000306299 801-117741 N Tom Woodward Partner, Chief Compliance Officer 661-498-7500 Tom Woodward Bakersfield CA 08-07-2023 0 147 132541939 false INFORMATION TABLE 2 Form13fInfoTable.xml AT&T INC COM 00206R102 1254506 78652 SH SOLE 0 0 78652 ABBOTT LABS COM 002824100 561126 5147 SH SOLE 0 0 5147 ABBVIE INC COM 00287Y109 1071912 7956 SH SOLE 0 0 7956 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 731563 8777 SH SOLE 0 0 8777 ALPHABET INC CAP STK CL C 02079K107 1068649 8834 SH SOLE 0 0 8834 ALPHABET INC CAP STK CL A 02079K305 606281 5065 SH SOLE 0 0 5065 ALTRIA GROUP INC COM 02209S103 838165 18503 SH SOLE 0 0 18502 AMAZON COM INC COM 023135106 1994638 15301 SH SOLE 0 0 15301 AMGEN INC COM 031162100 1342491 6047 SH SOLE 0 0 6046 APPLE INC COM 037833100 12906537 66539 SH SOLE 0 0 66538 BANK AMERICA CORP COM 060505104 986347 34379 SH SOLE 0 0 34379 BANK NEW YORK MELLON CORP COM 064058100 285151 6405 SH SOLE 0 0 6405 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 816695 2395 SH SOLE 0 0 2395 BLACKROCK MUN INCOME QUALITY COM 092479104 168750 15000 SH SOLE 0 0 15000 BLACKROCK INC COM 09247X101 558140 808 SH SOLE 0 0 807 BLACKROCK MUN INCOME TR SH BEN INT 09248F109 149100 15000 SH SOLE 0 0 15000 BLACKROCK MUNIHOLDINGS FD IN COM 09253N104 340515 29279 SH SOLE 0 0 29279 BLACKROCK MUNIHLDNGS CALI QL COM 09254L107 164725 15182 SH SOLE 0 0 15182 BOEING CO COM 097023105 441536 2091 SH SOLE 0 0 2091 BRISTOL-MYERS SQUIBB CO COM 110122108 659836 10318 SH SOLE 0 0 10318 BROADCOM INC COM 11135F101 593322 684 SH SOLE 0 0 684 CSX CORP COM 126408103 349355 10245 SH SOLE 0 0 10245 CALIFORNIA RES CORP COM STOCK 13057Q305 291713 6441 SH SOLE 0 0 6441 CATERPILLAR INC COM 149123101 989088 4020 SH SOLE 0 0 4019 CHEVRON CORP NEW COM 166764100 8756245 55648 SH SOLE 0 0 55648 CHIPOTLE MEXICAN GRILL INC COM 169656105 243846 114 SH SOLE 0 0 114 CISCO SYS INC COM 17275R102 1005076 19426 SH SOLE 0 0 19425 COCA COLA CO COM 191216100 571657 9493 SH SOLE 0 0 9492 COMCAST CORP NEW CL A 20030N101 432572 10411 SH SOLE 0 0 10410 CONOCOPHILLIPS COM 20825C104 708589 6839 SH SOLE 0 0 6839 CROWDSTRIKE HLDGS INC CL A 22788C105 793832 5405 SH SOLE 0 0 5405 CROWN CASTLE INC COM 22822V101 256137 2248 SH SOLE 0 0 2248 DANAHER CORPORATION COM 235851102 278160 1159 SH SOLE 0 0 1159 DATADOG INC CL A COM 23804L103 508133 5165 SH SOLE 0 0 5165 DIGITALOCEAN HLDGS INC COM 25402D102 341190 8500 SH SOLE 0 0 8500 DIREXION SHS ETF TR DAILY FINL BEAR 25460E240 288077 15218 SH SOLE 0 0 15218 DOUBLELINE INCOME SOLUTIONS COM 258622109 492020 41311 SH SOLE 0 0 41311 DOW INC COM 260557103 531428 9978 SH SOLE 0 0 9978 EASTMAN CHEM CO COM 277432100 209133 2498 SH SOLE 0 0 2498 EMERSON ELEC CO COM 291011104 2013076 22271 SH SOLE 0 0 22271 ENBRIDGE INC COM 29250N105 324124 8725 SH SOLE 0 0 8724 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 282236 22223 SH SOLE 0 0 22223 ENTERPRISE PRODS PARTNERS L COM 293792107 435091 16512 SH SOLE 0 0 16512 EVERGY INC COM 30034W106 238529 4083 SH SOLE 0 0 4083 EXXON MOBIL CORP COM 30231G102 6956452 64862 SH SOLE 0 0 64862 META PLATFORMS INC CL A 30303M102 1287105 4485 SH SOLE 0 0 4485 FIFTH THIRD BANCORP COM 316773100 272034 10379 SH SOLE 0 0 10379 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 523383 6971 SH SOLE 0 0 6971 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 213324 1393 SH SOLE 0 0 1393 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 494512 3034 SH SOLE 0 0 3034 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 811977 17239 SH SOLE 0 0 17239 PNC FINL SVCS GROUP INC COM 693475105 308578 2450 SH SOLE 0 0 2450 PALO ALTO NETWORKS INC COM 697435105 892241 3492 SH SOLE 0 0 3492 PEPSICO INC COM 713448108 1391928 7515 SH SOLE 0 0 7515 PFIZER INC COM 717081103 1359885 37074 SH SOLE 0 0 37074 PHILIP MORRIS INTL INC COM 718172109 700634 7177 SH SOLE 0 0 7177 PIMCO CALIF MUN INCOME FD II COM 72200M108 61933 10409 SH SOLE 0 0 10408 PIONEER NAT RES CO COM 723787107 217539 1050 SH SOLE 0 0 1050 PROCTER AND GAMBLE CO COM 742718109 1374764 9060 SH SOLE 0 0 9060 PROLOGIS INC. 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