Wood Trust Financial Corp Reduced Holdings in Q1 2025

Wood Trust Financial Corp

  • $714 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-8.35K
- 42.28%
$890.62 - $1076.86 $7.44M - $8.99M
11.4K $10.8M
VTI
Vanguard Total Stock Market Et

ETFs
-23.4K
- 61.68%
$271.18 - $303.12 $6.34M - $7.09M
14.5K $4M
PFE
Pfizer Inc

Healthcare
-149K
- 54.07%
$25.01 - $27.13 $3.74M - $4.05M
127K $3.22M
AAPL
Apple Inc.

Technology
-282
- 0.29%
$209.68 - $247.1 $59.1K - $69.7K
96.2K $21.4M
AXP
American Express CO

Financial Services
-21
- 0.05%
$255.39 - $325.87 $5.36K - $6.84K
41K $11M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-4.66K
- 32.25%
$175.5 - $209.86 $818K - $978K
9.79K $1.78M
GS
Goldman Sachs Group Inc

Financial Services
-417
- 2.53%
$524.81 - $672.19 $219K - $280K
16.1K $8.77M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-675
- 13.13%
$468.34 - $539.52 $316K - $364K
4.46K $2.09M
WMT
Walmart Inc.

Consumer Defensive
-1.59K
- 1.08%
$84.5 - $105.05 $134K - $167K
146K $12.8M
SQ
Block, Inc.

Technology
-7
- 0.04%
$54.04 - $92.95 $378 - $651
16.5K $898K
BX
Blackstone Inc.

Financial Services
-9
- 0.08%
$136.53 - $186.74 $1.23K - $1.68K
11.4K $1.59M
SPY
Spdr S&P 500 ETF Trust

ETFs
-172
- 6.7%
$551.42 - $612.93 $94.8K - $105K
2.4K $1.34M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-920
- 21.21%
$102.49 - $119.96 $94.3K - $110K
3.42K $357K
LOW
Lowes Companies Inc

Consumer Cyclical
-14
- 0.16%
$222.66 - $268.42 $3.12K - $3.76K
8.57K $2M
TXN
Texas Instruments Inc

Technology
-525
- 18.05%
N/A
2.38K $429K
TDG
Trans Digm Group Inc

Industrials
-278
- 11.69%
$1251.32 - $1394.11 $348K - $388K
2.1K $2.91M
ORCL
Oracle Corp

Technology
-58
- 1.59%
$139.81 - $186.47 $8.11K - $10.8K
3.6K $503K
AME
Ametek Inc

Industrials
-19
- 0.16%
$170.39 - $190.43 $3.24K - $3.62K
11.8K $2.04M
XLK
Technology Sector Spdr

ETFs
-257
- 19.25%
$206.38 - $242.18 $53K - $62.2K
1.08K $223K
BAC
Bank Of America Corp

Financial Services
-1.16K
- 6.93%
$39.61 - $47.74 $45.8K - $55.2K
15.5K $648K
EMR
Emerson Electric CO

Industrials
-9
- 0.16%
$108.64 - $131.17 $978 - $1.18K
5.66K $621K
IVV
Ishares Core S&P 500 ETF

ETFs
-104
- 19.89%
$554.06 - $615.85 $57.6K - $64K
419 $235K
RMD
Resmed Inc

Healthcare
-40
- 0.52%
$219.7 - $257.65 $8.79K - $10.3K
7.58K $1.7M
ADBE
Adobe Inc.

Technology
-2
- 0.36%
$377.84 - $464.11 $756 - $928
560 $215K
META
Meta Platforms, Inc.

Communication Services
-43
- 4.6%
$576.36 - $736.67 $24.8K - $31.7K
891 $514K
BROS
Dutch Bros Inc.

Consumer Cyclical
-2K
- 19.8%
$55.77 - $85.37 $112K - $171K
8.1K $500K
WFC
Wells Fargo & Company

Financial Services
-178
- 2.81%
$66.78 - $81.42 $11.9K - $14.5K
6.16K $442K
COF
Capital One Financial Corp

Financial Services
-8
- 0.5%
$163.87 - $209.82 $1.31K - $1.68K
1.6K $287K
ZTS
Zoetis Inc.

Healthcare
-6
- 0.07%
$156.48 - $175.67 $939 - $1.05K
8.13K $1.34M
PG
Procter & Gamble CO

Consumer Defensive
-31
- 0.39%
$158.56 - $176.26 $4.92K - $5.46K
7.82K $1.33M
MCD
Mcdonalds Corp

Consumer Cyclical
-150
- 5.06%
$279.74 - $321.29 $42K - $48.2K
2.81K $879K
BMY
Bristol Myers Squibb CO

Healthcare
-30
- 0.52%
$53.9 - $63.11 $1.62K - $1.89K
5.71K $348K
SPGI
S&P Global Inc.

Financial Services
-10
- 0.33%
$478.26 - $543.77 $4.78K - $5.44K
3.02K $1.54M
KO
Coca Cola CO

Consumer Defensive
-1.05K
- 9.69%
$60.81 - $72.32 $63.6K - $75.6K
9.75K $699K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-25
- 0.67%
$56.12 - $68.15 $1.4K - $1.7K
3.7K $251K
CSCO
Cisco Systems, Inc.

Technology
-75
- 0.48%
$58.74 - $64.87 $4.41K - $4.87K
15.5K $954K
WEC
Wec Energy Group, Inc.

Utilities
-100
- 1.86%
$92.12 - $108.98 $9.21K - $10.9K
5.29K $576K
XOM
Exxon Mobil Corp

Energy
-39
- 0.47%
$105.44 - $118.93 $4.11K - $4.64K
8.26K $982K
LLY
Eli Lilly & CO

Healthcare
-10
- 0.51%
$725.72 - $929.72 $7.26K - $9.3K
1.93K $1.6M
GILD
Gilead Sciences, Inc.

Healthcare
-30
- 0.49%
$89.14 - $117.41 $2.67K - $3.52K
6.04K $677K
IRTC
I Rhythm Technologies, Inc.

Healthcare
-382
- 3.45%
$89.44 - $119.44 $34.2K - $45.6K
10.7K $1.12M
ECL
Ecolab Inc.

Basic Materials
-250
- 2.3%
$229.72 - $269.82 $57.4K - $67.5K
10.6K $2.69M
GE
General Electric CO

Industrials
-74
- 1.41%
$168.59 - $212.13 $12.5K - $15.7K
5.16K $1.03M
FAST
Fastenal CO

Industrials
-475
- 1.36%
$71.11 - $79.98 $33.8K - $38K
34.4K $2.67M
Linde PLC Shs
-112
- 2.16%
N/A
5.07K $2.36M
Rb Global Inc Com
-249
- 0.76%
N/A
32.4K $3.25M
JPM
Jpmorgan Chase & CO

Financial Services
-486
- 0.61%
$225.19 - $279.95 $109K - $136K
79.6K $19.5M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-3
- 0.2%
$1187.71 - $1432.58 $3.56K - $4.3K
1.49K $2.13M
VRSK
Verisk Analytics, Inc.

Industrials
-362
- 1.42%
$268.63 - $301.33 $97.2K - $109K
25.2K $7.5M
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