Wooster Corthell Wealth Management, Inc. has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $489 Million distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap ETF with a value of $95.5M, Vanguard Total Stock Market Et with a value of $46M, Schwab Strategic Tr Intl Eqty with a value of $41.2M, Ishares Core S&P Total U.S. St with a value of $39.7M, and Vanguard Intermediate Term Tre with a value of $27.2M.

Examining the 13F form we can see an increase of $29.3M in the current position value, from $459M to 489M.

Below you can find more details about Wooster Corthell Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $489 Million
ETFs: $475 Million
Technology: $5.4 Million
Consumer Cyclical: $3.86 Million
Financial Services: $1.82 Million
Communication Services: $1.07 Million
Healthcare: $595,000
Consumer Defensive: $531,000
Energy: $368,000
Other: $247,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $489 Million
  • Prior Value $459 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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