0001398344-19-012550.txt : 20190726
0001398344-19-012550.hdr.sgml : 20190726
20190726133434
ACCESSION NUMBER: 0001398344-19-012550
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190726
DATE AS OF CHANGE: 20190726
EFFECTIVENESS DATE: 20190726
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
CENTRAL INDEX KEY: 0000771118
IRS NUMBER: 562065927
STATE OF INCORPORATION: NC
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18646
FILM NUMBER: 19977148
BUSINESS ADDRESS:
STREET 1: 117 KINDERTON BLVD
CITY: BERMUDA RUN
STATE: NC
ZIP: 27006
BUSINESS PHONE: 3369987000
MAIL ADDRESS:
STREET 1: 117 KINDERTON BLVD
CITY: BERMUDA RUN
STATE: NC
ZIP: 27006
FORMER COMPANY:
FORMER CONFORMED NAME: WOODARD JOHN BENNETT JR /ADV
DATE OF NAME CHANGE: 19980422
FORMER COMPANY:
FORMER CONFORMED NAME: WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
DATE OF NAME CHANGE: 19850617
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0000771118
XXXXXXXX
06-30-2019
06-30-2019
false
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
117 KINDERTON BLVD
BERMUDA RUN
NC
27006
13F HOLDINGS REPORT
028-18646
N
John B. Woodard
President
336-998-7000
/s/ John B. Woodard
Bermuda Run
NC
07-26-2019
0
42
12949
INFORMATION TABLE
2
fp0044177_13fhr-table.xml
13F INFORMATION TABLE
ABBVIE INC
COM
00287Y109
548
7540
SH
SOLE
7540
0
0
ABBOTT LABS
COM
002824100
634
7540
SH
SOLE
7540
0
0
SPDR SERIES TRUST
SPDR BLOOMBERG
78468R663
493
5380
SH
SOLE
5380
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
360
1230
SH
SOLE
1230
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
214
730
SH
SOLE
730
0
0
AVERY DENNISON CORP
COM
053611109
412
3559
SH
SOLE
3559
0
0
EXXON MOBIL CORP
COM
30231G102
341
4450
SH
SOLE
4450
0
0
ROYAL BK CDA MONTREAL QUE
COM
780087102
388
4891
SH
SOLE
4891
0
0
CORNING INC
COM
219350105
265
7968
SH
SOLE
7968
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
204
695
SH
SOLE
695
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
250
1175
SH
SOLE
1175
0
0
NORFOLK SOUTHERN CORP
COM
655844108
224
1123
SH
SOLE
1123
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
582
1988
SH
SOLE
1988
0
0
ORACLE CORP
COM
68389X105
285
5000
SH
SOLE
5000
0
0
EXXON MOBIL CORP
COM
30231G102
550
7180
SH
SOLE
7180
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0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
249
850
SH
SOLE
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0
0
ISHARES TR
RUS 1000 VAL ETF
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246
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SH
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VANGUARD INDEX FDS
LARGE CAP ETF
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244
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SH
SOLE
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SPDR S&P 500 ETF TR
TR UNIT
78462F103
258
880
SH
SOLE
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0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
234
800
SH
SOLE
800
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0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
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900
SH
SOLE
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0
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VANGUARD GROUP
DIV APP ETF
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222
1930
SH
SOLE
1930
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
267
910
SH
SOLE
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0
ISHARES TR
RUS TOP 200 ETF
464289446
231
3400
SH
SOLE
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VANGUARD INDEX FDS
TOTAL STK MKT
922908769
240
1600
SH
SOLE
1600
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
472
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SH
SOLE
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DUKE ENERGY CORP NEW
COM NEW
26441C204
229
2600
SH
SOLE
2600
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
318
1
SH
SOLE
1
0
0
AON PLC
SHS CL A
G0408V102
419
2170
SH
SOLE
2170
0
0
APPLE INC
COM
037833100
346
1750
SH
SOLE
1750
0
0
PHILIP MORRIS INTL INC
COM
718172109
414
5277
SH
SOLE
5277
0
0
BB&T CORP
COM
054937107
291
5930
SH
SOLE
5930
0
0
ALTRIA GROUP INC
COM
02209S103
281
5939
SH
SOLE
5939
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
314
1070
SH
SOLE
1070
0
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CBIZ INC
COM
124805102
0
60070
SH
SOLE
60070
0
0
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
337
9662
SH
SOLE
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
46138J882
214
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SH
SOLE
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DUKE ENERGY CORP NEW
COM NEW
26441C204
215
2434
SH
SOLE
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SPDR S&P 500 ETF TR
TR UNIT
78462F103
213
728
SH
SOLE
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2020 CB
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211
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2021 CB
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211
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SH
SOLE
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SPDR S&P 500 ETF TR
TR UNIT
78462F103
259
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SH
SOLE
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