Wood Trust Financial Corp Incresed Positions in Q3 2024

Wood Trust Financial Corp

  • $694 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
48.8K
+ 6.08%
$75.32 - $84.37 $3.68M - $4.12M
851K $71.2M
VOE
Vanguard Mid Cap Value Index F

ETFs
6.46K
+ 4.04%
$149.02 - $167.67 $962K - $1.08M
166K $27.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.46K
+ 2.62%
$405.19 - $478.57 $591K - $698K
57.1K $26.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
34.2K
+ 7.77%
$41.9 - $48.26 $1.43M - $1.65M
474K $22.7M
IWN
Ishares Russell2000 Val ETF

ETFs
6.55K
+ 4.41%
$150.05 - $171.34 $983K - $1.12M
155K $25.9M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3.89K
+ 4.7%
$256.4 - $289.78 $998K - $1.13M
86.8K $24.6M
AMAT
Applied Materials Inc

Technology
21.7K
+ 46.95%
$174.88 - $254.97 $3.79M - $5.53M
67.9K $13.7M
JNJ
Johnson & Johnson

Healthcare
7.4K
+ 7.92%
$145.48 - $167.38 $1.08M - $1.24M
101K $16.3M
VOT
Vanguard Mid Cap Growth Index

ETFs
4.88K
+ 4.74%
$218.05 - $243.47 $1.06M - $1.19M
108K $26.3M
NKE
Nike, Inc.

Consumer Cyclical
16.3K
+ 19.89%
$71.09 - $89.44 $1.16M - $1.46M
98.3K $8.68M
UNH
Unitedhealth Group Inc

Healthcare
735
+ 3.39%
$488.01 - $604.18 $359K - $444K
22.4K $13.1M
WMT
Walmart Inc.

Consumer Defensive
872
+ 0.59%
$66.91 - $81.4 $58.3K - $71K
147K $11.9M
SBUX
Starbucks Corp

Consumer Cyclical
4.18K
+ 5.95%
$72.51 - $98.6 $303K - $412K
74.4K $7.25M
AXP
American Express CO

Financial Services
536
+ 1.31%
$225.92 - $271.17 $121K - $145K
41.3K $11.2M
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.69K
+ 7.91%
$57.22 - $80.08 $268K - $375K
63.9K $4.99M
CRM
Salesforce, Inc.

Technology
1.9K
+ 3.37%
$238.42 - $276.53 $452K - $525K
58.2K $15.9M
PFE
Pfizer Inc

Healthcare
37.1K
+ 12.86%
$27.7 - $31.39 $1.03M - $1.16M
325K $9.42M
NOC
Northrop Grumman Corp

Industrials
577
+ 5.2%
$423.73 - $533.14 $244K - $308K
11.7K $6.16M
DE
Deere & CO

Industrials
1.39K
+ 9.4%
$344.84 - $418.0 $481K - $583K
16.2K $6.77M
KR
Kroger CO

Consumer Defensive
5.85K
+ 6.39%
$50.43 - $57.3 $295K - $335K
97.4K $5.58M
PEP
Pepsico Inc

Consumer Defensive
3.47K
+ 5.69%
$161.9 - $179.3 $561K - $621K
64.3K $10.9M
JPM
Jpmorgan Chase & CO

Financial Services
1.07K
+ 1.35%
$194.9 - $224.8 $208K - $240K
80.1K $16.9M
LOW
Lowes Companies Inc

Consumer Cyclical
2K
+ 30.42%
$213.3 - $270.78 $427K - $542K
8.58K $2.32M
GS
Goldman Sachs Group Inc

Financial Services
241
+ 1.47%
$459.02 - $510.25 $111K - $123K
16.6K $8.22M
COST
Costco Wholesale Corp

Consumer Defensive
34
+ 0.17%
$801.83 - $917.05 $27.3K - $31.2K
19.9K $17.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.05K
+ 16.0%
$475.2 - $527.7 $500K - $555K
7.63K $4.02M
DSI
Ishares Msci Kld 400 Social Et

ETFs
6.07K
+ 94.7%
$97.81 - $108.79 $594K - $660K
12.5K $1.36M
PSTG
Pure Storage, Inc.

Technology
13.9K
+ 219.84%
$45.73 - $67.71 $633K - $938K
20.2K $1.01M
DIS
Walt Disney CO

Communication Services
8.95K
+ 10.74%
$85.6 - $98.61 $766K - $882K
92.3K $8.87M
GD
General Dynamics Corp

Industrials
714
+ 3.45%
$279.51 - $308.09 $200K - $220K
21.4K $6.46M
GNRC
Generac Holdings Inc.

Industrials
250
+ 1.65%
$133.16 - $159.78 $33.3K - $39.9K
15.4K $2.45M
FAST
Fastenal CO

Industrials
1.75K
+ 5.28%
$62.09 - $71.83 $109K - $126K
34.9K $2.49M
BX
Blackstone Inc.

Financial Services
500
+ 4.65%
$120.77 - $159.66 $60.4K - $79.8K
11.3K $1.72M
VTV
Vanguard Value ETF

ETFs
806
+ 5.62%
$159.75 - $174.57 $129K - $141K
15.2K $2.65M
POOL
Pool Corp

Industrials
250
+ 7.75%
$296.17 - $376.8 $74K - $94.2K
3.48K $1.31M
PODD
Insulet Corp

Healthcare
865
+ 57.67%
$180.69 - $239.01 $156K - $207K
2.37K $550K
AME
Ametek Inc

Industrials
1K
+ 9.22%
$152.74 - $176.01 $153K - $176K
11.8K $2.03M
ABBV
Abb Vie Inc.

Healthcare
727
+ 23.81%
$163.84 - $199.33 $119K - $145K
3.78K $746K
NEOG
Neogen Corp

Healthcare
9K
+ 19.18%
$14.73 - $17.71 $133K - $159K
55.9K $940K
VUG
Vanguard Growth ETF

ETFs
256
+ 2.89%
$341.08 - $391.94 $87.3K - $100K
9.12K $3.5M
TOST
Toast, Inc.

Technology
2K
+ 4.76%
$22.71 - $28.31 $45.4K - $56.6K
44K $1.25M
HON
Honeywell International Inc

Industrials
1.6K
+ 6.23%
$196.73 - $220.21 $314K - $351K
27.2K $5.62M
WDAY
Workday, Inc.

Technology
9
+ 0.13%
$207.75 - $264.68 $1.87K - $2.38K
6.76K $1.65M
AMZN
Amazon Com Inc

Consumer Cyclical
4.82K
+ 4.35%
$161.02 - $200.0 $776K - $963K
116K $21.5M
RELY
Remitly Global, Inc.

Technology
6.5K
+ 54.17%
$12.07 - $14.58 $78.5K - $94.8K
18.5K $247K
GILD
Gilead Sciences, Inc.

Healthcare
42
+ 0.7%
$66.59 - $83.99 $2.8K - $3.53K
6.04K $506K
ACN
Accenture PLC

Technology
148
+ 21.64%
$295.44 - $355.81 $43.7K - $52.7K
832 $294K
MDLZ
Mondelez International, Inc.

Consumer Defensive
508
+ 15.7%
$64.35 - $75.71 $32.7K - $38.5K
3.74K $275K
VBR
Vanguard Small Cap Value ETF

ETFs
102
+ 5.19%
$179.99 - $201.6 $18.4K - $20.6K
2.07K $415K
Activity Summary
Buys All Purchases 95 New Holdings 28 Increased Positions 67 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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