Wood Trust Financial Corp Incresed Positions 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
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
PEP
Pepsico Inc

Consumer Defensive
9.86K
+ 16.13%
$142.64 - $156.42 $1.41M - $1.54M
71K $10.6M
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
VTV
Vanguard Value ETF

ETFs
1.54K
+ 9.31%
$167.73 - $179.21 $259K - $276K
18.1K $3.13M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
1.8K
+ 11.21%
$60.74 - $73.87 $109K - $133K
17.9K $1.32M
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
NKE
Nike, Inc.

Consumer Cyclical
20.7K
+ 22.86%
$63.29 - $81.72 $1.31M - $1.69M
111K $7.06M
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
ISRG
Intuitive Surgical Inc

Healthcare
250
+ 5.94%
$476.63 - $610.45 $119K - $153K
4.46K $2.21M
VBK
Vanguard Small Cap Growth ETF

ETFs
140
+ 8.91%
$247.97 - $296.33 $34.7K - $41.5K
1.71K $431K
PSBQ
Psb Holdings, Inc.

Financial Services
500
+ 1.84%
$25.6 - $26.5 $12.8K - $13.3K
27.7K $712K
NOVT
Novanta Inc

Technology
250
+ 11.45%
N/A
2.43K $311K
ASB
Associated Banc Corp

Financial Services
30
+ 0.17%
$21.06 - $25.63 $632 - $769
17.5K $393K
DSI
Ishares Msci Kld 400 Social Et

ETFs
137
+ 1.15%
$101.98 - $115.66 $14K - $15.8K
12K $1.23M
MDB
Mongo Db, Inc.

Technology
900
+ 21.18%
$175.4 - $298.52 $158K - $269K
5.15K $903K
TOST
Toast, Inc.

Technology
1K
+ 2.27%
$32.61 - $41.98 $32.6K - $42K
45K $1.49M
VUG
Vanguard Growth ETF

ETFs
586
+ 6.25%
$369.1 - $427.61 $216K - $251K
9.97K $3.7M
NVDA
Nvidia Corp

Technology
267
+ 3.26%
$106.98 - $149.43 $28.6K - $39.9K
8.47K $918K
HON
Honeywell International Inc

Industrials
751
+ 2.71%
$202.75 - $226.52 $152K - $170K
28.5K $6.03M
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
Track This Portfolio

Track Wood Trust Financial Corp Portfolio

Follow Wood Trust Financial Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wood Trust Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Wood Trust Financial Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email