Wood Trust Financial Corp Incresed Positions in Q4 2024

Wood Trust Financial Corp

  • $711 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
24.2K
+ 176.03%
$280.04 - $302.45 $6.77M - $7.32M
37.9K $11M
GOOGL
Alphabet Inc.

Communication Services
21.5K
+ 32.45%
$161.86 - $196.66 $3.48M - $4.23M
87.7K $16.6M
Linde PLC Shs
2
+ 0.04%
N/A
5.18K $2.17M
AAPL
Apple Inc.

Technology
883
+ 0.92%
$221.69 - $259.02 $196K - $229K
96.5K $24.2M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.74K
+ 2.54%
$241.48 - $274.89 $661K - $752K
111K $28.1M
ACN
Accenture PLC

Technology
3.48K
+ 418.75%
$343.9 - $376.86 $1.2M - $1.31M
4.32K $1.52M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2.76K
+ 3.19%
$278.19 - $315.36 $769K - $872K
89.5K $25.8M
PSTG
Pure Storage, Inc.

Technology
12.8K
+ 63.75%
$48.19 - $66.6 $619K - $855K
33K $2.03M
HON
Honeywell International Inc

Industrials
517
+ 1.9%
$202.84 - $236.0 $105K - $122K
27.7K $6.26M
KR
Kroger CO

Consumer Defensive
1.64K
+ 1.69%
$55.21 - $63.3 $90.8K - $104K
99K $6.06M
CSCO
Cisco Systems, Inc.

Technology
5.11K
+ 49.03%
$52.45 - $60.02 $268K - $307K
15.5K $920K
VUG
Vanguard Growth ETF

ETFs
257
+ 2.82%
$378.79 - $428.11 $97.3K - $110K
9.38K $3.85M
FISV
Fiserv Inc

Technology
786
+ 43.16%
N/A
2.61K $536K
VRSK
Verisk Analytics, Inc.

Industrials
313
+ 1.24%
$262.86 - $294.75 $82.3K - $92.3K
25.6K $7.04M
BX
Blackstone Inc.

Financial Services
100
+ 0.89%
$148.45 - $199.05 $14.8K - $19.9K
11.4K $1.96M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
255
+ 3.34%
$521.84 - $558.82 $133K - $142K
7.88K $4.25M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.84K
+ 101.9%
$77.86 - $79.27 $221K - $225K
5.63K $439K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.87K
+ 85.57%
$77.02 - $78.58 $221K - $226K
6.23K $481K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.47K
+ 15.81%
$58.88 - $64.8 $440K - $484K
54.7K $3.22M
VTV
Vanguard Value ETF

ETFs
1.41K
+ 9.28%
$168.32 - $181.87 $237K - $256K
16.6K $2.8M
WEC
Wec Energy Group, Inc.

Utilities
1.71K
+ 46.64%
$92.94 - $101.82 $159K - $175K
5.39K $507K
EMR
Emerson Electric CO

Industrials
436
+ 8.34%
$108.13 - $134.33 $47.1K - $58.6K
5.67K $702K
ABBV
Abb Vie Inc.

Healthcare
1.15K
+ 30.4%
$164.99 - $203.87 $190K - $234K
4.93K $876K
AVGO
Broadcom Inc.

Technology
16
+ 0.89%
$159.67 - $250.0 $2.55K - $4K
1.81K $419K
WFC
Wells Fargo & Company

Financial Services
342
+ 5.7%
$54.98 - $77.35 $18.8K - $26.5K
6.34K $445K
IBM
International Business Machines Corp

Technology
510
+ 8.61%
$204.9 - $238.04 $104K - $121K
6.43K $1.41M
AME
Ametek Inc

Industrials
13
+ 0.11%
$165.89 - $197.38 $2.16K - $2.57K
11.9K $2.14M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.49K
+ 46.41%
$74.5 - $78.37 $111K - $117K
4.71K $352K
ORCL
Oracle Corp

Technology
536
+ 17.17%
$165.41 - $192.43 $88.7K - $103K
3.66K $610K
BAC
Bank Of America Corp

Financial Services
140
+ 0.85%
$39.22 - $47.77 $5.49K - $6.69K
16.7K $733K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
923
+ 38.49%
$99.2 - $108.47 $91.6K - $100K
3.32K $331K
ASB
Associated Banc Corp

Financial Services
1.31K
+ 8.14%
$20.64 - $28.14 $27.1K - $36.9K
17.4K $416K
SPY
Spdr S&P 500 ETF Trust

ETFs
51
+ 2.03%
$567.81 - $607.81 $29K - $31K
2.57K $1.5M
GILD
Gilead Sciences, Inc.

Healthcare
30
+ 0.5%
$83.95 - $97.9 $2.52K - $2.94K
6.07K $561K
VBK
Vanguard Small Cap Growth ETF

ETFs
115
+ 7.89%
$264.18 - $304.19 $30.4K - $35K
1.57K $440K
BMO
Bank Of Montreal

Financial Services
274
+ 10.1%
$89.75 - $103.39 $24.6K - $28.3K
2.99K $290K
RTX
Raytheon Technologies Corp

Industrials
385
+ 22.78%
$114.45 - $127.21 $44.1K - $49K
2.08K $240K
VBR
Vanguard Small Cap Value ETF

ETFs
191
+ 9.24%
$197.36 - $217.3 $37.7K - $41.5K
2.26K $447K
ABT
Abbott Laboratories

Healthcare
281
+ 4.94%
$111.93 - $119.39 $31.5K - $33.5K
5.97K $676K
MCD
Mcdonalds Corp

Consumer Cyclical
229
+ 8.38%
$288.47 - $316.54 $66.1K - $72.5K
2.96K $859K
META
Meta Platforms, Inc.

Communication Services
23
+ 2.52%
$554.08 - $632.68 $12.7K - $14.6K
934 $547K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
300
+ 4.46%
$61.68 - $67.87 $18.5K - $20.4K
7.03K $438K
DVY
Ishares Tr

ETFs
37
+ 1.59%
$129.55 - $143.41 $4.79K - $5.31K
2.37K $311K
PG
Procter & Gamble CO

Consumer Defensive
162
+ 2.11%
$161.05 - $179.7 $26.1K - $29.1K
7.85K $1.32M
SPGI
S&P Global Inc.

Financial Services
6
+ 0.2%
$480.36 - $529.17 $2.88K - $3.18K
3.03K $1.51M
RMD
Resmed Inc

Healthcare
100
+ 1.33%
$228.69 - $256.07 $22.9K - $25.6K
7.62K $1.74M
VOE
Vanguard Mid Cap Value Index F

ETFs
5.5K
+ 3.3%
$160.89 - $176.18 $885K - $969K
172K $27.8M
KO
Coca Cola CO

Consumer Defensive
3
+ 0.03%
$61.74 - $71.71 $185 - $215
10.8K $672K
MSFT
Microsoft Corp

Technology
1.01K
+ 1.66%
$406.35 - $454.46 $410K - $459K
62K $26.1M
Activity Summary
Buys All Purchases 72 New Holdings 10 Increased Positions 62 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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