Wood Trust Financial Corp Purchases in Q1 2025

Wood Trust Financial Corp

  • $714 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
22.2K
+ 281.53%
$507.05 - $563.67 $11.2M - $12.5M
30.1K $15.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
65.9K
+ 7.38%
$74.85 - $84.89 $4.93M - $5.59M
958K $78.3M
XLV
Select Sector Spdr Fund Health

ETFs
39.1K
New
$137.61 - $149.68 $5.38M - $5.85M
39.1K $5.71M
PYPL
Pay Pal Holdings, Inc.

Financial Services
96.2K
+ 152.37%
$65.15 - $91.81 $6.27M - $8.83M
159K $10.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
314
+ 0.55%
$442.66 - $534.52 $139K - $168K
57.7K $30.8M
JNJ
Johnson & Johnson

Healthcare
13.9K
+ 14.7%
$142.06 - $167.7 $1.98M - $2.34M
109K $18M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 5.88%
$663000.0 - $801950.0 $663K - $802K
18 $14.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
42K
+ 8.43%
$42.5 - $46.71 $1.78M - $1.96M
540K $24.4M
WM
Waste Management Inc

Industrials
5.67K
+ 16.83%
$200.54 - $233.78 $1.14M - $1.32M
39.3K $9.11M
CVX
Chevron Corp

Energy
3.45K
+ 8.43%
$146.71 - $167.97 $505K - $579K
44.3K $7.41M
UNH
Unitedhealth Group Inc

Healthcare
1.73K
+ 7.7%
$461.52 - $548.18 $796K - $946K
24.1K $12.6M
CSGP
Costar Group, Inc.

Real Estate
14.4K
+ 132.7%
$69.29 - $80.37 $995K - $1.15M
25.2K $2M
SBUX
Starbucks Corp

Consumer Cyclical
4.26K
+ 5.88%
$91.75 - $115.81 $391K - $494K
76.7K $7.53M
NOC
Northrop Grumman Corp

Industrials
666
+ 5.62%
$433.45 - $513.82 $289K - $342K
12.5K $6.41M
DE
Deere & CO

Industrials
20
+ 0.12%
$408.57 - $509.27 $8.17K - $10.2K
16.1K $7.56M
GD
General Dynamics Corp

Industrials
1.59K
+ 7.41%
$241.94 - $272.58 $384K - $432K
23K $6.27M
GWRE
Guidewire Software, Inc.

Technology
2.85K
+ 87.69%
$166.74 - $218.22 $475K - $622K
6.1K $1.14M
DXCM
Dexcom Inc

Healthcare
10.1K
+ 93.34%
$67.74 - $90.75 $683K - $916K
20.9K $1.43M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.63K
+ 10.29%
$58.01 - $64.46 $327K - $363K
60.3K $3.75M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.11K
+ 2.39%
$156.61 - $168.02 $643K - $690K
176K $28.3M
UBER
Uber Technologies, Inc

Technology
1.97K
+ 8.73%
$63.17 - $81.49 $124K - $160K
24.5K $1.79M
Ge Vernova Inc Com
1.49K
+ 115.97%
N/A
2.77K $847K
LNT
Alliant Energy Corp

Utilities
5.1K
New
$56.66 - $66.04 $289K - $337K
5.1K $328K
VTV
Vanguard Value ETF

ETFs
1.54K
+ 9.31%
$167.73 - $179.21 $259K - $276K
18.1K $3.13M
Grayscale Bitcoin Mini Tr Et Shs New
8.64K
New
N/A
8.64K $315K
NOW
Service Now, Inc.

Technology
370
New
$783.83 - $1170.39 $290K - $433K
370 $295K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
1.8K
+ 11.21%
$60.74 - $73.87 $109K - $133K
17.9K $1.32M
MNDY
Monday.Com Ltd.

Technology
1.05K
New
$213.0 - $327.92 $224K - $344K
1.05K $255K
CWST
Casella Waste Systems Inc

Industrials
2.25K
New
$104.2 - $115.86 $234K - $261K
2.25K $251K
BA
Boeing CO

Industrials
1.43K
New
$148.15 - $186.25 $212K - $267K
1.43K $244K
CW
Curtiss Wright Corp

Industrials
750
New
$304.82 - $384.07 $229K - $288K
750 $238K
BNDX
Vanguard Total International B

ETFs
4.84K
New
$48.33 - $49.5 $234K - $240K
4.84K $236K
ACN
Accenture PLC

Technology
1.28K
+ 29.75%
$300.91 - $398.25 $386K - $511K
5.6K $1.75M
AVGO
Broadcom Inc.

Technology
2.05K
+ 113.46%
$167.43 - $244.7 $343K - $501K
3.86K $645K
BK
Bank Of New York Mellon Corp

Financial Services
2.6K
New
$75.42 - $88.95 $196K - $231K
2.6K $218K
NKE
Nike, Inc.

Consumer Cyclical
20.7K
+ 22.86%
$63.29 - $81.72 $1.31M - $1.69M
111K $7.06M
CI
Cigna Corp

Healthcare
610
New
$274.49 - $329.0 $167K - $201K
610 $201K
V
Visa Inc.

Financial Services
133
+ 3.96%
$306.92 - $362.71 $40.8K - $48.2K
3.49K $1.22M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.93K
+ 30.98%
$76.94 - $78.28 $148K - $151K
8.16K $638K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.92K
+ 34.19%
$77.7 - $78.94 $149K - $152K
7.55K $596K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.81K
+ 38.5%
$73.78 - $76.59 $134K - $139K
6.52K $499K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.89K
+ 40.98%
$71.17 - $73.66 $135K - $139K
6.51K $478K
BILL
Bill.Com Holdings, Inc.

Technology
9.9K
+ 123.75%
$43.59 - $97.07 $432K - $961K
17.9K $821K
Ul Solutions Inc Class A Com Shs
1.38K
+ 29.73%
N/A
6K $338K
PODD
Insulet Corp

Healthcare
300
+ 12.68%
$237.06 - $288.29 $71.1K - $86.5K
2.67K $700K
CB
Chubb LTD

Financial Services
53
+ 5.74%
$257.71 - $301.99 $13.7K - $16K
977 $295K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
123
+ 2.96%
$126.11 - $135.06 $15.5K - $16.6K
4.27K $551K
VBR
Vanguard Small Cap Value ETF

ETFs
246
+ 10.89%
$183.02 - $207.75 $45K - $51.1K
2.5K $466K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
277
+ 5.11%
$65.27 - $71.18 $18.1K - $19.7K
5.7K $378K
Activity Summary
Buys All Purchases 73 New Holdings 11 Increased Positions 62 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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