Wooster Corthell Wealth Management, Inc. Incresed Positions in Q1 2025

Wooster Corthell Wealth Management, Inc.

  • $489 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
18.9K
+ 25.63%
$217.89 - $252.64 $4.11M - $4.77M
92.5K $20.5M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
14.3K
+ 67.41%
$99.16 - $99.52 $1.42M - $1.43M
35.6K $3.54M
TLT
Ishares Barclays 20+ Year Trea

ETFs
12.6K
+ 16.59%
$85.29 - $92.57 $1.07M - $1.16M
88.2K $8.03M
SHV
Ishares Tr

ETFs
9.83K
+ 62.22%
$110.11 - $110.51 $1.08M - $1.09M
25.6K $2.83M
MSFT
Microsoft Corp

Technology
2.05K
+ 374.64%
$375.39 - $447.2 $771K - $918K
2.6K $976K
AAPL
Apple Inc.

Technology
3.57K
+ 35.21%
$209.68 - $247.1 $748K - $881K
13.7K $3.04M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.34K
+ 61.02%
$91.45 - $91.75 $306K - $307K
8.82K $808K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.66K
+ 41.84%
$100.34 - $100.68 $267K - $268K
9.03K $908K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
280
+ 18.79%
$442.66 - $534.52 $124K - $150K
1.77K $942K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.61K
+ 33.05%
$27.01 - $28.54 $179K - $189K
26.6K $744K
AMZN
Amazon Com Inc

Consumer Cyclical
2.22K
+ 20.02%
$190.26 - $242.06 $422K - $536K
13.3K $2.53M
IWL
Ishares Tr Russell 200 ETF

ETFs
912
+ 15.4%
$135.83 - $151.73 $124K - $138K
6.83K $938K
CVX
Chevron Corp

Energy
85
+ 4.02%
$146.71 - $167.97 $12.5K - $14.3K
2.2K $368K
TRV
Travelers Companies, Inc.

Financial Services
15
+ 0.61%
$232.43 - $265.13 $3.49K - $3.98K
2.48K $654K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.93K
+ 9.32%
$67.03 - $74.61 $129K - $144K
22.6K $1.54M
QQQ
Invesco Qqq Trust, Series 1

ETFs
47
+ 1.71%
$468.34 - $539.52 $22K - $25.4K
2.79K $1.31M
VO
Vanguard Mid Cap ETF

ETFs
570
+ 0.69%
$251.87 - $277.95 $144K - $158K
83K $21.5M
TSLA
Tesla, Inc.

Consumer Cyclical
423
+ 11.07%
$222.15 - $428.22 $94K - $181K
4.24K $1.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.11K
+ 1.59%
$120.29 - $134.6 $614K - $687K
326K $39.7M
VTI
Vanguard Total Stock Market Et

ETFs
1.87K
+ 1.13%
$271.18 - $303.12 $508K - $568K
167K $46M
MGC
Vanguard Mega Cap ETF

ETFs
2.21K
+ 0.47%
$199.2 - $222.69 $441K - $493K
474K $95.5M
Activity Summary
Buys All Purchases 36 New Holdings 14 Increased Positions 22 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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