Wood Trust Financial Corp has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $643 Million distributed in 232 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Msci Eafe ETF with a value of $62.9M, Microsoft Corp with a value of $26.8M, Vanguard Mid Cap Value Index F with a value of $24.1M, Vanguard Mid Cap Growth Index with a value of $23.6M, and Berkshire Hathaway Inc Class B with a value of $22.6M.
Examining the 13F form we can see an increase of $11.9M in the current position value, from $631M to 643M.
Below you can find more details about Wood Trust Financial Corp portfolio as well as his latest detailed transactions.
Portfolio value
$643 Million
ETFs: $211 Million
Technology: $97.5 Million
Financial Services: $84.4 Million
Industrials: $55.6 Million
Healthcare: $51.1 Million
Consumer Cyclical: $46.8 Million
Consumer Defensive: $45.5 Million
Communication Services: $30.5 Million
Other: $13.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more