Wood Trust Financial Corp has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $694 Million distributed in 252 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 $71.2M, Vanguard Mid Cap Value Index F with a value of $27.9M, Berkshire Hathaway Inc Class B with a value of $26.3M, Vanguard Mid Cap Growth Index with a value of $26.3M, and Microsoft Corp with a value of $26.2M.
Examining the 13F form we can see an increase of $50.9M in the current position value, from $643M to 694M.
Below you can find more details about Wood Trust Financial Corp portfolio as well as his latest detailed transactions.
Portfolio value
$694 Million
ETFs: $236 Million
Technology: $100 Million
Financial Services: $91.8 Million
Industrials: $60.9 Million
Healthcare: $58.1 Million
Consumer Cyclical: $54.5 Million
Consumer Defensive: $50.1 Million
Communication Services: $29.2 Million
Other: $13.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
